What are the Tests and Maintenances That Should Be Done in Substations?

What are the tests and maintenance that need to be done in substations? Basic maintenance and testing steps in the substation, including power transformer, breaker, disconnector, earthing separator, measurement transformers, surge arresters, protection relays, grounding system, auxiliary DC feeds and thermal controls, are explained in plain language.

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Technical visual showing general field control, power transformer inspection, switchgear equipment inspection and thermal maintenance works carried out at the substation
The aim of substation maintenance is to verify the reliable operation of all primary and secondary equipment together.

Summary Highlights

  • Importance of substation maintenance: energy continuity, equipment life, operational safety and reducing the risk of failure
  • Basic maintenance steps: visual inspection, cleaning, connection tightness, thermal inspection and general site suitability
  • Tests to be performed: power transformer, breaker, disconnector, earth separator, measurement transformers, surge arrester and relay tests
  • Auxiliary system controls: grounding, battery-charging system, DC supply, alarm and monitoring circuits
  • Logging and trend tracking: comparison of test reports, thermal images, oil analyses, trip times and maintenance history

Content

Substations are not facilities consisting of only a power transformer; They are live energy nodes that contain switchgear equipment, measurement transformers, surge arresters, protection relays, auxiliary DC systems, grounding infrastructure and many secondary circuits. For this reason, the tests and maintenance that need to be done in substations should be considered more broadly than the maintenance approach that focuses on a single piece of equipment. Failure of any critical part within the center can affect not only its own performance but the energy continuity and security of the entire facility.

The first step in substation maintenance is always safety. The section where the work will be carried out must be de-energized in the correct maneuver order, the separator and earth separator positions must be verified, the tension must be confirmed with suitable devices and site access must be made safe. Especially in MV and HV centers, maintenance does not only mean testing the equipment, but also creating the correct isolation and correct work permit. That's why preparation before maintenance is as important as the maintenance itself.

The general site inspection is the starting point of the maintenance program. At this stage, cells, transformer surroundings, cable ducts, busbar rooms, grounding conductors, areas where oil leakage is possible, ventilation, fire safety equipment, door locks, warning signs and access roads should be reviewed. Findings such as dust, moisture, corrosion, signs of overheating, loose connections, animal or pest effects, risk of water intake and signs of mechanical damage determine the direction of detailed maintenance.

In power transformer maintenance, different topics stand out according to oily and dry type design. In oil-filled transformers, oil level, leakage status, radiators, fans, Buchholz-like protection elements, connection terminals and bushing surfaces are checked. In addition, oil samples are taken and DGA, general oil quality and, if necessary, moisture or aging indicators are evaluated. On the electrical side, tests such as winding resistance, turns ratio, insulation evaluation, capacitance and power factor, if necessary, provide valuable information about the internal state of the transformer.

In dry type transformers, the cleanliness of the resin surface, cracks or surface deterioration, connection tightness, contamination in the winding areas, fan and ventilation arrangements and thermal traces stand out. However, regardless of the type, the basic purpose for the transformer is the same: protecting the health of the winding, insulation and connection. Both the electrical and thermal behavior of the transformer should be monitored regularly, especially in industrial centers experiencing large load changes.

Breakers are one of the most critical protection elements of the substation. Therefore, timing test, on-off times, synchronism between poles, contact resistance measurement, coil currents, spring winding system, auxiliary contacts and mechanical interlocks should be checked regularly. Even if the breaker seems to be working in the field, late tripping, incompatibility between phases or increased contact resistance can turn into a big problem in case of failure. Therefore, cutter maintenance should not be seen only as mechanical lubrication work.

For disconnectors and earthing switches, visible separation and safe earthing function must be verified separately. Check whether the separator blades have fully reached the final position, contact pressure, mechanical movement, interlock system, position indicators and auxiliary contacts. In earth separators, in addition, whether an effective earth path is formed, earth busbar connections and safe maneuvering order must be evaluated. Because substation maintenance safety often depends on the correct operation of these equipment.

Current transformers and voltage transformers are the basic data sources of the protection and measurement systems within the center. Therefore, ratio accuracy, polarity, burden effect, secondary circuit continuity, single-point grounding rule and connection logic should be reviewed regularly. While excitation and knee point evaluation may be necessary in CTs for protection purposes, phase relationship and secondary voltage accuracy come to the fore in VT circuits. In order for relays to make correct decisions, these measurement transformers must first work properly.

Surge arresters are among the silent but critical protection elements in the substation. Body cracks, surface contamination, moisture effect, connection tightness, grounding path, surge counter and disconnector status, if any, should be checked regularly. Thermal comparisons made in the energized state and, in appropriate applications, monitoring leakage current behavior can help detect early arrester aging. Particularly, surge arresters at transformer entrances, cable terminations and open field connection points should not be neglected.

Protection relays and secondary systems are a separate main topic of substation maintenance. Test scenarios should be applied to verify the accuracy of relay settings, secondary injection tests, alarm and trip logics, trip chain, auxiliary contact feedback, SCADA signals and, when necessary, the entire protection system. It is not enough just for the relay to be energized; The current-voltage information seen by the relay, the decision it makes and the command chain it transmits to the breaker must be tested as a whole.

Auxiliary AC/DC systems in the center are structures that are often remembered only in case of failure, but are of critical importance. Battery groups, rectifiers, DC distribution circuits, fuses, charger alarm outputs, breaker on-off feeds and emergency lighting infrastructure should be included in the maintenance program. If the auxiliary supply is weak, even the most accurate relay setting and the most robust breaker may not perform as expected at the time of the actual fault.

The grounding system is the backbone of substation safety. The main ground bar, equipotential connections, equipment bodies, doors, cable screens, lightning rod-grounding relationship and field grounding points should be examined regularly. Earth resistance or continuity checks should be made where necessary, and loose or corroded connections should be corrected. Especially in centers with large areas, the grounding network may weaken over time due to mechanical damage, corrosion or additional installations.

Thermal camera inspections are one of the most efficient tools of the substation maintenance program. When busbar connections, cable headers, breaker terminals, separator contact areas, transformer bushings, surge arresters, LV panel connections and battery connections are thermally scanned, invisible looseness and resistance increases can be detected early. What is important here is not a single temperature value, but the evaluation of the differences between similar phases and similar equipment.

One of the most critical but often neglected aspects of maintenance is record keeping. Oil analysis reports, on-off times, contact resistance measurements, relay test reports, grounding measurements, thermal images, battery results and field observations should be collected in a single history. Because many equipment problems occur not with sudden failure, but with slow change. If trend monitoring is not done, small deteriorations will only be noticed when a malfunction occurs.

In summary, the tests and maintenance that need to be done in transformer centers are; It consists of general field inspection, power transformer checks, breaker and switchgear equipment tests, disconnector and ground separator verifications, current-voltage transformer checks, surge arrester inspections, protection relay and secondary circuit tests, auxiliary DC system maintenance, grounding checks and thermal inspections. The correct maintenance approach is based on seeing the health of the center before the failure occurs, not just repairing the fault. If the substation general maintenance plan, MV/HV equipment tests, protection system verification and operational safety will be handled together in your facility. HV/MV testing, maintenance and repair, LV/MV/HV project design and consultancy, transformer maintenance and testing and SA operation responsibility It is possible to progress in integration with services.

Schematic technical visual explaining power transformer, breaker, protection relay and grounding system tests in the substation
Substation maintenance; It requires the evaluation of transformer, breaker, relay, grounding and auxiliary systems together.

Frequently Asked Questions

Why is maintenance necessary in substations?

Substations are critical facilities where many pieces of equipment work together. Regular maintenance is required as a problem in any of the power transformer, breaker, disconnector, relay, grounding and auxiliary DC systems can affect the energy continuity of the entire facility.

What tests are performed in substations?

Depending on the application, power transformer tests, oil analysis, breaker timing and contact resistance measurements, disconnector and ground separator checks, CT/VT verifications, surge arrester inspections, relay tests, grounding checks, battery-rectifier tests and thermal camera inspections can be performed.

What is checked first in substation maintenance?

First, the safe maneuver sequence is applied and the work area is de-energized. Then, general field inspection, visual control, cleaning, tightness of connections and detection of possible risky areas are carried out.

Which maintenance topics stand out in power transformer?

Oil level, leakage, DGA and oil quality in oil-filled transformers; Electrically, measurements related to winding resistance, turns ratio and insulation stand out. In dry type transformers, surface cleanliness, crack control, ventilation and connection tightness become important.

What are the most important tests in cutter maintenance?

On-off times, synchronism between poles, contact resistance, auxiliary contacts, coils, mechanism and spring installation system are among the most important topics in circuit breaker maintenance.

Why are protection relay tests part of substation maintenance?

Because the system that detects the fault and produces the opening command is the relay. If the relay is not healthy or the secondary circuit information is incorrect, the breaker being intact alone is not enough.

Why is a thermal camera used in a substation?

Thermal Camera; It helps to detect loose connections, increased contact resistance and hot spots early. It is very useful in busbar connections, cable terminations, transformer terminals and switchgear equipment.

Why should the grounding system be checked separately?

Because personnel safety and safe propagation of fault currents directly depend on the grounding infrastructure. Main ground busbar, equipotential connections and equipment body connections should be monitored regularly.

Why are batteries and DC supply important?

Many relays, trip coils and alarm circuits operate on auxiliary DC systems. If this system is weak, the trip command may not be generated or executed at the time of the actual fault.

Why is it necessary to keep records in substation maintenance?

Because the change in test results over time indicates many problems at an early stage. If oil analyses, thermal images, contact resistances and opening times are recorded regularly, malfunctions will be noticed before they escalate.

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