Technical recommendation for the purchase of Real Time Thermal Rating for transformers

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Version: 1.0 Date of Issue: December 2014 1 Technical recommendation for the purchase of Real Time Thermal Rating for transformers 1 Purpose The purpose of this document is to set out and describe the technical requirements developed, that enabled the purchase of the Real-time Thermal Rating (RTTR) System to be applied to oil-immersed power transformers applied on the Northern Powergrid High Voltage power distribution networks that were trialled on the Customer- Led Network Revolution project. 2 Scope This recommendation details the technical requirements for all equipment to be used in the calculation of oil-immersed power transformer real-time thermal ratings for transformer cooling types ONAN, ONAF, OFAF & ODAF. The document applies to RTTR equipment on transformers between the following operating voltage levels: Extra High Voltage ( 22kV, < 132kV as specified in ENA ER 43-3) to High Voltage (>1000V, < 22kV as specified in ENA ER 43-3), known as Primary transformers High Voltage to Low Voltage (<1000V as specified in ENA ER 43-3), known as Distribution transformers This recommendation includes the interfacing requirements with a remote server. A summary table of the supplier/product technical compliance is given in Appendix 1 & 2 for manufacturers to complete, detailing any variation. Manufacturers are encouraged to offer more than one option if they have a number of possible solutions. The technical requirements detailed in the main body of this document are generic. Additional site specific data will be discussed with the potential supplier.

Version: 1.0 Date of Issue: December 2014 2 Contents 1 Purpose... 1 2 Scope... 1 2.1 Contents... 2 3 Technical Requirements... 3 3.1 General... 3 3.2 Local Controller... 4 3.3 RTTR Calculation Engine... 4 3.4 Weather Measurement Device Outputs... 6 3.5 RTTR Calculation Engine Outputs... 6 3.6 Communication between System Components... 7 3.7 Safety... 7 4 References... 8 4.1 External Documentation... 8 5 Definitions... 9 Appendix 1 Schedule of Suppliers Technical Data... 11 Appendix 2 Self Certification Conformance Declaration... 13 Appendix 3 Addendum to Supplier Requirements... 16 Appendix 4 - Pre-commission testing, Routine Inspection and Maintenance requirements... 17 Appendix 5 - Technical Information Check List... 18 Appendix 6 Schedule of Components... 19 Appendix 7 Electromagnetic Compatibility... 20

Version: 1.0 Date of Issue: December 2014 3 3 Technical Requirements 3.1 General The component constituents of a primary transformer RTTR system are - 1. Measurement device(s): a. Temperature Sensors b. CTs c. VTs d. Tap position sensor 2. A local controller (including communication devices) 3. An RTTR calculation engine Single weather stations and RTTR calculation engines should be capable of being used to support multiple sites. All equipment intended for outdoor installation should be environmentally tested to IP55 and all internal equipment to IP52 in accordance with BSEN 60529. All equipment should be capable of operating under conditions of shock and vibration normally encountered in service on UK distribution networks. The dimensions of all equipment should be specified by the suppliers. All equipment with a real-time clock shall be capable of synchronisation with an Internet Engineering Task Force (IETF) standard Network Time Protocol version 4 (NTPv4) server. 3.1.1 Temperature Sensors Temperature measurements are required to determine the winding hot-spot temperature. If the transformer has embedded temperature sensors, then this should be measured directly. For existing transformers where direct measurement is not possible, then the hot-spot temperature should be derived from the measured top-oil temperature, either using a recognised standard calculation (given in Table 2) or a load-related heating element in the oil pocket. If it is proposed to use readings from existing analogue Winding Temperature Indicators then evidence of the accuracy and feasibility of this process must be supplied. Options for application to Distribution transformers without oil pockets would be attractive but must provide evidence of their accuracy. 3.1.2 Weather Measurement Devices Ambient temperature sensors should be installed at least 2 meters away from the transformer and protected from draughts, direct sunlight and other heat sources. Where wind cooling or solar heating of transformers significantly impacts on the transformer rating, it may be advantageous to measure and model these effects if suitable models are available. 3.1.3 Voltage and Current Measurement Devices It is expected that the measurement of the transformer loading (voltage and current) will be made on the secondary side of the transformer, using the existing CTs and VTs provided for the protection and tap control systems. It is not acceptable to disconnect these CT circuits during installation so appropriate secondary ( wedding ring ) transducers will be required to fit around the existing CT wiring. VT connections must be fully isolated from ground (VT star point may not be at earth potential) and impose minimal loading upon the VT secondary winding.

Version: 1.0 Date of Issue: December 2014 4 For distribution transformers feeding the LV Distribution network voltage should be directly measured from the LV bus-bars, and the equipment must be designed for safe connection to these. Load current will also need to be directly measured using suitable split-core Rogowski Coils or CTs around the LV bus-bars. 3.1.4 Tap Position Sensor Where transformers are fitted with a tap changer and automatic voltage control system, the tap position is required in order to obtain correct RTTR outputs. Where automatic voltage control is provided by a modern digital relay, the tap position shall be obtained from the relay. If it is proposed to obtain tap position from existing analogue tap control systems then evidence of the accuracy and feasibility of this process must be supplied. For transformers with fixed taps, tap position sensing is not required and the tap position used should be set as a static parameter (Table 4). 3.2 Local Controller The local controller is responsible for collecting the data from the various sensors and acting as single point of communication to the RTTR Calculation Engine. Table 1: Device technical specifications Ingress protection Parameter Local Controller External: IP55, Internal: IP52 Operating temperature -20 C to 40 C Maintenance & Lifetime Maximum weight Minimum sampling rate UV stability Unit impact resistance >10 years 25kg 10 minute capability(user configurable) Stable in accordance with BS 2782-5: method 22A 2 Joules Humidity levels 0 100% Mounting location Wall mounted 3.3 RTTR Calculation Engine The RTTR calculation engine is the software responsible for calculating the RTTR using both time-series and static parameters as inputs. The model shall be based on one of the standard thermal models shown in Table 2. The RTTR is defined as the maximum load that the transformer can sustain, for a defined time period, without the winding hot-spot temperature reaching its limit. Table 2: Thermal Models

Version: 1.0 Date of Issue: December 2014 5 Thermal Models IEC 60076 Part 7 IEEE C57 91-1995 Where a potential supplier has previous documented experience demonstrating that their product uses a variation from these standards, but can achieve improved accuracy, then this will be considered. Any RTTR models using a different methodology, for example a model accredited by an alternative reputable standards body, may be acceptable if the supplier provides clear evidence of its accuracy. Parameters that should be measured unless otherwise specified by the Network Operator are listed in Table 3. The static parameters required for modelling purposes are listed in Table 4. If manufacturers do not require any of the parameter(s) in Table 4 to calculate RTTR, or a value is assumed, this should be specified. Table 3: Time-series parameters Measured Parameters Accuracy Precision Range Top-oil temperature ±1 C 0.5 C -20 C to 100 C Current ±1% 1A (load current) Secondary CT on 1A or 5A CT wiring Voltage 2% nominal 0.5% nominal 63.5-250V (VT Output) Tap position Exact Exact 39 tap positions Table 4: Static Parameters Static Parameters Top-oil temperature rise at rated load, Δθ or Load loss ratio, R Oil exponent, x Hot-spot factor, H Winding to oil gradient at rated load, g r Winding exponent, y Thermal model constants, k 11, k 21, k 22 Oil time constant, τ 0 Winding time constant, τ W Maximum tap position tap max

Version: 1.0 Date of Issue: December 2014 6 Static Parameters Minimum tap position tap min Tap loss ratio gradient (lower), m 1 Tap loss ratio gradient (higher), m 2 Default tap position, r Maximum load factor, K max Fixed tap position (on transformers not fitted with tap changer) 3.4 Weather Measurement Device Outputs The weather measurement device should provide the data listed in Table 5. Table 5: Weather measurement device output (location dependent) Measurement Accuracy Precision Range Ambient temperature ±1 C 0.5 C -20 C to 40 C 3.5 RTTR Calculation Engine Outputs Table 6 shows the outputs required from the RTTR Calculation Engine. Output parameters should be timestamped with an accuracy of ±5 seconds and a precision of ±1 second. All time parameters are to be accepted and output in UTC. An option to convert to configurable local time zones for user interaction may be provided. Where additional outputs are available these should be specified by manufacturers. RTTR settings should be configurable, including:- Changes to the static parameters; Changes to the maximum permitted hot-spot temperature; Table 6: RTTR model outputs Output Maximum Capacity for 1, 3, 6, 12 hours without hot-spot temperature limit being reached Time existing load can be carried under present conditions 3.6 RTTR Model Features Health Alerts (for the RTTR system) The development of RTTR models for transformers is developing area, and a number of projects are ongoing to develop more advanced and flexible models. Providing all the relevant static inputs (Table 4) to the model for a specific transformer will be challenging, especially if it has been in service for some time. It would advantageous to utilise a self-learning model which would adapt these parameters to the transformer in a closed-loop manner. This would deal with missing information, changes in transformer parameters with age, and also address concerns about the differences between transformers of the same name-plate capacity from different manufacturers, and the amount of

Version: 1.0 Date of Issue: December 2014 7 engineered in extra capacity. A system using such a model must be automatically protected against learning errors caused by sensor failure. The question of accurate ratings for indoor transformers (where air cooling is restricted by the building) will also be aided by a self-learning model, although one which is capable of using a real-time building air temperature input as well as outdoor ambient temperature may deliver many of the same benefits. Both these go beyond the processes described in the standard thermal models (Table 2). 3.7 Communication between System Components All systems should be suitable to communicate with industry standard SCADA protocols; this should be via direct communication or by using an intermediate device. The preferred protocols are likely to be DNP3 or IEC 61850. In all cases the communications equipment must be compliant with the EMC requirements given in Appendix 7. The manufacturer will be required to agree the communications protocol and format of data with the purchasing Network Operator. For communications between Measurement Devices and the Local Controller, a communications link suitable for operation over standard pairs in existing pilot cables will be preferred. The number of pairs required between each item of equipment must be specified. 3.8 Safety Live line working is permitted on UK Distribution Networks, typically up to 33kV although limits do vary. This is subject to suitable working practices being developed and the appropriate health and safety policies. Systems which can be installed without the need for outages will be preferred. Where applicable, potential suppliers should comply with their statutory obligations under the Construction (Design and Management) Regulations 2007, in particular, to avoid foreseeable risks to those involved in the installation and further use of the equipment. A list of appropriate BS, ENA standards and guidelines are given at the end of this document; these should be adhered and conformed to. Manufacturers should provide example procedures, method statements and risk assessments to the Network Operator to facilitate the assessment of safe installation procedures, for both live and dead installations.

Version: 1.0 Date of Issue: December 2014 8 4 References The products described within this recommendation should comply with the latest versions of the relevant International Standards, British Standard Specifications and all relevant Energy Network Association Technical Specifications (ENATS) current at the time of supply. 4.1 External Documentation Reference Title BS 2782-5 Methods of testing plastics Optical and colour properties, weathering Determination of changes in colour and variations in properties after exposure to daylight under glass, natural weathering or laboratory light sources BS EN 60801-2 : 1993 BS EN 61000 Electromagnetic compatibility for industrial-process measurement and control equipment. Electrostatic discharge requirements Electromagnetic compatibility BS EN 61000-4-2 :2009 Electrostatic Discharge Immunity test BS EN 61000-4-3 :2006 +A2:2010 BS EN 61000-4-4:2004-07 Testing and measurement techniques. Radiated, radio-frequency, electromagnetic field immunity test Testing and measurement techniques - Electrical fast transient/burst immunity test BS EN 61000-6-2 :2005 Generic standards - Immunity standards for industrial environments. BS EN 61000-6-3:2007 +A1:2011 BSEN60529 Generic standards - Emission standards for residential, commercial and light-industrial environments Degrees of protection provided by Enclosures (IP Code) ENA ER P15, 1971 IEC 60076 Part 7 Transformer Loading Guide: A Guide to the Loading of Double Wound Transformers having Nominal ratings of 120MVA and below, supplying systems at 66kV and below from Supergrid and 132kV systems. Loading guide for oil-immersed power transformers IEEE C57.91-2011 Guide for Loading Mineral-Oil-Immersed Transformers and Step-Voltage Regulators IETF RFC 5905 Network Time Protocol Version 4: Protocol and Algorithms Specification IETF RFC 5906 Network Time Protocol Version 4: Autokey Specification IETF RFC 5907 Definitions of Managed Objects for Network Time Protocol Version 4 The supplier should provide with the tender full technical details of the equipment offered and should indicate any divergence from these standards or specifications.

Version: 1.0 Date of Issue: December 2014 9 5 Definitions Term Definition RTTR Real-time Thermal Rating NTP Network Time Protocol (see IETF RFC 5905) IP CT VT WTI BS DNO EMC ENA GPRS IEC IEEE IETF NA RFC UTC UV Primary Transformer Distribution Transformer Ingress Protection Current Transformer Voltage Transformer Winding Temperature Indicator British Standard Distribution Network Operator Electromagnetic Compatibility Energy Networks Association General Packet Radio Services (GPRS) is a packet-based wireless communication service that provides data rates from 56 up to 114 Kbps and continuous connection to the Internet for mobile phone and computer users. GPRS is based on Global System for Mobile (GSM) communication system. International Electrotechnical Commission Institute of Electrical and Electronics Engineers Internet Engineering Task Force, a standards organisation for the Internet Not Applicable Request For Comment, a standardisation document issued by the IETF. Universal Coordinated Time, the international time standard with no seasonal changes to which all other time zones are referenced (aligned to GMT in UK winter). Ultraviolet A transformer supplied from the Primary Distribution network at EHV (typically 33kV or 132kV), with its output onto the Secondary Distribution network at HV (typically 11kV) A transformer supplied from the Secondary Distribution network at HV (typically 11kV), with its output onto the LV Distribution network (400V)

Version: 1.0 Date of Issue: December 2014 10 Appendix 1 Schedule of Suppliers Technical Data The following Technical schedules must be completed by suppliers Weather measurement device technical specification (Table 1) Parameter Conformity (Yes / No comments) Power supply Ingress protection Operating temperature Maintenance Lifetime Maximum weight Sampling rate UV stability Unit impact resistance Humidity levels Mounting location Local controller technical specification (Table 1) Parameter Conformity (Yes / No comments) Power supply Ingress protection Operating temperature Maintenance Lifetime Maximum weight Sampling rate UV stability Unit impact resistance Humidity levels Mounting location

Version: 1.0 Date of Issue: December 2014 11 Compliance with thermal models (Table 2) Thermal Models Conformity (Y / N comments) IEC 60076 Part 7 IEEE C57.91-2011

Version: 1.0 Date of Issue: December 2014 Appendix 2 Self Certification Conformance Declaration Supplier/Product Technical Compliance Grid (to be completed by the supplier for each variant offered). The measurement devices, local controller and calculation engine shall comply with the latest issues of the IEC s and British Standards quoted within this specification. Key elements from the above standards and this specification have been quoted to amplify and/or clarify the requirements of those Standards. This check sheet identifies the particular clauses of the aforementioned Standards relevant to Primary Transformer RTTR systems. The manufacturer shall declare conformance or otherwise, clause by clause, using the following levels of conformance declaration codes for each conductor. Conformance declaration codes: N/A = Clause is not applicable/ appropriate to the product Cs1 = The product conforms fully with the requirements of this clause Cs2 = The product conforms partially with the requirements of this clause Cs3 = The product does not conform to the requirements of this clause Cs4 = The product does not currently conform to the requirements of this clause, but the manufacturer proposes to modify and test the product in order to conform. Note: Separate Self Certification Conformance Declaration sheets shall be completed for each product being offered. Instructions for completion When Cs1 code is entered no remark is necessary When any other code is entered the reason for nonconformance shall be entered Prefix each remark with the relevant BS EN or ENATS as appropriate Manufacturer: Product Reference: Name: Signature: Date:

Version: 1.0 Date of Issue: December 2014 Specific requirements within this specification Clause/Sub-clause Requirements Conformance Code Table 1 Compliance with device technical specifications Remarks Table 2 Compliance with one or more specified thermal model(s) Table 3 Compliance with fixed parameters Table 4 Compliance with site dependent parameters Table 5 Compliance with RTTR model outputs Table 6 Compliance with wind measurement device outputs

Version: 1.0 Date of Issue: December 2014 Electromagnetic Compatibility Clause/Sub-clause BS EN 61000-6-3:2007 Requirements Emission standards for residential, commercial and light industrial environments. Conformance Code Remarks BS EN 61000-6-2:2005 Immunity Standards Immunity for industrial environments BS EN 60801-2:1993 BS EN 61000-4-3:2002 IEC 61000-4-4:2004 BS EN 61000-4-6:2007 EMC for industrial-process measurement and control equipment Electrostatic discharge requirements Min values Air 4kV Contacts 8kV EMC Radiated, radio- frequency, electromagnetic field immunity test Min Values 27Mhz 1Ghz @ 10V/m 80Mhz 1Ghz @ 10V/m EMC Electrical fast transient/burst immunity test Min values +/- 1kV EMC - Immunity to conducted disturbances induced by radio frequency fields Min Values 150khz 80Mhz @ 10V/m

Version: 1.0 Date of Issue: December 2014 Appendix 3 Addendum to Supplier Requirements Please indicate Packaging/delivery information Details of how this product will be packaged and delivered shall be provided. Please indicate dimensions of RTTR system components Details of the individual RTTR system component dimensions shall be provided. Please indicate options for location of the calculation engine Details of how the calculation engine software can be hosted. Project specific requirements Any project specific requirements will be provided by the purchasing Network Operator for inclusion in this appendix.

Version: 1.0 Date of Issue: December 2014 Appendix 4 - Pre-commission testing, Routine Inspection and Maintenance requirements Suppliers shall provide details of any recommended pre-commission testing or installation requirements. Additionally suppliers shall also provide information regarding any periodic inspection or maintenance requirements to be undertaken during the lifetime of their product.

Version: 1.0 Date of Issue: December 2014 Appendix 5 - Technical Information Check List The following information shall be provided by the supplier for technical review by Northern Powergrid UK. Additional information shall be provided if requested. Requirement Appendix 1 Completed technical schedules Appendix 2 Completed self-certification conformance declaration Appendix 4 Inspection and testing recommendations Appendix 7 Electromagnetic compatibility Type test evidence Routine test plan (example) Packaging/delivery information Provided (Y/N)

Version: 1.0 Date of Issue: December 2014 Appendix 6 Schedule of Components Item Description Price 1 Weather Measurement Devices 2 Transformer Measurement Devices 3 Local Controllers 4 RTTR calculation engine

Version: 1.0 Date of Issue: December 2014 Appendix 7 Electromagnetic Compatibility Electromagnetic Compatibility Tests for equipment All equipment shall be compatible with the following generic EMC standards: BS EN 61000-6-3: 2007 - Generic Emissions standard BS EN 61000-6-2: 2005 - Generic Immunity standard BS EN 61000-4-2: 1995 - Electrostatic discharge immunity Test (Requirement Air 8kV, Contact 4kV) BS EN 61000-4-3: 2006 Radiated radio Frequency, Electromagnetic Field Immunity. (Requirement 80MHz-1GHz @ 10V/m) BS EN 61000-4-6: 2007 Immunity to conducted disturbances induced by radio frequency fields. (Requirement 150kHz - 80MHz @ 10V/m) BS EN 61000-4-4: 2004 Electrical Fast Transient/Bursts Immunity (Requirements +/- 1kV).