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INSTRUMENT
TRANSFORMER TESTING
Module 300
Presented by: Tom Lawton
For Southeastern Meter School
Wednesday, March 16, 2022
OBJECTIVE
tescometering.com 2
• Instrument Transformer Testing (in shop and in field)
• Why do we test?
• How do we test?
• What range of tests/checks should be done in the shop?
• What range of tests/checks should be done in the field?
• Where is the biggest pay back for our limited meter service
resources (field and shop)?
UNDERSTAND THE NEED AND BEST PRACTICES FOR INSTRUMENT
TRANSFORMER TESTING IN AN AMI WORLD
2
WHY DO WE TEST?
3
• Our regulatory commissions require us to test meters.
• But only for accuracy. State regulatory commissions want electric
utilities to ensure that no customer is being billed unfairly and that
no subset of customers is being unfairly subsidized by the rest of
the rate payers. Some states mandate only accuracy tests and
others require demand and time of use accuracy tests.
• Any tests beyond accuracy tests are tests that are simply good
business practice.
• No tests are mandated for functional or accuracy testing of the
instrument transformers that are an integral part of the metering
circuit.
tescometering.com 3
WHY?
Because the Transformer-Rated
Services are where
the money is!!!!
tescometering.com 4
THE IMPORTANCE OF CT TESTING IN THE FIELD
tescometering.com
• One transformer in 3 wired
backwards will give the customer a
bill of 1/3rd the actual bill.
• One broken wire to a single
transformer will give the customer a
bill of 2/3rd the actual bill
• One dual ratio transformer
inappropriately marked in the billing
system as 400:5 instead of 800:5
provides a bill that is ½ of the actual
bill. And the inverse will give a bill
double of what should have been
sent. Both are lose-lose situations
for the utility.
5
THE IMPORTANCE OF CT TESTING
IN THE FIELD (CONT)
6
•Cross Phasing (wiring errors)
•Loose or Corroded Connections
•CT Mounted Backwards
•CT’s with Shorted Turns
•Wrong Selection of Dual Ratio CT
•Detect Magnetized CT’s
•Burden Failure in Secondary Circuit
•Open or Shorted Secondary
•Mislabeled CT’s
•Ensures all Shorting Blocks have been Removed
tescometering.com 6
TESTING AT TRANSFORMER RATED SITES
tescometering.com 7
Meter Accuracy
Full Load
Light Load
Power Factor
CT Health
Burden Testing
Ratio Testing
Admittance Testing
Site Verification
7
PROPERLY SIZING CONVENTIONAL AND
EXTENDED RANGE CT’S
• CT Ratings/Parameters
• Standard Accuracy Classes
• Extended-Range Ratings/Types
• Applying ERCTs
• Advantages of ERCT
• The historic revenue metering
class is 0.3, with 0.15 being used
with increasing frequency.
• 0.15 “high accuracy” classes were
introduced under IEEE C57.13.6.
8
tescometering.com
8
FUNDAMENTALS OF POLYPHASE FIELD METER
TESTING AND SITE VERIFICATION
9
Functionality with Burden Present on the Secondary Loop
PHASE A
• Some burden will always be
present – junctions, meter
coils, test switches, cables,
etc.
• CT’s must be able to
maintain an accurate ratio
with burden on the
secondary.
tescometering.com
9
METERING ACCURACY RATING
tescometering.com 10
0.3B1.8
Accuracy Class
0.15S (High Accuracy)
0.15 (High Accuracy)
0.3 (Metering Accuracy)
0.6 (Indication Accuracy)
1.2 (Indication Accuracy)
Burden Designation
B0.1
B0.2
B0.5
B0.9
B1.8
10
FUNDAMENTALS OF POLYPHASE FIELD METER
TESTING AND SITE VERIFICATION
tescometering.com 11
Functionality with Burden Present on the Secondary Loop
Example Burden Spec:
0.3% @ B0.1, B0.2, B0.5
or
There should be less than the 0.3%
change in secondary current from initial
(“0” burden) reading, when up to 0.5 Ohms
of burden is applied
11
CURRENT TRANSFORMER ACCURACY CLASSES
tescometering.com 12
12
CT ERROR
tescometering.com 13
CT error is typically negative…meaning less
current in the secondary than there “should”
be by the defined ratio.
CT error becomes increasingly negative as
the primary current level decreases.
Negative Error = Lost Revenue
13
IDEALIZED TRANSFORMER CIRCUIT
tescometering.com
Primary Winding Impedance Secondary Winding Impedance
Ideal Transformer
Core Loss Branch
(function of core mat’l,
core size, number of sec
turns)
This is an illustration that the excitation current is the current lost from the primary current
that does not get to the meter. Accuracy is largely a function of minimizing this excitation
current and why transformer accuracy is typically negative.
14
CT 0.3 ACCURACY CLASS
tescometering.com 15
CT 0.15 ACCURACY CLASS
tescometering.com 16
16
BURDEN TEST – THE QUICK INDICATOR
tescometering.com 17
FUNDAMENTALS OF POLYPHASE FIELD METER
TESTING AND SITE VERIFICATION
Functionality with Burden Present on the Secondary Loop
18
0.3% @ B0.1, B0.2, B0.5
0.0000
1.0000
2.0000
3.0000
4.0000
5.0000
6.0000
0 2 4 6 8
Initial Reading = 5Amps
0.3% x 5A = 0.015A
5A – 0.015 = 4.985A
Burden Reading
0 5.0000
0.1 4.9999
0.2 4.9950
0.5 4.9900
1 4.9800
2 4.9500
4 4.0000
8 0.8000
tescometering.com
18
SITE VERIFICATION: POTENTIAL SITE CHECK LIST
• Double check the meter number, the location the test result and the meter record.
• Perform a visual safety inspection of the site. This includes utility and customer
equipment. Things to look for include intact down ground on pole, properly attached
enclosure, unwanted voltage on enclosure, proper trimming and site tidiness (absence
of discarded seals, etc.).
• Visually inspect for energy diversions (intentional and not). This includes broken or
missing wires, jumpers, open test switch, unconnected wires and foreign objects on
meters or other metering equipment. Broken or missing wires can seriously cause the
under measurement of energy. A simple broken wire on a CT or VT can cause the loss
of 1/3 to 1/2 of the registration on either 3 element or 2 element metering, respectively.
• Visually check lightning arrestors and transformers for damage or leaks.
• Check for proper grounding and bonding of metering equipment. Poor grounding and
bonding practices may result in inaccurate measurements that go undetected for long
periods of time. Implementing a single point ground policy and practice can reduce or
eliminate this type of issue.
• Burden test CTs and voltage check PTs.
19
tescometering.com
19
20
• Verify service voltage. Stuck regulator or seasonal capacitor can impact service voltage.
• Verify condition of metering control wire. This includes looking for cracks in insulation, broken wires,
loose connections, etc.
• Compare the test switch wiring with the wiring at the CTs and VTs. Verify CTs and VTs not cross
wired. Be sure CTs are grounded in one location (test switch) only.
• Check for bad test switch by examining voltage at the top and bottom of the switch. Also verify
amps using amp probe on both sides of the test switch. Verify neutral connection to cabinet
(voltage).
• Check rotation by closing in one phase at a time at the test switch and observing the phase meter
for forward rotation. If forward rotation is not observed measurements may be significantly impacted
as the phases are most likely cancelling each other out.
• Test meter for accuracy. Verify demand if applicable with observed load. If meter is performing
compensation (line and/or transformer losses) the compensation should be verified either through
direct testing at the site or by examining recorded pulse data.
• Loss compensation is generally a very small percentage of the overall measurement and would not
be caught under utilities normal high/low checks. However, the small percentages when applied to
large loads or generation can really add up overtime. Billing adjustments can easily be in the
$million range if not caught early.
POTENTIAL SITE CHECK LIST (CONT)
tescometering.com
20
21
• Verify metering vectors. Traditionally this has been done using instruments such as a circuit
analyzer. Many solid-state meters today can provide vector diagrams along with volt/amp/pf
and values using meter manufacturer software or meter displays. Many of these desired
values are programmed into the meters Alternate/Utility display. Examining these values can
provide much information about the metering integrity. It may also assist in determining if
unbalanced loads are present and if CTs are sized properly. The vendor software generally
has the ability to capture both diagnostic and vector information electronically. These
electronic records should be kept in the meter shop for future comparisons.
• If metering is providing pulses/EOI pulse to customers, SCADA systems or other meters for
totalization they also should be verified vs. the known load on the meter.
• Verify meter information including meter multiplier (rework it), serial number, dials/decimals,
Mp, Ke, Primary Kh, Kr and Rate. Errors in this type of information can also cause a adverse
impact on measured/reported values.
• Verify CT shunts are all opened.
POTENTIAL SITE CHECK LIST (CONT)
tescometering.com
21
Ratio of Primary Current to Secondary Current
PHASE A
SOURCE LOAD
400A
400A
400A
5A
5A
Calculate Ratio
FUNDAMENTALS OF POLYPHASE FIELD METER
TESTING AND SITE VERIFICATION
tescometering.com 22
PERIODIC SITE INSPECTIONS…
tescometering.com 23
….Can Discover or Prevent:
• Billing Errors
• Bad Metering set-up
• Detect Current Diversion
• Identify Potential Safety Issues
• Metering Issues (issues not
related to meter accuracy)
• AMR/AMI Communications Issues
• The need for Unscheduled Truck Rolls
due to Undetected Field Related Issues
• Discrepancies between what is
believed to be at a given site versus the
actual setup and equipment at the site
23
SHOP TESTING
• Accuracy Testing
• Meter Communications Performance
• Software & Firmware Verification
• Setting Verification
• Functional Testing
• Disconnect/Reconnect Functionality
and as left setting
• Ratio and accuracy testing
• Polarity checking
• Accuracy class determination
tescometering.com 24
SHOP TESTING PROGRAMS
100% of all Transformers
• If not possible then sample testing of all and 100% of all those
over a certain size for CT’s and all VT’s (generally not a large
volume)
Transformer testing should include
• Ratio and accuracy testing
• Polarity checking
• Accuracy class determination
100% of all transformer rated meters
• If not possible then sample testing of all transformer rated meters
and 100% of all those going into a certain size service and over
Meter testing should include:
• Software & Firmware Verification
• Setting Verification
• Functional Testing
• Disconnect/Reconnect Functionality
and as left setting
25
tescometering.com
25
SUMMARY
tescometering.com 26
• Perform a shop test of every meter going into a transformer rated service. This
includes a functional test as well as an accuracy test.
• Perform a shop test of every CT going into a transformer rated service.
• Perform a shop test of every VT going into a transformer rated service.
• Perform a base line site verification of every transformer rated service in your service
territory.
• Use your AMI analytics to determine where there are misses:
• No draw on one leg
• Intermittent draw on one leg
• Performing outside the rated range for the installed transformers
• Reversed polarity
• Start checking for field issues all over again.
• Reduce the resources spent on self-contained metering by leveraging your AMI data
as much as possible and creating new systems and procedures to replace older
processes that did not have the availability of this type of data.
26
QUESTIONS AND DISCUSSION
Tom Lawton
President
tom.lawton@tescometering.com
TESCO – The Eastern Specialty Company
Knopp – A TESCO Company
Bristol, PA
215.228.0500
This presentation can also be found under Meter Conferences and
Schools on the TESCO website: tescometering.com
ISO 9001:2015 Certified Quality Company
ISO 17025:2017 Accredited Laboratory
tescometering.com 27

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Instrument Transformer Testing

  • 1. INSTRUMENT TRANSFORMER TESTING Module 300 Presented by: Tom Lawton For Southeastern Meter School Wednesday, March 16, 2022
  • 2. OBJECTIVE tescometering.com 2 • Instrument Transformer Testing (in shop and in field) • Why do we test? • How do we test? • What range of tests/checks should be done in the shop? • What range of tests/checks should be done in the field? • Where is the biggest pay back for our limited meter service resources (field and shop)? UNDERSTAND THE NEED AND BEST PRACTICES FOR INSTRUMENT TRANSFORMER TESTING IN AN AMI WORLD 2
  • 3. WHY DO WE TEST? 3 • Our regulatory commissions require us to test meters. • But only for accuracy. State regulatory commissions want electric utilities to ensure that no customer is being billed unfairly and that no subset of customers is being unfairly subsidized by the rest of the rate payers. Some states mandate only accuracy tests and others require demand and time of use accuracy tests. • Any tests beyond accuracy tests are tests that are simply good business practice. • No tests are mandated for functional or accuracy testing of the instrument transformers that are an integral part of the metering circuit. tescometering.com 3
  • 4. WHY? Because the Transformer-Rated Services are where the money is!!!! tescometering.com 4
  • 5. THE IMPORTANCE OF CT TESTING IN THE FIELD tescometering.com • One transformer in 3 wired backwards will give the customer a bill of 1/3rd the actual bill. • One broken wire to a single transformer will give the customer a bill of 2/3rd the actual bill • One dual ratio transformer inappropriately marked in the billing system as 400:5 instead of 800:5 provides a bill that is ½ of the actual bill. And the inverse will give a bill double of what should have been sent. Both are lose-lose situations for the utility. 5
  • 6. THE IMPORTANCE OF CT TESTING IN THE FIELD (CONT) 6 •Cross Phasing (wiring errors) •Loose or Corroded Connections •CT Mounted Backwards •CT’s with Shorted Turns •Wrong Selection of Dual Ratio CT •Detect Magnetized CT’s •Burden Failure in Secondary Circuit •Open or Shorted Secondary •Mislabeled CT’s •Ensures all Shorting Blocks have been Removed tescometering.com 6
  • 7. TESTING AT TRANSFORMER RATED SITES tescometering.com 7 Meter Accuracy Full Load Light Load Power Factor CT Health Burden Testing Ratio Testing Admittance Testing Site Verification 7
  • 8. PROPERLY SIZING CONVENTIONAL AND EXTENDED RANGE CT’S • CT Ratings/Parameters • Standard Accuracy Classes • Extended-Range Ratings/Types • Applying ERCTs • Advantages of ERCT • The historic revenue metering class is 0.3, with 0.15 being used with increasing frequency. • 0.15 “high accuracy” classes were introduced under IEEE C57.13.6. 8 tescometering.com 8
  • 9. FUNDAMENTALS OF POLYPHASE FIELD METER TESTING AND SITE VERIFICATION 9 Functionality with Burden Present on the Secondary Loop PHASE A • Some burden will always be present – junctions, meter coils, test switches, cables, etc. • CT’s must be able to maintain an accurate ratio with burden on the secondary. tescometering.com 9
  • 10. METERING ACCURACY RATING tescometering.com 10 0.3B1.8 Accuracy Class 0.15S (High Accuracy) 0.15 (High Accuracy) 0.3 (Metering Accuracy) 0.6 (Indication Accuracy) 1.2 (Indication Accuracy) Burden Designation B0.1 B0.2 B0.5 B0.9 B1.8 10
  • 11. FUNDAMENTALS OF POLYPHASE FIELD METER TESTING AND SITE VERIFICATION tescometering.com 11 Functionality with Burden Present on the Secondary Loop Example Burden Spec: 0.3% @ B0.1, B0.2, B0.5 or There should be less than the 0.3% change in secondary current from initial (“0” burden) reading, when up to 0.5 Ohms of burden is applied 11
  • 12. CURRENT TRANSFORMER ACCURACY CLASSES tescometering.com 12 12
  • 13. CT ERROR tescometering.com 13 CT error is typically negative…meaning less current in the secondary than there “should” be by the defined ratio. CT error becomes increasingly negative as the primary current level decreases. Negative Error = Lost Revenue 13
  • 14. IDEALIZED TRANSFORMER CIRCUIT tescometering.com Primary Winding Impedance Secondary Winding Impedance Ideal Transformer Core Loss Branch (function of core mat’l, core size, number of sec turns) This is an illustration that the excitation current is the current lost from the primary current that does not get to the meter. Accuracy is largely a function of minimizing this excitation current and why transformer accuracy is typically negative. 14
  • 15. CT 0.3 ACCURACY CLASS tescometering.com 15
  • 16. CT 0.15 ACCURACY CLASS tescometering.com 16 16
  • 17. BURDEN TEST – THE QUICK INDICATOR tescometering.com 17
  • 18. FUNDAMENTALS OF POLYPHASE FIELD METER TESTING AND SITE VERIFICATION Functionality with Burden Present on the Secondary Loop 18 0.3% @ B0.1, B0.2, B0.5 0.0000 1.0000 2.0000 3.0000 4.0000 5.0000 6.0000 0 2 4 6 8 Initial Reading = 5Amps 0.3% x 5A = 0.015A 5A – 0.015 = 4.985A Burden Reading 0 5.0000 0.1 4.9999 0.2 4.9950 0.5 4.9900 1 4.9800 2 4.9500 4 4.0000 8 0.8000 tescometering.com 18
  • 19. SITE VERIFICATION: POTENTIAL SITE CHECK LIST • Double check the meter number, the location the test result and the meter record. • Perform a visual safety inspection of the site. This includes utility and customer equipment. Things to look for include intact down ground on pole, properly attached enclosure, unwanted voltage on enclosure, proper trimming and site tidiness (absence of discarded seals, etc.). • Visually inspect for energy diversions (intentional and not). This includes broken or missing wires, jumpers, open test switch, unconnected wires and foreign objects on meters or other metering equipment. Broken or missing wires can seriously cause the under measurement of energy. A simple broken wire on a CT or VT can cause the loss of 1/3 to 1/2 of the registration on either 3 element or 2 element metering, respectively. • Visually check lightning arrestors and transformers for damage or leaks. • Check for proper grounding and bonding of metering equipment. Poor grounding and bonding practices may result in inaccurate measurements that go undetected for long periods of time. Implementing a single point ground policy and practice can reduce or eliminate this type of issue. • Burden test CTs and voltage check PTs. 19 tescometering.com 19
  • 20. 20 • Verify service voltage. Stuck regulator or seasonal capacitor can impact service voltage. • Verify condition of metering control wire. This includes looking for cracks in insulation, broken wires, loose connections, etc. • Compare the test switch wiring with the wiring at the CTs and VTs. Verify CTs and VTs not cross wired. Be sure CTs are grounded in one location (test switch) only. • Check for bad test switch by examining voltage at the top and bottom of the switch. Also verify amps using amp probe on both sides of the test switch. Verify neutral connection to cabinet (voltage). • Check rotation by closing in one phase at a time at the test switch and observing the phase meter for forward rotation. If forward rotation is not observed measurements may be significantly impacted as the phases are most likely cancelling each other out. • Test meter for accuracy. Verify demand if applicable with observed load. If meter is performing compensation (line and/or transformer losses) the compensation should be verified either through direct testing at the site or by examining recorded pulse data. • Loss compensation is generally a very small percentage of the overall measurement and would not be caught under utilities normal high/low checks. However, the small percentages when applied to large loads or generation can really add up overtime. Billing adjustments can easily be in the $million range if not caught early. POTENTIAL SITE CHECK LIST (CONT) tescometering.com 20
  • 21. 21 • Verify metering vectors. Traditionally this has been done using instruments such as a circuit analyzer. Many solid-state meters today can provide vector diagrams along with volt/amp/pf and values using meter manufacturer software or meter displays. Many of these desired values are programmed into the meters Alternate/Utility display. Examining these values can provide much information about the metering integrity. It may also assist in determining if unbalanced loads are present and if CTs are sized properly. The vendor software generally has the ability to capture both diagnostic and vector information electronically. These electronic records should be kept in the meter shop for future comparisons. • If metering is providing pulses/EOI pulse to customers, SCADA systems or other meters for totalization they also should be verified vs. the known load on the meter. • Verify meter information including meter multiplier (rework it), serial number, dials/decimals, Mp, Ke, Primary Kh, Kr and Rate. Errors in this type of information can also cause a adverse impact on measured/reported values. • Verify CT shunts are all opened. POTENTIAL SITE CHECK LIST (CONT) tescometering.com 21
  • 22. Ratio of Primary Current to Secondary Current PHASE A SOURCE LOAD 400A 400A 400A 5A 5A Calculate Ratio FUNDAMENTALS OF POLYPHASE FIELD METER TESTING AND SITE VERIFICATION tescometering.com 22
  • 23. PERIODIC SITE INSPECTIONS… tescometering.com 23 ….Can Discover or Prevent: • Billing Errors • Bad Metering set-up • Detect Current Diversion • Identify Potential Safety Issues • Metering Issues (issues not related to meter accuracy) • AMR/AMI Communications Issues • The need for Unscheduled Truck Rolls due to Undetected Field Related Issues • Discrepancies between what is believed to be at a given site versus the actual setup and equipment at the site 23
  • 24. SHOP TESTING • Accuracy Testing • Meter Communications Performance • Software & Firmware Verification • Setting Verification • Functional Testing • Disconnect/Reconnect Functionality and as left setting • Ratio and accuracy testing • Polarity checking • Accuracy class determination tescometering.com 24
  • 25. SHOP TESTING PROGRAMS 100% of all Transformers • If not possible then sample testing of all and 100% of all those over a certain size for CT’s and all VT’s (generally not a large volume) Transformer testing should include • Ratio and accuracy testing • Polarity checking • Accuracy class determination 100% of all transformer rated meters • If not possible then sample testing of all transformer rated meters and 100% of all those going into a certain size service and over Meter testing should include: • Software & Firmware Verification • Setting Verification • Functional Testing • Disconnect/Reconnect Functionality and as left setting 25 tescometering.com 25
  • 26. SUMMARY tescometering.com 26 • Perform a shop test of every meter going into a transformer rated service. This includes a functional test as well as an accuracy test. • Perform a shop test of every CT going into a transformer rated service. • Perform a shop test of every VT going into a transformer rated service. • Perform a base line site verification of every transformer rated service in your service territory. • Use your AMI analytics to determine where there are misses: • No draw on one leg • Intermittent draw on one leg • Performing outside the rated range for the installed transformers • Reversed polarity • Start checking for field issues all over again. • Reduce the resources spent on self-contained metering by leveraging your AMI data as much as possible and creating new systems and procedures to replace older processes that did not have the availability of this type of data. 26
  • 27. QUESTIONS AND DISCUSSION Tom Lawton President tom.lawton@tescometering.com TESCO – The Eastern Specialty Company Knopp – A TESCO Company Bristol, PA 215.228.0500 This presentation can also be found under Meter Conferences and Schools on the TESCO website: tescometering.com ISO 9001:2015 Certified Quality Company ISO 17025:2017 Accredited Laboratory tescometering.com 27