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Screening Criterion for Transformer Thermal Impact Assessment Project 213-3 (Geomagnetic Disturbance Mitigation) TPL-7-1 Transmission System Planned Performance for Geomagnetic Disturbance vents Summary Proposed standard TPL-7-1 Transmission System Planned Performance for Geomagnetic Disturbance vents requires applicable entities to conduct assessments of the potential impact of benchmark GMD events on their systems. The standard requires transformer thermal impact assessments to be performed on power transformers with high side, wye-grounded windings with terminal voltage greater than 2 kv. Transformers are exempt from the thermal impact assessment requirement if the maximum effective geomagnetically-induced current (GIC) in the transformer is less than 75 A per phase as determined by GIC analysis of the system. Based on published power transformer measurement data as described below, an effective GIC of 75 A per phase is a conservative screening criterion. To provide an added measure of conservatism, the 75 A per phase threshold, although derived from measurements in single-phase units, is applicable to transformers with all core types (e.g., three-limb, three-phase). Justification Applicable entities are required to carry out a thermal assessment with GIC(t) calculated using the benchmark GMD event geomagnetic field time series or waveshape for effective GIC values above a screening threshold. The calculated GIC(t) for every transformer will be different because the length and orientation of transmission circuits connected to each transformer will be different even if the geoelectric field is assumed to be uniform. However, for a given thermal model and maximum effective GIC there are upper and lower bounds for the peak hot spot temperatures. These are shown in Figure 1 using three available thermal models based on direct temperature measurements. The results shown in Figure 1 summarize the peak metallic hot spot temperatures when GIC(t) is calculated using (1), and systematically varying GIC and GICN to account for all possible orientation of circuits connected to a transformer. The transformer GIC (in A/phase) for any value of (t) and N(t) can be calculated using equation (1) from reference [1]. { GIC sin( ϕ ( t)) + GIC cos( ϕ( ))} GIC( t) = ( t) t (1) N

where ( t) 2 2 = ( t) ( t) (2) N + 1 ( t) ϕ ( t) = tan (3) N ( t) GIC( t) = ( t) GIC + ( t) GIC (4) N N GICN is the effective GIC due to a northward geoelectric field of 1 V/km, and GIC is the effective GIC due to an eastward geoelectric field of 1 V/km. The units for GICN and GIC are A/phase/V/km. It should be emphasized that with the thermal models used and the benchmark GMD event geomagnetic field waveshape, peak hot spot temperatures must lie below the envelope shown in Figure 1. Figure 1: Metallic hot spot temperatures calculated using the benchmark GMD event. Red: Screening model [2]. Blue: Fingrid model [3]. Green: SoCo model [4]. Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 2

Consequently, with the most conservative thermal models known at this point in time, the peak metallic hot spot temperature obtained with the benchmark GMD event waveshape assuming an effective GIC magnitude of 75 A per phase will result in a peak temperature between 14 C and 15 C when the bulk oil temperature is 8 C. The upper boundary of 15 C falls well below the metallic hot spot 2 C threshold for short-time emergency loading suggested in I Std C57.91-211 [5] (see Table 1). TABL 1: xcerpt from Maximum Temperature Limits Suggested in I C57.91-211 Planned loading Normal life beyond Long-time Short-time expectancy nameplate emergency emergency loading rating loading loading Insulated conductor hottest-spot temperature C 12 13 14 18 Other metallic hot-spot temperature (in contact and not in contact with 14 15 16 2 insulation), C Top-oil temperature C 15 11 11 11 The selection of the 75 A per phase screening threshold is based on the following considerations: A thermal assessment using the most conservative thermal models known to date will not result in peak hot spot temperatures above 15 C. Transformer thermal assessments should not be required by Reliability Standards when results will fall well below I Std C57.91-211 limits. Applicable entities may choose to carry out a thermal assessment when the effective GIC is below 75 A per phase to take into account the condition of specific transformers where I Std C57.91-211 limits could be assumed to be lower than 2 C. The models used to determine the 75 A per phase screening threshold are known to be conservative at higher values of effective GIC, especially the screening model in [2]. Thermal models in peer-reviewed technical literature, especially those calculated models without experimental validation, are less conservative than the models used to determine the screening threshold. Therefore, a technically-justified thermal assessment for effective GIC below 75 A per phase using the benchmark GMD event geomagnetic field waveshape will always result in a pass on the basis of the state of the knowledge at this point in time. The 75 A per phase screening threshold was determined on the basis of instantaneous peak hot spot temperatures. The threshold provides an added measure of conservatism in not taking into account the duration of hot spot temperatures. The models used in the determination of the threshold are conservative but technically justified. Winding hot spots are not the limiting factor in terms of hot spots due to half-cycle saturation, therefore the screening criterion is focused on metallic part hot spots only. Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 3

The 75 A per phase screening threshold was determined using single-phase transformers, but is applicable to all types of transformer construction. While it is known that some transformer types such as three-limb, three-phase transformers are intrinsically less susceptible to GIC, it is not known by how much, on the basis of experimentally-supported models. Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 4

Appendix The screening thermal model is based on laboratory measurements carried out on 5/16.5 kv 4 MVA single-phase Static Var Compensator (SVC) coupling transformer [2]. Temperature measurements were carried out at relatively small values of GIC (see Figure 2). The asymptotic thermal response for this model is the linear extrapolation of the known measurement values. Although the near-linear behavior of the asymptotic thermal response is consistent with the measurements made on a Fingrid 4 kv 4 MVA five-leg core-type fully-wound transformer [3] (see Figures 3 and 4), the extrapolation from low values of GIC is very conservative, but reasonable for screening purposes. The third transformer model is based on a combination of measurements and modeling for a 4 kv 4 MVA single-phase core-type autotransformer [4] (see Figures 5 and 6). The asymptotic thermal behavior of this transformer shows a down-turn at high values of GIC as the tie plate increasingly saturates but relatively high temperatures for lower values of GIC. The hot spot temperatures are higher than for the two other models for GIC less than 125 A per phase. 18 16 14 12 1 8 6 4 2 5 1 15 2 25 3 Time (min) Figure 2: Thermal step response of the tie plate of a 5 kv 4 MVA single-phase SVC coupling transformer to a 5 A per phase dc step. Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 5

35 3 25 2 15 1 5 5 1 15 2 25 3 35 4 45 Time (min) Figure 3: Step thermal response of the Flitch plate of a 4 kv 4 MVA five-leg core-type fully-wound transformer to a 1 A per phase dc step. 2 18 16 14 12 1 8 6 4 2 1 2 3 4 5 6 7 8 9 1 GIC (A/phase) Figure 4: Asymptotic thermal response of the Flitch plate of a 4 kv 4 MVA five-leg core-type fullywound transformer. Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 6

6 5 4 3 2 1 5 1 15 2 25 3 Time (min) Figure 5: Step thermal response of tie plate of a 4 kv 4 MVA single-phase core-type autotransformer to a 1 A per phase dc step. 18 16 14 12 1 8 6 4 2 1 2 3 4 5 6 7 8 9 1 GIC (A/phase) Figure 6: Asymptotic thermal response of the Flitch plate of a 4 kv 4 MVA single-phase core-type autotransformer. Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 7

The composite envelope in Figure 1 can be used as a conservative thermal assessment for effective GIC values of 75 A per phase and greater (see Table 2). Table 1: Upper Bound of Peak Metallic Hot Spot Temperatures Calculated Using the Benchmark GMD vent ffective GIC (A/phase) Metallic hot spot Temperature ( C ) ffective GIC(A/phase) Metallic hot spot Temperature ( C ) 8 14 172 1 16 15 18 2 116 16 187 3 125 17 194 4 132 18 2 5 138 19 28 6 143 2 214 7 147 21 221 75 15 22 224 8 152 23 228 9 156 24 233 1 159 25 239 11 163 26 245 12 165 27 251 13 168 28 257 For instance, if effective GIC is 15 A per phase and oil temperature is assumed to be 8 C, peak hot spot temperature is 18 C. This value is below the 2 C I Std C57.91-211 threshold for short time emergency loading and this transformer will have passed the thermal assessment. If the full heat run oil temperature is 6 C at maximum ambient temperature, then 21 A per phase of effective GIC translates in a peak hot spot temperature of 2 C and the transformer will have passed. If the limit is lowered to 18 C to account for the condition of the transformer, then this would be an indication to sharpen the pencil and perform a detailed assessment. Some methods are described in Reference [1]. The temperature envelope in Figure 1 corresponds to the values of GIC and GICN that result in the highest temperature for the benchmark GMD event. Different values of effective GIC could result in lower temperatures using the same screening model. For instance, the lower bound of peak temperatures for the screening model for 21 A per phase is 165 C. In this case, GIC(t) should be generated to calculate the peak temperatures for the actual configuration of the transformer within the system as described in Reference [1]. Alternatively, a more precise thermal assessment could be carried out with a thermal model that more closely represents the thermal behavior of the transformer under consideration. Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 8

References [1] Transformer Thermal Impact Assessment white paper. Developed by the Project 213-3 (Geomagnetic Disturbance) standard drafting team. Available at: http://www.nerc.com/pa/stand/pages/project-213-3-geomagnetic-disturbance-mitigation.aspx [2] Marti, L., Rezaei-Zare, A., Narang, A., "Simulation of Transformer Hotspot Heating due to Geomagnetically Induced Currents," I Transactions on Power Delivery, vol.28, no.1, pp.32-327, Jan. 213. [3] Lahtinen, Matti. Jarmo lovaara. GIC occurrences and GIC test for 4 kv system transformer. I Transactions on Power Delivery, Vol. 17, No. 2. April 22. [4] J. Raith, S. Ausserhofer: GIC Strength verification of Power Transformers in a High Voltage Laboratory, GIC Workshop, Cape Town, April 214 [5] "I Guide for loading mineral-oil-immersed transformers and step-voltage regulators." I Std C57.91-211 (Revision of I Std C57.91-1995). Screening Criterion for Transformer Thermal Impact Assessment: Project 213-3 (Geomagnetic Disturbance Mitigation) October 214 9