Power And Distribution Transformer Operation Regulations

Using power and distribution transformers effectively requires adhering to specific operational guidelines, compliance standards, and safety protocols. These rules cover everything from equipment setup and daily operation to maintenance, documentation, and hazard prevention—ensuring reliable performance and longevity. Below is a comprehensive, practical breakdown of the key requirements.

Core Operational & Compliance Foundations

Transformers must meet strict baseline requirements spanning operation modes, maintenance practices, abnormal condition handling, and installation/acceptance testing. These standards align with national regulations and industry best practices, so always verify compliance with applicable local and international norms before deployment.

Protection, Measurement & Cooling Systems

Mandatory Device Requirements

  • Equip transformers with protection and measurement devices that meet industry standards. For oil-immersed models, safety protection systems, cooling units, oil protection components, temperature gauges, tanks, and accessories must comply with GB6451. Dry-type transformers should adhere to their respective technical specifications.
  • If using fuses for protection: Ensure the fuse’s performance matches the system’s short-circuit capacity, sensitivity, and selectivity. For transformers with graded insulation, the neutral point must be directly grounded.

Gas Relay Installation (Oil-Immersed Transformers)

  • If the transformer’s top cover lacks a natural slope, install it with a 1%–1.5% incline toward the gas relay to ensure proper gas collection and reliable operation.

Cooling System Specifications

  • Install all cooling components per the manufacturer’s instructions.
  • For forced oil circulation systems: Equip two independent power sources with automatic switching. Trigger audible and visual alarms if the primary power fails, and activate the backup supply immediately.
  • When a faulty cooler is isolated, trigger alarms and automatically (or manually, for water-cooled systems) start standby coolers.
  • Protect fan, water pump, and oil pump motors against overload, short circuits, and phase loss. Add monitors to verify oil pump rotation direction.
  • Mount water cooler oil pumps on the cooler’s oil inlet side. Maintain oil pressure 0.05MPa higher than water pressure (unless specified otherwise by the manufacturer) and install a drain cock on the water outlet.
  • For forced oil-water cooled transformers: Add check valves to each cooler’s submersible oil pump outlet.
  • Enable cooler switching based on temperature and/or load for forced oil circulation transformers.

Temperature Measuring Devices

Follow DL/T572-95 standards for temperature monitoring:
 
  • Install top-oil thermometers (pole-mounted transformers are exempt). Unattended substations require thermometers that indicate peak top-oil temperature.
  • Connect signal thermometers to remote monitoring for: Oil-immersed transformers ≥1000kVA, oil-immersed transformers ≥800kVA (specific applications), and dry-type factory transformers ≥630kVA.
  • Equip transformers ≥8000kVA with remote temperature measurement systems.
  • Add temperature gauges at cooler inlets and outlets for forced oil-water cooled models.
  • Fill thermometer tube bases with transformer oil for accurate readings.
  • Install temperature measuring devices on dry-type transformers as specified by the manufacturer.

Unattended Substation Special Requirements

  • For transformers ≥20000kVA: Install remote monitors for load current and top-oil temperature.
  • For forced oil circulation transformers in unattended sites: Implement reliable measures to prevent overheating if the cooling system loses power (document these in on-site protocols).

Additional Operational Requirements

Physical & Safety Infrastructure

  • Equip large and medium-sized transformers with temporary lifting facilities and adequate workspace for maintenance.
  • Position pressure relief devices to ensure unobstructed oil discharge—avoid directing spray toward cable trenches, busbars, or other equipment. Use shields if necessary.
  • Attach nameplates with operation numbers and phase marks. Number transformers in rooms, platforms, or poles, and post warning signs.

Accessibility & Monitoring

  • Design installations to allow safe inspection of oil conservator/bushing oil levels, top-oil temperature, gas relays, and gas sampling. Install fixed ladders if needed.

Ventilation (Indoor/Underground Transformers)

  • Ensure sufficient ventilation to prevent overheating. For rooms with mechanical ventilation, trigger remote alarms if the system stops. Avoid connecting transformer ventilation to other building systems.

Transformer Room Safety

  • Use fire-retardant or non-combustible materials for doors, which must be lockable. Mark doors with the transformer’s name and operation number, and post “High Voltage—Danger” warning signs externally.

Fire & Environmental Protection

  • Equip oil-immersed transformer installations with fire-fighting equipment and accident oil storage facilities (per design regulations) and maintain them regularly.

Anti-Vibration Measures (Seismic Zones ≥Magnitude 7)

  • Secure transformer chassis to rails.
  • Use appropriately slack soft wires or extended transitional soft connections for bushing connections (avoid rigid wire stress).
  • Connect separate coolers to transformers via valves, flexible joints, and pipes.
  • Install shock-resistant gas relays.
  • Fasten pole-mounted transformer chassis to brackets and secure the upper section to the pole.

Short-Circuit Protection

  • If the system’s actual short-circuit apparent capacity exceeds GB1094.5 Table 2 limits, implement short-circuit current limiting measures. Ensure transformer protection triggers faster than the short-circuit heat resistance duration.

On-Line Monitoring

  • For insulation condition monitoring devices: Ground sensors reliably and ensure oil-dissolved gas sampling devices have tight seals.

Required Technical Documentation

Pre-Commissioning Handover (Construction to Operation Unit)

New Equipment Installation

Submit the following after installation:
 
  • Manufacturer-provided manuals, drawings, and factory test reports.
  • Handover test reports for the transformer body, cooling system, and accessories (bushings, instrument transformers, tap changers, gas relays, pressure relief valves, etc.). Include lifting/inspection records for the body.
  • Complete installation records (per GBJ148 and manufacturer guidelines).
  • As-built drawings for cooling systems and on-load voltage regulator control/protection circuits.
  • Oil quality test and chromatographic analysis reports.
  • Spare parts list.

Post-Overhaul Handover

Submit after maintenance:
 
  • Overhaul reasons and full process records.
  • Test reports for the transformer and accessories.
  • Drying records (if applicable).
  • Oil test, chromatographic analysis, and oil treatment records.

Permanent Technical Files (Per Transformer)

Maintain the following documents throughout the transformer’s lifecycle:
 
  • Transformer resume card.
  • Post-installation handover documents.
  • Post-overhaul handover documents.
  • Preventive test records.
  • Calibration records for protection and measurement devices.
  • Oil treatment and refueling logs.
  • Other test and inspection reports.
  • Accident and abnormal operation records (e.g., overheating, gas relay activation, short circuits, overcurrent).

Documentation Handover

When transferring transformers to external parties, include all technical files as part of the handover.

General Operating Conditions

Voltage Limits

  • Operate transformers at voltages ≤105% of the rated tap voltage (standard use). For special cases (e.g., bidirectional active power flow), voltages up to 110% of rated are permitted.
  • If no specific voltage-current constraints apply, limit overvoltage duration based on load current (K, where K ≤1) using industry-standard formulas. For shunt reactors, arc suppression coils, and voltage regulators, follow manufacturer-specified overvoltage limits.

Tap Changer Capacity Adjustments

  • Non-excitation voltage regulators: Rated capacity remains unchanged for taps within ±5% of rated voltage. For 7.5% and 10% taps, reduce capacity by 2.5% and 5% respectively (unless the manufacturer specifies otherwise).
  • On-load voltage regulators: Follow manufacturer ratings for each tap position.

Top-Oil Temperature Limits (Oil-Immersed Transformers)

  • Adhere to temperature limits specified by the manufacturer (or industry standards if unspecified). For natural circulation cooling, avoid frequent top-oil temperatures exceeding 85℃. Lower ambient temperatures allow proportionally lower top-oil temperatures.
 
By following these operating rules, you’ll minimize usage errors, enhance operational efficiency, and ensure transformers perform reliably throughout their service life. Always prioritize compliance with manufacturer guidelines and local safety regulations.
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