Technology Literature

The Most Comprehensive Guide to Transformer Maintenance and Inspection (2024)

Transformers play a critical role in electrical power systems, facilitating the efficient transmission and distribution of electricity across vast networks. However, ensuring the reliable and safe operation of transformers requires diligent maintenance and inspection practices. This article presents a comprehensive overview of transformer maintenance, covering routine tasks, inspection procedures, and preventive measures to enhance reliability and safety.

From cleaning bushings to checking insulation resistance, each maintenance task is essential for mitigating risks such as flashovers and insulation failures. Additionally, regular inspections of components like tap changers and lightning arresters are crucial for detecting potential issues early and preventing costly downtime. Moreover, preventive measures such as monitoring insulation aging and oil quality are vital for prolonging transformer lifespan and minimizing failures.

By adhering to best practices outlined in this guide, electrical engineers and maintenance personnel can ensure transformers operate at peak performance, minimizing the risk of outages and enhancing the overall resilience of electrical grids.

1.Daily Maintenance Tasks

(1) Check and clean bushings and magnetic skirts to keep them clean and prevent flashover.

  • Ensure that transformer bushings and magnetic skirts are free of dirt and debris, which helps prevent flashovers and electrical faults. Regular cleaning can improve insulation performance and extend equipment life.

(2) During the operation of cooling devices, check that the butterfly valves on the cooling system’s inlet and outlet oil pipes are open; ensure the radiator inlet is clean and unobstructed; check that the oil pump is rotating correctly, running without abnormal noise or significant vibration; ensure fans are operating normally; check that the individual power supply automatic switches in the cooler control box are closing properly without vibration or abnormal noise; and ensure the cooler has no oil leaks.

  • Ensure that cooling devices are operating normally by routinely checking and maintaining the cooler, oil pump, and fans to ensure there are no oil leaks, abnormal noises, or vibrations, thus ensuring effective heat dissipation.

(3) Ensure electrical connections are securely fastened.

  • Regularly check the tightness of all electrical connections to prevent loose contacts, which could lead to electrical faults.

(4) Regularly inspect the tap changer, checking the tightness, scorching, scars, rotational flexibility, and contact positioning of the contacts.

  • The tap changer is crucial for voltage regulation in transformers, requiring regular inspections of the contacts for tightness, scorching, scars, and ensuring flexible rotation and good contact positioning.

(5) Inspect the coils, bushings, and lightning arresters every three years.

  • Periodically test the electrical performance of the transformer’s coils, bushings, and lightning arresters to ensure they are in good condition.

(6) Annually check the reliability of the lightning arrester grounding; the grounding must be reliable, and the lead should be as short as possible. In dry seasons, test the grounding resistance, ensuring it does not exceed 5Ω.

  • Regularly inspect the grounding of lightning arresters, especially testing grounding resistance during dry seasons to ensure it is within standard limits, preventing lightning damage to the transformer.

(7) Replace the desiccant in the breather and the oil in the oil bath.

  • Regularly replace the desiccant and oil in the breather to keep the transformer’s interior dry and prevent moisture ingress.

(8) Regularly test fire protection equipment.

  • Ensure that fire protection equipment in the transformer area is functional and ready for use.

2 Transformer Inspection and Maintenance Procedures

2.1 Pre-energization Inspection

(1) Ensure all short-circuit grounding wires and other safety measures are removed; the transformer cover and surrounding area should be clean and free of debris.

  • Verify that all temporary short-circuits and grounding measures have been removed and that the area around the transformer is clean, preparing it for energization.

(2) Verify that the tap changer position is correctly set.

  • Check the tap changer position to ensure the transformer operates at the intended voltage level.

(3) If phase-shifting work is possible during transformer operation, perform phase verification before paralleling.

  • Before parallel operation, conduct phase verification to ensure phase consistency.

(4) Check for oil leaks, normal oil levels, clear oil color, and fully opened oil valves on radiators, oil filters, and gas relays; ensure the explosion vent diaphragm is intact, gas relay oil level is normal, oil regeneration device and filter are functioning, and the desiccant in the breather is dry.

  • Inspect all oil system components to ensure there are no leaks, normal oil levels, clear oil color, fully opened oil valves, intact explosion vent diaphragm, normal gas relay oil level, and properly functioning filters and desiccant.

(5) Bushings should be clean, undamaged, free of cracks, and discharge marks.

  • Inspect bushings for physical condition, ensuring no damage, cracks, or discharge marks.

(6) Verify that the gas relay and thermometer lead insulation is in good condition and free of corrosion.

  • Ensure the insulation of gas relay and thermometer leads is good and free from corrosion.

(7) Ensure all bushing terminals have good contact and the transformer case grounding wire is securely connected and intact.

  • Verify that all bushing terminals have good contact and that the transformer case grounding wire is securely and completely connected.

(8) Check that the transformer protection circuit is functioning well; perform open/close tests on the disconnector, and test the protection circuit trip functions.

  • Inspect the protection circuit, performing open/close and trip tests to ensure the protection devices are operational.

(9) Use a 1000V (or 2500V) insulation resistance tester to measure the insulation resistance and absorption ratio (R60/R15 > 1.3) of the high-voltage coil to ground; use a 500V (or 1000V) tester to measure the low-voltage coil to ground and between high and low voltage coils. If the measured values are less than 1/3 to 1/5 of previous readings, investigate and resolve the cause.

  • Measure the insulation resistance and absorption ratio of the high and low voltage coils, comparing the results with previous values to detect any significant drops indicating potential issues.

(10) After repairs, perform three successful switching operations before putting the transformer into normal operation.

  • Conduct switching operations three times successfully before normal operation to ensure the transformer is functioning correctly after repairs.

(11) Verify that the status displayed on the monitoring system and protection devices matches the actual conditions.

  • Ensure the monitoring and protection system displays match the actual transformer conditions.
2.2 Operational Inspection

(1) Under rated conditions, transformers can operate at rated capacity year-round. For oil-immersed transformers, the top oil temperature should generally not exceed 85℃, with a maximum of 95℃, and the temperature rise should not exceed 60℃.

  • Monitor the transformer’s oil temperature and temperature rise, ensuring it remains within safe limits under rated conditions.

(2) For forced-air-cooled transformers, activate the cooling system when the load reaches 70% of the rated capacity or when the top oil temperature exceeds 55℃. Deactivate the fans when conditions are reversed. When the load exceeds 100% of the rated value, activate the cooling fans regardless of the oil temperature.

  • Adjust the cooling system operation based on load and oil temperature to ensure effective cooling.

(3) Transformers can operate continuously at ±5% of the rated voltage, provided the current on both high and low voltage sides does not exceed the rated value. Depending on operational conditions (reserve capacity, load curve, and cooling temperature), transformers can handle normal overload and emergency overload related to the daily load curve. For each 10% decrease in load, the maximum load can exceed the rated value by 3%, permitted only when ambient temperature does not exceed 35℃.

  • Manage transformer operation under varying load and temperature conditions, allowing controlled overloads within safe operational limits.

3 Preventive Maintenance

3.1 Preventing Insulation Aging

Periodically use a megger to test the insulation resistance absorption ratio, and perform DC resistance testing to detect issues early based on the balance coefficient of the winding DC resistance. If necessary, measure the DC leakage current and compare it with previous or factory data. Perform AC voltage withstand tests for insulation strength while monitoring the top oil temperature to manage transformer load variations and avoid prolonged peak load operation.

  • Regularly conduct insulation tests, DC resistance tests, and AC voltage withstand tests to monitor and manage insulation aging and transformer load conditions.
3.2 Preventing Insulating Oil Deterioration

Preventive measures for oil quality involve testing the dielectric loss, using gas chromatography to analyze latent faults. Gas chromatography is highly sensitive and is a crucial method for monitoring the operation of oil-filled equipment.

  • Use dielectric loss tests and gas chromatography to monitor oil quality and identify latent faults, preventing oil deterioration and maintaining transformer performance.

4 Routine Maintenance

(1) Keep porcelain bushings and insulators clean; in the oil cooling system, check for leaks, rust, dirt buildup, and any mechanical damage restricting oil flow. Ensure electrical connections are securely fastened; regularly inspect the tap changer.

  • Maintain cleanliness of bushings and insulators, check the oil cooling system for issues, and ensure secure electrical connections and regular tap changer inspections.

(2) Check the tightness, scorching, scars, rotational flexibility, and contact positioning of the tap changer contacts; inspect the coils, bushings, and lightning arresters every three years for dielectric loss; annually check the reliability of the lightning arrester grounding.

  • Regularly test and maintain the tap changer contacts, inspect dielectric loss in coils, bushings, and arresters, and ensure reliable lightning arrester grounding.

(3) Ensure reliable grounding with short leads. In dry seasons, test grounding resistance, ensuring it does not exceed 5Ω; consider using online monitoring systems for critical transformers.

  • Ensure reliable grounding, especially during dry seasons, and consider implementing online monitoring systems for critical transformers.

Safety and Environmental Protection Measures

  • Safety Measures: Before any maintenance work, ensure all safety measures are in place, such as de-energizing, marking, and using protective equipment to prevent accidents.
  • Environmental Protection: Follow environmental regulations when handling waste oil and other waste materials to prevent environmental contamination.

Summary and Conclusion

Regular and preventive maintenance of transformers effectively extends their lifespan, reduces faults, and enhances the reliability and safety of the power system. This comprehensive guide on transformer daily maintenance, inspection procedures, and preventive maintenance provides valuable insights and practical guidance for electrical engineers.



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