Life Cycle Management of Station Equipment & Apparatus Interest Group (LCMSEA) Getting Started with an Asset Management Program (Continued)

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1 Life Cycle Management of Station Equipment & Apparatus Interest Group (LCMSEA) Getting Started with an Asset Management Program (Continued) Projects sorted and classified as: 1. Overarching AM Program Concepts 2. Health & Risk Assessment Tools & Practices 3. Repair and/or Replacement Strategies 4. Other Condition Assessment Tools & Software 1. Overarching AM Program and Concepts Utility Asset Management Experiences and Best Practices Project: 3098, Status: Ongoing, scheduled completion Fall of 2015 The objectives of this project are: To gather information pertaining to asset management practices of leading utilities To enable participating utilities to learn from experience of leading North American and worldwide utilities on the subject To learn how AM is structured in LCMSEA utilities To learn how successful implementers of AM have obtained buy-in in implementation of improved AM processes To identify proven approaches and tools, that can be used in the development and implementation of a superior asset management plan To identify decision support tools, which can be used for replace / repair asset management decisions To document results of the project to allow participating utilities be able to utilize this data for their specific situations and to facilitate optimal AM decision making. Optimal Management of Aging Substation Assets: Lifecycle Costs and Repair/Replace Strategies, Phase I, Project: T , Published in February 2009 This project focuses on the development of mathematical models for optimal management of aging substation assets. The objective of the models is to find the asset management policy that minimizes the expected lifecycle cost associated with operating an inventory of aging assets over the foreseeable future.

2 Overview of Statistical Methods, Models and Analysis for Predicting Equipment End of Life Project: 3040A/B, Published in January 2009 The intent of this project was to develop a methodology to determine the economic end of life of an asset. A basic step in this direction is to select an appropriate mathematical model that can be used for this purpose. Survey of Existing Multi-Criteria Substation Equipment Asset Management Methods Project: T , Published in August 2005 The objective of this project was to identify and evaluate the performance of Multi- Criteria Decision-Support (MCDS) tools and methods, which have been successfully used by electrical utilities and similar entities to make optimized decisions on continued operation, restoration, refurbishment, replacement, and run-to-failure policies for utility equipment, specifically substation assets. Circuit Breaker Asset Management - Information Requirements Project: 3019, Published in March 2004 The objective of this project was to gather and summarize information, as well as proven and practical approaches and tools important to Circuit Breaker Asset Management, to enable participating LCMSEA participant utilities to learn from worldwide experience on the subject. High Voltage Disconnect Switch Asset Management Project: 3036; Published in August 2005 The objective of this project was to gather and summarize information required for, as well as proven and practical approaches and tools important to, High Voltage Disconnect Switch Asset Management and to enable participating LCMSEA utilities to learn from worldwide experience on the subject 2. Health & Risk Assessment Tools and Practices Development of a Health and Risk Index Tool for a Station Project: 3097, Status: Ongoing, scheduled completion Fall 2015 The main objective is to develop a tool for evaluating and ranking the condition of a station in the same format as the equipment health index tools already developed in previous projects. This will be useful justifying the need for full or partial rebuilds of a station. Station Equipment Condition Parameters Project: 3078, Published in August 2014 This report presents the results of a bench marking survey intended to identify the non-condition and condition based assessment indicators member utilities are using for condition assessment of station equipment including the relative weighting applied to each indicator used in their condition assessment programs.

3 Health and Risk Index Tool for Transformers and LTCs Project: 3039, Published in August 2007 The overarching objective of this assignment is to formulate and develop a tool for evaluating condition and non condition risk factors for transformers and LTCs which will assist in assessing probability of failure and remaining useful life. Health and Risk Index Tool for Circuit Breakers Project: 3055A, Published in August 2010 This report describes the health degradation modes of different categories of circuit breakers employed on transmission and distribution systems, reviews the best industry practices for inspection and testing of circuit breakers and provides a methodology and a software tool for determining the health and condition of circuit breakers. Guidelines are also provided for the use of the condition assessment tool and interpretation of the results. Health and Risk Index Tool for Circuit Switchers, Switches/Disconnects Project: 3055B, Published in July 2012 This report describes the health degradation modes for different categories of circuit switchers employed on transmission and distribution systems, reviews the best industry practices for inspection and testing of circuit switchers and provides a methodology and a software tool for determining the health and condition of circuit switchers. Guidelines are also provided for the use of the condition assessment tool and interpretation of the results. Health and Risk Index Tool for Current Transformers, Potential Transformers, Surge Arresters, and Capacitors. Project 3055C, Published in May 2014 This report describes the health degradation modes of surge arresters, capacitors, current transformers and potential transformers, employed in transmission and distribution stations, reviews the best industry practices for inspection and testing of these devices and provides a methodology for determining their health and condition. Guidelines are also provided for the use of the condition assessment tool and interpretation of the results. Station Battery System Maintenance and Condition Monitoring Project 3096, Status: Ongoing, scheduled completion Fall of 2015 The objective of this proposal is to ensure compliance with North American Electric Reliability Corporation s (NERC) Protection and Control (PRC) requirements for DC supply. Station batteries which do comply with NERC mandated monitoring of specified component attributes may be operated under extended maximum maintenance intervals and/or reduced maintenance activities, provided the monitoring system alarm paths comply with NERC maintenance or monitoring requirements. Translating the Health Index into Probability of Failure (Project proposed in 2015)

4 3. Repair and/or Replacement Strategies Optimal Management of Aging Substation Assets: Lifecycle Costs and Repair/Replace Strategies, Phase I, Project: T , Published in February 2009 This project focuses on the development of mathematical models for optimal management of aging substation assets. The objective of the models is to find the asset management policy that minimizes the expected lifecycle cost associated with operating an inventory of aging assets over the foreseeable future. Optimal Life Cycle Management for Transformers: A Financial/Risk Model Project 3076, Published in August 2013 The main goal is to calculate the total lifecycle costs of a single transformer over a specified period, taking into account maintenance and sustainability policies Investigation of Transformer Components Project: 3010, Published in July 2002 The current study has focused on the generation of transformer survivor curves from historical data submitted by the consortium members. These curves can be used to assess the optimum replacement timing for transformers using statistical methods. Curves have been organized based on capacity, voltage and type. Transformer Failure Modes: Causes, Detection and Monitoring Project 3046, Published in October 2009 This work is the first step of a larger project to identify, evaluate, and make recommendations for the application of existing and developing systems for continuous on-line monitoring and automated expert data interpretation systems for transformers and load tap changers (LTCs). The conditions leading to the specific failure mode and their causes are identified for each major component along with the detection method which may first indicate the problem and the subsequent diagnostic tests used to confirm the diagnosis. The performance parameters and threshold values where applicable, are noted along with any on-line monitoring technologies currently being used by the utilities. Transformer Failure Modes: Causes, Detection and Monitoring - An Information Guide Project 3046A, Published in November 2012 This work is the first step towards identifying, evaluating, and making recommendations for the application of existing and developing systems for continuous on-line monitoring and automated data interpretation systems for transformers, load tap changers, and bushings. It also includes parameters and thresholds for the interpretation of diagnostic tests frequently used in assessing transformer condition and identifies on-line monitoring systems currently available for specific conditions. The work consists of a practical, common sense guideline to assist in identifying unacceptable conditions that can occur in a transformer.

5 Guide for Asset Replacement Strategies with an Asset Management Plan Leveraging a Risk Based Approach - Phase I (30/107A) The primary objective of this project is to provide the necessary guidance to define when a specific asset warrants replacement factoring in asset condition, remaining asset life, asset application, and reliability impacts. A decision making process can then be developed to address timing and prioritization of the asset replacement effort. 4. Other Condition Assessment Tools & Software Use of Microprocessor-Based Relays in Stations Project: 3088, Published in December 2014 This report identifies the ways in which modern protective relays can help manage assets effectively, and assists asset managers in deciding how to maximize the benefits of using the information available from these relays. Condition Based Risk Management (CBRM), A Process to Link Engineering Knowledge and Practical Experience to Investment Planning Project 3062, Published in August 2010 This report documents the application of the Condition Based Risk Management (CBRM) process to a sample of power transformers. The supplied asset data was used to develop a CBRM spreadsheet model that provides utilities with a complete set of results for each asset, including following a definition of the current condition as a Health Index (HI), an estimate of the current Probability of Failure (PoF), the ability to 'age' each asset to give an estimate of the future HI and future PoF, a measure of current and future risk arising from PoF and Consequences of Failure (CoF). Power Apparatus Bushing Condition Assessment and Diagnostics Project 3035, Published in June 2006 A comprehensive literature search was conducted to review available diagnostic techniques and experience related to the use of the diagnostic techniques to assess bushing insulation condition, and to identify commercially available diagnostic instruments for off-line and on-line use. A survey was conducted among major utilities to identify common practices and to gather evidence of their experience. This report presents the findings of this review and provides an assessment of the available commercial instruments based on their underlying technology and operating experience. Topics for further research and development are identified. Finally, guidelines are presented for implementing appropriate and cost effective condition assessment practices Improved Condition Assessment and Diagnosis of CB and LTC by Particle and Sediment Analysis Project 3025, Published in July 2005

6 This study was undertaken to determine the merits of oil analysis for condition monitoring and diagnostics of oil circuit breakers and load tap changers. An algorithm was developed utilizing oil test results to assign an equipment condition code from 1 (good) to 4 (unsatisfactory). Vibration Diagnostic Test to Evaluate Power Transformer Winding Project 3009, Published in May 2005 This project makes use of vibration analysis as a technique to detect transformer winding movement and loss of clamping. Vibration data was collected on in-service transformers and an evaluation technique was developed. Improved measuring instrumentation was evaluated, obtained and tested. Condition Monitoring Of Circuit Breakers By Oil Analysis Project: 3007, Published in January 2003 This study was undertaken to determine the merits of oil analysis for condition monitoring and diagnostics of circuit breakers Instrument Transformer Condition Assessment and Diagnostics Project: 3024, Published in June 2005 This project was undertaken to review and suggest improvements in diagnostics and condition assessment techniques for instrument transformers (ITs). Optimized Battery and Charger Condition Assessment and Life Extension Project: 3041A+B, Published in January 2010 This project examines the methods and tools available to ascertain the condition and extend the useful, trouble-free life of substation batteries, chargers, and associated equipment. This report provides insights on how to most efficiently and effectively assess and maintain the health of the batteries and equipment. The principles of maintenance optimization and cost-benefit analysis are used to develop predictive/preventive maintenance and battery life extension programs that can be implemented to help ensure the long, reliable life of substation batteries, while providing economical and efficient use of maintenance resources Development of Framework Associated with Data Acquisition and Management for the Creation of a Performance and Diagnostics Center, with a Pilot Project to Prove Concepts (30/109) The objective of this project is to develop/demonstrate methodology and action plan necessary to develop data collection and storage systems and resolve critical information assessment. The project will identify the most promising current market tools available that can be used to process and analyze data. The project will serve in identifying critical alarm and analog data and the most appropriate method of analyzing and storing that information for efficient real time operation and long term maintenance. The findings from the study will be used to create the framework and road map necessary to pilot the successful creation of a Performance and Diagnostics Center.

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