the industrial electricians notebook

SM

The Industrial Electrician’s Notebook

Kilowatt Classroom, LLC. Industrial Electrical Training www.kilowattclassroom.com

“Interfacing Technology and Craftsmanship”

ww

w.kilow

attclassroom.com

T

he Industrial Electrician’s N

otebook K

ilowatt C

lassroom, L

LC

.

The Industrial

Electrician’s Notebook

Written and Compiled by

Elwood V Gilliland

Contributors

Vail R Gilliland Introduction to Voltage Regulation

“Interfacing Technology and Craftsmanship”

THIS NOTEBOOK BELONGS TO

Kilowatt Classroom

SM

Dedication During the forty-plus years that I’ve worked in the electrical field, more people than I can possibly mention have helped me understand the many facets of this special trade. Some were experts in electrical theory, while others stressed the importance of craftsmanship, the necessity for teamwork, or fostered the development of safe work practices. Often a fellow worker shared a technique to accomplish a task better, faster, or easier. By far the most influential of my mentors has been my father, Vail Gilliland, who always has time for questions. He continues to enthusiastically encourage me in my writing, teaching, and experimentation. His outstanding knowledge and skill, coupled with infinite patience and a willingness to share, are characteristics I greatly admire and appreciate. I dedicate this work to him.

Preface The harnessing of electrical power to lighten mankind’s work-load is only a little over a century old. During my own career, I have witnessed many changes in equipment, work methods, industry organization, and company philosophies. In today’s fast-paced work environment, one of the greatest challenges electricians face is that of keeping abreast with technological change. Interestingly, part of the solution may be technology itself - we now have powerful, inexpensive computers and the Internet. These tools greatly simplify the tasks of writing, illustration, and dissemination of information. This medium seems the logical avenue to communicate the specialized knowledge that we as electricians need so acutely. I’ve long thought about compiling a book containing information that would help apprentices and electricians to better understand and perform their jobs. I’m planning to write and publish this information in seria l form on my web site www.kilowattclassroom.com. I envision a book that will provide, in addition to electrical theory and reference data, a section for manufacturers’ literature, a place to keep personal notes and records from various jobs, and a section to file other related technical articles and information. It’s also important, I believe, to remember the contributions of some of the electrical industry’s early pioneers – it helps us to keep our own knowledge in perspective - so the beginning of each chapter will contain some historical information as well. It will be in loose-leaf form so it can be easily updated with new information and permit removal of the data that is obsolete or no longer needed. You can, of course, download only the material which is of interest to you. Eventually, perhaps, these articles can be made available as an e-book with hyperlinks that can quickly jump the reader to related articles, definitions, or required reference data. I hope you find The Electrician’s Notebook interesting and helpful. Elwood V. Gilliland

The Electrician’s Notebook © 2002 Kilowatt Classroom, LLC.

Published by

Kilowatt Classroom, LLC. Electric Power Training for Industry

9267 Red Creek Road Casper, Wyoming 82601 www.kilowattclassroom.com

The information made available free-of-charge at www.kilowattclassroom.com is for personal use only. All rights reserved. Reproduction or use without express permission, of editorial or pictorial content in any manner, is prohibited. While every precaution has been taken in the preparation of this book, the publisher assumes no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein.

Electrical Fundamentals

Electrical Equipment

Electrical Control Systems

Medium Voltage Systems

Reference Data

Manufacturers’ Data Sheets

My Notes

Appendix

See back for Details

Electrical Fundamentals –Tab 1

Electrical Basics –Electrical terms, electrical symbols for formulas and prints, electrical calculations, measurement methods, sources of electrical energy, resistance in electrical circuits

DC Circuits – Ohms Law; electrical power; series, parallel and series-parallel circuits AC Circuits – Magnetism, Sine Wave fundamentals, inductance, capacitance, reactance, impedance, single-phase AC systems Three-Phase AC Systems – Delta, Wye, three-phase power measurements and calculations, power factor correction

Electrical Equipment – Tab 2

Introduction to Electrical Equipment – Switches, relays Transformers Electrical Protective Devices – Fuses, Overload Relays, Circuit Breakers, MCP’s DC Motors & Generators AC Motors & Generators

Electrical Control Systems – Tab 3 Fundamentals of Motor Control Introduction to Solid State Components – Diodes, transistors, SCR’s, FET’s, IGBT’s, GTO’s; introduction to integrated circuits Introduction to Analog and Digital Systems – Analog Systems: op amps. Digital Systems: logic circuits, counters, shift registers. Programmable Control Systems – Programmable Relays, Programmable Logic Controllers (PLC’s) Motor Drives – DC Motor Drives. AC Motor Drives: Soft Start Systems, Variable Frequency Drives

Medium Voltage Systems – Tab 4

Electric Power Substations Distribution Systems –Underground, Overhead, Surface Mine Radial Feeder Analysis - System Impedances, Available Fault Current, Motor Starting Voltage Drop Introduction to Protective Device Coordination Principles of Voltage Regulation

Reference Data – Tab 5

Symbols Formulas Standard Device Designation Numbers Types of Electrical Prints – Block Diagrams, Schematics, Wiring Diagrams, Flow Charts, One-Line Diagrams

Manufacturer’s Data Sheets – Tab 6

Insert manufacturers’ data sheets and instructions in this section.

My Notes – Tab 7

A handy place to keep your personal field notes from various jobs.

Appendix – Tab 8 Technical Article File – Insert trade publication articles, stories, and other literature you want to keep in this section.

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. Capacitors

Cap

acitors

CAP1

Schematic Symbols

Capacitor

+

Polarized DC Capacitor Plus sign indicates proper

connection polarity

Adjustable Capacitor Tuning and trimming

very small values only

Capacitor Characteristics

• A capacitor consists of two plates separated by an insulating medium known as a dielectric. (A dielectric is similar to an insulator but is more electrically “flexible”. All dielectrics are insulators, but not all insulators make good dielectric material.)

• A capacitor is a device which stores an electrostatic charge.

CAUTION: All power capacitors must be fully discharged before working on the equipment!

• Capacitors are rated in Farads - named after the scientist Michael Faraday. By definition: a one (1) Farad capacitor will store a one (1) Coulomb charge when connected across a one (1) Volt potential. The farad is a very large quantity, so capacitors are rated in picofarads (10-12 farads), nanofarads (10-9 farads ), or micro-farads (10-6 farads). The abbreviations pf for picofarads, nf for nanofarads, and mf or mfd for microfarads, are commonly used.

• Electrolytic capacitors can be applied to DC circuits only and must be connected in the circuit with the correct

polarity in order for the dielectric material to properly form. The capacitor case will indicate the required lead polarity. With a electrolytic capacitor it is possible to manufacture capacitors of large microfarad ratings (up to several thousand microfarads) in a relatively small case.

CAUTION: Improperly connected electrolytic capacitors may explode!

• Capacitors used on AC systems must be of the non-polarized type. • All capacitors have a “working voltage” voltage which cannot be exceeded. • In an electrical circuit a capacitor opposes a change in voltage. • In an electrical circuit a capacitor will block Direct Current (DC) and will pass Alternating Current (AC). • Many electrical components, other than capacitors, exhibit a certain amount of capacitance. For example:

high voltage cable which has an inner conductor and an outer shield can act as a capacitor and will store a con-siderable charge. (The cable conductor acts as one capacitor plate, the shield becomes the second capacitor plate, and the cable insulation constitutes the capacitor dielectric.)

CAUTION: All cables, motor windings, and other components which can exhibit capacitance must be discharged

before working on the components or associated circuitry!

Oil-filled AC Capacitor 17.5 mfd @ 280 volts

Non-polarized Mica 0.1 mfd @ 100 volts

Polarized Electrolytic Note lead polarity mark

470 mfd @ 50 VDC Adjustable Capacitor

10 - 30 picofarads


Factors Determining Capacitance C

apacito

rs CAP2

Capacitance Parallel Plate Capacitor K S (N - 1) C = 0.224 d Where C = Capacitance in picofarads K = Dielectric Constant S = Area of one plate in square inches N = Number of plates d = Distance between plates in inches

Dielectric Constants

Kind of Dielectric

Approx K

Value

Air (at atmospheric Pressure) 1.0

Bakelite 5.0

Cambric 4.0

Fiber 5.0

Glass 8.0

Mica 6.0

Paraffin Coated Paper 3.5

Porcelain 6.0

Pyrex 4.5

Quartz 5.0

Rubber 3.0

Wood 5.0

These values are approximate since true values de-pend on grade of material used , moisture content, temperature, and frequency characteristics.

The formula for determining the capacitance of a capacitor is given below left. A table of some typical capacitor dielectric materials along with the approximate dielectric constant K is included below right. As the dielectric con-stant K is in the numerator of the formula, the capacitance C of the capacitor is directly proportional to this value. An increase in the value of K will result in an increase in capacitance.

The distance d between the plates is in the denominator of the capacitance formula, so the capacitance C will be inversely proportional to this value. The adjustable trimmer capacitor pictured below left has a mica dielectric material and the capacitance is varied by adjusting the screws which change the distance d between the plates. Tightening the screws brings the plates closer together, causing the capacitance to increase; loosening the screws allows the plates to separate, resulting in a decrease in capacitance. A non-metallic tuning wand must be used to prevent affecting the adjustment.

Trimmer Capacitor Tuning Capacitor

The capacitance of a capacitor is directly proportional to the effective area S of the plates. The tuning capacitor pictured above right utilizes this formula parameter for achieving a change in capacitance. As the shaft is rotated, a change in the plate mesh between the rotor and stator plates will result in a change in the plate area.


RC Time Constant C

apacito

rs CAP3

10

8

6

4

2

0 I C

Am

pere

s

-1

-2

-3

-4

-5

T0 T1 T2 T3 T4 T5

Charge Discharge

IC = 10 Amperes

EC

The length of time it takes for a capacitor to charge to 63.2% of the supply voltage is the RC Time Constant. (The 63.2% figure is used because the charging curve, as shown below, is logarithmic and it is difficult to tell exactly when the capacitor is fully charged - the 63.2% value can be more readily determined.) The Time Constant Formula is: T = RC Where: T = the time is seconds to reach 63.2% charged, R = the resistance in Ohms, and C = the capacitance in farads. For electronic work, a more usable set of values (making a decimal point change) is: T = time in milliseconds, R = resistance in k ohms, and C=capacitance in microfarads. It takes approximately five (5) time constants for a capacitor to become fully charged.

RC Charge and Discharge Circuit

The circuit at the right can be used to illustrate the RC Time Constant.

When the switch is moved to the Charge position, the capacitor C begins to charge through the resistor R. The larger the ohmic value of R, the longer it will take the capacitor to charge.

With the capacitor fully charged (EC = 10 Volts ), when the switch is moved to the Discharge position the capacitor will discharge through R.

Charge Discharge

100

80

60

40

20

0

E C V

olts

1RC 2RC 3RC 4RC 5RC

63.2% @ 1RC

Voltage Charge / Discharge Curve

As shown at the right, a capacitor opposes a change in voltage. When the switch is closed current begins to flow immediately to the ca-pacitor, but the voltage across the capacitor builds at a logarithmic rate and the length of time for the capacitor to charge is determined by the rating of the capacitor and the size of the series resistor in accordance with the for-mula T=RC.

Capacitor Charge / Discharge Current

The graph at the right shows the immediate rise in charging current when the switch is placed in the Charge position. The current then decays to zero amps as the capacitor becomes fully charged.

When the switch is moved to the Discharge po-sition, the current instantaneously reverses in direction and then decays to zero as the capacitor become fully discharged.

Circuit Applications

RC Time Constant Circuits have many appli-catons. Analog time delay relays, for example, rely on this principle. The relay time delay is set by an adjustable resistor which is in series with the timing capacitor. When the firing voltage of a transistor or SCR is reached, an output relay is energized.

Free-running oscillators based on this principle generate a characteristic “sawtooth” waveform.

36.8% on Discharge

Sheet 4 Copyright 2002 Kilowatt Classroom, LLC. AC Theory

Capacitive Reactance - Page 1 A

C T

heo

ry XC1

• Capacitive Reactance is the opposition to the flow of current in an electrical circuit due to capacitance and is measured in Ohms.

• The symbol for reactance is X; capacitive reactance is represented by XC • The formula for capacitive reactance is:

1 XC = 2 f C Where: XC = Capacitive reactance in ohms f = Frequency in hertz C = Capacitance in farads 2 = 6.28 [Note: the value of pi ( ) is 3.1416]

• As illustrated by the formula above, capacitive reactance is inversely proportional to frequency. • Direct Current (DC) will not flow through a capacitor because the frequency of pure DC (having no ripple

or changes in amplitude) is zero hertz , therefore the value of capacitive reactance in ohms is, theoretically, infinite (there is always some small amount of leakage current through the capacitor dielectric). A capacitor is said to “block” direct current. Even though direct current will not flow through a capacitor, the impressed voltage will cause an electrostatic charge to accumulate on the plates and the capacitor will store an electrical charge according to the formula:

Q = CE Where: Q = Quantity stored in coulombs E = Potential across the capacitor in volts C = Capacitance in farads

• The drawing below illustrates how an electrostatic charge accumulates on the plates of a capacitor.

Continued on Sheet 5 Negative Plate

Capacitor Plate

Orbital Electrons in Capacitor Dielectric Material Position of dielectric electrons undistorted without presence of electrostatic field.

Capacitor Plate

Figure (A) No charge on capacitor.

Figure (B) Charged capacitor. Position of dielectric electrons is distorted with presence of electrostatic field and an electrical charge accumulates on the plates. In this illustration, the left plate is positive and the right is negative. Positive Plate


Capacitive Reactance - Page 2 A

C T

heo

ry XC2

Continued from Sheet 4

In a purely capacitive circuit, the circuit current will lead the applied voltage by 90o. This is a theoretical condition, since any circuit will have some value of resistance or inductive reactance in addition to the capacitance. In this circuit the current is all reactive and no work will be done. Single-phase power in watts in an AC circuit is: P = E x I x Cos The phase angle in this case is 90o. Since Cos 90o = 0, the circuit power therefore equals zero. Remember: • There are 360 degrees in a sine wave. • Electrical Phasors rotate counter-clockwise (CCW). • Phasors (electrical vectors) show two things: (1) magnitude, and (2) direction. • The symbol Theta is used to represent phase angle.

AC

Circuit Diagram

E REF X Observer

(Reference Voltage @ 0o)

CCW Phasor Rotation I (Circuit Current)

= 90o Angle of lead

Phasor Diagram

If the observer stands a point X above and watches the phasors rotate CCW, the current phasor will appear first, followed 90o later by the voltage phasor.

Phasor Axis of Rotation

In the above drawing, the current crosses zero and goes positive 90o before the voltage crosses zero and goes positive.

Phase Angle = 900 Leading (Voltage is Reference)

Sine Wave Relationship Red - Current

Black - Voltage

Positive 1/2 Cycle

Negative 1/2 Cycle

Zero Amplitude

C

T0 Time Increasing

0 o

90 o

180

o

Degrees are shown for current waveform.

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. Inductors

Inductors IND1

Inductor Adjustable Inductor Iron Core Inductor Powdered Iron Core

Schematic Symbols

17 mh power supply smoothing reactor.

One-half actual size. Above: Large DC link reactors used in 4160 volt 5000 hp VFD.

Left: Reactor used in conjunction with capacitors for harmonic filtering.

Radio frequency “choke” coil wound on ceramic

powdered iron core. Shown actual size.

Arc Welder Slope Control

Inductor Characteristics

• An inductor is created when a conductor is wound into a coil.

• The unit of inductance is the Henry - named after the American inventor Joseph Henry. By definition: an in-ductor has an inductance of one (1) henry if an electromotive force of one (1) volt is induced in the inductor when the current through the inductor changes at the rate of one (1) ampere per second. The abbreviation for the Henry is h and mh stands for millihenry.

• The inductance of a coil is affected by a number of factors including: the type and size of the core material, the

size of the conductor, and the way in which the coil is wound. • In an electrical circuit, an inductor opposes a change in current. This characteristic has resulted in the term

“choke coil”, particularly in radio work. • Adjustable inductors are made by changing the amount of core material within the coil. The drawing below

left illustrates a common method of achieving “slope control” in a welder by raising or lowering the iron core within the coil. The the AM broadcast band antenna coil pictured below right is tuned by moving the position of the powdered iron core within the coil form; a non-magnetic “tuning wand” is required for this adjustment.

Loopstick Antenna Coil Shown with core slug removed from coil form.

Shown one-half actual size.

Coils (3)

Adjustable Powdered Iron Core Non-magnetic Threaded Rod Threaded clip fits into bottom of coil form.

Tuning Wand Adjustment Slot


Inductive Reactance - Page 1 A

C T

heo

ry XL1

• Inductive Reactance is the opposition to the flow of current in an electrical circuit due to inductance and is measured in ohms.

• The symbol for reactance is X; inductive reactance is represented by the symbol XL . • The formula for inductive reactance is: XL = 2 f L Where: XL = Inductive Reactance in ohms, f = Frequency in hertz, L = Inductance in henrys, 2 = 6.28. • As illustrated by the formula above, inductive reactance is directly proportional to frequency. When an alter-

nating current is applied to an inductor, the inductive reactance will increase as the frequency increases. • The opposition offered to the flow of steady-state Direct Current (DC) by an inductor is equal to the resis-

tance of the inductor only (the ohmic value of the conductor with which the coil is wound ). During the appli-cation of DC to an inductor, during any fluctuations or ripple, or during de-energization of the coil, inductive reactance becomes a factor.

• An inductor opposes a change in current. The mechanical analogy of inductance is inertia.

Voltage of Self Inductance

When a changing current is applied to an inductor, a counter electromotive force (cemf) is generated. This generated voltage is termed a “counter” or “back” emf because it is in a direction which opposes the applied voltage. Figure A of the drawing at the right illus-trates how this counter emf is generated. As current is applied to a coil and flows through the conductors of that coil, an expanding magnetic field will be established that sur-rounds each of the conductors . This expand-ing flux cuts through the adjacent conductors and induces a voltage in these adjacent con-ductors. Using the Left Hand Rule, it can be seen that the direction of this induced volt-age is in a direction that opposes the applied DC voltage. When the switch is opened (or the level of the applied voltage is reduced), the reverse effect takes place. The magnetic field will collapse and effectively cut through the adja-cent conductors in the opposite direction than was previously described. The counter emf will reverse and will oppose the reduc-tion on the applied voltage. This directional change is illustrated in Figure B, on the right.

Lenz’s Law

The induced EMF in any circuit is always in a direction to oppose the effect that pro-duced it.

Remember - To Generate a Voltage:

A conductor can be moved so as to cut the lines of force of a magnetic field .

Or An expanding or collapsing magnetic field can cut through a stationary conductor.


Inductive Reactance - Page 2 A

C T

heo

ry XL2

Continued from Page 1

In a purely inductive circuit, the circuit current will lag the applied voltage by 90o. This is a theoretical condition, since any circuit will have some value of resistance or capacitive reactance in addition to the inductance. In this circuit the current is all reactive and no work will be done. Single-phase power in watts in an AC circuit is: P =E x I x Cos 0. The phase angle in this case is 90o. Since Cos 90o = 0, the circuit power therefore equals zero. Remember: • There are 360 degrees in a sine wave. • Electrical Phasors rotate counter-clockwise (CCW). • Phasors (electrical vectors) show two things: (1) magnitude, and (2) direction.

(Reference Voltage @ 0o)

E REF X Observer

CCW Phasor Rotation (Circuit Current) I

0 = 90o Angle of lag

Phasor Diagram

If the observer stands a point X above and watches the phasors rotate CCW, the voltage phasor will appear first, followed 90o later by the current phasor.


In the above drawing, the voltage crosses zero and goes positive 90o before the current crosses zero and goes positive.

0 Phase Angle 0 = 900 Lagging (Voltage is Reference)


Black - Voltage

Positive 1/2 Cycle

Negative 1/2 Cycle

Zero Amplitude

AC

Circuit Diagram

L

0o

90o

180o

T0 Time Increasing

Degrees shown for voltage waveform


Power is a Resistive Circuit A

C P

ow

er PWR1

In a purely resistive circuit (such as electric heaters or incandescent lighting), the circuit voltage and the current will be in-phase. In this circuit, because the current is in-phase with the voltage, the maximum amount of power in watts will be pro-duced. Single -phase power in watts in an AC circuit is: P =E x I x Cos O . The phase angle in this case is 0 o. Since Cos 0 o = 1, the circuit power is therefore P = E x I x 1. All power is true power in watts. Remember: • There are 360 degrees in a sine wave. • Electrical Phasors rotate counter-clockwise (CCW). • Phasors (electrical vectors) show two things: (1) magnitude, and (2) direction.

E REF X Observer

(Reference Voltage @ 0 o)

CCW Phasor Rotation I (Current)

Voltage and Current are in-phase.

Phase angle O = 0 o

Phasor Diagram Current Red

Voltage Black

If the observer stands a point X above and watches the phasors rotate CCW, the voltage and current phasors will be in-phase with one another.


T0 Time Increasing

In the above drawing, the zero crossing for both the current and voltage occurs at the same time.

Sine Wave Relationship Showing in -phase condition.

Red - Current Black - Voltage

Positive 1/2 Cycle

Negative 1/2 Cycle

Zero Amplitude

Circuit Diagram

AC R


Power in an RL Circuit A

C P

ow

er PWR2

This series circuit combines resistance and reactance. Given: System Voltage = 100, R = 10 Ohms, XL = 10 Ohms Because this is a series circuit, the current is the same through both circuit elements and current becomes the refer-ence phasor. The circuit is inductive, so the current will lag the voltage. Steps to solving this circuit: • Find system impedance - Use Trig or Pythagorean Theorem to find Z. • Calculate system current - Divide given system voltage (100) by Z. • Calculate voltage drops - Multiply calculated current times R, XL, and Z. • Calculate values for power triangle - Multiply current ( I ) times ER , EXL, and EZ. (Or you can use P = I2 R.) • Calculate phase angle - There are several ways to do this, shown is Trig calculation using Watts and Vars. • Calculate system power factor - This is the Cosine of the phase angle expressed as a percent.


Black - Voltage

I Calc = 7.07 Amps (Reference @ 0 o )

E = 100 Volts

CCW Phasor Rotation

Phase angle O = 45o (Current Lags Voltage)

Phasor Diagram Current Red

Voltage Black

O Phase Angle = 45o Lagging

Impedance Triangle Given data shown bold.

R = 10 Ohms

XL = 10 Ohms Calculated Z = 14.14 Ohms

Calculations

Impedance: Current: I = E / Z

Voltage ER = I x R = 7.07 x 10 = 70.7 Volts EXL = I x XL = 7.07 x 10 = 70.7 Volts EZ = I x Z = 7.07 x 14.14 = 100 Volts

Power: Watts = ER x I = 70.7 x 7.07 = 500 Watts Vars = EXL x I = 70.7 x 7.07 = 500 Vars Volt Amperes = EZ x I = 100 x 7.07 = 707 VA Phase Angle: Tan O = Opp / Adj = Vars / Watts = 500 / 500 = 45o

Power Factor = Cos O x 100 = Cos 45o x 100 = .707 x 100 = 70.7 %

Z2 = R2 + X2 or Z = R2 + X2

Z = 102 + 102 = 100 + 100 = 200 = 14.14 Ohms

I = E / Z = 100 volts / 14.14 ohms = 7.07 Amps

R = 10 Ohms Calc ER = 70.7 Volts

XL =10 Ohms Calc EXL = 70.7 Volts

Circuit Diagram Given data shown bold.

AC E = 100 Calc EZ =100

Volts

Calc I = 7.07

Power Triangle

Watts = 500

Vars = 500 Volt Amperes = 707

Phase angle O = 45o O

0 o

90 o

180

o

Degrees shown for voltage.


Power in an RLC Circuit

AC

Po

wer

PWR3

Original Power Triangle Before addition of power factor

correction capacitors.

True Power 500 kW

Reactive Power 500 kVAR (inductive ) Apparent Power

707 kVA

Phase angle O = 45 o O

Capacitance 300 kVAR

Reactive Power 200 kVAR (inductive)

Resultant Power Triangle After addition of power factor

correction capacitors.

300 kVAR of reactive power (inductive) offset by capacitive kVAR

True Power 500 kW

Apparent Power 539 kVA

L R

Circuit Diagram

AC

C = 300 kVAR

Phasor Diagram

Impedance Triangle

R

XL

XC

Z

This parallel circuit combines resistance, inductance, and capacitance. Because capacitive reactance Xc and inductive reactance XL are opposite one another, the two reactances can be vectorally (algebraically) added to obtain a single reac-tance with the magnitude of the resultant vector being equal to the difference between the quantities and the vector direc-tion being that of the larger quantity. Because it is a parallel circuit, the voltage is the same across each circuit element and is chosen as the reference phasor. A practical application of this principle is power factor correction. Primarily because of induction motor load, electrical systems are generally inductive and have a lagging power factor. Power factor correction capacitors can be added to the system to supply leading vars and offset some of the lagging system vars. To simplify the application of power factor correction capacitors to electrical systems, manufacturers rate these capacitors in kilovars (kVAR) rather than in microfarads. The correlation between microfarads and kVARs is given by the formula: kVAR = 2 FCE2 / 109 Where: 2 = 6.28, F = Frequency in hertz, C = Capacitance in microfarads, and E2 = Voltage2.

The Circuit Diagram shown below represents a typical distribution system. The resistance element represents resistive loads such as incandescent lighting , electric heat, and the resistive component of inductive loads such as motors and trans-formers. The inductance symbol represents the inductive component of motors, transformers, and other magnetic circuits, and the capacitance represents a bank of power factor correction capacitors of 300 kVAR. The Original System Power Triangle, below left, shows a system with a 500 kW (true power) load, 500 kVAR of reactive (wattless) power, and a kVA (apparent power) of 707. The system phase angle O = 45o, resulting in a system power factor of 70% (Cos 45o = .707). The Phasor Diagram and the Resultant Power Triangle, bottom right, illustrate the system improvement by the addition of a 300 kvar power factor correction capacitor.

IZ New current @ 22 o phase angle

IZ Original current @ 45 o phase angle

IR In-phase current component E REF

(Reference Voltage @ 0 o)

CCW Phasor Rotation

IXL Inductive current not offset by capacitance

IXC Capacitive current

IXL Inductive current offset by capacitance

Sheet 1 Copyright 2003 Kilowatt Classroom, LLC. Phase Angle Measurement

Measu

remen

ts PAM1

ATS-100 Phase Angle Meter Used for voltage-voltage or voltage-current phase angle measurements.

Analog Scale 360o Electrical Degrees

Displayed in four quadrants.

Circuit One Reference Voltage

120 / 208-240 / 480 VAC

Circuit Two Accepts voltage or current input.

TPI A256 Current Adapter Permits direct voltage-current phase

angle measurement on circuits to 400 amps and 600 VAC. (See Sheet 2 for listing of

additional adapters.)

Scale Selection Switch

Requirements for Phase Angle Measurement

• The phase angle meter is a valuable tool for verifying the proper installation of medium- and high-voltage primary metering equipment and sophisticated protective relays that receive input from Potential and Cur-rent Transformers (PTs & CTs).

• Phase angle meters are also used to verify the correct connection of three-phase transformer banks which

must be paralleled with an existing electrical bus or high voltage line. The process of making these meas-urements is known as “phasing-out” and is performed before the tie-in is made.

• This equipment is also used for conducting electrical system load and power factor studies. The system

power factor is equal to the cosine of the phase angle (expressed as a percent) that exists between the system voltage and current. Once the system power factor is determined, the system power triangle (true power in watts, apparent power in volt-amperes, and reactive power in vars) can be developed and analyzed.

• Phase angle measurement is also employed to analyze the operation of AC synchronous generators and syn-chronous motors to verify the proper operation of field regulators and synchronizing equipment.

Types of Meters

Numerous manufacturers offer phase angle meters, either as a separate metering device, or as an integral part of AC power measurement and recording equipment. The display readout is generally digital but may also be analog viewed in quadrants, analog with a circular 360o scale, or as a phasor diagram displayed on a laptop computer. The ATS-100 Phase Angle Meter described in this article is a low-cost, easy to operate unit developed by Kilowatt Classroom LLC. It is unique in that it can measure the phase angle directly on distribution power lines to 34.5 kV using an insulated fiber optic link. Operation of the ATS-100 is similar to other stand-alone instruments and is featured in this article to illustrate the measurement procedure. For background information on this subject see The Industrial Electrician’s NotebookTM articles: Understanding Transformer Polarity, and Power in AC Circuits on the web @ www.kilowattclassroom.com

Switch / Label Side is Polarity Place this side toward current source or CT polarity mark.

Sheet 2 Copyright 2003 Kilowatt Classroom, LLC. ATS-100 Phase Angle Meter

Instrument Arrangement

Measu

remen

ts PAM2

Front Panel Layout

1

2

4

CIRCUIT TWO LEADS CIRCUIT ONE

3

NORMAL NULL

DELTA

5

1. CIRCUIT ONE - Reference Voltage Input. Input ranges 120 / 208-240 / 480 with respect to Common (COM). 2. CIRCUIT TWO - Adapter Input Receptacle which accepts the following adapters: Voltage Adapter - 120, 208 - 240, and 480 VAC adapters are available. Low Current Adapter - TPI Model 254 (10 mA to 60 amps). Recommended for current measurements on the secondary of 5 amp Instrument Current Transformers (CT’s). High Current Adapter - TPI Model 256 (0 to 400 amps). For direct phase angle measurement on motors and other loads to 400 amperes. Fiber Optic Adapter - ATS Model 110 Receiver. For use with the ATS Model 111 Fiber Optic Transmitter which permits direct phase angle measurement on distribution power lines to 34.5 kV up to 400 amps. 3. ANALOG METER - Displays the number of electrical degrees which CIRCUIT TWO leads CIRCUIT ONE.

Two scales, 0 - 360 degrees in four quadrants, five degrees / division. 4. SCALE SWITCH - Selects the UPPER (90o - 360o / 0 - 270o) meter scale, or the LOWER (270o - 180o - 90o)

meter scale. 5. DELTA NULL SWITCH - Used to simplify voltage-current phase angle measurement on Delta Systems. On a

Delta System, at unity power factor, there is a 30o phase shift between the phase voltage and the line current. Holding this momentary-action switch in the NULL position will automatically compensate for this phase shift. (Switch is spring return to the NORMAL position.)

See Sheet 3 for Scale Interpretation Instructions and Sheet 4 for Condensed Operating Instructions.


Scale Interpretation

Measu

remen

ts PAM3

Quadrant 2

Quadrant 3

Measurement Standards Phase Angle Meters are manufactured using two different standards: 1) Showing the number of degrees that Circuit Two leads Circuit One. 2) Showing the number of degrees that Circuit Two lags Circuit One. Because Phasors (electrical vectors) are always analyzed with a Counter Clockwise Rotation (CCW), the first stan-dard, showing the number of degrees Circuit Two leads Circuit One, is more consistent with this theory and is em-ployed on the ATS-100 instrument. The second standard, showing degrees of lag, is sometimes preferred when power factor measurements only are being made as the angle of lag for single-phase analysis will always be in the fourth quadrant. The ATS-100 instrument displays the 360o electrical degree measurement two quadrants at a time as determined by the position of the SCALE SWITCH (see previous page). The UPPER SCALE switch position is for Quadrants 1 & 4 with the number of degrees being read from the Upper 90o - 360o / 0o- 270o meter scale. The LOWER SCALE switch position is for Quadrants 2 & 3 and the number of degrees is read from the lower 270o - 180o - 90o meter scale. When making measurements, place the SCALE SWITCH in the position that gives an upscale reading.


Upper scale meter reading corresponds to red phasor position illustrated below.

Quadrant 1

Quadrant 4

Upper Meter Scale Lower Meter Scale 90o

270o

180o 360o

0o

Circuit Two Voltage or Current Angle of Lead

Circuit One Reference Voltage

Zero Degrees

30o Quadrant 2

Quadrant 3


Condensed Operating Instructions

Measu

remen

ts PAM4

Refer to Illustration on Sheet 2

Making Voltage-Voltage Phase Angle Measurements 1) Apply the reference potential to the appropriate CIRCUIT ONE input banana jacks. Use the red lead for the

polarity (+) connection and the black lead for the common (COM) connection. (With voltage applied, the meter hand will move upscale from the position indicated by the dashed blue line to the 90o / 270o mark shown by the solid blue line.)

2) Connect the appropriate voltage adapter with potential leads to the CIRCUIT TWO adapter input. Use the red lead for the polarity connection and the black lead for the non-polarity connection.

3) Place the SCALE SWITCH in the position that provides an upscale reading and read the indicated phase an-

gle from the appropriate scale. For example: if an upscale reading is obtained with the SCALE SWITCH in the UPPER position the reading indicated by the red hand would be read as 30 degrees; if an upscale reading is obtained with the SCALE SWITCH in the LOWER position, the reading would be taken from the LOWER scale, which for this example, would be read as 210 degrees. The meter scale indicates the number of electri-cal degrees that the potential applied to CIRCUIT TWO leads the reference voltage applied to CIRCUIT ONE.1)

Note: All voltage-voltage phase angle measurements are made with the momentary-action DELTA NULL SWITCH in the NORMAL position. See Sheet 6 for information on determining the system phase rotation and Sheets 7 & 8 for details on making measurements and constructing a system phasor diagram.

Making Voltage-Current Phase Angle Measurements

1) Apply the reference potential to the appropriate CIRCUIT ONE input banana jacks. Use the red lead for the polarity (+) connection and the black lead for the common (COM) connection.

2) Use the TPI A254 Low Current Adapter when making measurements on the 5 amp secondary side of instru-ment Current Transformers (CT’s), on small loads under 60 amperes (600 volts or less), or for analyzing small motor starting where the Locked Rotor Amps (LRA) is less than 60 amps. The TPI A256 Clamp Adapter should be used (600 volts or less) on for loads up to 400 amps, motor loads where the Full Load Amps (FLA) does not exceed 400 amps, or for analyzing motor starts where the LRA does not exceed 400 amps.

Connect the appropriate current adapter to the CIRCUIT TWO adapter input. A special identification circuit in the adapter plug “tells” the instrument which adapter is being used. Place the Current Adapter Selector Switch in the AC position and place the adapter around the current-carrying conductor . The side of the adapter with the writing and switch is the polarity side (+) and must be placed toward the power source or toward the current transformer polarity mark when measuring on the sec-ondary side of a CT.

3) Place the SCALE SWITCH in the position that provides an upscale reading. The meter scale indicates the number of electrical degrees that the current applied to CIRCUIT TWO leads the reference voltage applied to CIRCUIT ONE.

4) The DELTA NULL SWITCH can be placed in the NULL position to compensate for the 30o phase shift that exists between the phase voltage and the line current in a Delta System. Leave the NULL switch in the NOR-MAL position for making Voltage-Current phase angle measurements on a WYE System.

See Sheet 6 for information on determining the system phase rotation and Sheets 7 & 8 for details on making measurements and constructing a system phasor diagram.

Sheet 5 Copyright 2003 Kilowatt Classroom, LLC. Transformer Bank

Connections and Phasor Diagrams

Measu

remen

ts PAM6

Paralleling Considerations The following connection diagrams illustrate how a change in the connection of three single-phase transform-ers in a three-phase bank will change the phasor diagram for the bank. This condition holds true for all bank configurations; only the Delta-Delta connection with additive polarity transformers is shown here. In order for the transformer banks to be paralleled, the banks must be connected so that the same phasor dia-grams results. Prior to interconnection of a three-phase bank with an existing bank or an existing system (bus or line) the proper connection is verified by a process known as “phasing-out”. This can be accomplished on Low Voltage Systems (below 600 volts) using a voltmeter. On Medium Voltage Systems a Phase Angle Meter can be used to compare the 120 volt secondaries of Instrument Potential Transformers (PT’s), or insulated Phase Sticks, which incorporate a meter and voltage dropping resistors, can be employed. Lamp -type high voltage testers should not be used for phasing-out because a small angular difference between the systems, such as exists with a 30o phase shift, may not produce enough voltage to illuminate the lamp.

H1

X3

H2 H3

X2

H1 H2

X2 X1

H1 H2

X2 X1

H1 H2

X2 X1

X1

Angular Displacement 0o

H1

X3 X2 X1

H3 H2

H1 H2

X2 X1

H1 H2

X2 X1

H1 H2

X2 X1

Angular Displacement 180o

H1

H2

H3 X1

X2

X3 H1

H2

H3

X1

X2

X3

The connection above produces the non-standard phase relationship illustrated below. This configuration is most common on distribution lines because of its sim-plicity (no crossed conductors) and will parallel with other banks provided they are wired exactly the same. This bank will not parallel with the one shown at the left.

The connection above produces the standard phase relationship illustrated below. This connection would be used internally on a three-phase transformer but would not normally be used for connecting three sin-gle-phase transformers where a standard phasor rela-tionship is not required.

The dashed lines in the symbols above indicate the phase relationship between the primary and secondary of a particular connection configuration. For the connection shown above left, which has a 0o angular displacement between the primary and the secondary, the position of the dashed reference is identical. In the configuration shown above right, the position of the dashed lines indicate a 180o phase shift between the primary and the secondary.

Sheet 6 Copyright 2003 Kilowatt Classroom, LLC. System Rotation

Measu

remen

ts PAM6

2002 NEC Code Reference: ARTICLE 408 Switchboards and Panelboards. 408.3 Support and Arrangement of Busbars and Conductors. 408.3(E) Phase Arrangement. The phase arrangement on 3-phase buses shall be A, B, C from front to back, top to bottom, or left to right, as viewed from the front of the switchboard or panelboard. The B phase shall be that phase having the higher voltage to ground on 3-phase, 4-wire, delta connected systems. Other busbar arrangements shall be permitted for additions the existing installations and shall be marked.

Determining Rotation The rotation of a three-phase system or motor can be changed by reversing any two of the three leads. An easy way to determine the phase rotation of a three-phase system is to use a phase rotation indicator such as the one shown at the left. The unit pictured is an induction–disk in-strument that is essentially a three-phase induction motor. The lead identification is: A Phase - Red, B-Phase - Blue, C Phase - White. When connected to a system with ABC rotation the disk rotates clockwise. If the system rotation is ACB the disk rotates counter-clockwise. Phase rotation indicators which use lamps to show the phase sequence are also available. A motor rotation indicator is also made which can be used to determine the phase sequence required to produce the desired motor rotation. The instrument is connected to the motor leads prior to wiring and then the motor shaft is turned in the desired direction of rotation; the meter will show the necessary phase sequence to be applied. (When the motor shaft is turned, the motor acts as an induction generator.)

Standard Phasor Rotation While the rotation of electric motors is referred to as either clockwise or counter-clockwise, for the purpose of analyzing three-phase systems, the rotation of electrical phasors is always shown as counter-clockwise (CCW) with the reference phasor drawn horizontally pointing to the right. (Phasors are electrical vectors which show magnitude and direction.) If the observer stands at Point X in the drawing below, the phasors can be imagined as turning past the observer in a CCW direction. • To illustrate an ABC system rotation the phasors are labeled so as to appear in an ABC sequence. • To show reversed system rotation the phasors are labeled so that the phase labels appear in a ACB sequence. Assigning the labels A, B, and C is actually somewhat arbitrary; all one really knows is the rotation sequence. The A, B, C labels are usually initially applied at the source transformer or facility main disconnect and then follow the conductors through the system. The National Electrical Code reference on the subject is shown below.

Wye Phasor Diagram

Black letters show ABC rotation. Blue letters show ACB rotation Imagine standing at point X and watching the phasors rotate past. Wait until A goes past and then note the following order.

Summit SPD480 Phase Rotation Indicator

Reference @ Zero Degrees X

CCW Phasor Rotation Axis of Rotation

A A

B C

C B Observer

Sheet 7 Copyright 2003 Kilowatt Classroom, LLC. Phasor Measurement

Measu

remen

ts PAM7

Sample Phase Angle Measurement Problem

Assume it is desired to measure the phase angles that exist on the secondary of the transformer bank connected in the manner shown below and then to construct the secondary phasor diagram from the measurements. (In this case we already know the answer based on the phasor diagram with the angular displacement of 180o shown on the Sheet 5.) Assume, also, that high-side bus potential transformers (not shown) are available for supplying a reference potential for the phase angle meter, and that the primary phasor diagram and the secon-dary lead designations (X1, X2, X3) are known.

Phase Angle Meter Connections

The reference phasor is always drawn horizontally to the right; selecting the primary H1 to H3 voltage for a meter reference will result in an applied voltage that is in the same direction. Because the primary is high volt-age, and the meter Circuit One input voltage is 120 VAC, the high voltage bus potential transformers (PTs) are used to supply the 120 VAC for the meter reference input. The PT secondary V7 to V9 voltage will be in the same direction as the primary H1 to H3 voltage. • Connect the PT secondary V7 to V9 voltage to Circuit One of the phase angle meter. The PT secondary

V7 is connected to the phase angle meter Circuit One red + lead. The PT V9 is connected to the Circuit One black lead.

• Using the 480 Volt Circuit Two Adapter, sequentially connect the transformer bank secondary potentials

X1, X2, and X3 to the phase angle meter Circuit Two input leads as shown in the following table. The phase angle degree measurement that would result for each input is recorded in the Measured Angle De-grees column of the table.

Measurement Results

Circuit Two Lead Connections

Red Lead + Black Lead

X1 X2 240

X2 X3 120

X3 X1 0

Measured Angle Degrees

See Sheet 8 for phasor diagram construction based on the above measurements.

H1

H2

H3

X1

X2

X3

Phasor Diagram

Primary Diagram is Known

Construct Secondary Diagram

Open Delta Metering PT Secondary

V7

V8o

V9 X3 X2 X1

H3 H2

H1 H2

X2 X1

H1 H2

X2 X1

H1 H2

X2 X1

Bank Connection Diagram

H1

480 VAC

High Voltage

Sheet 8 Copyright 2003 Kilowatt Classroom, LLC. Phasor Diagram

Construction

Measu

remen

ts PAM8

Plot of the phase angle measurements made on Sheet 7

Construct the phasor diagram in the space below in accordance with the following rules: • Move each of the phasors to the space below without changing its orientation. • Label each phasor with the X designation used for the measurement. The tail of each arrow is the polarity

+ end of the phasor. • Connect the phasors together: X1 to X1, X2 to X2, and X3 to X3.

Move

X1

X2

X2

X3

X3 X1

Label

X1

X2 X2

X3

X3 X1

Connect

This matches the diagram on the right of Sheet 5

240o

Upper Meter Scale Lower Meter Scale 90o

270o

180o 360o

0o

Circuit Two Voltage Angle of Lead

Circuit One Reference Voltage V7 + to V9

30o Quadrant 1

Quadrant 4

Quadrant 2

Quadrant 3

120o

0o


Voltage-Current

Measu

remen

ts PAM9

Purpose

There are two reasons for making electrical system voltage-current phase angle measurements. 1. To determine the system power factor for system load studies and power factor correction studies. 2. To verify that power metering equipment and protective relays are properly connected.

1. Phase Angle Measurement for Power Factor Determination

In the ideal AC electrical system the voltage and current are in phase. This condition only occurs on systems where all of the load is resistive, such as electric heat, incandescent lighting, or fluorescent lighting with power factor corrected ballasts. Electrical utilization equipment such as motors and welders have a considerable amount of inductance and the inductive reactance (XL which is measured in ohms) causes the circuit current to lag the ap-plied voltage. The actual amount, or number of degrees of lag, depends on the ratio of the Inductive Reactance ( XL ) in ohms to the ohmic value of Resistance ( R ) of the system. The system power factor is the cosine of the phase angle between the system voltage and the system current ex-pressed as a percent. For example, if the current is determined by measurement to lag the applied voltage by 30 degrees, as shown for A-Phase in the example above, the power factor of the system would be 86.6 percent. This is determined by finding the cosine of 30 degrees which is 0.866 (you can use either a Trigonometry Table or an Engineering Calculator for this) and multiplying the cosine of the angle by 100 to obtain the percent power factor. Once the system power factor is known, power factor correction, if desired, can be applied to the system using power factor correction capacitors or by using synchronous motors, either of which can supply leading Volt Am-peres Reactive (VARs) to the system to compensate for the lagging power factor. Most electric utilities charge a penalty for poor system power factor, so keeping the power factor above the required minimum value will result in a lower utility bill and will also improve the voltage drop on the system. When using the ATS-100 Phase Angle Meter, or similar instrument, the power factor is measured one-phase-at-a-time. On a three-phase system the load will rarely be perfectly balanced, so the power factor on each phase may differ because of the unbalance of the single-phase loads. If all of the load was due to three-phase motors the power factor on each phase would be the same, at least in theory. However, in practice, there is always some volt-age imbalance between phases which will result in an even greater percentage of current imbalance.

IA

IC Lags EC by 15o

Wye System Vectors

Showing different angle of current lag on each phase.

Black - Voltage Red - Current

On A-Phase IA lags EA by 30o. Shown by violet dashed arrow. It can also be said that: IA leads EA by 330o. ( 360o - 30o = 330o ) Shown by green dashed arrow.

Phasor rotation ( blue arrow) is always shown CCW. This system rotation is shown to be ABC by the labeling of the phasors. (A is first, followed by B, followed by C)

IB Lags EB by 20o

Reference Drawn @ Zero Degrees EA

EC

EB


Wye System

Measu

remen

ts PAM10


Measurement Analysis Voltage-Current phase angle measurement is easily accomplished on a WYE system because, on any given phase, the phase current and the phase-to-ground voltage are in-phase at unity power factor. The voltage-current phase angle measurement may be taken directly from the phase angle meter. See the following page for a description of the requirements for making voltage-current phase angle measurements on a DELTA system. With all phase angle measurements, whether they be voltage-voltage or voltage-current, lead polarity is critical. Polarity for the voltage leads and current probe for the ATS-100 are shown above. Check the instruction manual for the instrument you are using. Some phase angle meters, including the ATS-100, measure the angle of lead between the reference voltage which is applied to CIRCUIT ONE of the meter and the current which is applied to CIRCUIT TWO of the meter. When a meter using this standard is employed, the measurement reading is subtracted from 360o to give the angle of lag. In the example on the preceding page, the 30o angle of lag would be read on the upper scale of this meter as 330o

lead.

EA

DELTA

NULL NORMAL

THREE-PHASE MOTOR

Instrument Connections

EC

EB

480 VOLT GROUNDED WYE

SOURCE (277 VOLTS TO

GROUND)

VOLTAGE POLARITY RED LEAD

VOLTAGE

NON-POLARITY BLACK LEAD

NAMEPLATE SIDE OF CLAMP -ON IS POLARITY AND MUST FACE SOURCE

C-PHASE CONDUCTOR

B-PHASE CONDUCTOR

2-CONDUCTOR CABLE

A-PHASE CONDUCTOR


Ungrounded Delta System - Sheet 1 of 2

Measu

remen

ts PAM11


Measurement Analysis On a DELTA system, there is an inherent 30o phase shift (at unity power factor) between the line (phase) voltage and the line current which must be accounted for. This is because the line current on a DELTA system is the vector sum of two separate phase currents (see the DELTA system phasor diagram on Sheet 1of the AC Systems Article). In order to obtain a correct reading, voltage and current of the proper phase and polarity must be applied to the in-strument. See the following page, Sheet 12, for information on phase identification and meter connections. The diagram above shows the proper connections for measuring the phase angle between the A-Phase Current and the A-Phase Voltage (Line EC-A). Assume the motor is running at a 30o lag (86% Power Factor). Because the ATS-100 meter indicates the number of degrees that Circuit Two leads Circuit One, the 30o lag will be read as 330o lead. However, because of the inherent 30o lag on the DELTA system, the meter will actually read 300o lead as shown by the solid red hand. The 30o difference must be added to the 300o to obtain the correct 330o reading. On the ATS-100, holding the momentary action DELTA switch in the NULL position will automatically adjust the reading by 30o and the meter hand will register the 330o reading as shown by the dashed red line.

A

DELTA

NULL NORMAL

THREE-PHASE MOTOR

Instrument Connections

C

B

480 VOLT UNGROUNDED

DELTA SOURCE

VOLTAGE POLARITY RED LEAD

VOLTAGE

NON-POLARITY BLACK LEAD

NAMEPLATE SIDE OF CLAMP -ON IS POLARITY AND MUST FACE SOURCE

B-PHASE CONDUCTOR

A-PHASE CONDUCTOR

2-CONDUCTOR CABLE

C-PHASE CONDUCTOR


Ungrounded Delta System - Sheet 2 of 2

Measu

remen

ts PAM12

Phase Identification Phase identification for correct instrument connection on a DELTA system is most easily accomplished using a phase rotation meter (See Sheet 6). Simply connect a rotation meter to the phase conductors so that a clockwise ABC rotation is indicated on the meter, then label the phases to match the A, B, C, labeling on the rotation meter leads. (Remember, even though the rotation meter shows a clockwise rotation, for the purpose of system analy-sis, all phasors are assumed to have a Counter-Clockwise Rotation.) The table below shows the voltage and current connections required for making phase angle measurements on a DELTA system.

Current and Voltage Polarity for Delta System Phase Angle Measurement

Current Probe on Phase (Polarity Toward Source)

A A C

B B A

C C B

Potential Lead Connections Red ( + ) Polarity Black (COM)

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. Three-Phase AC

Delta System A

C S

ystems

The Delta is a 3-wire system which is primarily used to provide power for three-phase motor loads. The system is normally ungrounded and has only one three-phase voltage available. The lack of a system ground makes it diffi-cult to protect for ground faults. Often, a ground detection scheme, employing ground lamps, is used to provide an indication or alarm in the event of a system ground. The Delta System is sometimes corner grounded to protect for ground faults on the other two phases. In a delta system the line voltage is equal to the phase voltage i.e. (Line Voltage E Line 1 - 3 = E A Phase ) and the line current is the vector sum of two individual phase currents i.e. (Line Current I1 = IA + IC’ ). For balanced loads: Line Current I1 = IA x 1.732. On 240 volt Delta Systems, where single -phase lighting is desired, a 4- wire system can be configured by ground-ing the center-tap of one 240 volt transformer to provide 120 volts single-phase for lighting. The corner of the delta which is opposite the lighting circuit ground is referred to as the “high leg” or “wild leg” and cannot be used for lighting as the voltage to ground is 1.732 times the voltage of the single-phase center-tapped transformer. When this 4-wire scheme is utilized, the lighting transformer will usually have a larger kVA rating because it must carry both the single-phase lighting load and the three-phase motor or other loads.

2002 NEC Code Reference: Article 110.15 High-Leg Marking . On a 4-wire, delta-connected system where the midpoint of one phase winding is grounded to supply lighting and similar loads, the conductor or busbar having the higher phase voltage to ground shall be durably and permanently marked by an outer finish that is orange in color or by other effective means. Such identification shall be placed at each point on the system where a connection is made if the grounded conductor is also present. See also ARTICLE 408. 3 (E) Phase Arrangement.

AF

C F

B F “wild leg” or “high leg” (opposite center-tapped ground)

Corner Ground (if used)

Center-tapped lighting transformer (4-wire system). Note: Only one inten-tional system ground point can be utilized, otherwise a short circuit would exist.

Phasors rotate CCW Reference Phasor @ zero degrees

X = Observer

IC’

DELTA

Sheet 2 Copyright 2002 Kilowatt Classroom, LLC. Three-Phase AC

Wye System

AC

System

s

The Wye (also know as Star - especially in the motor rewind industry) is a 4-wire system which provides two dif-ferent supply voltages. The center-point of the Wye is the system neutral and is usually solidly grounded. Where it is desirable to limit the phase-to-ground fault magnitude the center-point of the Wye may be connected to ground through and neutral grounding resistor or a current limiting reactor. Because the system is tied to ground it is easy to provide system ground fault protection. Three-phase loads can be connected phase-to-phase and single-phase loads can be connected from any phase to the system neutral. On a wye system, the phase unbalance current is carried by the system neutral. On a Wye system the line current is equal to the phase current i.e. ( ILine 1 = IPhase A) and the line-to-line voltage is equal to the vector sum of two individual phase voltages i.e. (E Line1-2 = E PhaseA + E PhaseB’ ). In a Wye system the phase-to-phase voltage is 1.732 x the phase-to-ground voltage. Some typical Wye system voltages are: 120/208Y, 277/480Y, 2400/4160Y, 4160/7200Y, 7200/12470Y, 7620/13200Y,and 19920/34500Y.

WYE

IB’ EB’

Ground Resistor If Used

Neutral Ground

Three-Phase Load

Single -Phase Loads

System Neutral

A

B

C

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. Transformer Polarity

Tran

sform

ers

The Importance of Polarity An understanding of polarity is essential to correctly construct three-phase transformer banks and to properly parallel single or three-phase transformers with existing electrical systems. A knowledge of polarity is also required to connect potential and current transformers to power metering devices and protective relays. The basic theory of additive and subtractive polarity is the underlying principle used in step voltage regulators where the series winding of an autotransformer is connected to either buck or boost the applied line voltage. Transformer Polarity refers to the relative direction of the induced voltages between the high voltage terminals and the low voltage terminals. During the AC half-cycle when the applied voltage (or current in the case of a current trans-former) is from H1 to H2 the secondary induced voltage direction will be from X1 to X2. In practice, Polarity refers to the way the leads are brought out of the transformer. Bushing Arrangement The position of the High Voltage Bushings is standardized on all power and instrument trans-formers. The rule is this: when facing the low voltage bushings, the Primary Bushing H1 is always on the left-hand side and the Primary Bushing H2 is on the right-hand side (if the transformer is a three-phase unit, H3 will be to the right of H2). Distribution Transformers are Additive Polarity and the H1 and X1 bushings are physically placed diagonally oppo-site each other. Since H1 is always on the left, X1 will be on the right-hand side of a distribution transformer. This standard was developed very early in the development of electrical distribution systems and has been adhered to in or-der to prevent confusion in the field when transformers need to be replaced or paralleled with existing equipment. Instrument Transformers (PT’s and CT’s) and large substation transformers are Subtractive Polarity, so the H1 and X1 Bushings will be on the same side of the transformer. This standard was later adopted to make it easier to read elec-trical schematics and construct phasor diagrams.

Subtractive Polarity .

24 kV Potential Transformer

Primary H1Terminal Primary H2 Terminal

Secondary X2 Terminal Secondary X1 Terminal

H1 and X1 on same side of transformer.

A Typical Distribution Transformer Two-bushing primary and center-tapped 120 / 240 volt three-bushing secondary.

Secondary Bushing X2 (Neutral)

Additive Polarity

Primary Bushing H1 Primary Bushing H2

Secondary Bushing X1 Secondary Bushing X3

H1 and X1 bushings are located diagonally opposite.

Sheet 2 Copyright 2002 Kilowatt Classroom, LLC. Transformer Polarity Test

T

ransfo

rmers

V V

Polarity Test In situations where the secondary bushing identification is not available or when a transformer has been rewound, it may be necessary to determine the transformer polarity by test. The following procedure can be used. The H1 (left-hand) primary bushing and the left-hand secondary bushing are temporarily jumpered together and a test voltage is applied to the transformer primary. The resultant voltage is measured between the right-hand bushings. If the measured voltage is greater than the applied voltage, the transformer is Additive Polarity because the polarity is such that the secondary voltage is being added to the applied primary voltage. If, however, the measured voltage across the right-hand bushings is less than the applied primary voltage, the transformer is Subtractive Polarity. Note: For safety and to avoid the possibility of damaging the secondary insulation, the test voltage applied to the primary should be at a reduced voltage and should not exceed the rated secondary voltage. In the example below, if the transformer is actually rated 480 - 120 volts, the transformer ratio is 4:1 (480 / 120 = 4). Applying a test voltage of 120 volts to the primary will result in a secondary voltage of 30 volts (120 / 4 = 30). If transformer is subtractive polarity, the voltmeter will read 90 volts (120 - 30 = 90). If the voltmeter reads 150 volts, the transformer is additive polarity (120 + 30 = 150). The red arrows indicate the relative magnitude and direction of the primary and secondary voltages.

Ind = 90 Ind = 150 Temporary

Jumper Temporary

Jumper

120 VAC 120 VAC

30 VAC 30 VAC

Sheet 3

Copyright 2002 Kilowatt Classroom, LLC. Instrument Transformers T

ransfo

rmers

Instrument Transformers Current Transformers and Potential (voltage) Transformers are used to supply a reduced value of current or voltage to instrument circuits. They provided isolation from the high voltage system, permit grounding of the secondary circuit for safety, and step-down the magnitude of the measured quantity to a value that can be safely handled by the instruments. Burden The load on an instrument transformer is referred to as a “burden”. Polarity All instrument transformers are subtractive polarity.

Current Transformers (CT’s) are used to supply a proportional current to the current input of metering and relay-ing equipment. The standard CT secondary current is 5 amps to match the standard full-scale current rating of switchboard indicating devices, power metering equipment, and protective relays. CT ratios are expressed as a ratio of the rated primary current to the 5 amp secondary. The 300:5 CT pictured below will produce 5 amps of secondary current when 300 amps flows through the primary. As the primary current changes the secondary current will vary accordingly. For example, with 150 amps through the 300 amp rated primary, the secondary current will be 2.5 amps ( 150 : 300 = 2.5 : 5 ). On the Window or Donut-type CT’s, such a pictured below, the conductor, bus bar, or bushing which passes through the center of the transformer constitutes one primary turn. On Window-type units with low primary current ratings, where the primary conductor size is small, the ratio of the transformer can be changed by taking multiple wraps of the primary conductor through the window. If, for example, a window CT has a ratio of 100:5, placing two primary conductor wraps (two primary turns) through the window will change the ratio to 50:5. Some types of equipment employ this method to calibrate the equipment or to permit a single ratio CT to be utilized for several different sizes (ampacities) of equipment. Caution: the secondary of a Current Transformer must always have a burden (load) connected; an open-circuited secondary can result in the development of a dangerously-high secondary voltage. Draw-out type meter and relay cases incorporate shorting contacts which short-circuit the CT secondary when the instrument is removed from the circuit for calibration.

Potential Transformers (PT’s) are voltage transformers which are used to supply a proportional voltage to the voltage input of metering and relaying equipment. The standard PT secondary volt-age is 120 VAC to match the standard full-scale value of switchboard indicating instruments, power metering equipment, and protective relays. The transformer high-side voltage rating will be the same as the nominal system voltage. PT ratios are expressed as the ratio of the high volt-age divided by the secondary voltage. The Potential Transformer pictured at the left has a 24000 volt (24 kV) primary and a standard 120 volt secondary, so the ratio is 200:1 (24000 / 120 = 200). Where three-phase Delta systems are metered, 2 two-bushing PT’s would normally be connected open-delta. Three-phase Wye systems would normally be metered with 3 single-bushing PT’s connected phase-to-ground, or with 3 two-bushing PT’s, rated for the phase-to-ground voltage, having one primary bushing on each transformer connected to ground. 200:1 Two-Bushing PT

Primary (H1) Polarity Mark

X2

300:5 Window-Type CT

Secondary (X1) Polarity Mark

X1

Polarity marks identify (are adjacent to) the H1 and X1 terminals.

Sheet 4

Copyright 2002 Kilowatt Classroom, LLC. Polarity Marking

Tran

sform

ers

Typical Current and Potential Transformer Connection Diagram The PT, CT, and instrument polarity marks are shown by the red dots on the above drawing. (Red dots were used in this example only for clarity.) Current elements of the instruments are connected in series, voltage inputs are connected in parallel. Polarity is not a consideration on single-element devices such as an ammeter or voltmeter, but is essential for proper operation of power measuring devices, and for directional or differential protective relays.

Polarity Marks To insure correct wiring, polarity marks are shown on Instrument Connection Diagrams, Control Schematics, and Three-Line Power Diagrams. The polarity mark is usually shown as a round dot, on or adjacent to, the H1 and X1 terminals of PT’s and CT’s. Sometimes alternate marking, in the form of a square dot, slash mark ( / ), or plus/minus sign ( + ) will be used to identify the polarity terminals on electrical drawings. Instrument transformers may also have the terminals identified with polarity marks as shown in the illustration of the 300:5 CT on Sheet 3. If instrument transformers do not have polarity marks on them, it is understood that the H1 (primary) and the X1 (secondary) terminals are polarity. Meters, relays, and other equipment which require proper polarity connections may also have polarity marks, but usually this information must be obtained from the Instrument Connection Diagram.

PT Primary Polarity Mark PT Secondary Polarity Mark

CT Primary Polarity Mark

CT Secondary Polarity Mark

Instrument Current Coil

Instrument Voltage Coil

Transformer Secondary Circuit Grounds

Sheet 1

Copyright 2002 Kilowatt Classroom, LLC. Resistance Measurements Three- and Four-Point Method

Test Methods

4PTRES

Four-Point Resistance Measurements

Ohmmeter measurements are normally made with just a two-point measurement method. However, when measuring very low values of ohms, in the milli- or micro-ohm range, the two-point method is not satisfactory because test lead resistance becomes a significant factor. A similar problem occurs when making ground mat resistance tests, because long lead lengths of up to 1000 feet, are used. Here also, the lead resistance, due to long lead length, will affect the measurement results. The four-point resistance measurement method eliminates lead resistance. Instruments based on the four-point measurement work on the following principle: • Two current leads, C1 and C2, comprise a two-wire current source that circulates current through the resis-

tance under test. • Two potential leads, P1 and P2, provide a two-wire voltage measurement circuit that measures the voltage

drop across the resistance under test. • The instrument computes the value of resistance from the measured values of current and voltage.

Resistance Being Measured

Instrument

Leads may be any length.

VM

C2

C1

P1

P2

Current Source May be AC or DC.

Readout

in Ohms

AM

Four-Point Measurement Diagram

Three-Point Resistance Measurements

The three-point method, a variation of the four-point method, is usually used when making ground (earth) resistance measurements. With the three-point method, the C1 and P1 terminals are tied together at the instru-ment and connected with a short lead to the ground system being tested. This simplifies the test in that only three leads are required instead of four. Because this common lead is kept short, when compared to the length of the C2 and P2 leads, its effect is negligible. Some ground testers are only capable of the three-point method, so are equipped with only three test terminals. The three-point method for ground system testing is considered adequate by most individuals in the electrical industry. The four-point method is required to measure soil resistivity. This process requires a soil cup of specific di-mensions into which a representative sample of earth is placed. This process is not often employed in testing electrical ground systems although it may be part of an initial engineering study.

Sheet 2 Copyright 2003 Kilowatt Classroom, LLC. Ground Testing

Methods G

round Testing GTEST1

Purpose The purpose of electrical ground testing is to determine the effectiveness of the grounding medium with respect to true earth. Most electrical systems do not rely on the earth to carry load current (this is done by the system con-ductors) but the earth may provide the return path for fault currents, and for safety, all electrical equipment frames are connected to ground. The resistivity of the earth is usually negligible because there so much of it available to carry current. The limiting factor in electrical grounding systems is how well the grounding electrodes contact the earth, which is known as the soil / ground rod interface. This interface resistance component, along with the resistance of the grounding conductors and the connections, must be measured by the ground test. In general, the lower the ground resistance, the safer the system is considered to be. There are different regula-tions which set forth the maximum allowable ground resistance, for example: the National Electrical Code speci-fies 25 ohms or less; MSHA is more stringent, requiring the ground to be 4 ohms or better; electric utilities con-struct their ground systems so that the resistance at a large station will be no more than a few tenths of one ohm. Grounding methods and techniques for ground system improvement will be covered in a future article.

Clamp-On Type Ground Tester Shown with calibration loop

Clamp-On Instrument Characteristics

The clamp -on ground test instrument is a relatively new con-cept which is particularly well suited for testing the effective-ness of individual equipment grounding conductors that are connected to an existing ground grid. • Clamp -on type ground testers are simple and easy-to-use.

The instrument injects a current pulse into the ground conductor and calculates the value of the ground conduc-tor resistance from the current pulse amplitude.

• Some instruments can store the result of a number of readings which simplifies field record keeping.

• Calibration loop is included with instrument.

TPI MFT5010 Multi -Function Tester A Three-Point Fall-of Potential Instrument

Fall-of-Potential Instrument Characteristics

• To avoid errors due to galvanic currents in the earth, most ground test instruments use an AC current source.

• A frequency other than 60 hertz is used to elimi-

nate the possibility of interference with stray 60 hertz currents flowing through the earth. The TPI instrument pictured at left uses 575 Hz @ less than 50 volts.

• A three- or four-point measurement technique is

utilized to eliminate the effect of lead length. • The test procedure, known as the Fall-of-Potential

Method, is described on the following page.


Three-Point Fall-of-Potential Test Procedure

Ground Testing

GTEST2

Ground Test Procedure Refer to Diagram and Example Graph on the Following Page.

The instrument connections shown on the following page are for a three-point instrument, so C1 and P1 are com-mon on the instrument and only three test leads are used. To use a four-point instrument, simply tie the C1and P1 leads together (most four-point instruments have a removable shorting link between the C1 and P1 terminals for this purpose). AC current of a non-standard frequency is usually used for ground testing to minimize the effect of galvanic (DC) currents as well as 60 Hz fundamental and harmonic currents which are present in the earth. The TPI 5010 Multi-function tester detailed in this article produces a 50 volt, 575 Hz test signal. In the Fall-of-Potential Method, two small ground rods - often referred to as ground spikes or probes - about 16 “ long are utilized. These probes are pushed or driven into the earth far enough to make good contact with the earth ( 8” - 12” is usually adequate). One of these probes, referred to as the remote current probe, is used to inject the test current into the earth and is placed some distance (often 100’ ) away from the grounding medium being tested . The second probe, known as the potential probe, is inserted at intervals within the current path and meas-ures the voltage drop produced by the test current flowing through the resistance of the earth. In the example shown on the following page, the remote current probe C2 is located at a distance of 100 feet from the ground system being tested. The P2 potential probe is taken out toward the remote current probe C2 and driven into the earth at ten-foot increments. Based on empirical data (data determined by experiment and observation rather than being scientifically derived), the ohmic value measured at 62% of the distance from the ground-under-test to the remote current probe, is taken as the system ground resistance. The remote current probe must be placed out of the influence of the field of the ground system under test. With all but the largest ground systems, a spacing of 100 feet between the ground-under-test and the remote current elec-trode is adequate. With adequate spacing between electrodes exists, a plateau will be developed on the test graph. Note: A remote current probe distance of less than 100 feet may be adequate on small ground systems. When making a test where sufficient spacing exists, the instrument will read zero or very near zero when the P2 potential probe is placed near the ground-under-test. As the electrode is moved out toward the remote electrode, a plateau will be reached where a number of readings are approximately the same value (the actual ground resis-tance is that which is measured at 62% of the distance between the ground mat being tested and the remote current electrode). Finally as the potential probe approaches the remote current electrode, the resistance reading will rise dramatically. The electrical fields associated with the ground grid and the remote electrode are illustrated on Sheet 5. An actual ground test is detailed on Sheet 6 and a sample Ground Test Form is provided on Sheet 7.

Short Cut Method

It is not absolutely necessary to make a number of measurements as described above and to construct a graph of the readings. We recommend this as it provides valuable data for future reference and, once you are set-up, it takes only a few minutes to take a series of readings. However, the short cut method described here determines the ground resistance value and verifies sufficient electrode spacing - and it does save time . • Connect the instrument P1/C1 lead to the ground system being tested with a short conductor. • Locate the remote current electrode C2 at distance of 100 feet from the ground grid being tested. • Place the P2 potential probe at 62 feet from the ground grid being tested and measure the ground resistance. • Move the P2 potential probe 10’ to either side of the 62’ point (this would be at 52’ and 72’ from the ground

grid) and take readings at each of these points. If the readings at these two points are essentially the same as that taken at the 62’ point, a measurement plateau exists and the 62’ reading is valid.


Three-Point Fall-of-Potential Method G


1 2

3 4

5 6

7 8

9 10

Res

ista

nce

in O

hms

0 10 20 30 40 50 60 70 80 90

Distance in Feet

100

Insufficient electrode spacing has no plateau.

Sufficient electrode spacing has plateau. Ohms @ 62% of distance = 3.3 ohms

T1 T2 T3 (C1 / P1) (P2) (C2)

Blue indicates return current path through earth.

Ground Mat Under Test Yellow arrow indicates P2 potential probe @ 62 feet. Potential probe taken out at 10 foot increments.

Ground Tester

Keep this lead as short as possible.

Remote current probe C2 @ 100’

TPI 5010 Multifunction Tester

Digital Display

Select Earth ( RE )

FCN SW

Instrument Set-Up

Sample Ground Resistance Plot Remote current electrode C2 @ 100 feet.

Potential probe P1 taken out at 10 foot increments.

Test Current Path • Test Current (575 Hz ) flows from instrument T3 to

remote current probe C2 on the red lead. • Test Current flows from remote current probe C2

back through the earth to the ground being tested as shown by dashed blue line.

• Test current flows out of ground grid back to instru-ment T1 on the short green lead.

• Black potential lead P1 is connected to instrument T2 and is taken out at 10’ increments. It measures voltage drop produced by the test current flowing through the earth. (P1 to P2 potential.)

A Note on Instrument Labeling Conventions

Most Ground Testers are single-function units and the test terminals are referred to as C1/P1, P2 & C2, as shown in parenthesis in the diagram above. The test leads carry the same designations. The TPI tester is a multifunction tester and uses the terminal designations T1, T2, & T3. The corre-sponding lead designations are E (Earth), S & H.


Equal-Potential Planes G


The Existence of Equal-Potential Planes • When current flows through the earth from a remote test electrode (in the case of a ground test) or remote

fault, the voltage drop which results from the flow of current through the resistance of the earth can be illus-trated by equal-potential planes. The equal-potential planes are represented in the dashed lines in drawings below where the spacing between concentric lines represents some fixed value of voltage.

• The concentration of the voltage surrounding a grounding element is greatest immediately adjacent to that

ground. This is shown by the close proximity of lines at the point where the current enters the earth and again at the point where the current leaves the earth and returns to the station ground mat.

• In order to achieve a proper test using the Fall-of-Potential Ground Test Method, sufficient spacing must exist

between the station ground mat being tested and the remote current electrode such that the equal-potential lines do not overlap. As shown by the black line in the Sample Plot on the previous page, adequate electrode spacing will result in the occurrence of a plateau on the resistance plot. This plateau must exist at 62% of the distance between the ground mat and the remote electrode for the test to be valid. Insufficient spacing results in an overlap of these equal-potential planes, as illustrated at the bottom of this page and by the red line on the Sample Plot on the previous page.

• See the Safety Note on Sheet 6 for information on the hazards of Step and Touch-Potentials.

Station Ground Mat Current leaves the earth and

returns to the source.

Remote Current Electrode or

Remote Fault

Representation of Equal-Potential Planes Showing adequate spacing of electrodes

Representation of Equal-Potential Planes Showing inadequate spacing between the established ground and remote test electrode.

Ground Mat Remote Current Electrode


Actual Field Test G


Remote Current Probe C2 @ 100 Feet

P2 Distance from Transformer in Feet

Instrument Reading in Ohms

10 1.83

20 3.59

30 3.85

40 3.95

50 4.0

60 4.25

62* 4.3

70 4.5

80 5.4

90 7.3

100 25.02

* Actual Ground resistance.

Ground Test Data

Safety Note - Possible Existence of Hazardous Step and Touch Potentials It is recommended that rubber gloves be worn when driving the ground rods and connecting the instrument leads. The possibility of a system fault occurring at the time the ground test is being conducted is extremely remote. However, such a fault could result in enough current flow through the earth to cause a possible hazardous step potential between a probe and where the electrician is standing, or hazardous touch potential between the probes and the system ground. The larger the system, in terms of available fault current, the greater the possible risk.

Test Procedure

Terminal T1 of the TPI 5010 tester was connected to the transformer case ground with a short green lead. The remote Current Probe C2 was driven in the ground at a location 100 feet from the transformer and connected to Ter-minal T3 of the instrument with the red test lead. Terminal T2 of the tester was connected, using the 100’ black lead, to the P2 potential probe. This ground stake was inserted into the ground at 10’ intervals and a resistance measurement was made at each location and recorded in the table at the left. The relatively constant readings in the 4 ohm range between 40 and 70 feet is a definite plateau that indicates sufficient lead spacing. The initial readings close to the transformer are lower, and there is a pronounced “tip-up” as the P2 probe approaches the remote current electrode C2. The measured ground resistance at 62 feet (62% of the dis-tance) was 4.3 ohms and is taken as the system ground resis-tance. This is an excellent value for this type of an installa-tion.

This actual ground test was conducted on a pad-mount transformer in a rural mountain area. The single-phase transformer is supplied by a 12470/7200 volt grounded wye primary and the transformer is grounded by its own ground rod as well as being tied to the system neutral which is grounded at multiple points along the line. The distribution line is overhead with just the “dip” to the transformer being underground.

Setting-Up the Ground Tester Red arrow shows location of C2 probe.

TPI MFT5010 Instrument Showing the 50 foot reading of 4.0 Ohms.

Sheet 1 Copyright 2003 Kilowatt Classroom, LLC. Motor Control

Motor Overload Protection S

ystem P

rotectio

n

OL0

Purpose of Motor Overload Protection

The National Electric Code (NEC) defines Motor Overload Protection as that which is intended to protect motors, motor-control apparatus, and motor branch-circuit conductors against excessive heating due to motor overloads and failure of the motor to start. Motor Overload Protection is also commonly referred to as “Running Protection”. Note: Motor Overload Protection is not intended to protect against motor branch-circuit short-circuit and ground faults. In a combination starter, this type of protection is provided by fuses, a circuit breaker, or a Motor Circuit Protector (MCP). This protection is commonly referred to as “Short Circuit Protection” and is shown circled in red in the schematic below. Fractional horsepower single-phase motor overload protection may be by: the Branch Circuit Protection, a Separate Overload Device, an Integral Thermal Protector, or Impedance Protected, or a combination of these methods, de-pending on whether or not the motor is permanently installed, is continuous-duty, and is manually or automatically started. Refer to the NEC Articles 430.32 - 430.34 for details and exceptions. Overload protection for single and three-phase AC motors in the small (above 1 horsepower) and medium horse-power range is typically provided by one of two methods: Thermal Overload Relays, or Solid-state Overload Re-lays. Overload protection for large three-phase motors is sometimes provided by Thermal Overload Relays which are con-nected to Current Transformers (CT’s). However, most new installations utilized microprocessor-based motor pro-tective relays which can be programmed to provide both overload and short-circuit protection. These protective re-lays often also accept inputs from Resistance Temperature Devices (RTD’s) imbedded in the motor windings (usually two per phase) and the relays are capable of displaying the winding and motor bearing temperatures, and provide both alarm and trip capability.

Schematic Diagram Notes

• The three-phase power circuit is shown in bold black. • The single-phase 120 volt control circuit is shown with light-weight black lines. • The bold black dashed lines indicate a mechanical connection and show that all three poles of the MCP

operate simultaneously as do the three poles of the Main (M) Contactor .

Motor Branch-Circuit Short-Circuit and Ground Fault Protection. NEC Articles 430.51 - 430.58

Motor Overload Protection NEC Articles 430.31 - 430.44

High temperature on overload heater due to excessive current opens control circuit OL contact, drops-out the M contactor, and stops the motor.

Motor Control Circuit NEC Articles 430.71 - 430.74

Typical Schematic Diagram Three-Phase Across-the-Line Starter with Thermal Overload Protection

See Sheet 5 for an operational description of this circuit.

M

FU3

X1 X2 120 VAC Control Circuit

1 2 3

FU1 FU2

OL

OL

OL

MOTOR

L1

L2

L3

MCP

START OL

M Ma

STOP

Integral Thermal Protector/s (if used) are inside motor and sense motor wind-ing temperature. See NEC Article 430.32

To Control

Sheet 2 Copyright 2003 Kilowatt Classroom, LLC. Motor Overload Protection

Thermal Overload Blocks S

ystem P

rotectio

n

OL1

Overload Heaters Assortment of various types. Two units on left are eutectic alloy type, other three are for bimetallic overload blocks. Heater on left incorporates ratchet wheel and alloy barrel into heater element.

Eutectic Alloy Type Center phase heater shown removed. On this style of overload block the heater can be mounted in one of four possible positions for fine adjustment of the trip value. Each position places the heater in a slightly different proximity to the melting alloy barrel. The heater has a pointed position indicator tab which shows the selected mounting orientation.

Pointed Heater Position Tab

Eutectic Alloy Barrel (Heater Removed)

Overload Reset Push Button

Overload Contact Connection Terminal

Overload Heater - Shown in installed position.

Overload heaters work on principle that motor load (and therefore motor temperature) is directly related to the current drawn by the motor. Current flowing from the motor contactor to the motor passes through the motor overload heaters (one per phase) which are mounted in the control overload block. If the motor current exceeds the desired value, the heat produced by the motor overload heater will cause a control circuit contact in the overload block to open, drop out the contactor coil, and stop the motor. Manufacturers provide Heater Selec-tion Charts from which the correct heater is chosen based on the motor nameplate Full Load Amps (FLA).

Bimetallic Type Shown Plugged into Bottom of Contactor

Overload Heaters One per phase

Overload Contact Terminals One side of OL contact is factory wired to coil terminal (red wire).

Reset Push Button

Calibration Adjustment Varies OL trip setting from 85% - 115% of heater table value.

Wire spring position sets OL unit for manual or automatic reset.

Factory installed coil jumper from overload contact (red wire).

Motor “T-Lead” Connections at bottom of each heater.

Ratchet Wheel

Overload Heater Schematic Symbol

Sheet 3 Copyright 2003 Kilowatt Classroom, LLC. Motor Overload Protection

Thermal Relay Operation

System

Pro

tection

OL2

Melting Alloy Type Overload

Contact Opening Spring

POWER FROM CONTACTOR

CONTROL POWER FROM CNTL TRANSFORMER X2

Heater Element

Ratchet Wheel Pawl

Normally -Closed (NC) Overload Contacts

Operating Principle

The term eutectic means “easily melted”. The eutectic alloy in the heater element is a material that goes from a solid to liquid state without going through an intermediate putty stage. When the motor current exceeds the rated value, the temperature will rise to a point where the alloy melts; the ratchet wheel is then free to rotate, and the contact pawl moves upward under spring pressure allow-ing the control circuit contacts to open. After the heater element cools, the ratchet wheel will again be held stationary and the overload contacts can be reset. Severe fault currents can damage the heater element and they should be replaced after such an occurrence. However, normal overloads, usually, will not affect the heater element or alter its accuracy.

Motor Starting (MS) Switch Designed to protect small single-phase motors.

Mounts in standard switch box.

Switch Box Mounting Ears

On-Off Toggle Switch

Plug-in Heater

Overload Heater

Power from Contactor

Bimetallic Strip Bends downward.

Toggle-Type Spring Contact Normally closed, snaps open (up) when pushed down by insulated spacer.

Bimetallic Type Overload

NC Overload Contact In motor control circuit.

Insulated Spacer. Pushes contact open.

Motor T Lead Connection

Stationary Contact

Sheet 4 S

ystem P

rotectio

n

Copyright 2003 Kilowatt Classroom, LLC. Motor Overload Protection Typical Heater Selection Chart

OL3

How to Use the Overload Selection Chart

Shown below is an overload chart for Cutler Hammer, Citation Line Starters. Assume you have an Enclosed Type C300, NEMA Size 2 Starter, and that the motor nameplate Full-Load-Amps (FLA) is 11.0 amps. For this example you will use TABLE ST-3. Look down the TABLE ST-3 column until you find the heater range that includes the FLA for your motor and then look across to the Heater Coil Catalog Number column to select the correct heater.

Sheet 5 Copyright 2003 Kilowatt Classroom, LLC. Schematic Diagram

Three-Phase Across-the-Line Starter M

oto

r Co

ntro

l MC1

Schematic Diagram

STOP START OL

M Ma

FU3

X1 X2 120 VAC Control Circuit

1 2 3

M

FU1 FU2

OL

OL

OL

MOTOR

L1

L2

L3

MCP

Circuit Description In the schematic above, the three-phase power circuit is shown in bold lines and the single-phase control circuit is shown by a lighter weight line. This circuit employs a standard START/STOP push button station and is know as a Three Wire Control Scheme because it requires three wires (shown numbered above) from the push button station to the other control components. • For safety, this circuit uses a standard single-phase control transformer to provide low voltage (120 VAC)

control and the X2 bushing is normally grounded. CAUTION: Some systems do not have a grounded X2! (This is sometimes done for continuity of service reasons - so that a control system ground will not shut the system down.) • The transformer primary is connected downstream of the Motor Circuit Protector (MCP) so that when the

motor control is turned off, the control circuit will also be de-energized - another important safety feature. • After the fuse, the first control component is the STOP button. • The normally closed Overload Contact is placed on the X2 side of the Main Contactor Coil M. • Additional STOP push buttons are always wired in series, and additional START push buttons are always

wired in parallel. Circuit operation is as follows: • Close MCP to apply power to the circuit. • Depress momentary START push button. This causes the Main Contactor Coil M to be energized. • Main Contactor Coil M closes M contacts (3) to start motor and also closes the Ma auxiliary contact. • Auxiliary Contact Ma seals around the momentary START push button which can now be released. • The motor continues to run until the normally closed STOP push button is momentarily depressed. • In the event of an overload, the overload heaters will open the normally closed OL contact and drop-out

the Main Contactor M and stop the motor. • After an overload trip, the overload heaters must cool to permit resetting of the overload contact.

Sheet 1 T

ransfo

rmers

Copyright 2003 Kilowatt Classroom, LLC. Current Transformers

Ratio / Polarity / Types CT1

Startco Engineering Ltd Photo

Primary Polarity Mark

White Lead is Secondary Polarity

Donut or Window-Type CT

Primary Polarity Mark

H1 Terminal

Application Current Transformers (CT’s) are instrument transformers that are used to supply a reduced value of current to me-ters, protective relays, and other instruments. CT’s provide isolation from the high voltage primary, permit grounding of the secondary for safety, and step-down the magnitude of the measured current to a value that can be safely handled by the instruments.

Ratio

The most common CT secondary full-load current is 5 amps which matches the standard 5 amp full-scale current rating of switchboard indicating devices, power metering equipment, and protective relays. CT’s with a 1 amp full-load value and matching instruments with a 1 amp full-range value are also available. Many new protective relays are programmable for either value. CT ratios are expressed as a ratio of the rated primary current to the rated secondary current. For example, a 300:5 CT will produce 5 amps of secondary current when 300 amps flows through the primary. As the primary current changes the secondary current will vary accordingly. With 150 amps through the 300 amp rated primary, the secondary current will be 2.5 amps ( 150 : 300 = 2.5 : 5 ). When the rated primary amps is ex-ceeded, which is usually the case when a fault occurs on the system, the amount of secondary current will increase but, depending on the magnetic saturation in the CT, the output may not be exactly proportional.

Polarity

All current transformers are subtractive polarity. Polarity refers to the instantaneous direction of the primary cur-rent with respect to the secondary current and is determined by the way the transformer leads are brought out of the case. On subtractive polarity transformers the H1 primary lead and the X1 secondary lead will be on the same side of the transformer (the left side when facing the low-side bushings). See the article Understanding Trans-former Polarity in the Archive Catalog of the Kilowatt Classroom Web Site for more information on polarity.

On the Window or Donut-type CT’s, such as pictured on the left, the conductor, bus bar, or bushing which passes through the center of the transformer constitutes one primary turn. On Window-type units with low primary current rat-ings, where the primary conductor size is small, the ratio of the transformer can be changed by taking multiple wraps of the primary conductor through the window. If, for example, a window CT has a ratio of 100:5, placing two primary con-ductor wraps (two primary turns) through the window will change the ratio to 50:5. Some types of equipment employ this method to calibrate the equipment or to permit a single ratio CT to be utilized for several different ampacities of equipment.

Bar-Type CT’s have primary connections that bolt-up directly to the substation bus bars. Outdoor-rated versions of this equipment are used in pole-mounted primary metering installations. This type of CT often has compensating windings which improve the accuracy across the full-load range of the transformer.

Bar -Type CT

X1 Terminal

X1 Polarity Mark X2 Terminal H2 Terminal

Kilowatt Classroom Photo

CT One-Line Diagram Symbol

Secondary Winding

One-Turn Primary Secondary Conductors to Relays or Instruments

Sheet 2 T

ransfo

rmers


Symbols CT2

Current Flow Analysis In analyzing the current flow in a system utilizing CT’s the following observation can be made: When current flows in the CT primary from the H1 lead (polarity + ) to the non- polarity H2 lead, current will be forced out the secondary X1 (polarity + ) lead, through the burden (load), and return to the secondary X2 non-polarity lead. The next half-cycle the current will reverse, but for the purpose of analysis and for con-structing phasor diagrams, only the above indicated one-half cycle is analyzed.

Electrical Drawing Conventions

The polarity marking on electrical drawings may be made in several different ways. The three most common schematic conventions are shown below. The drawing symbol for meters and relays installed in a draw-out case that automatically short the CT secondary is shown in the drawing at the lower right.

Source

Load

Current Elements in Meters or Relays

Secondary Safety Ground

Polarity Marks Shown as Squares

Source

Load



Polarity Marks Shown with Slash

Source Symbol for draw-out case with CT Shorting

Draw-Out Meter or Relay Case

Load Secondary Safety Ground

Source

Load



Polarity Marks Shown as Dots

H1

X1 X2

H2

Sheet 3 T

ransfo

rmers


Shorting Methods CT3

Startco Engineering Ltd Photo

Caution: The secondary of a Current Transformer must always have a burden (load) connected; an open-circuited secondary can result in the development of a dangerously-high secondary voltage. Energized but unused CT’s must be kept short-circuited.

Auxiliary Current Transformers

Startco Engineering Ltd has developed a system utilizing an Auxiliary CT (pictured at left) which permits safe removal of hard-wire protective relays from the system. The current transformers are permanently wired to the input of the Auxiliary CT and the output of the Auxiliary unit is wired to the protective relay current inputs. This arrangements keeps a burden on the CT secondary circuits and permits the protective relays to be removed for repair, calibration, or replace-ment. The Auxiliary CT is installed as close as possible to the current transformers. This reduces the CT burden by reducing the length of the CT secondary current conductors.

CT Shorting Terminal Strips

The illustration below shows the termination of a multi-ratio CT on a special shorting terminal strip. Insertion of shorting screw through shorting bar ties isolated terminal strip points together. Any shorted winding effectively shorts the entire CT.

X1

X2

X3

X4

X5

Startco MPU-16 Motor Protective Relay

Retrofit installation in draw-out case. Startco Engineering Ltd Photo

Draw-Out Instrument Cases

Meters and protective relays are available in draw-out cases that auto-matically short-circuit the CT when the instrument is removed for test-ing and calibration. Voltage and trip-circuit contacts will be opened. See symbol for draw-out case on Sheet 2.

Shorting screw in any other locations shorts CT.

Safety Ground Shorting screw ties shorting bar to ground.

Terminal Strip Mounting Hole

Relay connected to CT tap which provides the desired ratio. Lead X3 becomes polarity.

Shorting screw ties X5 CT lead to ground.

Multi-Ratio CT

Spare Shorting Screw Stored for future shorting requirement.

Shorting Bar

Sheet 4 T

ransfo

rmers


CT Accuracy Classes CT4

ANSI Accuracy Classes Current Transformers are defined by Accuracy Classes depending on the application. • Metering Accuracy CT’s are used where a high degree of accuracy is required from low-load values up to

full-load of a system. An example of this application would be the current transformers utilized by utility companies for large capacity revenue billing.

• Relaying Accuracy CT’s are used for supplying current to protective relays. In this application, the relays do

not normally operate in the normal load range, but they must perform with a reasonable degree of accuracy at very high overload and fault-current levels which may reach twenty times the full-load amplitude.

Notes: 1) Instrument Transformers (PT’s & CT’s) are defined in ANSI C57.13-1978. 2) The load on an instrument transformer (PT or CT) is referred to as the “burden”.

Metering Accuracy Classifications

Available in Maximum Ratio Error Classes of: + 0.3% , + 0.6% , + 1.2%, +2.4%. For Burdens (Loads) of: 0.1, 0.2, 0.5, 0.9, 1.8 ohms. Which equals 2.5, 5.0, 12, 22-1/2, 45 volt-amperes ( va ). Since Power = I2 xR, use 5 amp secondary for I, and burden value for R.

Typical Number

0.3 B 0.2

Max Ratio Error + % Burden Ohms (Burden)

Relaying Accuracy CT’s

Class C (C for Calculated) is low leakage reactance type - typical of donut units - Formerly Class L ( L for Low Leakage). Class T (T for Tested) is high leakage reactance type - typical of bar-type units - Formerly Class H ( H for High Leakage).

Typical Number

10 C 800

10% Max Ratio Error at 20 times Rated Current Low Leakage Unit Max secondary voltage developed at 20 times rated current without exceeding the +10% ratio error. Available secondary voltages: 10, 50, 100, 200, 400, 800. Will support burdens of: 0.1, 0.2, 1.0, 2.0, 4.0, 8.0 ohms.

Sheet 5 T

ransfo

rmers


Multi-Ratio CT’s CT5

Westinghouse Multi-Ratio Bushing-Type CT For External Installation

Installation Considerations

This bushing CT is designed for use on existing circuit breakers and power transformers and is installed externally (See Sheet 11). It is housed in an aluminum case which provides electrostatic shielding. Care must be taken with the installation to insure that the mounting clamp bolts do not contact the case resulting in a one-turn primary short circuit. Also because the case is metal and is installed externally it can decrease the bushing strike dis-tance. The circuit breaker or transformer manu-facturer should be consulted to verify acceptabil-ity of the installation.

Polarity Mark

Secondary Turns Diagram

Diagram at the left shows the number of turns for each winding on a 600/5 multi-ratio CT. The full number of 120 turns, from X1 - X5, is used to obtain the 600/5 ratio. (Since there is one primary turn, 120:1= 600:5). Another example: X1 - X2 has 20 turns, so 20:1= 100:5. Any combination of adjacent turns can be utilized. The lowest lead number of the combination will be the polarity lead. See the CT shorting strip diagram on Sheet 7 for a typical termination arrangement.

Selection Guide

Shows ANSI Accuracy Classes, Dimensions, and Mfg Style Number

600/5 CT

Sheet 6 T

ransfo

rmers


Typical Excitation Characteristics CT6

Excitation Curves

The family of curves below describe the excitation characteristics for the 600/5 multi-ratio bushing current transformer shown on the previous sheet. This is a plot of the CT secondary current against secondary voltage. These curves illustrate how high the secondary voltage will in rise in order to force the rated secondary current through the burden. The effect of magnetic saturation is also illustrated by the knee of the curve. Next month’s article will show how to perform a CT Saturation Curve Test.

Sheet 7 T

ransfo

rmers


Typical Installations CT7

Westinghouse Oil-Filled Vacuum Recloser With tank dropped showing internally mounted CT’s on line-side bushings. In this configu-ration the protective relays fed by the CT’s are said to “look through” the breaker.


Multi-Ratio CT

Siemens SF6 Circuit Breaker With externally mounted bushing CT’s


Load-Side CT’s Line-Side CT’s

General Electric 480 Volt Metal-Clad Switchgear Cubicle with generator breaker racked out.


Bus Bars

Breaker Bus-Side Stabs With single donut CT on B-Phase

Breaker Machine-Side Stabs With donut CT on A and C Phases

Control Circuit Contact Block Mates with breaker control block.

Bushing CT’s Bushing CT’s may be mounted externally or internally on circuit breakers and transformers. Multi-ratio units are often used. Where single-ratio CT’s are employed, the CT primary rating may match either the full-load ampacity of the circuit breaker or of the feeder. In the latter case, up-grading the feeder ampacity will require replacement of the CT’s. The CT secondary leads land on a termination strip in the breaker or transformer control cubicle.

External Portion of Bushing Note “Petticoats” which shed moisture and increase creepage distance.

Bushing Internal Porcelain This section is submerged in oil.

Sheet 8 T

ransfo

rmers


Types CT8

Hall-Effect CT Used on the DC Link of a 5000 H.P. VFD.

Power Transistors

Control Circuit Connections Heat Sink

Tubular High Voltage Bus Bar Passes through Hall-Effect CT

Hall Effect CT’s

Hall-Effect CT’s are not current transformers in the conventional sense, rather they are electronic circuit transducers which can be applied in the measurement of either AC or DC circuit currents. These devices have many applications; they are com-monly used in Variable Frequency Drives (VFD’s) to measure the DC link current and are also employed in AC/DC instrument probes such as the TPI-A254 Current Adapter shown at the right. Hall-Effect devices contain an null-balance type amplifier circuit. The magnetic flux (field) produced by the current flow through the primary (usually one-turn) results in an output voltage which is balanced by an equal and opposite output from the control or measuring circuit. Because the circuit is an amplifier, it requires ex-ternal operating power which is supplied by the control circuit power supply, or in the case of a portable instrument probe, batteries are used. As with conventional current transformers, Hall-Effect devices provide isolation from the high voltage circuit and reduce the measured current to a proportional value which can be safely measured by the control or instrument circuit. Hall-Effect devices do not pose the same danger as conventional bus-bar or donut-type CT’s with regard to an open circuited secondary. (Note: some instrument cur-rent probes are conventional CT’s; these usually have a burden resistor within the probe or may be protected from an open circuit with back-to-back zener diodes.) However, good practice dictates that instrument current probes should not be disconnected from the meter while current is passing through the device primary.

3-Phase AC Motor

Rectifier

Frequency Control Signal

Inverter

Motor Voltage Feedback

DC Link

Speed Reference

Single or Three-Phase

AC Input HCT

Regulator

HCT Output Signal HCT Power

Typical VFD Block Diagram Showing Hall-Effect CT (HCT) Connections


TPI AC/DC Current Probe

Probe employs the Hall-Effect principle and produces a millivoltage output that is applied to a TPI Digital Multimeter. The meter inter-prets the probe voltage as a current value. Batteries are used in the probe to power the amplifier circuitry.

Test Products International Photo

Sheet 9 Test M

ethods

Copyright 2003 Kilowatt Classroom, LLC. Current Transformers CT Saturation Curve Testing

CT9

CT Saturation Curve Tester Sheet 1 of 2 Designed by Vail Gilliland

Purpose

This circuit is used to plot the Saturation Curve of an Instrument Current Transformer. The test results are compared with the manufacturer’s published data (see sample curves on Sheet 6 of the Current Transformer article published last month). A transformer with shorted secondary turns or a one-turn primary short due to improper mounting will result in a test plot which varies from the published curve. This test is performed only on de-energized, out-of-service equipment. The CT under test need not be removed from the equipment pro-vided the primary is first de-energized and isolated and the secondary is then disconnected. See Circuit De-scription and Test Procedure on Sheet 10.

WARNING !

This test set-up develops high voltage. The test procedure is intended for use by experienced electrical personnel only and requires the use of established safety procedures and proper Personal Protective Equipment (PPE). This test is performed only on de-energized, out-of-service equipment, and requires that the CT primary be de-energized and isolated, and then the CT secondary must be disconnected from its burden (load). Be certain to properly reconnect the current transformer at the conclusion of the test - an open-circuited CT can develop a dangerously-high voltage; an incorrectly connected CT may not trip the protective relay!

AUTOTRANSFORMER FUSE

A

DIGITAL AMMETER 0 - 10 AMPS SEE CIRCUIT DESCRIPTION ON THE FOLLOWING SHEET.

ADJUSTABLE AUTOTRANSFORMER 2000 VA, 0 - 135 VAC

SAFETY GROUND ON TRANSFORMER CASES

120 VAC HOT

120 VAC NEUTRAL

AUTOTRANSFORMER SWITCH

Test Set Schematic

Sheet 10 Test M

ethods

Copyright 2003 Kilowatt Classroom, LLC. Current Transformers CT Saturation Curve Testing

CT10

CT Saturation Curve Tester Sheet 2 of 2

Test Method Overview

The circuit on the preceding page (Sheet 9) is used to provide an adjustable 0 - 1000 VAC which is injected on the secondary winding of the current transformer being tested. Using the adjustable autotransformer, the secon-dary excitation voltage and current applied to the CT are gradually increased from zero while incremental volt-age and current readings are taken. A plot of the CT secondary voltage and current is made on log - log (logarithmic) scale engineering graph paper at each step of the test. The constructed plot is then compared with the manufacturers published curves (see Sheet 6 ); a deviation from these curves indicates either a pri-mary one-turn short circuit due to improper mounting or shorted secondary turns.

Circuit Description

Two 480 - 120 volt control transformers are back-fed with the 120 volt windings connected in parallel and the 480 volt windings connected in series. (The kVA rating of these transformers must be large enough to supply 5 amps of current on a momentary basis to get above the “knee” of the saturation curve.) An adjustable 0 - 135 VAC is supplied by the autotransformer which feeds the parallel connected 120 volt transformer windings.

To achieve accurate test results, both the CT secondary excitation voltage and excitation current need to be accurately measured. The voltmeter must have a 1000 VAC range. One method of measuring the excitation current is to series a Digital Multi-Meter (DMM) with the test circuit output and measure the current directly using the AC amps function. Care needs to be taken not to exceed the internal current rating of the instrument (10 amps on most DMM’s). An alternate approach, for making the current measurement, is to use a low-current clamp -on adapter such as the TPI A254 (see picture on Sheet 8) which has the ability to read AC currents as low as 10 milliamps. Sev-eral wraps of the conductor through this current probe will extend the low-end accuracy; the meter reading is then divided by the number of turns used.

Test Procedure

WARNING! This test set-up develops high voltage - see precautions on previous sheet.

• Verify that the adjustable autotransformer is un-plugged, turned off, and set at zero. • Connect the test equipment as shown in the diagram on the preceding page and connect the output leads to

the secondary leads of the current-transformer-under-test. • Apply the 120 VAC power to the autotransformer input. • Gradually increase the autotransformer setting until a small output current is measured. Ten milliamps

(0.010 amps) is a good first step. Read the voltage at this step and plot the voltage and current readings on the log-log graph paper.

• Continue to increase the autotransformer setting in a series of small steps, taking voltage and current read-

ings at each step and plotting the results on the graph paper. Watch for the development of the “knee” of the curve and make very careful adjustments in this voltage and current range. The current will increase in much larger increments at this point for a given amount of voltage increase, so use care to prevent blowing a meter fuse or autotransformer fuse.

• At the conclusion of the test, reduce the autotransformer output voltage to zero and remove power from

the system.

Sheet 11 Copyright 2003 Kilowatt Classroom, LLC. Current Injection Testing

Test M

ethods

HCT1

Purpose Electrical equipment such as circuit breakers, protective relays, and meters are routinely tested to verify proper operation of current sensing elements. This testing is performed using high-current, low-voltage test equipment that provides a means of adjusting the value of current and also of measuring the operating time of the device un-der test. The output waveform of the test current is critical and must be sinusoidal; testing with equipment that produces a non-sinusoidal waveform - such as SCR’s - will not produce accurate results.

CAUTION! Current injection testing is performed on de-energized, out-of-service equipment only!

Types of High-Current Testing

• Primary Injection Testing is used to test the overall operation of a current circuit. In this type of test, a high current is injected in the Current Transformer (CT) primary winding and the resulting secondary current is measured in each of the CT secondary devices such as meters and relays. This test is primarily conducted during commissioning of new equipment or after a major circuit modification to insure that the equipment is correctly connected. The polarity of the current may also be critical and other equipment, such as a Phase

Angle Meter, may be used in conjunction with the high-current test source. • Secondary Injection Testing is periodically performed on the individual devices such as relays and meters to

verify the accuracy and proper operation of the equipment. These devices receive their input current from the CT secondary winding so these tests will be at a much lower level of current than that used for primary injec-tion. Proper operation of the current-sensing protective equipment can be verified by comparing the device operating characteristics with the manufacturers published time-current characteristic curves.

Frequency of Tests

The frequency of these preventive maintenance current tests depend up the importance of the protection: high volt-age equipment will often be tested annually; medium-voltage equipment is often tested and calibrated every-other year, and a three- or four-year interval for 480 volt equipment may be considered adequate.

Testing Thermal Devices

• Thermal overload relays for 480 volt and lower voltage equipment - either bimetallic or melting alloy type - are not usually tested as the test current can damage the element. (Critical applications should be protected by a more reliable device such as an electromechanical or electronic relay.)

• Large thermal circuit breakers are sometimes periodically tested for proper operation by current injection.

If successive tests are made the device must have time to cool-down between tests for accurate results to be obtained.

• Electromechanical thermal relays must be tested within the instrument case for proper results. As with ther-

mal breakers, the device must have time to cool down between successive tests.

Testing Instantaneous Elements

• Because of the high current involved when testing magnetic trip elements in circuit breakers or relays, the cur-rent should be adjusted as quickly as possible using the test set MOMENTARY FUNCTION to prevent dam-age to the equipment-under-test.

• The maximum trip point setting of the instantaneous magnetic trip element of a thermal/magnetic circuit

breaker is usually 10 times the thermal element value. Testing the magnetic element may result in damage to the thermal element (which is in series with the magnetic trip coil) if the test current is prolonged. Motor Circuit Protectors (MCP’s) have a magnetic trip element only and can be safely tested.

• Protective relay instantaneous elements are tested at either the engineered setting or the “as -found” setting.

Sheet 12 Copyright 2003 Kilowatt Classroom, LLC. High Current Testing

CT Primary Injection Test M

ethods

HCT2

Field Test on 34.5 kV Recloser


Test Set-Up In the photo below a high current test set is used to check the trip and reclose timing on a three-phase 35.4 kV substation vacuum recloser. The relaying scheme is tested one-phase-at-a-time. The high current leads are attached to the phase being tested. The test set timer start/stop leads are attached to a different phase using this pole as a “dry” set of contacts. See Sheet 7 for a photo of the recloser internal bushing current transformers. This recloser uses 130 VDC station battery for trip and close power. CAUTION ! This procedure cannot be used on electronic controlled reclosers that have a high-voltage closing coil or on hydraulic reclosers that have a high-voltage series trip coil and a high-voltage closing coil.

High Current Test Set

Vacuum Recloser

Test set high current leads attached to A -Phase bushings.

Control Cabinet

Recloser is out-of-service. Note open disconnect ( 6 total ).

Timer start/stop leads attached to C-Phase bushings.

ADJ

Test Set-Up Schematic Recloser shown top view.

Red Dashed Lines = CT secondary leads to multi-function protective relay. Relay “looks” through the breaker. When the relay trips the breaker, the fault current is interrupted and the protective relay will reset.

Line-Side Bushings Load-Side Bushings

Recloser Main Contacts

Red Circles = Internal Bushing CT’s High Current Test Set

Blue = High Current Leads

Green = Timer Start / Stop Leads

T A

T = Timer A = AC Ammeter

ADJ = Amps Adjust Control

Sheet 1

Copyright 2004 Kilowatt Classroom, LLC. Synchronous Motor Characteristics

Syn

c Mo

tors

SYNCMTR1

Synchronous Motors are three-phase AC motors which run at synchronous speed, without slip. (In an induction motor the rotor must have some “slip”. The rotor speed must be less than, or lag behind, that of the rotating stator flux in order for current to be induced into the rotor. If an induc-tion motor rotor were to achieve synchronous speed, no lines of force would cut through the rotor, so no current would be induced in the rotor and no torque would be developed.)

Synchronous motors have the following characteristics: • A three-phase stator similar to that of an induction motor. Medium voltage stators are often used. • A wound rotor (rotating field) which has the same number of poles as the stator, and is supplied by an external

source of direct current (DC). Both brush-type and brushless exciters are used to supply the DC field current to the rotor. The rotor current establishes a north/south magnetic pole relationship in the rotor poles enabling the rotor to “lock-in-step” with the rotating stator flux.

• Starts as an induction motor. The synchronous motor rotor also has a squirrel-cage winding, known as an Amortisseur winding, which produces torque for motor starting. • Synchronous motors will run at synchronous speed in accordance with the formula: 120 x Frequency Synchronous RPM = Number of Poles Example: the speed of a 24 -Pole Synchronous Motor operating at 60 Hz would be: 120 x 60 / 24 = 7200 / 24 = 300 RPM

Synchronous Motor Operation

• The squirrel-cage Amortisseur winding in the rotor produces Starting Torque and Accelerating Torque to

bring the synchronous motor up to speed. • When the motor speed reaches approximately 97% of nameplate RPM, the DC field current is applied to the

rotor producing Pull-in Torque and the rotor will pull-in -step and “synchronize” with the rotating flux field in the stator. The motor will run at synchronous speed and produce Synchronous Torque.

• After synchronization, the Pull-out Torque cannot be exceeded or the motor will pull out-of-step. Occasion-

ally, if the overload is momentary, the motor will “slip-a-pole” and resynchronize. Pull-out protection must be provided otherwise the motor will run as an induction motor drawing high current with the possibility of

severe motor damage.

Advantages of Synchronous Motors

The initial cost of a synchronous motor is more than that of a conventional AC induction motor due to the expense of the wound rotor and synchronizing circuitry. These initial costs are often off-set by: • Precise speed regulation makes the synchronous motor an ideal choice for certain industrial processes and as a

prime mover for generators. • Synchronous motors have speed / torque characteristics which are ideally suited for direct drive of large horse-

power, low-rpm loads such as reciprocating compressors. • Synchronous motors operate at an improved power factor, thereby improving overall system power factor and

eliminating or reducing utility power factor penalties. An improved power factor also reduces the system volt-age drop and the voltage drop at the motor terminals.

Sheet 2

Copyright 2004 Kilowatt Classroom, LLC. Synchronous Motor Construction

Syn

c Mo

tors

SYNCMTR2

Detail of Amortisseur Winding Synchronous motors start as an induction motor utilizing the Amortisseur winding which is a squirrel-cage-type winding with short-circuited rotor bars. Wound Field Pole - Energized by separate source of DC for synchronous operation. Squirrel-Cage Rotor Bars Shorting Ring - One on each end of rotor.

Electric Machinery Photo

Characteristics and Features • The rotation of a synchronous motor is established

by the phase sequence of the three-phase AC applied to the motor stator. As with a three-phase induction motor, synchronous motor rotation is changed by reversing any two stator leads. Rotor polarity has no effect on rotation.

• Synchronous motors are often direct-coupled to the

load and may share a common shaft and bearings with the load.

• Large synchronous motors are usually started across-

the-line. Occasionally, reduced voltage starting methods, such as autotransformer or part-winding starting, may be employed.

2000 Horsepower Synchronous Motor In Refinery Service


Synchronous Motor Rotors

• The Salient-Pole unit shown at the right is a brush-type rotor that uses slip rings for ap-plication of the DC field current.

• Low voltage DC is used for the rotating

field. 120 VDC and 250 VDC are typical. • Slip ring polarity is not critical and should

be periodically reversed to equalize the wear on the slip rings. The negative polarity ring will sustain more wear than the positive ring due to electrolysis.

• Slip rings are usually made of steel for extended life.

DC field leads (2) attached to shaft.

DC Slip Rings ( 2 ) Wound Field Poles

Amortisseur (Squirrel Cage) Winding


Bearing

Bearing Retainer

Sheet 3

Copyright 2004 Kilowatt Classroom, LLC. Synchronous Motor Brush-Type Excitation Systems

Syn

c Mo

tors

SYNCMTR3

Excitation Methods

Two methods are commonly utilized for the application of the direct current (DC) field current to the rotor of a synchronous motor. • Brush-type systems apply the output of a separate DC generator (exciter) to the slip rings of the rotor. • Brushless excitation systems utilize an integral exciter and rotating rectifier assembly that eliminates the

need for brushes and slip rings.

System Analysis

In this excitation method the DC field current for the synchronous motor is provided by a separate DC generator known as an exciter. The exciter is a shunt-or compound-wound DC machine that is driven either by the synchro-nous motor itself (dashed line) or by a separate drive motor. Excavators, for example, often have an “exciter line” consisting of a number of exciters which are driven by an single AC induction motor. The shunt field of the exciter is separately excited by the solid state control. Some excitation controls provide for manual adjustment of the field strength. Other systems automatically regulate the synchronous motor field in a closed-loop configuration designed to maintain adequate field strength for varying loads or to maintain a constant power factor. The exciter shunt field is energized when the 52a auxiliary contact in the main breaker closes.. In the above illustrated system, the exciter shunt-field strength controls the DC output of the exciter which is picked off by the commutator brushes, bused to the motor slip-ring brushes, and applied via the slip rings to the main rotating field of the synchronous motor. The synchronous motor starts as a induction motor. When the rotor achieves near-synchronous speed, the motor field current is applied by the closure of the Field Application Relay (Standard Device Designation #56).

Single -Phase Control Power

Stator Windings (AC)

52a Field Excitation

Control

Commutator

Slip Rings

Field Control

Exciter Synchronous Motor

Three-Phase AC High-Voltage Stator Power

Breaker (or Running Contactor) 52

Brush-Type Excitation System

Static Field Control

Rotating Field (DC)

Negative DC Brushes

Positive DC Brushes

Exciter Stationary Field Pole

Output Shaft to Driven Load

Kilowatt Classroom Drawing

56

56

Field Application Relay

Exciter Drive

Sheet 4

Copyright 2004 Kilowatt Classroom, LLC. Synchronous Motor Brushless Exciters

Syn

c Mo

tors

SYNCMTR4

Brushless Machine Rotor


Exciter Rotor

Motor Rotor (Field)

Rotating Rectifier Assembly

Cage Winding Shorting-Rings

System Analysis

This excitation method eliminates the need for brushes, both on the exciter and the motor. When the motor is started the machine breaker (Std Device #52) closes and applies three-phase AC to the motor stator windings. The motor starts as an induction motor using the Amortisseur winding in the rotor. The Machine Breaker 52a auxiliary contact also closes and applies the DC output of the solid-state Field Control to the exciter stationary winding. A three-phase alternating current is induced in the exciter rotor windings and this induced voltage is rectified by the rotating rectifier assembly. When the rotor achieves near synchronous speed the Field Application SCR is fired by the Synchronizing Control Package and the rectified DC is applied to the synchronous motor rotating field. See schematic on the next page for additional details.

Common Shaft

Field Application SCR

Output Shaft to Load


Brushless Excitation System

Single -Phase Control Power

Field Excitation Control

Static Field Control

52a

Exciter Stationary Field Poles

Breaker (or Running Contactor) 52

Three-Phase AC High-Voltage Stator Power

Stator Windings (AC)

Rotating Field (DC) Exciter Rotor

Exciter

Field Control

Synchronous Motor

Rotating Rectifier Assy

Sheet 5

Copyright 2004 Kilowatt Classroom, LLC. Synchronous Motor Synchronizing Principle

Syn

c Mo

tors

SYNCMTR5

Field Application System

The Field Application Circuit in a synchronous motor excitation system must perform three functions: • Provide a discharge path for the current which is induced into the wound rotor during start and open this cir-

cuit when excitation is applied. During start the motor is operating as an induction motor with the torque be-ing produced by the squirrel cage winding. The wound rotor is also being cut by the rotating stator flux and has a voltage induced in it. During this phase of the start-up SCR2 in the above diagram is gated “on” by the Field Application Circuit and provides a discharge path for the induced rotor current through the Field Discharge Resistor (FDR) as shown by the dashed red arrows. The frequency of this induced rotor current “tells” the application circuit the speed at which the rotor is running. See oscilloscope waveform below.

• When the rotor speed reaches about 97% of synchronous and the rotor polarity is correct to achieve synchro-

nism, SCR2 will turn “off ” and SCR1is gated “on” allowing the rectified DC current from the rotating three-phase bridge rectifier to flow through the rotating field, as shown by the green dashed arrows, producing the necessary Synchronizing Torque for the rotor to pull-in step with the rotating stator flux.

• The Field Application Circuit must remove excitation immediately if the motor pulls out-of-step.

Field Monitor Relay monitors the power factor of the system and trips the motor and exciter field off if synchronism is not achieved within a specific length of time or if the motor pulls out-of-step.

Three-Phase AC

PT Input

SCR1

Schematic Diagram Synchronous Motor Brushless Excitation System

CT Input

Field

Monitor Relay

78 Device

Exciter Armature 3-Phase AC Out

Rotating Components

Breaker Trip

Field Application

Circuit

Positive Bus

Negative Bus

FDR

Stator

Sync. Motor

Exciter Stationary Field

Rotating Field

SCR2

Exciter Control Trip


0% 50% 90% 95% Percent Motor Speed

Waveform of Induced Field Current During Start

Frequency of Field Discharge Current 60 Hz 30 Hz 6 Hz 3 Hz

Motor Synchronized

Sheet 6

Copyright 2004 Kilowatt Classroom, LLC. Synchronous Motor Power Factor

Syn

c Mo

tors

SYNCMTR6

Synchronous Motor Power Factor An important advantage of a synchronous motor is that the motor power factor can be controlled by adjusting the excitation of the rotating DC field. Unlike AC induction motors which always run at a lagging power factor, syn-chronous motors can run at unity or even at a leading power factor. This will improve the over-all electrical sys-tem power factor and voltage drop and also improve the voltage drop at the terminals of the motor. (See The Electrician’s Notebook article Principles of Voltage Regulation for a description of how improving the system power factor also improves the system voltage drop.)

Interpreting “V” Curves The synchronous motor “V Curves” shown above illustrate the effect of excitation (field amps) on the armature (stator) amps and on system power factor. There are separate “V” Curves for No-Load and Full-Load and some-times the motor manufacturer publishes curves for 25%, 50%, and 75% load. Note that the Armature Amperage and Power Factor “V” Curves are actually inverted “V’s”. Assume it is desired to determine the field excitation which will produce unity power factor operation at full motor load. Project across from the unity power factor (100%) operating point on the Y-Axis to the peak of the inverted Power Factor “V” Curve (blue line). From this intersection, project down (red line) from the full-load unity power factor (100%) operating point to determine the required field current on the X-Axis. In this example the required DC field current is shown to be just over 10 amps. Note at unity power factor operation the armature (stator) full-load amps is at the minimum value. Increasing the field amps above the value required for unity power factor operation will cause the machine to run with a leading power factor, while field weakening caused the motor power factor to become lagging. When the motor runs either leading or lagging, the armature (stator) amps increases above the unity power factor value.

Typical “V” Curves

Sheet 7 Copyright 2004 Kilowatt Classroom, LLC. Field Monitor Relay

S

ync M

oto

rs FM1

Purpose Pictured below is the Dresser Rand (EEMIC) Field Monitor II relay used to provide pull-out protection for large synchronous motors (IEEE Standard Device Designation 78) . The Field Monitor Relay measures the power factor of the motor and trips the motor stator and DC exciter field if synchronism is not achieved within a specific length of time or if the motor pulls out-of-step while running. Connection of the field monitor relay in the synchronous motor control scheme is shown in simplified form on Sheet 5 and a detailed connection diagram of the current and potential inputs is provided on Sheet 8. Note: This article provides general installation and operation information only. If troubleshooting or installing a similar system, be sure to use the exact relay connection diagram and system prints for the specific switchgear.

See connection diagram on Sheet 8.

Relay Connections

For correct connection of the relay, the rotation of the system must be known and a single-phase voltage and cur-rent of the correct phase relationship and polarity must be supplied. To assist the user in this regard, the manufac-turer provides the Connection Table shown on the following page. The basic field monitor connection criteria are as follows: • The voltage connection is line-to-line and the required matching current in derived from the other phase. • For the correct connection, the applied field monitor current will lead the applied voltage by 90o when the syn-

chronous motor is running at unity power factor. • If the polarity of the voltage is reversed, the correct connection can be maintained by reversing the polarity of

the corresponding current. • To verify correct connection of the current and potential, the analog output terminals 8 (-) and 9 (+) of the

Field Monitor II Relay can measured. This voltage will be about 4 VDC with the system at unity power factor. The DC analog output voltage will increase toward a maximum of 8 VDC as the system goes leading and will decrease below 4 VDC as the motor runs lagging.

Field Monitor Relay Detail


Sync Motor Field Excitation Cubicle Component Arrangement


Restart Timer

Field Supply

Transformer

Field Monitor

Relay

Exciter

Field Rectifier

Exciter Field Fuses

DC leads to exciter stationary field. See diagram on Sheet 4.

Transformer AC Supply

Circuit Breaker CR2 Reset Push Button

Field Monitor Connection Table (Highlighted areas show connection example.)

If A & B Voltage

is connected as shown

And the phase sequence is:

1- 2 - 3

And the phase sequence is:

3 - 2 - 1

A L1 L3 L2 L1 L3 L2 L1 L2 L2 L3 L3 L1

B L3 L1 L1 L2 L2 L3 L2 L1 L3 L2 L1 L3

Connect 4 & 5 Current as shown

4 C2 CO C3 CO C1 CO C3 CO C1 CO C2 CO

5 CO C2 CO C3 CO C1 CO C3 CO C1 CO C2


Connections S

ync M

oto

rs FM2

Potential Transformer

Connection Diagram Dashed lines show example connection.

Determination of PT and CT Connections

Assume when measuring the system phase rotation at the bus potential transformer secondary fuses (see photo on Sheet 9) it is determined that the system rotation is L1, L2, L3. Assume also the Field Monitor voltage input is connected with L1 to Terminal 6 (follow Line 1 through the transformer to V7), and L2 to Terminal 7 (follow Line 2 through the transformer to V80), For these conditions, the current transformer input must be connected with Terminal 4 to CO and Terminal 5 to C3. The correct phase relationship can verified by measuring the analog out-put of the Field Monitor as described on the preceding page.

See Note 3

C3 C2 C1

CO

L1 L2 L3

Medium Voltage Bus

STATOR

PT Primary Circuit - Blue CT Secondary Circuit - Red

Note 1: CR1 - Excitation (Field On) Interlock. Note 2: CR2 - Cage Winding Protection Interlock. To 52 circuit breaker trip or 42 contactor hold coil. Note 3: Analog Output - 0 to 8 VDC proportional to motor power factor. Note 4: When motor starts, auxiliary contact applies voltage to field monitor relay to initiate timer .

52a or 42a Run

Field Monitor Relay 78 Device

1 2 3 4 5 6 7 8 9 10 11 12

CR1 CR2

See Note 2 See Note 1

V7 V80

A

B

5

4

See Note 4

52 or 42


Verifying System Phasing & Rotation S

ync M

oto

rs FM3

System Phasor Diagram

In this example, assume two Bus Potential Transformers (PT’s) are used and they are connected in an open-delta configuration. The 120 volt secondary phase designations are V7, V80, V9, with B-Phase (Line 2) being grounded. This ground is indicated by the V80 labeling where the suffix “0” indicates a grounded connection. ( If Line 2 were not grounded, it would be referred to a V8 ). Assume also that the system rotation was shown to be L1, L2, L3 using the phase rotation indicator. The delta would be labeled as shown in the diagram below left. Because phasors are always rotated counter-clockwise for analysis, a reversed system rotation would be shown by re-labeling the delta as L1, L3, L2, or L3, L2, L1. (On a three-phase system, reversing any two leads changes the rotation.) The phasor diagram shown below right has been constructed to illustrate the 90 degree phase relationship between the current phasor C3 and the L1-L2 voltage phasor and shows the current leading the voltage by 90o

as required for proper operation of the Field Monitor II Relay. Using a similar process the other voltage and current combinations in the Connection Table can be analyzed.

Switchgear Bus PT Cubicle

TPI Phase Sequence Indicator

The sequence indicator leads are connected: Red - Line 1, White - Line 2, Blue - Line 3. The disk turns clockwise for a L1, L2, L3 system rotation, and runs counter-clockwise if the rotation is reversed.

Phase Sequence Indicator Used to establish system rotation as required for correct Field Monitor II connection. See table on Sheet 8.

PT Secondary Fuse Block Phase rotation check was made at this location.

Potential Transformers (PT’s) and high voltage fuses located behind swing-out panel.

To construct the phasor diagram shown on the right, keep L1-L2 phasor in its original orientation and move the tail of the C3 phasor over to tail of L1-L2 phasor without changing the angular relationship of C3. The tail of the C3 phasor is CO.

Relationship of L1-L2 Phasor to C3 Phasor Showing C3 leading L1-L2 by 90 degrees.

Phase Rotation Measurement Example

Axis of Rotation

C3’

L1 (V7)

L2 (V80)

Phasors rotate CCW (counter-clockwise) for analysis.

Move C3 over to C3’ position.

C3 C3 C1

PT & CT Secondary Phasors

L1 (V7 )

L2 (V80)

L3 (V9 )

C2

Sheet 10

Copyright 2004 Kilowatt Classroom, LLC. Brushless Excitation EM Synchro-Pac®

Syn

c Mo

tors

BE1

Inspecting Rotating Field Assembly Components Electric Machinery 4500 HP Synchronous Motor


Rotating Assembly (Diode Wheel)

Opposite Drive End (ODE)

Pedestal Bearing Motor Shaft

Inspection cover removed.

Rotating Assembly Close-Up View

See next page for layout of components on the Diode Wheel.

Synchro-Pac® and Synchrite® are registered trademarks of the Electric Machinery Division of Dresser-Rand.


Insulated stand-off bushings (3) for connection of exciter armature leads to three-phase diode assembly.

Syncrite® Filter Mounted on back (inboard) side of diode wheel.

Positive Bus Diodes (3) Stud Cathode Units

DC Positive Heat Sink Heat Sink Insulator

Syncrite Filter Mounting bolts and

insulator.

Top portion of Rotating Assembly (Diode Wheel)

Rotating Assembly Components Refer to “Rotating Components” section of Schematic Diagram on Sheet 5.

In this brushless excitation system, the exciter stationary DC field induces three-phase AC into the rotating exciter armature. The armature leads (3) are attached to the motor shaft and connect to the rotating three-phase bridge rectifier. The DC output of the rotating rectifier is applied to the DC rotating field of the synchronous motor, with these leads also being fastened to the motor shaft, so that no bushes, commutator, or slip rings are required The rotating assembly, often referred to as the Diode Wheel, in addition to the rotating rectifiers, also carries the field discharge resistors, the Syncrite® Field Application Module, the Syncrite® Filter, and the Silicon Controlled Rectifiers (SCR’s) used for the application of the DC field for synchronous operation (SCR1) and to discharge the voltage induced in the rotating field (SCR2) during motor start-up.

Leads (3) from exciter armature. Shown discon-nected for insulation resistance test of armature winding and to use the Diode Wheel Tester (See description on Sheet 13).

Sheet 11


Syn

c Mo

tors

BE2

Rotating Assembly Component Arrangement Viewed from inspection access opening. Shaft must be rotated for all components to be visible.

Refer to “Rotating Components” section of Schematic Diagram on Sheet 5.

Notes

1. Positive Bus heatsink with three (3) stud cathode diodes. 2. Negative Bus heatsink with three (3) stud anode diodes. 3. Field Discharge Resistors (12 units) are 24 ohms each and are connected in series/parallel for 4 ohms total. (Depending on the size of the rotating field, different wattage and ohmic values are used - consult instructions.) 4. SCR 1 applies rectified DC to the rotating field of the synchronous motor when fired by the Syncrite®

Field Application Module. 5. SCR 2 connects synchronous motor rotating field to the field discharge resistors during start as induction motor.

Free-Wheeling Diode D3 protects SCR 2 against high counter-emf voltage produced by collapsing motor field. 6. Syncrite® modules, six field discharge resistors, exciter and field termination insulators/studs, and interconnecting wiring harnesses are mounted on back (inboard) side of wheel. 7. Blue rectangles are heatsinks for stud-mounted diodes and SCR’s. Heatsinks are insulated from diode wheel. Synchro-Pac® and Syncrite® are registered trademarks of the Electric Machinery Division of Dresser-Rand.

Inspection access opening. Shown by dashed red line.

Sync

rite

Fi

lter

Sync

rite

Field Discharge Resistors (6)

Field Discharge Resistors (6)

SCR 1

See Note 3

Field Lead Terminals

See Note 4

SCR 2

FWD D3 See Note 5

Exc

iter A

rmat

ure

L

ead

Ter

min

als

Negative Bus Diodes See Notes 2 & 7

See Note 1

Termination Access Hole

Termination Access Hole

Fiel

d A

pplic

atio

n

Mod

ule


Positive Bus Diodes

See Note 6

Sheet 12


Syn

c Mo

tors

BE3

Syncrite® Module Tester Tests Field Application and Filter Modules.

Syncrite® Field Application Module to be tested is plugged into mating connector on top of tester. If desired, unit can be tested without removal from diode wheel by using the appropriate interconnecting cable.

Syncrite® Filter Modules are tested by connecting the permanently-attached module leads to the tester banana posts. Patch cords are also available to permit in-place filter tests.

Synchro-Pac® and Syncrite® are registered trademarks of the Electric Machinery Division of Dresser-Rand.

Component Testing

While brushless excitation systems eliminate the need for brushes, a commutator, and slip rings, testing and ad-justment of the systems can be difficult because the components cannot be checked or adjusted with the unit in service. Because all the excitation components are rotating, the equipment must be shut-down for inspection and maintenance. To assist the user in making the necessary tests, EM developed two specialized testers. The Syncrite® Module Tester (shown below) is used to test the Syncrite® Field Application Module and the Syncrite® Filter Module. A Diode Wheel Tester is used to test the diodes and SCRs mounted on the rotating assembly (see following page). The only adjustment that is necessary is the synchronizing speed adjustment on the Syncrite® Field Application Module (shown below). Module tests include: Zener Voltage Test, Zero Slip Test, Slip Trigger Test - Low Slip (99% of speed or 1% slip), Slip Trigger Test - High Slip (95% of speed or 5% slip), Out-of-Step Inhibit Test, and Positive Hold Test. The Syncrite Filter Module is tested for proper Zener operation.

Syncrite® Field Application Module Size: 4-1/2” x 2” x 1-3/4”

9-pin Cable Connector

1/4 - 28 Mounting Studs Attach unit to diode wheel.

Rear View Front View

Synchronizing Speed Adjustment Potentiometer sets rotor slip rate at which the DC voltage is applied to the motor rotating field.

Module Status Indicating Lights

2 Red - FDR in Circuit

2 Green - Field Off


Kilowatt Classroom Photos

Sheet 13


Syn

c Mo

tors

BE4

Exciter Diode Wheel Tester A companion test set in the same style case as the Syncrite® Module Tester shown on the preceding page is available for testing the diodes and SCRs used in the Synchro-Pac® System. The semiconductors do not need to be removed from the diode wheel for testing. A drawing to the test set control panel is shown below. The Exciter Diode Wheel Test Set will indicate shorted or open power diodes, silicon controlled rectifiers (SCRs), and an open field discharge resistor (FDR). It also checks for proper SCR firing and checks for grounded components (inadvertent connection to the motor shaft). The tester is easy-to-operate with the connection steps and appropriate light sequences shown on the nameplate.

Multimeter Tests

The primary advantages of the Diode Wheel Tester are its ease-of-operation and the fact that it tests the compo-nents at their rated voltage. If this tester in not available, the semiconductor components, field discharge resistors, and wiring harnesses can also be checked with a conventional multimeter. The SCRs and diodes need to be checked using the meters DIODE CHECK function. A multimeter does not draw enough current through large SCRs to provide a “seal-in” of the device, but they can be checked for shorts and opens. See the Electrician’s Notebook articles Semiconductor Diodes and Rectifier Circuits and The Silicon Controlled Rectifier for further details on semiconductor testing.

Ohmmeter Testing of Field Discharge Resistors

The photo at the left shows ohmmeter checks being made on the FDRs of a Synchro-Pac® system. The wattage and ohmic value of the resistors will vary depending on the size of the rotating field of the machine. Various series/parallel combinations are utilized and the instruction manual for the exact piece of equipment needs to be consulted for the value employed in a particular system.


Synchro-Pac® and Syncrite® are registered trademarks of the Electric Machinery Division of Dresser-Rand.

Sheet 1 A

C G

enerato

rs Copyright 2004 Kilowatt Classroom, LLC. Generator Voltage Regulation

Introduction GREG1

Generator Field Control

The output voltage of an AC generator is controlled by controlling the strength of the rotating DC field. Increasing the field strength increases the AC output voltage while a decrease in the DC field strength will reduce the output voltage. As generator load is increased, the field strength must be increased to hold the output voltage constant. (A necessary condition of generator operation is that the machine must be running at its rated speed because the generator output voltage is also proportional to generator RPM. See Frequency Compensation below. ) Several methods of field control are commonly used (see connection diagrams on the following page): • The DC field voltage produced by the generator voltage regulator is applied directly to the slip rings of the

main rotating field of the generator. The advantage of this configuration is its relative simplicity; the trade-off is that a voltage regulator with a higher current output is required to drive the main field directly.

• The DC field voltage produced by the generator regulator is applied to the stationary field of an exciter.

(An exciter is a small DC generator which is used for the purpose of providing DC field current to an AC generator field, an AC synchronous motor field, a DC motor field, or a DC generator field.) This concept permits the use of a generator regulator (or motor field control) with a lower output current capability as the exciter acts, in essence, as an amplifier. Controlling the smaller exciter field current will control the larger exciter output current which is then connected to the main rotating field. Brushless systems are often employed. On very large generators, a pilot exciter may be used. In this excitation scheme the pilot exciter stationary field will be controlled by the regulator and the output of the pilot exciter will control the field of the main exciter, which will in turn, control the machine main rotating field current.

Frequency Compensation

As noted above, if the generator prime mover speed drops, the generator output voltage will drop. The voltage regulator will see this drop in voltage and will attempt to correct it by increasing the field excitation. This can result in damage to the regulator SCR’s due to excessive current. In applications where the generator frequency can fall below the rated value, a regulator having frequency compensation circuitry, such as the Bassler KR7FF shown above, should be employed. This circuitry recognizes the reason for the reduced generator output voltage is a result of reduced frequency and the frequency compensation circuitry current-limits the firing of the SCR’s.

Sensing Transformer Taps on back match regulator sensing input to generator output voltage.

Terminal Strip For connecting regulator to generator field, generator output voltage, and external voltage adjustment potentiometer.

Stability Adjustment Potentiometer

Range Adjustment Potentiometer


Bassler KR7FF Generator Voltage Regulator Designed for engine-driven generators.

Sheet 2 A

C G

enerato


Excitation Methods GREG2

Generator Three-Phase Output

Separate DC Exciter Regulator output connected to exciter stationary field.

Generator Rotating Field Regulator output connected to generator slip rings.

Voltage Regulator

F- F+ E3 E2E1

Rotating DC Field

AC GENERATOR

Brushes

Slip Rings (2)

Single - or three-phase sensing voltage.

Rotating DC Field

AC GENERATOR


EXCITER

Voltage Regulator

F- F+ E3 E2E1


Brushes & Commutator



Voltage Regulator

F- F+ E3 E2E1

Brushless Excitation Regulator connected to brushless exciter stationary field.

BRUSHLESS EXCITER AC GENERATOR

Wye Connected Rotor Rotating Diode Ring

Six diodes comprise full-wave three-phase bridge rectifier.

Rotating DC Field



Kilowatt Classroom Drawings

Sheet 3 A

C G

enerato


Generator Components GREG3

Brushless Generator Components

Slip Rings ( 2 )

Brush-Type Generator

480 Volt Stator Windings

Rotating DC Field

Leads from Voltage Regulator Regulator located in control cabinet.

Brush Holders

AC Stator Winding

Generator 480 Volt AC Output Leads

Main DC Rotating Field Field leads exit shaft and connect to field poles here.

Field leads from exciter diode ring pass through main shaft to field coils.

Diode Rings ( 2 )

Exciter Rotor

Wye-Connected Armature

Armature Leads to Diodes

Diodes - 3 Per Ring

Field Lead Attachment Studs (2 )


Generator Stator and Rotating Field

Kilowatt Classroom Photos

Exciter DC Stationary Field

Rewound assembly ready for dip-and-bake.

Sheet 4 A

C G

enerato


Typical Connection Diagram GREG4

REG POWER SEE NOTE 1

GEN FIELD SEE NOTE 2

CCT INPUT SEE NOTE 4

VOLTAGE SENSING SEE NOTE 5

EXT VOLT ADJ SEE NOTE 6

FIELD FLASH

ING

A

B

N

C

Generator or Exciter

Field

PMG

Connection Notes

1. The regulator electronics may be powered by the generator AC output (which requires a build-up circuit), or by a separate AC control power source. In the drawing below a Permanent Magnet Generator (PMG) is used.

2. The DC field current to the generator is supplied by an SCR phase-controlled power circuit in the regulator. 3. Some generators may not retain sufficient residual magnetism to permit generator build -up and require field-

flashing. If required, an external field-flashing source is connected to this terminal. This is required only if the regulator power is supplied from the generator output and would not be needed in the case of a separate source of regulator supply voltage.

4. A cross-current Compensation Current Transformer (CCT) is required when paralleling generators in order to insure proper load sharing between units.

5. Generator output voltage sensing for regulators may be either single- or three-phase as shown below. On some models of regulators the sensing transformer is an integral part of the regulator.

6. External voltage adjustment can be provide by the connection of a panel-mounted potentiometer. This typically provides a + 5% manual voltage adjustment. 7. If a CCT is installed it should be terminated on a CT shorting block . 8. Unit-parallel switch. Open for parallel generator operation and closed (CT shorted) for single unit operation. 9. This unit uses a Permanent Magnet Generator (PMG) to supply 120 VAC to the regulator. 10. The generator may also contain current transformers which are used to supply current information to other

related equipment such as generator metering, protective relaying, and the prime mover speed governor . CT’s must be short-circuited if not connected to a burden. If CT’s are used, terminate on CT shorting block.

Generator

CCT GENERATOR

GENERATOR SHAFT

SEE NOTE 9

PRIME MOVER (ENGINE OR TURBINE)


CT ’s TO OTHER EQUIP - SEE NOTE 10

C1 C2 CO C3

SEE NOTE 7

SEE NOTE 3

Regulator Generator / Regulator Connection Diagram

SEE NOTE 8

Sheet 5 Copyright 2004 Kilowatt Classroom, LLC. Generator Voltage Regulation

Functional Block Diagram A

C G

enerato

rs GREG5

Functional Blocks

A typical analog voltage regulator is illustrated in the block diagram above and incorporates the following:

• A Sensing Circuit using a single- or three-phase, step-down potential (voltage) transformers and DC rectifier/ filter assembly supplies the Error Detector with a DC feedback voltage that is proportional to the AC output of the generator.

• A zener diode is used to provide a constant DC Voltage Reference against which the feedback voltage is compared. An external voltage adjustment potentiometer is also provided to permit fine voltage adjustments to be made manually.

• The Error Detector circuit produces a DC output error voltage proportional to the difference between the

feedback and the reference (zener diode) voltage. The Stabilization Network also inputs the error detector and is adjusted to match the response of the regulator to the inductive time constant of the generator to provide quick, smooth response when generator load is increased or decreased.

• The Firing Circuit converts the DC error voltage to a phase-controlled pulse that provides firing for the SCR

Power Controller package.

• The SCR Power Controller provides a phase-controlled signal to the generator DC field which holds the generator output voltage constant under varying load conditions. Depending on the type of generator excita-tion, the DC field may be applied directly to the slip rings of a rotating DC field, to the stationary field of a DC pilot exciter, or to the stationary field of a brushless excitation system. Both single-phase and three-phase generators typically use a single-phase SCR rectifier assembly. Larger machines often use a pilot exciter, the field of which is excited by the voltage regulator, so that the amount of current required from the regulator is relatively small. Note: See the Electrician’s Notebook article “The Silicon Controlled Rectifier” for details on a typical SCR phase-controlled system.

• Because solid-state generator controls require a voltage output from the generator before they can begin work-

ing, a Build-Up Circuit is employed which bypasses the SCR’s until the generator output becomes sufficient for the electronic control to take-over control of the system. In its simplest form, this build-up circuit may be a relay or contactor, the coil of which is connected to the sensing circuit, with the contacts wired in parallel to bypass the SCR’s until the generator output voltage rises to about 85% of normal. Residual magnetism in the generator field provides sufficient magnetism for the initial generator build-up to occur. On systems where sufficient residual magnetism is not retained, a Field-Flashing Circuit may be employed to insure consistent generator build-up. These functions will be covered in Part 2 of this article.

ZENER

REFERENCE VOLTAGE

GEN AC

OUTPUT

DC FIELD VOLTAGE

DC STABILIZATION VOLTAGE

SCR POWER CONTROLLER

DC FEEDBACK VOLTAGE

Typical Regulator Block Diagram

GENERATOR FIRING CIRCUIT

SENSING CIRCUIT

STABILIZATION NETWORK

ERROR DETECTOR


DC ERROR SIGNAL

MANUAL VOLTAGE ADJUST

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. Semiconductor Diodes

Dio

des

DIODE1

The Semiconductor Diode

The semiconductor diode is a device that will conduct current in one direction only. It is the electrical equivalent of a hydraulic check valve. The semiconductor diode has the following characteristics: • A diode is a two-layer semiconductor consisting of an Anode comprised of P-Type semiconductor material

and a Cathode which is made of N-Type semiconductor material. • The P-Type material contains charge carriers which are of a positive polarity and are known as holes. In the

N-Type material the charge carriers are electrons which are negative in polarity. • When a semiconductor diode is manufactured, the P-Type and N-Type materials are adjacent to one another

creating a P-N Junction.

Biasing

A bias refers to the application of an external voltage to a semiconductor. There are two ways a P-N junction can be biased. • A forward bias results in current flow through the diode (diode conducts). To forward bias a diode, a positive

voltage is applied to the Anode lead ( which connects to P-Type material) and the negative voltage is applied to the Cathode lead ( which connects to N-Type material).

• A reverse bias results in no current flow through the diode (diode blocks). A diode is reverse biased when the

Anode lead is made negative and the Cathode lead is made positive.

P-N Junction Characteristics

The P-N Junction region has three important characteristics:

1) The junction is region itself has no charge carriers and is known as a depletion region. 2) The junction (depletion) region has a physical thickness that varies with the applied voltage. A forward

bias decreases the thickness of the depletion region; a reverse bias increases the thickness of the depletion region.

3) There is a voltage, or potential hill, associated with the junction. Approximately 0.3 of a volt is required to

forward bias a germanium diode; 0.5 to 0.7 of a volt is required to forward bias a silicon diode.

-V +V

Diode X-Y Characteristic Curve

+I

-I

PIV

VF

- +

Current Flow

+ -

P N

Forward Bias

P N

Reverse Bias (No Current Flow)

Symbol

Anode Cathode

Axial Lead Diode

A C (K)

Sheet 2 Copyright 2002 Kilowatt Classroom, LLC. Silicon Diodes

Dio

des

DIODE2

Ratings

Three characteristics must be defined for proper application or replacement of a semiconductor diode: Voltage Rating is the maximum voltage which the diode will block in the reverse-biased mode. • This is expressed as the Peak-Reverse-Voltage (PRV) or Peak-Inverse-Voltage (PIV). • It is important to remember that this is a peak value of voltage not the root-mean-square (RMS) value. As a

“Rule -of-Thumb, to provide a margin of safety, the PIV rating of a diode should be at least 3 times the RMS voltage of the circuit.

Current Rating is the maximum current the device can carry in the forward biased direction. Package Configuration • Small, low current diodes are available in an axial lead configuration. The band end is the cathode. • High current diodes come in a press-fit, stud- mounted, or hockey puck package.

Stud mounted diodes are available in Standard Polarity (stud cathode) and Reverse Polarity (stud anode).

Thermal Limits

• It is essential that semiconductors operate within the device temperature ratings. • Semiconductor charge carriers are released thermally as well as electrically. Heat-sinking may be required

during soldering and when the device is in operation to prevent thermal damage. • The forward resistance of a diode decreases with temperature; this results in an increase in current, which in

turn produces more heat. As a result, thermal run-away can occur and destroy the semiconductor.

Sheet 3 Copyright 2002 Kilowatt Classroom, LLC. Diode Test Procedure

Dio

des

DIODE3

Forward Bias - Diode Conducts. Correct reading: Meter will read about 0.5 - 0.8 volt.

Unlike its predecessor, the Analog Ohmmeter, Digital Ohmmeters re-quire a special Diode Check Function because the current circulated by the normal Ohms Function of a digital meter is too low to adequately check a diode. In the Diode Check Position, the reading given by a digital meter in the forward bias direction (meter positive to diode anode and meter negative to diode cathode) is actually the voltage required to overcome the inter-nal diode junction potential. For a silicon diode this will be about 0.5 - 0.8 volt; a germanium diode will read slightly lower, about 0.3 - 0.5 volt. Symbol Notation K (or C) = Cathode, A = Anode.

TPI 183 Digital Multimeter

Reverse Bias - Diode Blocks Correct reading: TPI Meter will read OUCH for open circuit indication. (Some meters read OL.)

K A

K A

Diode Test Procedure Caution: Ohms and Diode Check measurements can be made only on de-energized circuits! The Ohmmeter battery provides power to make this measurement. You may need to remove the diode from the circuit to get a reliable test. See Note below.

• Connect leads to meter as shown - Black COM, Red Ω .

• Select the (Diode Test) function.

• Connect the leads to the Diode-Under-Test as shown in the drawing above and verify the readings are correct for both a forward and reverse bias. (This is sometimes referred to as checking the front-to-back ratio.)

Note: Large Stud-Mounted Diodes are bolted to a heat sink and Hockey Puck Units are compressed between the heat sinks; removing them from the circuit can be time-consuming and may be unnecessary. In these situations, test the entire assembly first, then, if the assembly tests shorted, remove and test the diodes individually. Hockey Puck Diodes must be compressed in a heat sink assembly or test fixture to be tested as they require compression to make-up the internal connections.

Select

Incorrect Readings: If meter reads 0 both directions, it is shorted. If it reads OUCH (open circuit) both directions, it is open.

Sheet 4 Copyright 2002 Kilowatt Classroom, LLC. Rectifier Circuits

Rectifiers

Rectification • Rectification is the process of converting an Alternating Current (AC) to a Direct Current (DC). • In the circuits below, the DC output voltage is defined as pulsating DC because it has the same waveform as

one-half cycle of the applied alternating current. It is DC because it always has the same polarity with respect to zero volts. On single-phase rectifiers, the output DC voltage goes to zero after each rectified half cycle.

• To convert a pulsating DC to a pure DC, such as that produced by a battery or DC generator, the DC output

voltage must be filtered. • The diode symbol points in the direction of conventional current flow (positive to negative). • To analyze the operation of a rectifier circuit supplied by an AC circuit, arbitrarily assign a polarity to the

transformer winding and analyze the diode operation, then reverse the polarity assignment and again analyze the operation of the diode. When the anode of the diode is made positive with respect to the cathode the diode will conduct. When the anode of the diode is made negative with respect to the cathode the diode will block the flow of current.

• When the diode is conducting , current flows through the diode and the voltage drop across the diode is very

small (typically 0.5 - 0.7 volts for a silicon diode). The current flow through the load resistor produces a volt-age drop across the load resistor.

• When the diode is non-conducting, no current flows through the diode and the applied voltage appears across

the diode. Because there is no current flow, there will be no voltage drop across the resistor.

AC Input Voltage DC Output Voltage

0V

0V

0V 0V

0V

DCOUT = VRMS / 2 = 12 VDC

DCOUT = VRMS = 24 VDC

DCOUT = VRMS = 12 VDC

DIODE4

RL

+

Center-Tap Circuit

_ 12VAC

12VAC

120 VAC

RL 24

+ _

Bridge Circuit

120 VAC

RL

+

_

Half-Wave Rectifier

24 VAC 120 VAC

24 VAC RMS

24 VAC RMS

12 VAC RMS

0V

Sheet 5 Copyright 2002 Kilowatt Classroom, LLC. Three-Phase Rectifiers

Rectifiers

DIODE5

Three-Phase Half-Wave Rectifier

On three-phase rectifiers, the pulsations do not return to zero as with a single phase rectifier. This reduces the amount of ripple and simplifies filtering. A diode is forward biased when the anode is made more positive with respect to the cathode. Each of the diodes is forward biased when the voltage of the phase leading it becomes lower than the diode anode voltage and the diode is reverse biased when the voltage of the phase lagging it becomes higher that diode anode voltage.

Output Waveform

+

A

B

C

Delta-Wye Rectifier Transformer

RL

Three-Phase Full-Wave Rectifier

Showing rectifier transformer delta secondary only. When the diodes are replaced with SCR’s, the output voltage of the rectifier can be controlled by phase-firing of the SCR’s. This arrangement is referred to as a six-pulse system.

Six-Phase Systems

Some special medium-voltage rectifier transformers have dual secondary windings - one delta, the other wye - which are 30 degrees out-of-phase. The phase-to-phase voltage of the wye matches the phase voltage of the delta. The outputs are individu-ally rectified and the rectifiers are connected in series, resulting in a six-phase sys-tem with very low ripple, that has an output voltage which is double the voltage of the individual windings. The dashed line in the corner of the delta shows the phase shift between the two windings.

RL

+

Positive Bus

Negative Bus

Sheet 1

Copyright 2002 Kilowatt Classroom, LLC. SCR Silicon Controlled Rectifier

Thyristors SCR1

Definition The Silicon Controlled Rectifier (SCR) is a semiconductor device that is a member of a family of control devices known as Thyristors. The SCR has become the workhorse of the industrial control industry. Its evolution over the years has yielded a device that is less expensive, more reliable, and smaller in size than ever before. Typical applications include : DC motor control, generator field regula-tion, Variable Frequency Drive (VFD) DC Bus voltage control, Solid State Relays and lighting system control. • The SCR is a three-lead device with an anode and a cathode (as with a stan-

dard diode) plus a third control lead or gate. As the name implies, it is a recti-fier which can be controlled - or more correctly - one that can be triggered to the “ON” state by applying a small positive voltage ( VTM ) to the gate lead.

• Once gated ON, the trigger signal may be removed and the SCR will remain

conducting as long as current flows through the device. • The load to be controlled by the SCR is normally placed in the anode circuit. See drawing below.

Commutation

For the SCR to turn OFF the current flow through the device must be interrupted, or drop below the Minimum Holding Current ( IH ) , for a short period of time (typically 10 -20 microseconds) which is known as the Commutated-Turn-Off-Time ( tq ). • When applied to Alternating Current circuits or pulsating DC systems, the

device will self-commutate at the end of every half -cycle when the current goes through zero.

• When applied to pure DC circuits, in applications such as alarm or trip circuit

latching, the SCR can be reset manually by interrupting the current with a push button. When used in VFD’s or inverters, SCRs are electronically forced OFF using additional commutating circuitry, such as smaller SCRs and capacitors, which momentarily apply an opposing reverse-bias voltage across the SCR. (This is complicated - everything has to be exactly right.)

This article, written by Elwood Gilliland, was first published in the June, 1982 Issue of Electrical Contractor Magazine. A portion of the original material is reproduced here with permission of the author.

The GTO Another member of the Thyristor Family is the GTO, or Gate-Turn-Off Device. While this component has been around for many years, it has just recently evolved to the point where it is capable of carrying the high currents required for motor control circuitry. Unlike the SCR, the GTO can be turned ON and OFF with a signal applied to the gate. The turn-on signal is a small positive voltage; the turn-off signal is a nega-tive current pulse. The GTO is now finding applica-tions in the output stage of medium-voltage, high horsepower, Variable Frequency Drives.

SCR Connection Diagram Showing load placement in the anode circuit.

This arrangement would provide control of one-half of the sine wave. For full-wave control, the SCRs would be arranged in a bridge configuration.

Stud- Mounted SCR 110 Amp RMS Rating

Stud Anode

Cathode Lead

Auxiliary Cathode Lead (Red)

Extends cathode potential to the control circuit. Gate Lead

(White)

GATE

AC SOURCE Anode

Cathode

Sheet 2 Copyright 2002 Kilowatt Classroom, LLC. SCR

Theory of Operation

Thyristors SCR2

Volt-Ampere Characteristics

Figure One below illustrates the volt-ampere characteristics curve of an SCR. The vertical axis + I represents the device current, and the horizontal axis +V is the voltage applied across the device anode to cathode. The parameter IF defines the RMS forward current that the SCR can carry in the ON state, while VR defines the amount of voltage the unit can block in the OFF state.

Biasing

The application of an external voltage to a semiconductor is referred to as a bias.

Forward Bias Operation

• A forward bias, shown below as +V, will result when a positive potential is applied to the anode and negative to

the cathode. • Even after the application of a forward bias, the device remains non-conducting until the positive gate trigger

voltage is applied. • After the device is triggered ON it reverts to a low impedance state and current flows through the unit. The unit

will remain conducting after the gate voltage has been removed. In the ON state ( represented by +I), the cur-rent must be limited by the load, or damage to the SCR will result.

Reverse Bias Operation • The reverse bias condition is represented by -V. A reverse bias exists when the potential applied across the

SCR results in the cathode being more positive than the anode. • In this condition the SCR is non-conducting and the application of a trigger voltage will have no effect on the

device. In the reverse bias mode, the knee of the curve is known as the Peak Inverse Voltage PIV (or Peak Re-verse Voltage - PRV) and this value cannot be exceeded or the device will break-down and be destroyed. A good Rule-of -Thumb is to select a device with a PIV of at least three times the RMS value of the applied volt-age.

NOTE: In the drawing that a small amount of leakage current through the device exists even when it is in the OFF state. CAUTION: When working on solid-state equipment, the equip-ment must be disconnected with a separate disconnecting means to insure that the equipment is de-energized; simply stopping the equipment may still result in the existence of a hazardous potential.

SCR Volt-Amp Characteristics

REVERSE LEAKAGE CURRENT


Phase Control

Thyristors SCR3

In SCR Phase Control, the firing angle, or point during the half-cycle at which the SCR is triggered, determines the amount of current which flows through the device. It acts as a high-speed switch which is open for the first part of the cycle, and then closes to allow power flow after the trigger pulse is applied. Figure Two below shows an AC waveform being applied with a gating pulse at 45 degrees. There are 360 electri-cal degrees in a cycle; 180 degrees in a half-cycle. The number of degrees from the beginning of the cycle until the SCR is gated ON is referred to as the firing angle, and the number of degrees that the SCR remains conducting is known as the conduction angle. The earlier in the cycle the SCR is gated ON, the greater will be the voltage applied to the load. Figure Three shows a comparison between the average output voltage for an SCR being gated on at 30 degrees as compared with one which has a firing angle of 90 degrees. Note that the earlier the SCR is fired, the higher the output volt-age applied to the load. The voltage actually applied to the load is no longer sinusoidal, rather it is pulsating DC having a steep wavefront which is high in harmonics. This waveform does not usually cause any problems on the driven equipment itself; in the case of motor loads, the waveform is smoothed by the circuit inductance. However, radio or television in-terference can occur. Often times the manufacturer of the SCR equipment will include an Electro-Magnetic-Interference (EMI) filter network in the control to eliminate such problems.


Protection / Firing Circuits / Testing

Thyristors SCR4

SCR Protection

The SCR, like a conventional diode, has a very high one-cycle surge rating. Typically, the device will carry from eight to ten time its continuous current rating for a period of one electrical cycle. It is extremely important that the proper high-speed, current-limiting, rectifier fuses recommended by the manufacturer be employed - never substi-tute with another type fuse. Current limiting fuses are designed to sense a fault in a quarter-cycle and clear the fault in one-half of a cycle, thereby protecting the SCR from damage due to short circuits. Switching spikes and transients, which may exceed the device PIV rating, are also an enemy of any semiconductor. Surge suppressors, such as the GE Metal-Oxide-Varistor (MOV), are extremely effective in absorbing these short-term transients. High voltage capacitors are also often employed as a means of absorbing these destructive spikes and provide a degree of electrical noise suppression as well.

Computing the Required Firing Angle

For accurate SCR gating, the Firing Circuit must be synchronized with the AC line voltage being applied anode-to- cathode across the device. Without synchronization, the SCR firing would be random in nature and the system response erratic. In closed-loop systems, such as motor control, an Error Detector Circuit computes the required firing angle based on the system setpoint and the actual system output. The firing circuit is able to sense the start of the cycle, and, based on an input from the Error Detector, delay the firing pulse until the proper time in the cycle to provide the desired output voltage. An analogy of a firing circuit would be an automobile distributor which advances or retards the spark plug firing based on the action of the vac-uum advance mechanism. In analog control systems the error detector circuit is usually an integrated circuit operational amplifier which takes reference and system feedback inputs and computes the amount of error (difference) between the actual output voltage and the desired setpoint value. Even though the SCR is an analog device, many new control systems now use a microprocessor based, digital, firing circuit to sense the AC line zero -crossing, measure feedback and compare it with the setpoint, and generate the required firing angle to hold the system in-balance.

Testing the SCR

Shorted SCRs can usually be detected with an ohmmeter check (SCRs usually fail shorted rather than open). Measure the anode-to-cathode resistance in both the forward and reverse direction; a good SCR should measure near infinity in both directions. Small and medium-size SCRs can also be gated ON with an ohmmeter (on a digital meter use the Diode Check Function). Forward bias the SCR with the ohmmeter by connecting the red ( + ) lead to the anode and the black ( - ) lead to the cathode. Momentarily touch the gate lead to the anode; this will provide a small positive turn-on voltage to the gate and the cathode-to-anode resistance reading will drop to a low value. Even after removing the gate voltage, the SCR will stay conducting. Disconnecting the meter leads from the anode or cathode will cause the SCR to revert to its non-conducting state. When conducting the above test, the meter impedance acts as the SCR load. On larger SCRs, the unit may not latch ON because the test current is not above the SCR holding current. Special testers are required for larger SCRs in order to provide an adequate value of gate voltage and load the SCR sufficiently to latch ON. Hockey puck SCRs must be compressed in a heat sink (to make-up the internal connections to the semiconductor) before they can be tested or operated. Some equipment manufacturers provide tabulated ohmmeter check-data for testing SCR assemblies.

Sheet 1 Copyright 2004 Kilowatt Classroom, LLC. Introduction to Closed-Loop Control

Overview C

on

trol S

ystems

CLC1

Basics of Closed-Loop Control

In Open-Loop control, no feedback loop is employed and system variations which cause the output to deviate from the desired value are not detected or corrected. A Closed-Loop system utilizes feedback to measure the actual system operating parameter being controlled such as temperature, pressure, flow, level, or speed. This feedback signal is sent back to the controller where it is compared with the desired system setpoint. The controller develops an error signal that initiates corrective action and drives the final output device to the desired value. In the DC Motor Drive illustrated above, the tachometer provides a feedback voltage which is proportional to the actual motor speed. Closed-Loop Systems have the following features: • A Reference or Set Point that establishes the desired operating point around which the system controls. • The process variable Feedback signal that “tells” the controller at what point the system is actually operating. • A Controller which compares the system Reference with the system Feedback and generates an Error signal that represents the difference between the desired operating point and the actual system operating value. • A Final Control Element or mechanism which responds to the system Error to bring the system into balance.

This may be a pneumatically controlled valve, an electronic positioner, a positioning motor, an SCR or transistor power inverter, a heating element, or other control device.

• System Tuning Elements which modify the control operation by introducing mathematical constants that tailor

the control to the specific application, provide system stabilization, and adjust system response time. In process control systems these tuning elements are: Proportional, Integral, and Derivative (PID) functions. In electrical systems, such a generator voltage regulators and motor drives, typical tuning adjustments include:

• Gain, the amplification factor of the controller error amplifier, which affects both system stability and

response time;

• Stability which provides a time-delayed response to feedback variations to prevent oscillations and reduce system “hunting”;

• Feedback an adjustment which controls the amplitude of the feedback signal that is balanced against the system set-point; • Boost which is used in AC and DC motor drives to provide extra low-end torque; and • IR Compensation which provides a control signal that compensates for the IR Drop (Voltage Drop) which

occurs in the armature windings in DC machines due to increased current flow through the armature.

DC Motor Drive - Simplified Block Diagram

+ PS Com

+ Feedback

Firing Circuit & SCR Bridge

Tachometer

Speed Set Point

(Reference)

+

PS Com

PS Com

Bridge Negative

DC Motor Error Signal Gain

Operational Amplifier

Summing Point

Sheet 2 C

on

trol S

ystems

Copyright 2004 Kilowatt Classroom, LLC. CLC2 Introduction to Closed-Loop Control Polarity / Safety / Signal Ranges

Feedback Polarity

In closed-loop systems, feedback signals may be either Regenerative (in-phase) or Degenerative (out-of-phase). Regenerative feedback exists when the feedback polarity or phase relationship acts to aid or boost the main control signal. If the amplitude of the feedback is sufficiently large oscillations will be developed. (This is the principal used in the operation of radio frequency oscillators.) When regenerative feedback is used in control systems, such in the case of IR Compensation, the effect of excessive feedback must limited, otherwise instability will result. Degenerative feedback, on the other hand, will dampen oscillations and produce system stability. In degenerative feedback, the phase relationship or polarity of the feedback signal acts to cancel or reduce that of the main control signal. Feedback polarity is critical and proper feedback polarity must be determined when commissioning equipment which consists of separate control and feedback devices. This is not a concern to the installer of a packaged system where the control and feedback devices are pre-wired as a complete system. In the example DC Motor Drive, shown on the previous page, an operational amplifier configured as a summing in-verter is utilized. This configuration requires that the reference and feedback signals be of the opposite polarity be-cause the amplifier output (error) will be the mathematical sum of the input voltages (here the reference is positive and the feedback is negative). When a differential amplifier is used, the reference and feedback will be of the same polar-ity because the amplifier output (error) will be the mathematical difference of the two input voltages.

Safety Considerations

Caution! Care must be taken when troubleshooting any closed loop system to prevent the reversal, disconnection or loss of the feedback signal. Improper feedback may result in system run-away because the control reference is no longer being balanced by the process variable feedback signal, causing the error signal to go to maximum. For exam-ple, loss of feedback on a generator voltage regulator may force the field to maximum causing the generator output to rise to a dangerously-high voltage. Loss of feedback on a motor drive may cause the motor to over-speed. In a proc-ess control system, loss of feedback could cause a process control valve to close or go to the full-open position and upset the system.

Fail-Safe Position

The position to which a system will revert in the event of a component or other failure is an important consideration for the system design engineer. For example, pneumatic control valves are designated as air-fail-open or air-fail-closed to define the position to which the valve will move on a loss of control air. This fail-safe position is determined by the arrangement of the spring in the actuator. The fail-safe position of control relays is also a consideration. On loss of control power, or in the event that a relay coil fails, the relay will drop-out. By selecting the appropriate contact/s, either Normally Open (NO) or Normally Closed (NC), it may be possible to design a system that will shut-down in an orderly or non-catastrophic manner. Semiconductor components may fail either shorted or open making fail-safe analysis difficult.

Analog Signal Ranges

Analog Process Control Equipment typically utilizes the following signal ranges: • 4 - 20 milliamp DC current signals

• 1 - 5 volt DC signals ( 4 - 20 ma through a 250 ohm resistor provides a 1 - 5 volt drop. )

• 3 - 15 PSI pneumatic pressure signals ( Other ranges are also sometimes employed. ) Closed-loop control systems may be either analog or digital. Often, a system will contain a mix of both types of equip-ment. For these systems to interface properly, circuitry that provides Analog-to-Digital (A/D) and Digital-to-Analog (D/A) signal conversion is employed.

Sheet 3 C

on

trol S

ystems

Copyright 2004 Kilowatt Classroom, LLC. CLC3 Wind Generator Positioning System Overview

Author’s Note

This wind generator, along with the associated control system, is one that I have designed and built, and with which I am continu-ing to experiment. There are several closed-loop control systems involved in the operation of this machine and I thought it might be of interest to review the positioning system as an application of closed-loop control. Future Electrician’s Notebook articles will focus on more “conventional” control applications. The basic building construction is patterned after a Dutch-Style post mill where the upper “house” is free to turn a full 360o on a supporting post that runs up through the center of the mill. The pyramid-shaped base is stationery and contains the control system. The upper story is balanced on a large thrust bearing, and con-tains the 5 kW DC generator, speed-increasing jack-shaft, elec-tric brake, blade speed and vibration sensors, and the associated generator and brake controls. The house is automatically turned into the wind for maximum blade torque using a DC positioning motor on the tail-pole of the machine. This is an upwind ma-chine (the blades face into the wind). The blades and hub were salvaged from a refinery cooling tower; blade diameter is 19 feet. (As noted below, the blade size/design is inadequate and this set is slated for replacement.) Flexible cables ( SO cord ) run between the controls in the base and the generator which is mounted on the revolving frame, so no slip rings are required for power or control. The house rota-tion is limited to 360o by a travel limit switch. If the travel limit stops the positioning operation before the blades “find” the wind, the positioning motor reverses and the system searches in the opposite direction. The 5 kV, 125 VDC generator is connected to electric heat loads only; no inverter or battery storage is currently installed. Underground cables run between the generator and the house and shop buildings and a completely redundant set of 125 volt elec-tric heaters has been installed. This eliminates the need for com-plicated and costly transfer or isolation switches. Electric heat costs represent a major part of our electric utility bill and when this system becomes fully operational some of this expense will be offset. Although all the wind generator electrical systems are complete and function properly, the present blades do not produce enough torque to drive a loaded generator. Research on longer and im-proved blades is on-going. Also under consideration is the in-stallation of a low RPM generator (more poles) to permit reduc-ing the gear ratio. The present generator drive ratio (a combina-tion of a chain and belt drives) is 1: 25 to increase the blade speed to the 1725 RPM required for the generator. Since Horse-power = Torque x RPM, this should be a viable solution.

The Seeker II

About the Name Since this machine will track the wind, we have christened it The Seeker II. The original Seeker is an historic Dutch wind-mill built early in seventeenth century. It began service as a drainage mill and in 1671 was converted to an oil mill, producing oil from ground nuts. Located in the Zaan region of Holland, it is still operational, an out-standing testament to the skill of the Dutch millwrights.

Sheet 4 C

on

trol S

ystems

Copyright 2004 Kilowatt Classroom, LLC. CLC4 Wind Generator Positioning System System Block Diagram & Operation

System Operation

Assume the wind speed is sufficiently high to permit generation. Assume also that the machine is not facing directly into the wind. 1. The Reference One-Shot develops a pulse which is proportional to the wind vane position (wind direction). 2. The Feedback One-Shot develops a pulse which is proportional to the position of the machine. 3. The Error Detector Circuit determines the phase relationship of the pulses, calculates the error of the loop, and

determines the direction in which the machine must move to correct the error. 4. The Programmable Logic Controller (PLC) detects the error, selects the appropriate direction, picks the motor

direction contactor, and, after programmed time delay, issues a Drive Enable command to the SCR Drive. This programmable time delay is the main tuning adjustment of the loop and provides stability by ignoring rapid fluctuations in the wind direction sensor and eliminates “hunting”.

5. When the SCR Drive receives the Drive Enable command from the PLC, it looks at the Speed Reference Signal from the Error Detector and sets the speed of the position motor based on the amount of system error. In this way a large error is corrected quickly and then the motor is slowed down as it approaches the final position. (This concept is used in NC and CNC machine tools in X-Y axis positioning.)

6. The positioning motor drives the house around toward the wind and as it moves it changes the position of the feedback potentiometer reducing the system error. When the feedback signal matches the reference signal, the positioning motor stops with the blades facing directly into the wind.

Error Detector

DC

MTR

Pulse Width & Phase Detector

PLC Wind Shaft

Digital Potentiometer

Wire-Wound Potentiometer

Wind Direction Sensor

Reference

Feedback House Position Sensor CPU IN OUT

Tail-Pole (Stairs)

Truck Drive Wheel

Machinery Deck Bedplate

Blades DC Positioning Motor

Cable Tension Limit Support Pole

Torque Tube

Reversing Contactor

Speed Reference Signal to Drive

Single-Quadrant SCR Drive

Reference One-Shot

Feedback One-Shot

DC Drive

Neg

System Block Diagram

Direction Command

Drive Enable

OL Trip

Rotation Limit

Thrust Bearing

OL

DC Drive

Positive

Legend Red dashed lines - mechanical linkage Blue dashed lines - Programmable Logic Controller (PLC) input. Green dashed lines - Programmable Logic Controller (PLC) output.

Direction Error

Speed Error

Sheet 5 C

on

trol S

ystems

Copyright 2004 Kilowatt Classroom, LLC. CLC5 Wind Generator Positioning System Reference / Feedback / PLC Equipment

Wind Sensors Located on nearby building.

This is an old Heathkit Weather Station that was modified for the application.

Wind Vane Positioning system reference input. A permanent magnet on vane closes reed switches located in base of the sensor. These switches input a digi-tal display on the operator control panel and the digital potentiometer (D/A converter) on the Wind Direc-tion Card.

Anemometer (wind speed indicator) Permanent magnets on cup assembly close a reed switch that inputs the Wind Speed Card and the digital display on the operator control panel.

Feedback Potentiometer

House Position Sensor Positioning system feedback input. Unit is a 360 degree rotation, wire-wound potentiometer which is at-tached to the channel iron bedplate of the revolving house. The shaft of the pot is driven by a toothed timing belt that is held in a fixed position by a rod that passes through a hole in the bedplate and attaches to the top of the support pole. (The shaft of the poten-tiometer is stationary and the case turns as the house revolves.)

Wind Shaft 3 inch diameter 10 foot long stress-proof steel.

Timing Belt

Potentiometer leads to control.

Potentiometer housing locking screw permits position zero adjustment.

PLC Control Cabinet

Control Panel Door Operator interface metering and controls. Both manual and automatic operation are possible.

Electronic Controls Card Cage Opto Isolators Power Supply Wind Speed Card Digital Potentiometer Wind Direction Card House Position Card Position Error Logic Blade Speed Control Logic Metering and Misc. Logic Generator Control Logic

Sensor Termination Strip

PLC Modicon Micro 84. One of the first Programmable Logic Con-trollers. A low-cost, highly reli-able, and very easy-to-program system, but physically large by today’s standards. It has only 2 kB of memory but is quite satis-factory for this application. The windmill control uses 32 inputs and 24 outputs.

Spare Program Pack Hand-Held Programmer Displays ladder logic on a four-rung LCD display.

Sheet 6 C

on

trol S

ystems

Copyright 2004 Kilowatt Classroom, LLC. CLC6 Wind Generator Positioning System Positioning Motor and Drive Components

Windmill Truck

1/4 HP 90 VDC Positioning Motor

Wooden Slip-Joint Enables Truck to move up and down as required for slight variations in sidewalk elevation.

Drive Chain and Sprocket

Right-Angle Gearbox 18:1 Ratio

Stairs to Revolving Frame

Drive Wheel Drive Motor Power Cable Attached to stairway.

Drive Motor Reversing Contactor

Direction Contactors Energized by PLC

Drive Motor Thermal Overload Heater DC Drive also has electronic current limit protection. The OL heater is used as a current shunt - the voltage drop across the heater element is an input to the current limit circuitry on the drive board above.

Position Motor SCR Drive Control Board

This SCR DC Drive is itself a closed-loop system. The speed reference signal is com-pared to the counter-emf of the motor to hold the speed of the motor constant under varying load conditions.

SCR Pulse Transformer

High Speed Rectifier Fuse

Adjustment Potentiometers

Max Speed Main Speed Min Speed Feedback Gain Current Limit

PRINCIPLES OF VOLTAGE REGULATION

WRITTEN & COMPILED BY

VAIL GILLILAND

Chief Electrician (Retired) Denver Substation Dept.

Public Service Company of Colorado

o

Sheet 1

TYPICAL SYSTEM All electrical systems are composed of the same basic equipment. Experience

has shown it is most economical to generate power in large bulks, transmit it at very high voltage to minimize line losses, and transform it to low voltages for safe feeding to individual customers in small quantities.

A typical system has a generator (probably rated 13.8KV) which generates a large quantity of power. The power is stepped up (perhaps 115 KV) and sent over a transmission line. In the individual substations the power is stepped down

(15 KV or less) and fed out on distribution feeders-

The last transformation occurs in the distribution transformers hanging along these distribution feeders. Here the power is transformed to 120/240 volts and fed into the houses of the individual customers. On a wye secondary, it may be 120/208 volts or in the case of industrial load it may be 277/480 volts. In a perfect system the voltage at every point along the line remains constant. But the ideal is impossible to achieve because every electrical machine and element is subject to internal voltage drop. This means the output voltage, or the voltage that appears across the output terminals of any such electrical device, changes

with the load.

Russ

Sheet 2

GENERATOR

A generator is a device which converts mechanical energy into electrical energy. It has a field winding and an armature winding. A voltage Eg is

generated when the field is excited and there is relative movement between the two windings. The generated voltage varies directly as the speed of relative motion, or frequency, and as the strength of the field. When a generator is operated at no load, the terminal voltage equals the generated voltage. However, as the generator is loaded, the load current flows through the impedance of the armature winding causing a voltage drop which vectorially subtracts from the

generated voltage.

Under load the terminal voltage of a generator differs from the generated voltage, depending upon the impedance of the winding and the power factor of the load. Since most loads are lagging, the output of a generator usually drops as load is added. Using a generator voltage regulator, the field strength is varied to vary the generated voltage. The generated voltage is adjusted under load conditions to maintain a constant terminal voltage to feed into the system.

Russ

Sheet 3

TRANSFORMERS

The output voltage of transformers varies with load conditions too. When a transformer is excited with rated primary voltage, the secondary left open, and a voltmeter placed across the secondary terminals, rated voltage is read on the secondary side. However, as soon as load current flows through the resistance and reactance of the windings, causing an impedance drop, the voltmeter reads other

than rated voltage.

Russ

Sheet 4

SHORT FEEDER

Lines have series impedance, too. A line has resistance and reactance, both capacitive and inductive, distributed all along its length. When lines are short,

the capacitive effect is small and considered negligible. When a sending end voltage, V s, is impressed and there is no load on that feeder, the receiving end

voltage, V R, equals the sending end voltage. However, as soon as load current, I,

flows the line the current causes a reactance and a resistance drop which subtract from the sending end voltage, giving a resultant voltage on the receiving end smaller than the sending end voltage. As the load increases, the impendance drop

increases and the receiving end voltage is even smaller.

Russ

Sheet 5

LONG FEEDER

When a line is sufficiently long, the capacitive effect becomes appreciable. As the line is loaded, the load current adds vectorially with the charging current taken by the line, giving a resultant current which is smaller than , and ahead of, the actual load current. This resultant current causes an impedance drop and a low voltage condition results as before. However, under light load conditions where the actual load current is smaller than the charging current of the line, the vectorial addition of the two currents yields a resultant current which leads the sending end voltage. Leading current causes an impedance drop in such a way that the receiving end voltage is higher than the sending end voltage. This is a high voltage condition. A feeder of sufficient length can be subject to both high and low voltage conditions even though the loads on that feeder are

lagging loads.

Since every component on the system is subject to regulation, the variation at the input terminals of the individual consumer is a vectorial summation of all

of the variations that occur from generator to consumer.

Russ

Sheet 6

REDUCE RESISTANCE OR REACTANCE

As a feeder is loaded, the load current causes an impedance drop which subtracts from the voltage impressed on the feeder, resulting in low voltage condition, VR, shown in the upper schematic. This is the voltage at the customer's terminals and is the voltage at which he is buying power. It is advantageous to minimize this voltage drop in the line so that the voltage at the load is rated or as near rated as possible.

The first method in minimizing voltage drop which logically comes to mind is a reduction in the series resistance on the line. A reduction in the resistance is accomplished by stringing larger conductor. A reduction in resistance (shown pictorially in the middle vector diagram) does not affect the reactance drop but diminishes the impedance drop. Consequently, the receiving end voltage is higher than it was. Hanging larger conductor means taking down the old conductor, stringing the new conductor, and the probable strengthening or replacement of poles and crossarms to carry the additional weight.

A similar correction can be obtained by reducing the series reactance of the line (shown pictorially in the lower vector diagram). A reduction in the reactance drop decreases the total impedance drop and increases the resultant voltage at the load center. The reactance of the line can be reduced by changing the configuration of the line, by going from overhead lines to underground cables, or by installing series capacitors in the line.

Changing the configuration of the line may not provide much gain because there are minimum clearances for each voltage level. Going from overhead lines to underground cables is very costly. The application of series capacitors to a line is somewhat difficult since it is not easy to determine the proper location on the system for the capacitors to do the most good. Also, they are somewhat difficult to properly insulate. They do have the advantage of holding the voltage up during

motor starting, thereby reducing light flicker.

Russ

Sheet 7

REDUCE CURRENT AND POWER FACTOR CORRECTION

A reduction in the current causes a subsequent reduction in both resistance and reactance line drops, thereby, increasing the receiving end voltage. The line current can be decreased by multiphasing singlephase circuits, changing delta feeders over to four-wire feeders, and bygoing to higher voltage levels. For a given amount of KVA, the current decreases proportionately with an increase in voltage.

A low voltage condition can be corrected by improving the power factor as shown in the lower vector diagram. Power factor is improved by adding shunt capacitors to the feeder. These capacitors supply a leading current, IC, which

when added to the load current, I, yields a resultant current which is smaller in magnitude and ahead of the load current in phase relation. Shunt capacitors when properly applied release system peak capacity and yield linear voltage improvement at the same time.

In other words, the voltage rises from the operation of the capacitors linearly along the line in the same way that the voltage drops from the load currents flowing through the series impedance. To maintain rated voltage at all times, the amount of capacitance must be increased or decreased to follow the requirements of the load. Switching capacitors requires proper application of current or voltage relays and oil switches. If the capacitors are not switched off during periods of light load they may cause high voltage.

Russ

Sheet 8

REGULATING EQUIPMENT

The last general method is the in-phase voltage control method. If the low voltage, V R, is fed into a regulating device, it can be raised to whatever value desired. The top schematic shows a pictorial representation of a regulating device applied to the line and the vector diagram shows how this regulating device corrects the voltage, V R, to the value V1R shown equal to the sending voltage. Regulating devices are voltage sensitive and are usually automatically controlled and adjusted to maintain some constant output voltage. In this general classification of equipment are transformers with load-ratio-control, regulating transformers and

feeder voltage regulators.

Voltage regulating devices work equally well on high voltage or on low voltage conditions. The device takes over the voltage and lowers it to the appropriate value. The application of the unit to the feeder is shown in the schematic and its operation is pictorially shown in the vector diagram.

Russ

Sheet 9

COMPENSATION

Regulators are usually located remote from the load center. Even though the regulator automatically holds its output voltage constant at rated value, load current flowing through the line from the regulator to the load causes an additional drop in voltage. This drop is proportional to the load current. A voltage regulator can he made to correct for this drop in voltage between regulator and load center by the proper setting of the line drop compensator circuit.

The operation of the compensator can be seen a little easier by a slight rearrangement of the circuit. The control circuit is actually a miniature of the line itself. The control output voltage, VOP, is proportional to and in phase with the regulator terminal voltage, V L. The compensator current, IC, is proportional to and in phase with the line current, IL. When the voltage relay was adjusted, the voltage drop, due to the coil current's flowing through the compensator resistance and reactance, was balanced out. With no resistance or reactance turned in on the compensator, the regulator maintains an output voltage just equal to the

control voltage.

By the addition of the proper amounts of compensator resistance and reactance, RC and XC, the current, I C, exactly duplicates the action of the line current I L. With a properly adjusted compensator, the regulator raises its output voltage sufficienty to make up for the drop due to load. The load center voltage held is in phase and proportional to the control voltage or, in other words, a voltage is maintained at the customer's terminals equivalent to the value at which the control

is balanced.

Russ

Sheet 10

REGULATORS

All three-phase regulators are internally connected wye. A three-phase regulator gives only bus regulation. That is, all phases are regulated exactly

the same.

Three-phase power can also be regulated using single-phase regulators. The big advantage in using single-phase regulators in such an application is that each phase is given individual attention.

Two single-phase regulators can be connected in an open delta bank to regulate three-phase three-wire feeders. With two regulators thus connected, two of the phases receive individual attention obtaining plus and minus 10% regulation. The third phase tends to read the average of the other two. The installation is shown here schematically.

Russ

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. Resistance Grounded Systems

Grounding

GND1

Neutral Ground Resistor Located adjacent to large substation transformer.

Bus Bar to Transformer Neutral Conductor to Station Ground

Neutral Ground Resistor Located in housing and insulated from ground.

Purpose

In order to limit the fault current on transformers with a Wye connected secondary, neutral grounding resistors or reactors are often used in medium voltage systems. These current limiting devices are connected in series with the transformer secondary neutral. In the event of a phase-to-ground fault, the current will flow through, and be lim-ited by, the neutral resistor or reactor.


Resistor Specifications

Grounding

GND2

Ratings The three electrical ratings required to select a grounding resistor are: Voltage Rating, Current Rating, and Time Rating. Resistor ratings are defined by IEEE Standard 32. Voltage Rating • The Grounding Resistor Voltage Rating is based on the system phase-to-neutral voltage. This voltage can be

calculated by dividing the phase-to-phase voltage by 3 . (Note: 3 = 1.732) Current Rating Resistance Grounding falls into two categories: Low Resistance and High Resistance • In Low Resistance Grounded Systems the current is limited to 25 amps or more. Generally the range is from

25 to 600 amps, although in some systems it may be even greater. • In High Resistance Grounded Systems the current is limited to 10 amps or less. Time Ratings Standard Time Ratings are: Ten Seconds, One Minute, Ten Minutes, and Extended Time (Required by MSHA). The time rating indicates the time that the grounding resistor can operate under fault conditions without exceeding the specified temperature rise above a 30o Ambient. Temperature rises are noted below: Temperature rise for resistors with a rating of less than ten minutes - 760o C Temperature rise for resistors with a Ten Minute Rating and Extended Time Rating - 610o C Temperature rise for steady-state operation - 385o C Additional note on the extended time rating: In order to insure normal life of an Extended Time Rated Device, it shall not operate at its maximum temperature rise for more than an average of 90 days per year.

Application Considerations

• On systems with a voltage of 1000 volts or less (phase-to-phase) grounding resistors are not used. Normally these system use a solidly grounded configuration with no intentional impedance being introduced into the system.

• Resistance Grounding is recommended on Medium Voltage Systems from 1000 volts to 15,000 volts phase-to-

phase. • Because of the cost, Resistance Grounding is not usually used on systems above 15,000 volts phase-to-phase.

Additionally, the use of a solidly grounded system allows for use of equipment which is insulated for the phase-to-neutral voltage of the system.

• When a system has protective relays which will trip the circuit if a ground fault occurs, a grounding resistor

with a 10 Second Rating is often specified, because the relays will trip the system in less than 10 seconds. However, One Minute or Ten Minute ratings are sometimes used for an extra margin of safety, even though the cost will be greater.

• The Extended Time Resistor is normally used when it is necessary to let the ground fault persist for some

time. An example being in the refining industry where it is very costly to shut down in mid-process. There-fore, the grounding system is designed to limit the ground fault current but does not shut down the system when the fault occurs. In a situation such as this, a method of indicating a ground fault will be used, such as lights or alarm annunciation, but the fault will not be cleared until an orderly shutdown can be planned. The Extended Time rating is also required by MSHA for coal mine applications, but here the rating is applied to achieve extra system reliability; these systems are required to trip as quickly as possible on any ground fault.


Typical MSHA System G

rounding GND3

Resistance grounding is required by the Mine Safety and Heath Administration (MSHA) for transformers that sup-ply low/medium and high voltage portable and mobile equipment in coal mines. See Sheets 5 and 6 for the Fed-eral Register Part 77 regulations for Surface Coal Mines. The regulations for Underground Coal Mines are similar but are not included here; the underground regulations can be found in the Federal Register Part 75. A typical resistance grounded neutral system for a high-voltage mining application is shown in the drawing below. Refer to Sheet 4 for a description of the ground monitor and protective relay operation.

Drawing Color Code: Red - Trail cable phase conductors (3), Blue - Trail cable ground conductor, Yellow - Trail cable pilot wire, Green - Ground, Violet - Ground fault current path . • Note 1: The conductor connecting the Neutral Resistor to the Remote Ground must be insulated for the phase-

to-phase voltage of the system. • Note 2: According to the MSHA Inspection Guidelines, the resistance for the trail cable ground conductor and

the remote ground-to-earth resistance are required to be 4 ohms or less. The Remote Ground must be located at least twenty-five feet (25’) from the substation frame.

Fault Analysis • In the example above, a phase-to-ground fault on the trail cable will cause fault current to flow back through

the earth, from the earth into the remote ground, then back through the grounding resistor to the transformer neutral. (Depending on the nature of the fault, there may be some fault current which also flows back through the trail cable concentric ground if the ground conductor is still intact.)

• For a phase-to-ground fault on the machine, also illustrated above, fault current will return to the source

through the trail cable ground conductor. (There may also be a parallel path through the earth as the heavy machine may be in good contact with the earth).

Trail Cable Phase-to-Ground Fault

Neutral Resistor

Ground Monitor @ Sub

Remote Bore-Hole Ground See Note 2 below.

Note 1 Separate Ground Mat for Skid & Fence

Transformer Neutral Bushing

Portable Substation High Voltage Secondary Typically 4160 or 7200 Volts (Phase-to-Phase)

Substation Fence

Ground Fault Current

TC Ground

Excavator

High-Voltage Trail Cable

TC Pilot Wire

Ground Monitor Terminating Resistor

Phase-to-Ground Fault on Machine


Protective Relay Operation

Grounding

GND4

Ground Monitor Operation Refer to drawing on Sheet 3.

The purpose of the Ground Monitor is to verify the integrity of the trail cable ground to the machine. Several dif-ferent schemes are in use. One equipment manufacturer uses an ac frequency ground check signal, another circu-lates a direct current through the ground check loop. In the illustration on the previous page, a low-voltage DC current is circulated from the monitor through the pilot wire to the machine and back to the monitor on the cable ground conductor. This is a fail-safe system; loss of the ground check current for any reason will be recognized by the monitor, drop out the ground check relay, and trip the main power circuit breaker. This system will also recognize a shorted pilot wire-to-ground condition through the use of an electronic window comparator circuit which “looks” for the termination resistor mounted on the machine between the ground check conductor and the cable ground. The detector circuit is set for the series loop resistance which includes the cable ground conductor resistance, the ground check conductor resistance, and the terminating resistor resistance. A deviation from this set resistance value, either high or low, causes the main circuit breaker to trip The unit must be recalibrated when trail cable is added or removed.

Neutral Current and Potential Relaying Refer to drawing below

(For clarity, ground monitor and cable ground check conductor are not shown.)

Neutral Current Relaying A ground fault will cause neutral current to flow which will be detected by the neutral Current Transformer (CT). If this current exceeds the pickup value of the Time Overcurrent Relay (51G), the main breaker will be tripped. Note: The neutral will also carry any unbalanced load current, so this relay needs to be set high enough that it will not trip due to unbalanced load. MSHA requires that all single-phase loads be connected phase-to-phase; see regu-lations on next page. Potential Relaying Ground faults can also be detected by the occurrence of a voltage which will appear across the neutral resistor when ground fault current flows through the resistor. A potential transformer (PT) is used which has a primary voltage the matches the phase-to-ground potential of the system; the PT 120 volt secondary is connected to the 59G Relay. This method has the advantage that it will function even if the ground resistor is open. For this reason Potential Relaying is often used to provide backup grounded-phase protection for resistance-grounded system.

Neutral Resistor

CT.

59G

PT

Trip Bus

T/C Ground

Transformer Neutral Bushing

Excavator

High-Voltage Trail Cable

Phase-to-Ground Fault on Machine

Main Breaker

3P Visible Disconnect Switch

3P Visible Disconnect Switch

51G


Applicable MSHA Regulations

Grounding

GND5

Code of Federal Regulations (30 CFR) Part 77 for Surface Coal Mines

Subpart I - Surface High-Voltage Distribution 77.801 Grounding Resistors The grounding resistor, where required, shall be of the proper ohmic value to limit the voltage drop in the grounding circuit external to the resistor to not more than 100 volts under fault conditions. The grounding resistor shall be rated for maximum fault current continuously and insulated from ground for a voltage equal to the phase-to-phase voltage of the system. 77.801-1 Grounding resistors; continuous current rating. The ground fault current rating of the grounding resistors shall meet the “extended time rating” set forth in American Institute of Electrical Engineers, Standard No.32. 77.802 Protection of high-voltage circuits; neutral grounding resistors; disconnecting devices. High-voltage circuits supplying portable or mobile equipment shall contain either a direct or derived neutral which shall be grounded through a suitable resistor at the source transformers, and a grounding circuit, originating at the grounded side of the grounding resistor, shall extend along with the power conductors and serve as a ground-ing conductor for the frames of all high-voltage equipment supplied power from that circuit, except that the Secre-tary or his authorized representative may permit other high-voltage circuits to feed stationary electrical equipment, if he finds that such exception will not pose a hazard to the miners. Disconnection devices shall be installed and so equipped or designed in such a manner that it can be determined by visual observation that the power is discon-nected. 88.803 Fail safe ground check circuits on high-voltage resistance grounded systems. On and after September 30, 1971, all high-voltage, resistance grounded systems shall include a fail safe ground check circuit or other no less effective device approved by the Secretary to monitor continuously the grounding circuit to assure continuity. The fail safe ground check circuit shall cause the circuit breaker to open when either the ground or ground check wire is broken. 77.803-1 Fail safe ground check circuits; maximum voltage. The maximum voltage used for ground checks circuits under 77.803 shall not exceed 96 volts. 77.806 Connection of single-phase loads. Single -phase loads, such as transformer primaries, shall be connected phase-to-phase in resistance grounded systems.


Applicable MSHA Regulations

Grounding

GND6

Code of Federal Regulations (30 CFR) Part 77 for Surface Coal Mines

Subpart J - Surface Low- and Medium-Voltage Alternating Current Circuits 77.901 Protection of low- and medium-voltage three-phase circuits. ( a ) Low- and medium-voltage circuits supplying power to portable or mobile three-phase alternating equip-ment shall contain: ( 1 ) Either a direct or derived neutral grounded through a suitable resistor at the power source; ( 2 ) A grounding circuit originating at the grounded side of the grounding resistor which extends along with the power conductors and serves as a grounding conductor for the frames of all the electric equipment supplied power from the circuit. ( b ) Grounding resistors, where required, shall be of an ohmic value which limits the ground fault current to no more than 25 amperes. Such grounding resistors shall be rated for maximum fault current continuously and pro-vide insulation from ground for a voltage equal to the phase-to-phase voltage of the system. ( c ) Low- and medium-voltage circuits supplying power to three-phase alternating current stationary electric equipment shall comply with the National Electric Code. 77.901-1 Grounding resistors; continuous current rating. The ground fault current rating of the grounding resistors shall meet the “extended time rating” set forth in American Institute of Electrical Engineers, Standard No.32. 77.902 Low- and medium-voltage ground check monitor circuits. On and after September 30, 1971, three-phase low- and medium-voltage resistance grounded systems to port-able and mobile equipment shall include a fail safe ground check circuit or other no less effective device approved by the Secretary to monitor continuously the grounding circuit to assure continuity. The fail safe ground check circuit shall cause the circuit breaker to open when either the ground or pilot check wire is broken. Cable couplers shall be constructed to cause the ground check continuity conductor to break first and the ground conductor last when being uncoupled when pilot check circuits are used. 77.902-1 Fail safe ground check circuits; maximum voltage. The maximum voltage used for ground check circuits under 77.902 shall not exceed 40 volts. 77.905 Connection of single-phase loads. Single-phase loads shall be connected phase-to-phase in resistance grounded systems.

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. Print Reading

Using ANSI Standard Device Numbers R

eference D

ata REF10

Circuit Operation

• When the breaker is closed, the 52a contact will be closed.

• If a phase instantaneous or time overcurrent

condition occurs, the current in the relay elements (coils) in the above diagram will exceed the relay set-point value, causing the appropriate relay contact to close and send DC trip current to the Circuit Breaker 52 TC Trip Coil. (Note: 24 VDC, 48 VDC, and 130 VDC are commonly used for control power.)

• When the breaker trips, the 52a auxiliary

contact will open and remove tripping power from the trip coil. (This is a short-time-duty coil). Sometimes several “a” contacts are connected in series to insure that the DC control power arc is extinguished. (DC is more difficult to break because it does not go through zero each half-cycle as with AC.)

Circuit Operation • Current flow from polarity to non-polarity

in the Current Transformer (CT) primary forces current out the CT secondary polarity

lead, through the protective relay ele-ments, and back to the CT non-polarity lead.

• The non-polarity side of the CT secondary

windings are wyed (bridged) toward the protected zone. • The relays “look” through the breaker, so

when the breaker clears the fault, the relays will reset.

Relay Case CT Shorting Mechanism

CT Secondary Safety Ground

A

B

C

Trip Circuit Schematic

• Standard Device Designation Numbers are used extensively on Medium and High-Voltage prints to identify vari-ous control functions. These numbers may also be used on 480 volt equipment prints.

• The system uses numbers 1 through 99. Some numbers are left blank for assignment to special functions which may be used within a particular company. See The Electricians Notebook , Archive Catalog for a complete listing.

• This numbering system will be employed on: One-Line Diagrams, Three-Line Diagrams, and Control Schematics (which are also known as Control Wiring Diagrams or CWD’s). Familiarity with this standardized numbering greatly simplifies the interpretation of these electrical drawings.

Shown below is a typical Three-Line Diagram and the associated Trip-Circuit Schematic which illustrate the use of these numbers. These drawings use the following Standard Device Designations Numbers: 50 - Instantaneous Overcurrent Relay, 51 - Time Overcurrent Relay, 52 - AC Circuit Breaker. All devices associated with the Circuit Breaker have a 52 prefix: 52 TC is the circuit breaker Trip Coil, 52a is an auxiliary contact in the breaker (Note: “a” contacts follow the breaker main contacts, “b” contacts are opposite the breaker position). The Protective Relays (50/51 Devices) shown are typical of single-phase electro-mechanical units.

Three-Line Diagram 52

Load

High-Voltage Main Bus

CT

50

50

50

51

51

51

Station DC Positive Trip Bus

52 TC

52 a

51 51 51 50 50 50

Relay Case Stud

Relay Red Handle C PH (Trip Block)

Relay Draw-Out-Case Non-Shorting Contact

Station DC Negative

Relay Case Jumpers

A PH B PH

Sheet 1 Copyright 2003 Kilowatt Classroom, LLC. Introduction to Transistors

Tran

sistors

Introduction

• The transistor is a semiconductor device than can function as a signal amplifier or as a solid-state switch. A typical switching circuit using a PNP transistor is shown at the left.

• In a transistor a very small current input signal

flowing emitter-to-base is able to control a much larger current which flows from the system power supply, through the transistor emitter-to-collector, through the load, and back to the power supply.

• In this example the input control signal loop is

shown in red and the larger output current loop is shown in blue. With no input the transistor will be turned OFF (cutoff) and the relay will be dropped out. When the low-level input from the PLC mi-croprocessor turns the transistor ON (saturates) current flows from the power supply, through the transistor, and picks the relay.

Transistor Packages There are many transistor case designs. Some conform to JEDEC Standards and are defined by Transistor Out-line (TO) designations. Several case designs are illustrated below. Solid -state devices other than transistors are also housed in these same packages. In general, the larger the unit, the greater the current or power rating of the device.

Emitter

Small Signal Transistors Shown about twice actual size.

TO - 92 Plastic Package

TO-18 Hermetically-Sealed

Case

Collector

Base

JEDEC Numbering System

The Joint Electronic Device Engineering Council - JEDEC - has established semiconductor interchangeability and cross-reference standards. Devices which bear the same JEDEC number can directly substituted. For example: A 2N4123 transistor is an NPN device with specific voltage and current ratings, a specified gain (amplification factor), conforms to specific temperature standards, and is housed in the TO-92 plastic package having a standardized pin con-figuration. A device bearing this number can be substituted regardless of the manufacturer. However, there are thousands of semiconductors that do not conform to JEDEC standards. In order to insure device interchangeability, many manufacturers of electronic systems purchase semiconductors that meet their specific system requirements and then assign their own part numbers. Component substitution is one of the most difficult problems facing industrial electricians and technicians.

XIST1

Power Tab Package Shown about actual size.

Used for power transistors, three-terminal voltage regulators, and SCR’s.

Center lead is common with heat sink tab.

Heat Sink Mounting

Tab

Typical Transistor Switching Circuit

Power Transistor Shown about 1/2 actual size.

Emitter

Base

Case is Collector TO-3 Package

+

Small Input Current From PLC logic.

EMITTER

BASE

COLLECTOR

PLC Output Module Relay (Transistor Load)

PLC DC Power

Supply

Note: The arrow on the emitter lead of the transistor shows the direction of conventional current flow (positive to negative) through the transistor.

+

Sheet 2 Copyright 2003 Kilowatt Classroom, LLC. Transistor Types

Tran

sistors

XIST2

DRAIN

SOURCE

GATE

SOURCE

GATE

DRAIN

DEVICE NAME SYMBOL CHARACTERISTICS

NPN PNP

Bipolar Transistor

FET Junction

Field Effect Transistor

N-CHANNEL P-CHANNEL Input voltage signal is applied to the gate-source junction in a reverse biased mode, resulting in a high input impedance. Input signal varies the source-to-drain internal resistance. Applications include high input impedance amplifier circuitry.

MOS Metal Oxide

Semiconductor Field Effect Transistor

N-CHANNEL P-CHANNEL Similar to the JFET above except the input voltage is capacitive coupled to the transistor. The device is easily fabricated, inexpensive, and has a low power drain, but is easily damaged by static discharge. Computer chips utilize CMOS

IGBT Insulated Gate

Bipolar Transistor

Similar to the Bipolar NPN above except the input voltage is capacitive coupled to the transistor as with the MOSFET devices. Main application is as a switch for the output section of small and medium size Variable Frequency Drives (VFD’s).

A small input current signal flowing emitter-to-base in the transistor controls the transistor emitter-to-collector internal resistance. Used as amplifiers or switches in a wide variety of equipment ranging from small signal applications to high power output devices.

GATE

SOURCE

DRAIN

SUB GATE

DRAIN

SOURCE

SUB

EMITTER

BASE

COLLECTOR

EMITTER

BASE

COLLECTOR

EMITTER

GATE

COLLECTOR

Introduction

There are three main classifications of transistors each with its own symbols, characteristics, design parameters, and applications. See below and the following pages for additional details and applications on each of these transistor types. Several special-function transistor types also exist which do not fall into the categories below, such as the unijunction (UJT) transistor that is used for SCR firing and time delay applications. These special- function devices are described separately. • Bipolar transistors are considered current driven devices and have a relatively low input impedance. They

are available as NPN or PNP types. The designation describes the polarity of the semiconductor material used to fabricate the transistor.

• Field Effect Transistors, FET’s, are referred to as voltage driven devices which have a high input imped-ance. Field Effect Transistors are further subdivided into two classifications: 1) Junction Field Effect Tran-sistors, or JFET’s, and 2) Metal Oxide Semiconductor Field Effect Transistors or MOSFET’s.

• Insulated Gate Bipolar Transistors, known as IGBT’s, are the most recent transistor development. This hy-

brid device combines characteristics of both the Bipolar Transistor with the capacitive coupled, high imped-ance input, of the MOS device.

Sheet 3 Copyright 2003 Kilowatt Classroom, LLC. Transistor Fundamentals

Bipolar Transistors T

ransisto

rs XIST3

Introduction

Bipolar transistors have the following characteristics: • Bipolar transistors are a three-lead device having an Emitter, a Collector, and a Base lead. • The Bipolar transistor is a current driven device. A very small amount of current flow emitter-to-base (base

current measured in microamps - µA) can control a relatively large current flow through the device from the emitter to the collector (collector current measured in milliamps - mA). Bipolar transistors are available in complimentary polarities. The NPN transistor has an emitter and collector of N-Type semiconductor material and the base material is P-Type semiconductor material. In the PNP transistor these polarities are reversed: the emitter and collector are P-Type material and the base is N-Type material.

• NPN and PNP transistors function in essentially the same way. The power supply polarities are simply re-

versed for each type. The only major difference between the two types is that the NPN transistor has a higher frequency response than does the PNP (because electron flow is faster than hole flow). Therefore high fre-quency applications will utilize NPN transistors.

Note: Bipolar transistors are usually connected in the Common Emitter Configuration meaning that the emitter lead is common to both the input and output current circuits. The Common Collector and the Common Base con-figurations are sometimes used in the input or output stages of an amplifier when impedance matching is required. The following discussion is limited to the Common Emitter Configuration characteristics .

EMITTER

BASE

COLLECTOR

NPN Symbol

EMITTER

BASE

COLLECTOR

PNP Symbol

Construction

• The bipolar transistor is a three-layer semiconductor. • The base lead connects to the center semiconductor material

of this three-layer device. The base region is dimensionally thin compared to the emitter and collector regions.

• Two PN (diode) junctions exist within a bipolar transistor.

One PN junction exists between the emitter and the base re-gion, a second exists between the collector and the base re-gion. (See How to Test a Bipolar Transistor on Sheet 4.)

Bipolar Transistor Symbols

• The arrow is always on the emitter lead and points in the direction of conventional current flow (positive-to-negative). As with the diode, the nose of the arrow points to the nega-tive, or N-Type semiconductor material, and the tail of the arrow is toward the P-Type material.

• The arrow on the NPN points away from the base.

(Remember as NPN = Not Pointing iN.)

• The arrow on the PNP points toward the base. (Remember as PNP = Pointing iN Pointer.)

P

N

N

EMITTER

BASE

COLLECTOR

NPN Transistor Simplified Diagram

N

P

P

EMITTER

BASE

COLLECTOR

PNP Transistor Simplified Diagram

Sheet 4 Copyright 2003 Kilowatt Classroom, LLC. Transistor Test Procedure

Tran

sistors

XIST4

N

P

P

EMITTER

BASE

COLLECTOR


P

N

N

EMITTER

BASE

COLLECTOR


Select Diode

Select Diode

An ohmmeter can be used to test the base-to-emitter PN junction and the base-to-collector PN junction of a bipolar junction transistor in the same way that a diode is tested. You can also identify the polarity (NPN or PNP) of an unknown device using this test. In order to do this you will need to be able to identify the emitter, base, and col-lector leads of the transistor. Refer to a semiconductor data reference manual if you are not sure of the lead iden-tification. Note: While this test can be used to determine that the junctions are functional and that the transistor is not open or shorted, it will not convey any information about the common emitter current gain (amplification fac-tor) of the device. A special transistor tester is required to measure this parameter known as the Hfe or Beta. .



PNP Test Procedure

• Connect the meter leads with the polarity as shown and verify that the base-to-emitter and base-to-collector junctions read as a for-ward biased diode: 0.5 to 0.8 VDC.

• Reverse the meter connections to

the transistor and verify that both PN junctions do not conduct.

Meter should indicate an open circuit. (Display = OUCH or OL.)

• Finally read the resistance from

emitter to collector and verify an open circuit reading in both direc-tions. (Note: A short can exist from emitter to collector even if the individual PN junctions test properly.)

NPN Test Procedure







Sheet 5 Copyright 2003 Kilowatt Classroom, LLC. Transistor Specifications

NPN Bipolar Transistor T

ransisto

rs XIST5

30µa Base Current

Load Line

Curve Interpretation

The following design consideration refers to the schematic diagram on the following page. In this example a power supply voltage of 30 volts DC was selected and the maxi-mum collector current established at 20 milliamps. • Before the Collector Characteristic Curves can be util-

ized a load line must be established which shows the circuit operation of the specific application. Here the maximum applied voltage VCE is shown by the red dot and the Maximum Collector Current IC is shown by the green dot. A load line has been constructed between these two points.

• To evaluate the circuit operation, select a specific base

current and follow it to the intersection of the base current line and the load line (shown by the yellow dot). From intersection of the selected curve and the load line, project straight down to determine the VCE (the voltage which will appear across the transistor from emitter to collector as a result of the 30 microamp base current) and project straight across to determine IC (the current which will flow in the collector as a result of the specified base current.

In this example for a base current Ib of 30 microamps: the transistor collector voltage VCE across the transistor will be 15 volts, and the collector current IC is 10 milli-amps. The voltage across the amplifier load resistor RL will be the difference between the power supply voltage of 30 VDC and the 15 volts dropped across the transistor.

• Saturation Region The transistor is fully turned ON and the value of collector current IC is determined by the value of the load resistance RL. The voltage drop across the transistor VCE is near zero. • Cut Off Region The transistor is fully turned OFF and the value of the collector current IC is near zero. Full power supply voltage appears across the transis-tor. Because there is no current flow through the transistor, there is no voltage drop across the load resistor RL. • Active Region (Linear Amplification Area) Is the region to the left of the load line. Linear amplifiers operate in this area of the curves.

Transistor Curves A number of performance curves are published on any particular transistor. The Collector Characteristic Curves are among the most useful. This set of curves plots the Collector-Emitter Voltage (VCE ) and the Collector Current ( IC ) in milliamps for various values of Base Current ( Ib ) in microamps. In the drawing below each curve repre-sents a base current step of 5 microamps beginning with the bottom curve and progressing upward.

The Common Emitter Configuration

The emitter lead is common to both the input and output current loops. This is the most common circuit configura-tion because it provides both a current gain and a voltage gain. The common base and common collector configu-rations are generally used for impedance matching only. The common emitter current gain is defined as the BETA or Hfe (which stands for: H parameters, forward current transfer ratio, common emitter configuration). There is a 180 degree phase shift between the input and output signals in the common emitter configuration.

2N4123

5 µa Curve

Cutoff VCE Region

Satu

ratio

n R

egio

n

Sheet 6 Copyright 2003 Kilowatt Classroom, LLC. Transistor Amplifiers

NPN Bipolar Transistor A

mp

lifiers XIST6

Amplification

An amplifier is a circuit that uses a small input variable to control a larger output quantity. Amplifiers may be electronic, electrical, hydraulic, pneumatic or mechanical. In the case of a bipolar transistor amplifier a small base current in microamps changes the transistor internal resistance and controls a larger amount of current in milli-amps or amps which flows through the transistor emitter to collector. The emitter to collector current is sourced by the system power supply. The transistor load is normally placed in the collector circuit of the transistor. Tran-sistor amplifiers can amplify either AC or DC signals. A single transistor circuit will have a specific circuit gain, or amplification factor. Where additional gain is required multiple stages of amplification are employed.

Circuit Analysis Biasing - The two rules for biasing a common emitter amplifier (either NPN or PNP) are: 1) The emitter-to-base junction is always forward biased. In this example because the transistor is an NPN the base is P-Type material. The voltage divider consisting of RB1and RB2 provides this forward bias as the base will be posi-tive with respect to the emitter. Resistors are sized to set the quiescent or steady state operating point at the middle of the load line (shown by the yellow dot on load line). 2) The collector is always reverse biased. Because this is an NPN the collector is N-Type material so the collector is connected to the power supply positive. Load Resistor - Is sized to limit the collector current to 20 milliamps (shown by the green dot on the curves) when the transistor is fully turned on (saturated). Use Ohms Law to calculate this: Power supply voltage divided by IC. Supply Voltage - Any voltage can be used as long as it is below the maximum allowable collector voltage for the transistor (which for the 2N4123 is 40 VDC). 30 VDC has been chosen for this example and is shown by the red dot. Input Signal - This is the AC signal to be amplified. For example: a microvolt radio signal off of an antenna. This signal passes through the input coupling capacitor and adds to the base bias during the positive half-cycle and sub-tracts from the base bias during the negative half-cycle. It is said that the signal “swings around the base bias”. Output Signal - The AC input signal applied to the transistor base causes the DC collector current to vary from its quiescent steady-state value upward and downward at an AC rate. The AC component of the signal then passes through the output coupling capacitor for further amplification or detection. To prevent output waveform distortion (amplitude limiting or clipping) the output signal should not hit the cutoff or saturation levels of the transistor.

Note 1: Placement of milliammeter for measurement of transistor collector current. Note 2: Placement of microammeter for measurement of transistor base current. Note 3: See previous page for the transistor collector characteristic curves and operating parameters for this amplifier. Note 4: This is a common emitter amplifier; the emitter lead is common to both the input and output signal loops.

RB1

RB2

Single-stage NPN Transistor Amplifier

RL Load Resistor

Amplified AC Signal Phase-Shifted 180o

Power Supply 30 VDC

Output Coupling Capacitor

Input Coupling Capacitor

mA

µA

+ _ Note 1

Note 2 E

C

Small AC Input Signal

2N4123

Sheet 1 Copyright 2003 Kilowatt Classroom, LLC. VFD Fundamentals

Variab

le Freq

uen

cy VFD1

*Inverter Duty Motors - Initially standard AC motors were employed on inverter drives. Most motor manufacturers now offer Inverter Duty Motors which provide improved performance and reliability when used in Variable Frequency Applications. These special motors have insulation designed to withstand the steep-wave-front voltage impressed by the VFD waveform, and are redesigned to run smoother and cooler on inverter power supplies.

PER

CEN

T H

P A

ND

TO

RQ

UE

10

2

0

30

40

5

0

60

70

8

0

90

100

VFD Speed Torque Characteristics Blue = Horsepower Red = Torque Green = Motor Nameplate Frequency (60 Hz) In Constant Torque Area - VFD supplies rated motor nameplate voltage and motor develops full horsepower at 60 hertz base frequency. In Constant Horsepower Area - VFD delivers motor nameplate rated voltage from 60 Hertz to 120 hertz (or drive maximum). Motor horse-power is constant in this range but motor torque is reduced as frequency increases. Note: Motor HP = Torque x RPM 10 20 30 40 50 60 70 80 90 100 110 120

FREQUENCY HZ

CONSTANT TORQUE CONSTANT HP

Variable Frequency Drive Fundamentals

AC Motor Speed - The speed of an AC induction motor depends upon two factors: 1) The number of motor poles 2) The frequency of the applied power. 120 x Frequency AC Motor Speed Formula: RPM = Number of Poles Example: For example, the speed of a 4-Pole Motor operating at 60 Hz would be: 120 x 60 / 4 = 7200 / 4 = 1800 RPM Inverter Drives - An inverter is an electronic power unit for generating AC power. By using an inverter-type AC drive, the speed of a conventional AC motor* can be varied through a wide speed range from zero through the base (60 Hz) speed and above (often to 90 or 120 hertz). Voltage and Frequency Relationship - When the frequency applied to an induction motor is reduced, the ap-plied voltage must also be reduced to limit the current drawn by the motor at reduced frequencies. (The induc-tive reactance of an AC magnetic circuit is directly proportional to the frequency according to the formula XL = 2 f L. Where: = 3.14, f = frequency in hertz, and L= inductive reactance in Henrys.) Variable speed AC drives will maintain a constant volts/hertz relationship from 0 - 60 Hertz. For a 460 motor this ratio is 7.6 volts/Hz. To calculate this ratio divide the motor voltage by 60 Hz. At low frequencies the volt-age will be low, as the frequency increases the voltage will increase. (Note: this ratio may be varied somewhat to alter the motor performance characteristics such a providing a low-end boost to improve starting torque.) Depending on the type of AC Drive, the microprocessor control adjusts the output voltage waveform, by one of several methods, to simultaneously change the voltage and frequency to maintain the constant volts/hertz ratio throughout the 0 - 60 Hz range. On most AC variable speed drives the voltage is held constant above the 60 hertz frequency. The diagram below illustrates this voltage/frequency relationship.

Sheet 2 Copyright 2003 Kilowatt Classroom, LLC. Inverter Principle

Variab

le Freq

uen

cy VFD5

Base-Emitter Signal Input Pins

DC Link Positive Terminal C1

DC Link Negative Terminal E2 Phase Output Terminal E1C2

Module Mounting Holes

Heat Sink on Module Back-Plane Module Schematic Diagram

Variable Frequency Drive (VFD) Output Module

Shown below is a typical Medium Voltage VFD transistorized output module. One of these modules is used for each phase in a three-phase drive. Modules are a complete functional block that may include: multi-stage amplifi-ers, resistors, capacitors and free-wheeling diodes. Transistors are switched on and off by logic level base-to-emitter signal (or gate signal in the case of IGBT’s) from the VFD microprocessor control. The length of time the transistors are turned on (duty cycle) determines the pulse width.

Inverter Principle

Inverter circuitry generates an Alternating Current (AC) by sequentially switching a Direct Current (DC) in alternate directions through the load. The illustration above shows the generation of a single positive pulse (red) and a single negative pulse (green) which occurs 180 electrical degrees later. To analyze the circuit assume a conventional current flow (positive to negative direction). The black arrows on the emitter of each transistor indicate the direction of con-ventional current through the transistors. This is a three-phase drive, so at certain times during the cycle transistors will be turned on to cause current flow through the A - C and B - C motor windings (see next page) but for clarity this is not shown in the above illustration. For this analysis also assume that the free-wheeling diodes are non-conducting. Transistors 1A and 2B are turned on and off by the microprocessor control and current flows from the DC bus positive, through the motor windings as shown by the red arrows producing the positive (red ) voltage pulse, and back to the DC bus negative. To generate the next half-cycle transistors 1B and 2A will be turned on and off and the current flow will reverse through the motor winding as shown by the green arrows which result in the negative (green) pulse.

DC Link Positive

DC Link Negative

Size of pictured module: 4.25” wide x 2.5” deep x 1.5” high

VFD Output Section Schematic

PWM Waveform Phase A to B

Voltage Pulses Resultant Current

Three-Phase Motor

One Output Module

Free-Wheeling Diodes (6) Protect IGBT’s from reverse bias inductive surges due to motor field decay which results when the tran-sistors turn off.

Sheet 3 Copyright 2003 Kilowatt Classroom, LLC. Output Switching Sequence

Variab

le Freq

uen

cy VFD6

The following illustrations show the switching sequence of the output transistors, SCR’s, or GTO’s used in a VFD to produce a three-phase AC waveform. Since each these devices are functioning as solid-state switches, the circuit op-eration can be easily visualized by representing these devices as open or closed mechanical switches. Switches closed to the positive bus are shown in red, switches closed to the negative bus are shown in black, and open switches are shown in gray. When a particular winding is connected to the same bus potential (either positive or nega-tive) the voltage across that winding will be zero. If a winding is connected so that the positive voltage is connected to the first letter of the winding label (for example the A in AB) the voltage produced across that winding is positive. If a winding is connected so that the positive voltage is connected to the second letter of the winding label (for example B in AB) the current flow reverses and the voltage produced across that winding will be of a negative polarity. Below each diagram is a table listing of the number of electrical degrees through which the switches operate and the resultant phase voltage produced. Note: On a six-step drive the output devices will be closed throughout the listed operating range; on a PWM drive, pulses will be produced through this range. See next page for generated waveform.

C

DC LINK POSITIVE

DC LINK NEGATIVE

THREE-PHASE MOTOR

0 - 60 DEG

VAB = 0

VBC = +E

VCA = -E

A

B

DC LINK POSITIVE

DC LINK NEGATIVE

THREE-PHASE MOTOR

60 - 120 DEG

VAB = +E

VBC = 0

VCA = -E

A

B

C

DC LINK POSITIVE

DC LINK NEGATIVE

THREE-PHASE MOTOR

120 - 180 DEG

VAB = +E

VBC = -E

VCA = 0

A

B

C

DC LINK POSITIVE

DC LINK NEGATIVE

THREE-PHASE MOTOR

180 - 240 DEG

VAB = 0

VBC = -E

VCA = +E

A

B

C

DC LINK POSITIVE

DC LINK NEGATIVE

THREE-PHASE MOTOR

240 - 300 DEG

VAB = -E

VBC = 0

VCA = +E

A

B

C

DC LINK POSITIVE

DC LINK NEGATIVE

THREE-PHASE MOTOR

300 - 360 DEG

VAB = -E

VBC = +E

VCA = 0

A

B

C

Sheet 4 Copyright 2003 Kilowatt Classroom, LLC. VFD Three-Phase Waveform

Variab

le Freq

uen

cy VFD7

Waveform Development

The development of a variable frequency drive three-phase waveform is shown below. Refer to the previous page to see the switching sequences that produce a particular portion of the waveform.

VAB

VBC

VCA

0o 60o 120o 180o 240o 300o 360o 60o 120o

Sheet 5 Copyright 2003 Kilowatt Classroom, LLC. Pulse Width Modulation

Variab

le Freq

uen

cy VFD8

Resultant Sine Wave Current

PWM Drive Characteristics

• VFD drive DC link voltage is constant . • Pulse amplitude is constant over entire frequency range and equal to the DC link voltage. • Lower resultant voltage is created by more and narrower pulses. • Higher resultant voltage is created by fewer and wider pulses. • Alternating current (AC) output is created by reversing the polarity of the voltage pulses. • Even though the voltage consists of a series of square-wave pulses, the motor current will very closely ap-

proximate a sine wave. The inductance of the motor acts to filter the pulses into a smooth AC current wave-form.

• Voltage and frequency ratio remains constant from 0 - 60 Hertz. For a 460 motor this ratio is 7.6 volts/Hz.

To calculate this ratio divide the motor voltage by 60 Hz. At low frequencies the voltage will be low, as the frequency increases the voltage will increase. (Note: this ratio may be varied somewhat to alter the motor performance characteristics such as providing a low-end boost to improve starting torque.)

• For frequencies above 60 Hz the voltage remains constant. Some AC drives switch from a PWM waveform to a six-step waveform for 60 Hz and above.

Pulse Width Pulse Width

Smaller pulse widths produce lower resultant voltage.

Low Frequency

Larger pulse widths produce higher resultant voltage.

High Frequency

PWM Sine Wave Synthesis

DC Link Voltage

One Cycle One Cycle

Sheet 1 Copyright 2002 Kilowatt Classroom, LLC. ANSI Standard

Device Designation Numbers

Referen

ce Data

REF5

1) Master Element is the initiating device, such as a control switch, voltage relay, float switch, etc., which serves either directly or through such permissive devices as protective and time -delay relays to place an equip-ment in or out of operation.

2) Time Delay Starting or Closing Relay is a device that functions to give a desired amount of time delay be-

fore or after any point of operation in switching sequence or protective relay system, except as specifically provided by service function 48, 62, and 79.

3) Checking or Interlocking Relay is a relay that operates in response to the position of a number of other de-

vices (or to a number of predetermined conditions) in an equipment, to allow an operating sequence to pro-ceed, or to stop, or to provide a check of the position of these devices or of these conditions for any purpose.

4) Master Contactor is a device generally controlled by device function 1or the equivalent and the required per-

missive and protective devices, that serves to make and break the necessary control circuits to place an equip-ment into operation under the desired conditions and to take it out of operation under other or abnormal condi-tions.

5) Stopping Device is a control device used primarily to shut down an equipment and hold it out of operation.

(This device may be manually or electrically actuated, but excludes the function of electrical lockout [see de-vice function 86] on abnormal conditions.)

6) Starting Circuit Breaker is a device whose principal function is to connect a machine to its source of starting

voltage. 7) Anode Circuit Breaker is a device used in the anode circuits of a power rectifier for the primary purpose of

interrupting the rectifier circuit if an arc-back should occur. 8) Control Power Disconnecting Device is a disconnecting device, such as a knife switch, circuit breaker, or

pull-out fuse block, used for the purpose of respectively connecting and disconnecting the source of control power to and from the control bus or equipment.

Note: control power is considered to include auxiliary power which supplies such apparatus as small motors and heaters.

9) Reversing Device is a device that is used for the purpose of reversing a machine field or for performing any

other reversing functions. 10) Unit Sequence Switch is a switch that is used to change the sequence in which units may be placed in and out

of service in multiple-unit equipments. 11) Reserved for Future Application (USBR assigned - Control Power Transformer). 12) Over-Speed Device is usually a direct-connected speed switch which functions on machine over-speed. 13) Synchronous-Speed Device is a device such as a centrifugal switch, a slip-frequency relay, a voltage relay,

and undercurrent relay , or any type of device that operates at approximately the synchronous speed of a ma-chine.

14) Under-Speed Device is a device that functions when the speed of a machine fall below a pre -determined

value. 15) Speed or Frequency Matching Device is a device that functions to match and hold the speed or frequency of

a machine or of a system equal to, or approximately equal to, that of another machine, source, or system. 16) Reserved for Future Application (USBR assigned - Battery Charging Device). 17) Shunting or Discharge Switch is a switch that serves to open or to close a shunting circuit around any piece

of apparatus (except a resistor, such as a machine field, a machine armature, a capacitor, or a reactor). Note: This excludes devices that perform such shunting operations as may be necessary in the process of starting a machine by devices 6 or 42, or their equivalent, and also excludes device function 73 that serves for the switching of resistors.



Referen

ce Data

REF6

18) Accelerating or Decelerating Device is a device that is used to close or to cause the closing of circuits which are used to increase or decrease the speed of a machine.

19) Starting-to-Running Transition Contactor is a device that operates to initiate or cause the automatic trans-

fer of a machine from the starting to the running power connection.

20) Valve is one used in a vacuum, air, gas, oil, or similar line, when it is electrically operated or has electrical accessories such as auxiliary switches.

21) Distance Relay is a relay that functions when the circuit admittance, impedance, or reactance increases or

decreases beyond predetermined limits. 22) Equalizer Circuit Breaker is a breaker that serves to control or to make and break the equalizer or the current-balancing connections for a machine field, or for regulating equipment in a multiple -unit installation. 23) Temperature Control Device is a device that function to raise or lower the temperature of a machine or other

apparatus, or of any medium, when its temperature falls below, or rises above, a predetermined value. Note: An example is a thermostat that switches on a space heater in a switchgear assembly when the tem-

perature falls to a desired value as distinguished from a device that is used to provide automatic tempera-ture regulation between close limits and would be designated as device function 90T.

24) Reserved for future Application. (USBR assigned - bus tie circuit breaker, contactor, or switch.) 25) Synchronizing or Synchronism-Check Device is a device that operates when two a-c circuits are within the

desired limits of frequency, phase angle, or voltage, to permit or to cause the paralleling of these two circuits . 26) Apparatus Thermal Device is a device that functions when the temperature of the shunt field or the amortis-

seur winding of a machine, or that of a load limiting or load shifting resistor or of a liquid or other medium, exceeds a predetermined value: or if the temperature of the protected apparatus, such as a power rectifier, or of any medium decrease below a predetermined value.

27) Undervoltage Relay is a relay that functions on a given value of under-voltage. 28) Flame Detector is a device that monitors the presence of the pilot or main flame of such apparatus as a gas turbine or a steam boiler. 29) Isolating Contactor is a device that is used expressly for disconnecting one circuit from another for the pur-

poses of emergency operation, maintenance, or test. 30) Annunciator Relay is a non-automatically reset device that gives a number of separate visual indications of

the functions of protective devices, and which may also be arranged to perform a lockout function. 31) Separate Excitation Device is a device that connects a circuit, such as the shunt field of a synchronous con-

verter, to a source of separate excitation during the starting sequence; or one that energizes the excitation and ignition circuits of a power rectifier.

32) Directional Power Relay is a device that functions on a desired value of power flow in a given direction or

upon reverse power resulting from arcback in the anode or cathode circuits of a power rectifier. 33) Position Switch is a switch that makes or breaks contact when the main device or piece of apparatus which

has no device function number reaches a given position. 34) Master Sequence Device is a device such as a motor-operated multi-contact switch, or the equivalent, or pro-

gramming device, such as a computer, that establishes or determines the operating sequence of the major de-vices in a equipment during starting and stopping or during other sequential switch operations.

35) Brush-Operating or Slipping Short-Circuiting Device is a device for raising, lowering, or shifting the

brushes of a machine, or for short-circuiting its slip rings, or for engaging or disengaging the contacts of a mechanical rectifier.



Referen

ce Data

REF7

36) Polarity or Polarizing Voltage Device is a device that operates, or permits the operation of, another device on a predetermined polarity only, or verifies the presence of a polarizing voltage in an equipment.

37) Undercurrent or Underpower Relay is a relay that function when the current or power flow decreases below

a predetermined value. 38) Bearing Protective Device is a device that functions on excessive bearing temperature, or on another abnor-

mal mechanical conditions associated with the bearing, such as undue wear, which may eventually result in excessive bearing temperature.

39) Mechanical Condition Monitor is a device that functions upon the occurrence of an abnormal mechanical

condition (except that associated with bearing as covered under device function 38), such as excessive vibra-tion, eccentricity, expansion shock, tilting, or seal failure.

40) Field Relay is a relay that functions on a given or abnormally low value or failure of a machine field current,

or on excessive value of the reactive component of armature current in an a-c machine indicating abnormally low field excitation.

41) Field Circuit Breaker is a device that functions to apply or remove the field excitation of a machine. 42) Running Circuit Breaker is a device whose principal function is to connect a machine to its source of run-

ning or operation voltage. This function may also be used for a device, such as a contactor, that is used in series with a circuit breaker or other field protecting means, primarily for frequent opening and closing of the breaker.

43) Manual Transfer or Selector Device is a manually operated device that transfers the control circuits in order

to modify the plan of operation of the switching equipment or of some of the devices. 44) Unit Sequence Starting Relay is a relay that function to start the next available unit in a multiple-unit-

equipment upon the failure or non-availability of the normally preceding unit. 45) Atmospheric Condition Monitor is a device, that functions upon the occurrence of an abnormal atmospheric

condition, such as damaging fumes, explosive mixtures, smoke or fire. 46) Reverse Phase or Phase Balance Current Relay is a relay that functions when the polyphase currents are of

reverse-phase sequence, or when the polyphase currents are unbalanced or contain negative phase-sequence components above a given amount.

47) Phase-Sequence Voltage Relay is a relay that function upon a predetermined value of polyphase voltage in

the desired phase sequence. 48) Incomplete Sequence Relay is a relay that generally returns the equipment to the normal, or off, position and

locks it out if the normal starting, operating, or stopping sequence is not properly completed within a predeter-mined time. If the device is used for alarm purposes only, it should preferably be designated as 48A (alarm).

49) Machine or Transformer Thermal Relay is a relay that functions when the temperature of a machine arma-

ture or other load-carrying winding or element of a machine or the temperature of a power rectifier or power transformer (including a power rectifier transformer) exceeds a predetermined value.

50) Instantaneous Overcurrent or Rate -of-Rise Relay is a relay that functions instantaneously on an excessive

value of current or on an excessive rate of current rise, thus indicating a fault in the apparatus or circuit being protected.

51) A-C Time Overcurrent Relay is a relay with either a definite or inverse time characteristic that functions

when the current in an a-c circuit exceed a predetermined value. 52) A-C Circuit Breaker is a device that is used to close and interrupt an a-c power circuit under normal condi-

tions or to interrupt this circuit under fault of emergency conditions.



Referen

ce Data

REF8

53) Exciter or D-C Generator Relay is a relay that forces the d-c machine field excitation to build up during starting or which functions when the machine voltage has been built up to a given value.

54) High-Speed D-C Circuit Breaker is a circuit breaker which starts to reduce the current in the main circuit in

0.01 second or less, after the occurrence of the d-c overcurrent or the excessive rate of current rise. 55) Power Factor Relay is a relay that operates when the power factor in an a-c circuit rises above or falls below

a predetermined value. 56) Field Application Relay is a relay that automatically controls the application of the field excitation to an a-c

motor at some predetermined point in the slip cycle. 57) Short-Circuiting or Grounding Device is a primary circuit switching device that functions to short-circuit or

to ground a circuit in response to automatic or manual means. 58) Rectification Failure Relay is a device that functions if one or mote anodes of a power rectifier fail to fire, or

to detect and arc-back or on failure of a diode to conduct or lock properly. 59) Overvoltage Relay is a relay that functions on a given value of over-voltage. 60) Voltage or Current Balance Relay is a relay that operates on a given difference in voltage, or current input

or output, or two circuits. 61) Reserved for Future Application. 62) Time-Delay Stopping or Opening Relay is a time-delay relay that serves in conjunction with the device that

initiates the shutdown, stopping, or opening operation in an automatic sequence or protective relay system. 63) Liquid or Gas Pressure or Vacuum Relay is a relay that operates on given values of liquid or gas pressure

or on given rates of change of these values. 64) Ground Protective Relay is a relay that functions on failure of the insulation of a machine, transformer, or of

other apparatus to ground, or on flashover of a d-c machine to ground. Note: This function is assigned only to a relay that detects the flow of current from the frame of a ma-

chine or enclosing case or structure of piece of apparatus to ground, or detects a ground on a normally ungrounded winding or circuit. It is not applied to a device connected in the secondary circuit of current transformer, in the secondary neutral of current transformers, connected in the power circuit of a normally grounded system.

65) Governor is the assembly of fluid, electrical, or mechanical control equipment used for regulating the flow of

water, steam, or other medium to the prime mover for such purposes a starting, holding speed or load, or stop-ping.

66) Notching or Jogging Device is a device that functions to allow only a specified number of operations of a

given device or equipment, or a specified number of successive operations within a given time of each other. It is also a device that functions to energize a circuit periodically or for fractions of specified time intervals, or that is used to permit intermittent acceleration or jogging of a machine at low speeds for mechanical position-ing.

67) A-C Directional Overcurrent Relay is a relay that functions on a desired value of a-c over-current flowing in

a predetermined direction. 68) Blocking Relay is a relay that initiates a pilot signal for blocking of tripping on external faults in a transmis-

sion line or in other apparatus under predetermined condition, or cooperates with other devices to block trip-ping or to block re-closing on an out-of-step condition or on power savings.

69) Permissive Control Device is generally a two-position, manually-operated switch that, in one position, per-

mits the closing of a circuit breaker, or the placing of an equipment into operation, an in the other position prevents the circuit breaker or the equipment from being operated.



Referen

ce Data

REF9

70) Rheostat is a variable resistance device used in an electric circuit, which is electrically operated or has other electrical accessories, such a auxiliary , position, or limit switches.

71) Liquid or Gas-Level Relay is a relay that operates on given values of liquid or gas level or on given rates of

change of these values. 72) D-C Circuit Breaker is a circuit breaker that is used to close and interrupt a d-c power circuit under normal

conditions or to interrupt this circuit under fault or emergency conditions. 73) Load-Resistor Contactor is a contactor that is used to shunt or insert a step of load limiting, shifting, or indi-

cating resistance in a power circuit, or to switch a space heater in circuit, or to switch a light or regenerative load resistor, a power rectifier, or other machine in and out of circuit.

74) Alarm Relay is a relay other than an annunciator, as covered under device function 30, that is used to oper-

ate, or to operate in connection with, a visual or audible alarm. 75) Position Changing Mechanism is a mechanism that is used for moving a main device from one position to

another in an equipment: as for example, shifting a removable circuit breaker unit to and from the connected, disconnected, and test positions.

76) D-C Overcurrent Relay is a relay that function when the current in a d-c circuit exceeds a given value. 77) Pulse Transmitter is used to generate and transmit pulses over a telemetering or pilot-wire circuit to the re-

mote indicating or receiving device. 78) Phase-Angle Measuring or Out-Of-Step Protective Relay is a relay that functions at a pre-determined phase

angle between two voltages or between two currents or between a voltage and current. 79) A-C Reclosing Relay is a relay that controls the automatic reclosing and locking out of an a-c circuit inter-

rupter. 80) Liquid or Gas Flow Relay is a relay that operates on given values of liquid or gas flow or on given rates of

change of these values. 81) Frequency Relay is a relay that functions on a predetermined value of frequency (either under or over or on

normal system frequency) or rate of change of frequency. 82) D-C Reclosing Relay is a relay thast controls the automatic closing and re-closing of a d-c circuit interrupter,

generally in response to load circuit conditions. 83) Automatic Selective Control or Transfer Relay is a relay that operates to select automatically between cer-

tain sources or conditions in a equipment, or performs a transfer operation automatically. 84) Operating Mechanism is the complete electrical mechanism or servomechanism, including the operating

motor, solenoids, position switches, etc., for a tap changer, induction regulator, or any similar piece of appara-tus which otherwise has no device function number.

85) Carrier or Pilot-Wire Receiver Relay is a relay that is operated or restrained by a signal used in connection

with carrier-current or d-c pilot-wire fault directional relaying. 86) Locking-Out Relay is an electrically operated hand, or electrically reset relay or device that functions to shut

down or hold an equipment out of service, or both, upon the occurrence of abnormal conditions. 87) Differential Protective Relay is a protective relay that functions on a percentage or phase angle or other

quantitative difference of two currents or of some other electrical quantities. 88) Auxiliary Motor or Motor Generator is one used for operating auxiliary equipment, such as pumps, blowers, exciters, rotating magnetic amplifiers, etc.



Referen

ce Data

REF10

89) Line Switch is a switch used as a disconnecting, load-interrupter, or isolating switch in an a-c or d-c power circuit, when this device is electrically operated or has electrical accessories, such as an auxiliary switch, mag-netic lock, etc.

90) Regulating Device is a device that functions to regulate a quantity, or quantities, such as voltage, current

power, speed, frequency, temperature, and load at a certain value or between certain (generally close) limits for machines, tie lines, or other apparatus.

91) Voltage Directional Relay is a device which operates when the voltage across an open circuit breaker or con-

tactor exceeds a given value in a given direction. 92) Voltage and Power Directional Relay is a relay that permits or causes the connection of two circuits when

the voltage difference between them exceed a given value in a predetermined direction and causes these two circuits to be disconnected from each other when the power flowing between them exceeds a given value in the opposite direction.

93) Field-Changing Contactor is a contactor that functions to increase or decrease, in one step, the value of field

excitation on a machine. 94) Tripping or Trip-Free Relay is a relay that function to trip a circuit breaker, contactor or equipment, or to

permit immediate tripping by other devices; or to prevent immediate re -closure of a circuit interrupter if it should open automatically even though its closing circuit is maintained closed.

95*) (USBR assigned - Closing Relay or Contactor) 96*) 97*) 98*) (USBR assigned - Loss of Excitation Relay) 99*) (USBR assigned - Arc Detector) * Used only for specific applications in individual installations where none of the assigned numbered functions

from 1 to 94 are suitable. Auxiliary Devices - These letters denote separate auxiliary devices, such as: C Closing Relay or Contactor CL Auxiliary Relay, Closed (energized when main device is in closed position). CS Control Switch D “Down” Position Switch or Relay L Lowering Relay 1. Opening Relay OP Auxiliary Relay, Open (energized when main device is in open position). PB Push Button R Raising Relay U “Up” Position Switch or Relay X Auxiliary Relay Y Auxiliary Relay Z Auxiliary Relay Note: In the control of a circuit breaker with an X-Y Relay Control Scheme, the X relay is the device whose main

contacts are used to energized the closing coil or the device which in some other manner, such as by the re-lease of stored energy, causes the breaker to close. The contacts of the Y relay provide the anti-pump feature for the circuit breaker.

Sheet 1 Copyright 2003 Kilowatt Classroom, LLC. Manufacturers’ Literature File

Instru

ction

s TAB6

Don’t throw those instructions away ! File them in Section 6 of your Industrial Electrician’s Notebook.

Section 6 of the Industrial Electrician’s Notebook has been reserved for filing Manufacturers’ Data Sheets. Next time you open a box containing an electrical component, save the literature by inserting it in your own copy of the Electrician’s Notebook . There is a wealth of information on those little, folded-up sheets supplied with every electrical component. So, whether it be a push button, contact block, relay, lighting ballast, control trans-former, fuse link, overload heater, or other small component, read the information and then save it for future reference. Inclusion of the data sheet in your notebook will, during the course of your electrical career, result in the compilation of valuable reference library; you’ll be surprised how little time it takes and how often you will refer to it.

Save those manufacturers’ data sheets.

To begin your collection of data sheets, use your browser back button to return to the Electrician’s Notebook Page and click the Typical Data Sheet link to download a two-page data sheet on auxiliary contacts provided by General Electric.

AN

0001 Copyright 2003 Kilowatt Classroom, LLC. Diode Test Procedure

Ap

plicatio

n N

ote

DIODECK

Forward Bias - Diode Conducts Correct reading: Meter will read about 0.5 - 0.8 volt.

Unlike its predecessor, the Analog Ohmmeter, Digital Ohmmeters require a special Diode Check Function because the current circulated by the normal Ohms Function of a digital meter is too low to adequately check a diode. In the Diode Check Position, the reading given by a digital meter in the forward bias direction (meter positive to diode anode and meter negative to diode cathode) is actually the voltage required to overcome the internal diode junction potential. For a silicon diode this will be about 0.5 - 0.8 volt; a germanium diode will read slightly lower, about 0.3 - 0.5 volt. Symbol Notation K (or C) = Cathode, A = Anode.


Reverse Bias - Diode Blocks Correct reading: TPI Meter will read OUCH (open circuit).

Typical Axial-Lead Diode

A K

Band Identifies Cathode

Diode Test Procedure WARNING! Ohms and Diode Check measurements can be made only on de-energized circuits! The Ohmmeter battery provides power to make this measurement. You may need to remove the diode from the circuit to get a reliable test. See Note below.

• Plug in the meter leads as shown: Black lead - COM (Common), Red lead - Ω (Ohms).

• Select the (Diode Test) function.

• Connect the leads to the Diode-Under-Test as shown in the drawing above and verify the readings are correct for both a forward and reverse bias. (This is sometimes referred to as checking the front-to-back ratio.)

Note: Large Stud-Mounted Diodes are bolted to a heat sink and Hockey Puck Units are compressed between the heat sinks; removing them from the circuit can be time-consuming and may be unnecessary. In these situations, test the entire assembly first, then, if the assembly tests shorted, remove and test the diodes individually. Hockey Puck Diodes must be compressed in a heat sink assembly or test fixture to be tested as they require compression to make-up the internal connections.

Stud-Mounted Rectifiers may be either Standard Polarity (Stud Cathode - Upper Left Illustration) or Reverse Polarity (Stud Anode - Lower Right ). If unmarked, you can test the diode to determine its polarity. With the meter connected as above, when the meter indicates the diode is conducting (about 0.5 - 0.8 volt) the red lead is connected to the diode anode and the black lead to the cathode.

Incorrect readings: If diode reads 0 in both directions, it is shorted. If it reads OUCH (open circuit) both directions, it is open.

Select K A

K A

AN

0002 Copyright 2003 Kilowatt Classroom, LLC. DC Voltage Measurements

A

pp

lication

No

te DCEMEAS

Measuring DC Volts CAUTION! Do not attempt to make a voltage measurement if a test lead is plugged in the A or µmA input jack. Instrument damage and/or personal injury may result. Note: Voltage is always measured across two circuit points ( in parallel with circuit element under test). On the voltage range with leads plugged-in to the meter as shown the meter has a very high input impedance and draws almost no current from the circuit under test. WARNING! Do not attempt to make a voltage measurements of more than 1000 VDC or of a voltage level that is unknown. CAUTION! Always check meter test leads before use to be certain they are in good condition and use test leads with an insulating rating acceptable for the maximum system voltage. Example: Checking Double-Ended DC Power Supply Output Voltage --- • Set Meter Selector Switch on V (DC Volts - Steady or Pulsing) • Plug in the meter leads as shown: Black lead - Meter COM (Common), Red lead - Meter V (Volts). • Clip black test lead to power supply COM (common). • Clip red test lead to power supply POS V (PS DC Pos Out). Meter will display the positive DC voltage. • To check PS NEG Out, move red lead to power supply NEG V. Meter will indicate the negative DC voltage with negative sign on the display. The TPI 183 is auto-ranging (selects appropriate decimal point) and will display the voltage to the greatest degree of accuracy possible.

--- Select V

Minus sign displayed when V

input (red lead) is negative with respect to COM

POS V

NEG V

COM

OUTPUT ADJ

TPI 183 Multimeter

Bench-Type Adjustable DC Power Supply

AN

0003 Copyright 2003 Kilowatt Classroom, LLC. DC Current Measurement

A

pp

lication

No

te DCIMEAS

PLC Analog Input Module 24 VDC Loop Power Supply

POS + _

COM

NEG POS Other Inputs

Measuring DC Milliamps

CAUTION! Do not attempt to make a current measurement with the test leads connect in parallel with the circuit to be tested. Test leads must be connected in series with the circuit. Note: Current is always measured with the meter placed in series with the circuit. On the current range with leads plugged-in to the meter as shown the meter has a very low input impedance and the current flow through the meter is limited by the circuit elements in series with the meter. WARNING! Do not attempt to make a current measurements if more than 600 volts is present. Instrument damage and/or personal injury may result. CAUTION! Always check meter test leads before use to be certain they are in good condition and use test leads with an insulating rating acceptable for the system voltage. Example: Process Control 4 -20 mA Loop Current Measurement • Set Meter Selector Switch on mA (AC or DC Milliamps). • Plug in the meter leads as shown: Black lead - COM (Common), Red lead - µmA (micro or milliamps). • Open 4 - 20 milliamp loop and connect the meter in series with the loop. Note: This loop can be opened

at any one of three points. Convenience usually dictates the location. Caution - Be sure loop can be opened safely without causing a system operating problem!

• Connect meter red lead clip to the Transmitter Negative terminal. • Close the loop by connecting the meter black lead clip to the conductor which was removed from the

Transmitter Negative terminal. (This results in a current flow through the meter in a positive to negative direction.)

Ch Input

TPI 183 Multimeter

Loop-Powered 2-Wire Transmitter

4 - 20 mA output

Process Variable Optional Test Points

+ _

+ _

Typical 4-20 mA Control Loop

Select mA

AN

0004 Copyright 2003 Kilowatt Classroom, LLC. Resistance Measurement

Ap

plicatio

n N

ote

OMEAS

TPI 183 Multimeter

Resistance (Ohms) Measurement WARNING! Do not attempt to make resistance measurements with circuit energized. Note: The ohmmeter internal battery provides power to make this measurement; therefore, ohms measurements can be made only on de-energized circuits! When practical, isolate the component from the circuit before attempting to measure its ohmic value to prevent a parallel path through other components. In the example above, the normally open START push button and normally open auxiliary contact Ma prevent a parallel path through the control transformer secondary. Example: Checking the resistance of a contactor coil.

• Disconnect power from circuit to be measured. • Select Meter Ω (Ohms) function. • Plug in the meter leads as shown: Black lead - Meter COM (Common), Red lead - Meter Ω (Ohms). • Connect leads across coil (or any circuit component to be measured). Lead polarity does not matter. Read

OHMS value on display. OUCH indicates open circuit.

STOP

120 VAC Control Circuit

1 2 3 START OL

M Ma

Select Ω (Ohms)

Caution: Breaker must be open or fuses pulled to de-energize circuit.

Typical Three-Phase Starter with Reduced Voltage Control

MOTOR 3-Phase Supply

AN

0005 Copyright 2003 Kilowatt Classroom, LLC. AC Voltage & Frequency

Ap

plicatio

n N

ote

ACEMEAS

Measuring AC Volts CAUTION! Do not attempt to make a voltage measurement if a test lead is plugged in the A or µmA input jack. Instrument damage and/or personal injury may result. Note: Voltage is always measured across two circuit points ( in parallel with circuit element under test). On the voltage range with leads plugged-in to the meter as shown the meter has a very high input impedance and draws almost no current from the circuit under test. WARNING! Do not attempt to make a voltage measurements of more than 750 VAC or of a voltage level that is unknown. CAUTION! Always check meter test leads before use to be certain they are in good condition and use test leads with an insulating rating acceptable for the system voltage. Example: Measuring Control Transformer Secondary Voltage • Set meter selector switch on VHZ (AC Volts) position. • Plug in meter leads as shown: Black lead - Meter COM (Common), Red lead - Meter V (Volts). • Apply probes to circuit test locations. Read AC Voltage on main display. The TPI 183 is auto-ranging (selects appropriate decimal point) and will display the voltage to the greatest degree of accuracy possible.

TPI 183 Multimeter

Select VH Z

FU1 FU2

L1

L2

L3

MCP

Simultaneous AC Frequency Measurements The TPI 183 triple-line display permits simultaneous AC Frequency Measurements while making AC Volts Measurements. Note: See separate Instrument Application Note for making frequency measurement to 200 kHz using the Hz Selector Switch Position. • Connect meter for AC Voltage Measurement as shown. • Press unmarked gray button and read frequency on third display.

AN

0006 Copyright 2003 Kilowatt Classroom, LLC. AC Current Measurement

A

pp

lication

No

te ACIMEAS

Measuring AC Amps with Clamp Adapter WARNING! Do not attempt to make a current measurement in excess of Clamp Adapter range switch setting. Note: The TPI A256 Adapter has 40 amp and 400 amp switch positions. Set the adaptor switch for the maximum expected current. For motor starting current measurement use motor Locked Rotor Amps (LRA). For motor running amps use Motor Full-Load Amps (FLA). CAUTION! Do not remove adapter dual banana plug from meter with clamp adapter around motor lead. First remove clamp adapter from motor lead then unplug adapter dual banana plug. Example: Determining Motor Amperage • Set Meter Selector Switch on VHZ (AC Volts). Note: The TPI A256 Current Adapter converts amps to millivolts (1mV / amp). • Plug Clamp Adapter dual banana plug into meter COM and V. • Set the Adapter Range Switch for the maximum anticipated current (40 or 400 amps). • Place adapter probe around single motor lead. • Read millivolts as amps.

TPI 183 Multimeter

2-Conductor Adapter Cable

TPI A256 AC/DC Adapter Polarity does not matter .

Select Current Range 40A or 400A

Based on Motor Amps

Adapter Dual Banana Plug Insert in COM and V

Select VH Z

Motor

3 Phase Supply

MCP or Circuit Breaker

Contactor

OL Heaters

Typical Across-the-Line Three-Phase Starter

AN

0007 Copyright 2003 Kilowatt Classroom, LLC. Transistor Test Procedure

Ap

plicatio

n N

ote

XIST4

N

P

P

EMITTER

BASE

COLLECTOR


P

N

N

EMITTER

BASE

COLLECTOR


Select Diode

Select Diode

An ohmmeter can be used to test the base-to-emitter PN junction and the base-to-collector PN junction of a bipolar junction transistor in the same way that a diode is tested. You can also identify the polarity (NPN or PNP) of an unknown device using this test. In order to do this you will need to be able to identify the emitter, base, and col-lector leads of the transistor. Refer to a semiconductor data reference manual if you are not sure of the lead iden-tification. Note: While this test can be used to determine that the junctions are functional and that the transistor is not open or shorted, it will not convey any information about the common emitter current gain (amplification fac-tor) of the device. A special transistor tester is required to measure this parameter known as the Hfe or Beta. .



PNP Test Procedure







NPN Test Procedure







AN


On High Voltage Systems

Ap

plicatio

n N

ote

HVCM1

Overview

Quick, accurate, and safe current measurements can be made on medium and high-voltage systems at the secondary of instrument current transformers (CT’s) using the TPI A254 Low-Current Clamp-On Adapter. The low-range accuracy (down to 10 milliamps) of the adapter permits measurements on the 5-amp secondary of CT’s without placing the meter in series with the current transformer secondary, and without being in close proximity to the high-voltage side of the current transformer. WARNING! This procedure is intended for use by qualified individuals only. Work must be performed in accordance with OSHA 29 CFR 1910.269. When making AC current measurements, the TPI A254 Adapter can be used with the TPI 122, 126, 133, 153, 163, and 183 Digital Multimeters, the TPI 440 Scopemeter, and the TPI 460 Dual-Channel Oscilloscope. See additional Application Notes for specific instructions on the TPI 183, 440, and 460.

Applications

It is often necessary to make recordings of equipment operation, particularly of medium voltage motor starting, in order to determine the motor actual locked-rotor-amps (LRA), full-load-amps (FLA), accelera-tion time, and power factor. This data is often required to verify proper protective relay settings, for inclu-sion in commissioning reports, and to establish an operating baseline for future system troubleshooting.

The TPI 440 Scopemeter, and 460 Oscilloscope both have the ability to store data and waveforms. Optional software is available to permit downloading the stored information to a computer and then printed to obtain a permanent hard-copy record.

The TPI A254 Adapter The A254 is capable of current measurements on either AC or DC systems. For this ap-plication only the AC mode is utilized. The adapter’s low-range accuracy is due in part to the small clamp-on opening diameter which insures good coupling but is large enough for metering, protective relaying, and other instrument wiring. As with all TPI current adapters, the clamp-on converts current to a proportional millivoltage (mV). The adapter is plugged into the voltage input of the multimeter, 440 Scopemeter, or 460 Oscilloscope and the instrument display is read as current. There are two switch-selectable ranges on the A254: 0-10 mV/amp and 0-100 mV/amp.

The A254 adapter is accurate down to 10 milliamps but it has a maximum rating of 60 amps so the in-strument will not be over-ranged during measurements made on the secondary of the CT which, in the case of a motor start trending, may momentarily go to six-times (or more) of the full-load current of the motor. (Maximum permissible adapter current of 60 amps would be 12 times the CT 5 amp secondary.)

WARNING! - Current Transformer Safety • This procedure is for measurement only on the secondary circuit of current transformers and may

not be used within the high voltage equipment cubicle. • The secondary of a current transformer must never be open-circuited. It must have a burden

connected or be short-circuited. An open circuited CT can develop a dangerously high secondary voltage.

For more information on Current Transformers and CT safety see The Industrial Electrician’s Notebook Article 0016: Current Transformers - Part 1.

Page 1 of 3

AN



Ap

plicatio

n N

ote

HVCM2

Page 2 of 3

High Voltage Cubicle

High Voltage Bus

Typical Measurement Calculation

Assume for this example the Current Transformer (CT) Ratio is 800/5. Assume that with the A254 Low-Current Adapter switch placed in the 100 mV/A position, the meter reads 246 millivolts. The CT secondary current would be 246 / 100 = 2.46 amps. The CT primary current would be 2.46 x 160 = 393.6 amps. (Note 800/5 = 160/1.) Determining the CT Ratio The Current Transformer ratio can be determined using the System One-Line Diagram, or if an analog panel meter is used, the full-scale value of the ammeter will indicate the CT primary current. The CT ratio can also be determined from the Current Transformer nameplate, or may be painted in large numbers on the CT. Do not open or enter the high-voltage compartment without following proper de-energizing, lockout/tagout, and grounding procedures as per OSHA 29 CFR 1910.269.

Typical CT Secondary Loop

50 51

Protective Relay in Draw-Out Case

WARNING ! Do not enter or make measure-ments within this compartment.

Typical CT Current Loop

Low Voltage Control / Instrument Cubicle

AM

TPI Digital Multimeter TPI 440 Scopemeter TPI 460 Oscilloscope

TPI A254 Low-Current Adapter

Current may be measured anywhere in the CT secondary loop within the low-voltage cubicle.

Current Transformer

Panel Ammeter

CT

Sho

rting

Blo

ck

WARNING! - Current Transformer Safety • This procedure is for measurement only on the secondary circuit of current transformers and may not

be used within the high voltage equipment cubicle. • The secondary of a current transformer must never be open-circuited. It must have a burden

connected or be short-circuited. An open circuited CT can develop a dangerously high secondary voltage.

For more information on Current Transformers and CT safety see The Industrial Electrician’s Notebook Article 0016: Current Transformers - Part 1.

AN



Ap

plicatio

n N

ote

HVCM3

4500 H.P. Medium Voltage Synchronous Motor

4160 Volt Motor Control Center - Field Excitation / Relay Cubicle - Showing back of Door

Current measurement using the TPI A254 Low-Current Adapter and TPI 460 Oscilloscope.

Ammeter Switch

Power Factor Meter

Ammeter 0 - 5 Amp Range

Scale 0 - 800 Amps

TPI A254 Low-Current Adapter

TPI 460 Dual-Channel Oscilloscope

Synchronous Motor Field Adjustment Autotransformer

Field Current Ammeter

DC Field Ground Relay

Legend

AM - Panel Ammeter AMS - Ammeter Switch PF - Power Factor Meter

52 Device Motor Breaker

4160 Main Bus

AMS PF*

AM Motor Protective Relay*

Trip

Motor

A254 Adapter

Current Transformers (CT’s) Isolate the meter and relay circuits from the high volt-age, provide for a grounded secondary, and reduce the current to a 0 - 5 amp value.

Page 3 of 3

Schematic Diagram of Measurement Set-up

Measurement Notes For current measurement, adapter polarity (placement around conductor) is not critical. Convenience usually dictates the point at which the current measurement is made. Any phase CT secondary would be acceptable. When using the 460 Oscilloscope, a direct amperage reading can be obtained using Channel B. 460 O’Scope

*Potential transformer connections not shown.

Low Voltage Cubicle WARNING! Measurements permitted in this switchgear section only.

High Voltage Breaker Compartment WARNING! Do not enter or make measurements within the HV cubicle. Also see Safety Notes on Pages 1 & 2.

AN

0009-1

Copyright 2002 Kilowatt Classroom, LLC. Resistance Measurements Three- and Four-Point Method

Test Methods

4PTRES

Four-Point Resistance Measurements

Ohmmeter measurements are normally made with just a two-point measurement method. However, when measuring very low values of ohms, in the milli- or micro-ohm range, the two-point method is not satisfactory because test lead resistance becomes a significant factor. A similar problem occurs when making ground mat resistance tests, because long lead lengths of up to 1000 feet are used. Here also, the lead resistance, due to long lead length, will affect the measurement results. The four-point resistance measurement method eliminates lead resistance. Instruments based on the four-point measurement work on the following principle: • Two current leads, C1 and C2, comprise a two-wire current source that circulates current through the resis-

tance under test. • Two potential leads, P1 and P2, provide a two-wire voltage measurement circuit that measures the voltage

drop across the resistance under test. • The instrument computes the value of resistance from the measured values of current and voltage.

Resistance Being Measured

Instrument

Leads may be any length.

VM

C2

C1

P1

P2

Current Source May be AC or DC.

Readout

in Ohms

AM

Four-Point Measurement Diagram

Three-Point Resistance Measurements

The three-point method, a variation of the four-point method, is usually used when making ground (earth) resis-tance measurements. With the three-point method, the C1 and P1 terminals are tied together at the instrument and connected with a short lead to the ground system being tested. This simplifies the test in that only three leads are required instead of four. Because this common lead is kept short, when compared to the length of the C2 and P2 leads, its effect is negligible. Some ground testers are only capable of the three-point method, so are equipped with only three test terminals. The three-point method for ground system testing is considered adequate by most individuals in the electrical industry and is employed on the TPI MFT5010 and the TPI ERT1500. The four-point method is required to measure soil resistivity. This process requires a soil cup of specific dimen-sions into which a representative sample of earth is placed. This process is not often employed in testing electrical ground systems although it may be part of an initial engineering study.

AN

0009-2 Copyright 2003 Kilowatt Classroom, LLC. Ground Testing

Purpose / TPI Instrument Features G


Purpose The purpose of electrical ground testing is to determine the effectiveness of the grounding medium with respect to true earth. Most electrical systems do not rely on the earth to carry load current (this is done by the system con-ductors) but the earth may provide the return path for fault currents, and for safety, all electrical equipment frames are connected to ground. The resistivity of the earth is usually negligible because there so much of it available to carry current. The limiting factor in electrical grounding systems is how well the grounding electrodes contact the earth, which is known as the soil / ground rod interface. This interface resistance component, along with the resistance of the grounding conductors and the connections, must be measured by the ground test. In general, the lower the ground resistance, the safer the system is considered to be. There are different regula-tions which set forth the maximum allowable ground resistance, for example: the National Electrical Code speci-fies 25 ohms or less; MSHA is more stringent, requiring the ground to be 4 ohms or better; electric utilities con-struct their ground systems so that the resistance at a large station will be no more than a few tenths of one ohm.

TPI Ground Test Instrument Characteristics

• To avoid errors due to galvanic currents in the earth, TPI ground test instruments use an AC current source. • A frequency other than 60 hertz is used to eliminate the possibility of interference with stray 60 hertz currents

flowing through the earth. • The three-point measurement technique is utilized to eliminate the effect of lead length. • The test procedure, known as the Fall-of-Potential Method, is described on the following page.

Test Products International Three-Point Fall-of-Potential Ground (Earth) Resistance Testers

TPI MFT5010 Multi -Function Tester Uses 570 Hz signal at less than 50 Volts RMS for Ground (Earth) Testing.

TPI ERT1500 Earth Resistance Tester Uses 800 Hz signal at less than 50 Volts RMS for Ground (Earth) Testing.

AN


Three-Point Fall-of-Potential Test Procedure

Ground Testing

GTEST2

Ground Test Procedure Refer to diagram and example graph on the following page.

In the Fall-of-Potential Method, two small ground rods - often referred to as ground spikes or probes - about 12 “ long are utilized. These probes are pushed or driven into the earth far enough to make good contact with the earth ( 8” - 10” is usually adequate). One of these probes, referred to as the remote current probe, is used to inject the test current into the earth and is placed some distance (often 100’ ) away from the grounding medium being tested . The second probe, known as the potential probe, is inserted at intervals within the current path and meas-ures the voltage drop produced by the test current flowing through the resistance of the earth. In the example shown on the following page, the remote current probe C2 is located at a distance of 100 feet from the ground system being tested. The P2 potential probe is taken out toward the remote current probe C2 and driven into the earth at ten-foot increments. Based on empirical data (data determined by experiment and observation rather than being scientifically derived), the ohmic value measured at 62% of the distance from the ground-under-test to the remote current probe, is taken as the system ground resistance. The remote current probe must be placed out of the influence of the field of the ground system under test. With all but the largest ground systems, a spacing of 100 feet between the ground-under-test and the remote current elec-trode is adequate. When adequate spacing between electrodes exists, a plateau will be developed on the test graph. Note: A remote current probe distance of less than 100 feet may be adequate on small ground systems. When making a test where sufficient spacing exists, the instrument will read zero or very near zero when the P2 potential probe is placed near the ground-under-test. As the electrode is moved out toward the remote electrode, a plateau will be reached where a number of readings are approximately the same value (the actual ground resis-tance is that which is measured at 62% of the distance between the ground mat being tested and the remote current electrode). Finally as the potential probe approaches the remote current electrode, the resistance reading will rise dramatically. It is not absolutely necessary to make a number of measurements as described above and to construct a graph of the readings. However, we recommend this as it provides valuable data for future reference and, once you are set-up, it takes only a few minutes to take a series of readings. The electrical fields associated with the ground grid and the remote electrode are illustrated on AN0009-5. An actual ground test is detailed on AN0009-6, and a sample Ground Test Form is provided on AN0009-7. See AN0009-8 for a simple shop-built wire reel assembly for testing large ground systems.

Short Cut Method TPI MFT5010 & TPI ERT1500

The short cut method described here determines the ground resistance value and verifies sufficient electrode spacing - and it does save time . This procedures uses the 65’ leads supplied with the TPI instruments. • Connect the T1 instrument jack with the 15’ green lead to the ground system being tested. • Connect the T3 instrument jack with the red lead to the remote current electrode (spike) placed at distance of

65’ (full length of conductor) from the ground grid being tested. • Connect the T2 instrument jack with the black lead to the potential probe placed at 40 feet (62% of the 65’

distance) from the ground grid being tested and measure the ground resistance. • Move the P2 potential probe 6’ (10% of the total distance) to either side of the 40’ point and take readings at

each of these points. If the readings at these two points are essentially the same as that taken at the 40’ point, a measurement plateau exists and the 40’ reading is valid. A substantial variation between readings indicates insufficient spacing.

AN


Three-Point Fall-of-Potential Method G


1 2

3 4

5 6

7 8

9 10

Res

ista

nce

in O

hms

0 10 20 30 40 50 60 70 80 90

Distance in Feet

100

Insufficient electrode spacing has no plateau.

Sufficient electrode spacing has plateau. Ohms @ 62% of distance = 3.3 ohms

T1 T2 T3 (C1 / P1) (P2) (C2)

Blue indicates return current path through earth.

Ground System Under Test Yellow arrow indicates P2 potential probe @ 62 feet. Potential probe taken out at 10 foot increments.

Keep this lead as short as possible.

Remote current probe C2 @ 100’

TPI MFT5010 or TPI ERT1500

Digital Display

Select Earth ( RE )

FCN SW

Instrument Set-Up

Sample Ground Resistance Plot Remote current electrode C2 @ 100 feet.

Potential probe P1 taken out at 10 foot increments.

Test Current Path • Test Current (AC ) flows from instrument T3 to remote current probe C2 on the red lead. • Test Current flows from remote current probe C2

back through the earth to the ground being tested as shown by dashed blue line.

• Test current flows out of ground grid back to instru-ment T1 on the short green lead.

• Black potential lead P1 is connected to instrument T2 and is taken out at 10’ increments. It measures voltage drop produced by the test current flowing through the earth. (P1 to P2 potential.)

A Note on Instrument Labeling Conventions

The TPI MFT5010 and TPI ERT1500 use the terminal designations T1 (C1/P1), T2 (P2), and T3 (C2). The corresponding lead designations on the MFT5010 are E (Earth), S & H. The corresponding lead designations on the ERT1500 are E (Earth), P (Potential), C (Current).

Ground Test Instrument

AN


Equal-Potential Planes G


The Existence of Equal-Potential Planes • When current flows through the earth from a remote test electrode (in the case of a ground test) or remote

fault, the voltage drop which results from the flow of current through the resistance of the earth can be illus-trated by equal-potential planes. The equal-potential planes are represented in the dashed lines in drawings below where the spacing between concentric lines represents some fixed value of voltage.

• The concentration of the voltage surrounding a grounding element is greatest immediately adjacent to that

ground. This is shown by the close proximity of lines at the point where the current enters the earth and again at the point where the current leaves the earth and returns to the station ground mat.

• In order to achieve a proper test using the Fall-of-Potential Ground Test Method, sufficient spacing must exist

between the station ground mat being tested and the remote current electrode such that the equal-potential lines do not overlap. As shown by the black line in the Sample Plot on the previous page, adequate electrode spacing will result in the occurrence of a plateau on the resistance plot. This plateau must exist at 62% of the distance between the ground mat and the remote electrode for the test to be valid. Insufficient spacing results in an overlap of these equal-potential planes, as illustrated at the bottom of this page and by the red line on the Sample Plot on the previous page.

• See the Safety Note on AN0009-6 for information on the hazards of Step and Touch-Potentials.

Station Ground Mat Current leaves the earth and

returns to the source.

Remote Current Electrode or

Remote Fault

Representation of Equal-Potential Planes Showing adequate spacing of electrodes

Representation of Equal-Potential Planes Showing inadequate spacing between the established ground and remote test electrode.

Ground Mat Remote Current Electrode

AN


Actual Field Test G


Remote Current Probe C2 @ 100 Feet

P2 Distance from Transformer in Feet

Instrument Reading in Ohms

10 1.83

20 3.59

30 3.85

40 3.95

50 4.0

60 4.25

62* 4.3

70 4.5

80 5.4

90 7.3

100 25.02

* Actual Ground resistance.

Ground Test Data

Safety Note - Possible Existence of Hazardous Step and Touch Potentials It is recommended that rubber gloves be worn when driving the ground rods and connecting the instrument leads. The possibility of a system fault occurring at the time the ground test is being conducted is extremely remote. However, such a fault could result in enough current flow through the earth to cause a possible hazardous step potential between a probe and where the electrician is standing, or hazardous touch potential between the probes and the system ground. The larger the system, in terms of available fault current, the greater the possible risk.

Test Procedure

Terminal T1 of the TPI MFT5010 tester was connected to the transformer case ground with the short green lead. The remote Current Probe C2 was driven in the ground at a location 100 feet from the transformer and connected to Terminal T3 of the instrument with the red test lead. Terminal T2 of the tester was connected, using the 100’ black lead, to the P2 potential probe. This ground stake was inserted into the ground at 10’ intervals and a resistance measurement was made at each location and recorded in the table at the left. The relatively constant readings in the 4 ohm range between 40 and 70 feet is a definite plateau that indicates sufficient lead spacing. The initial readings close to the transformer are lower, and there is a pronounced “tip-up” as the P2 probe approaches the remote current electrode C2. The measured ground resistance at 62 feet (62% of the dis-tance) was 4.3 ohms and is taken as the system ground resis-tance. This is an excellent value for this type of an installa-tion.

This actual ground test was conducted on a pad-mount transformer in a rural mountain area. The single-phase transformer is supplied by a 12470/7200 volt grounded wye primary and the transformer is grounded by its own ground rod as well as being tied to the system neutral which is grounded at multiple points along the line. The distribution line is overhead with just the “dip” to the transformer being underground.

Setting-Up the Ground Tester Red arrow shows location of C2 probe.

TPI MFT5010 Instrument Showing the 50 foot reading of 4.0 Ohms.

Copyright 2004 Kilowatt Classroom, LLC. Ground Testing Reel Assembly

AN

0009-8 G


A S

hop-

Bui

lt G

roun

d T

est

Wir

e R

eel A

ssem

bly

T

his

sim

ple,

low

-cos

t, an

d ea

sy-t

o-bu

ild w

ire

reel

ass

embl

y is

han

dy fo

r mak

ing

Gro

und

(Ear

th) R

esis

tanc

e m

easu

rem

ents

on

larg

e gr

ound

sys

tem

s.

The

uni

t sho

wn

belo

w h

as 5

00 fe

et o

f wir

e fo

r tes

ting

med

ium-

to-l

arge

gro

und

fiel

ds ty

pica

l of t

hose

foun

d in

indu

stri

al p

lant

s and

sub

stat

ions

. Fo

r tes

t-in

g ev

en la

rger

sys

tem

s, s

uch

as th

ose

inst

alle

d fo

r pow

er g

ener

atin

g pl

ants

, wir

e le

ngth

s of

100

0 fe

et c

an b

e us

ed.

Wra

p-on

wir

e m

arke

rs a

re in

stal

led

ever

y te

n fe

et o

n th

e cu

rren

t lea

d to

sim

plif

y pl

acem

ent o

f the

rem

ote

curr

ent a

nd p

oten

tial p

robe

s. Y

our e

lect

rica

l dis

trib

utor

will

pro

babl

y ha

ve e

mpt

y

surp

lus

reel

s av

aila

ble

for t

he a

skin

g - t

he o

nes

show

n be

low

are

abo

ut 1

2 in

ches

in d

iam

eter

. T

he c

ondu

ctor

is s

tand

ard

#12

TH

HN

. E

ven

thou

gh th

e T

PI E

RT

1500

and

the

MFT

5010

use

an

AC

test

sig

nal,

the

test

resu

lts a

re u

naff

ecte

d by

the

indu

ctan

ce o

f any

wir

e le

ft o

n th

e re

els.

Det

ail

Cen

ter

Shaf

t Spa

cers

1-1/

4” P

VC

Spa

cers

Bri

ng s

hort

leng

th o

f ins

ide

co

nduc

tor o

ut fr

om e

ach

reel

for

conn

ectio

n to

inst

rum

ent.

Surp

lus

Plas

tic W

ire

Ree

ls

(2 r

equi

red)

3/4”

Ply

woo

d R

eel S

uppo

rt

1/2”

GR

C R

eel C

rank

Han

dle

( 2

) w

ith 3

/8”

bolt

cent

er s

haft

. Fa

sten

bol

t sol

idly

to re

el b

ut le

ave

ha

ndle

free

to tu

rn o

n sh

aft.

3/4”

GR

C R

eel S

haft

. T

hrea

d en

ds a

nd u

se p

ipe

cap

on

eac

h en

d.

Rem

ote

Cur

rent

Lea

d M

ark

at te

n-fo

ot in

terv

als

with

nu

mbe

red

wir

e m

arke

rs to

si

mpl

ify

prob

e pl

acem

ent.

5/16

” bo

lt in

sert

ed in

tee-

nut

lock

s ce

nter

sha

ft in

pos

ition

.

Rem

ote

Pot

enti

al L

ead

Tak

e ou

t at t

en-f

oot i

nter

vals

to

war

d re

mot

e cu

rren

t sta

ke.

Car

ryin

g H

andl

e (2

Req

uire

d)

Do

not l

ift a

ssem

bly

by re

el

hand

les.

Out

side

con

duct

or is

co

nnec

ted

to re

mot

e

curr

ent g

roun

d st

ake.

Out

side

con

duct

or is

co

nnec

ted

to p

oten

tial

grou

nd st

ake.

the industrial electricians notebook

Documents