Transformer Faults: Essential Tests and Procedures

In this article, power transformer faults are categorized into two internal and external faults.
When a fault occurs in a power transformer, specific diagnostic tests are performed to identify the fault, assess the extent of damage, and determine whether repairs or replacements are necessary. These tests fall into categories aimed at evaluating electrical, mechanical, and insulation integrity. Below are the most common tests conducted after a fault:

What Tools You'll Need for Transformer Faults Tests:

Equipment / Tools :

  • Multimeter
  • Clamp meter
  • LV Megger
  • HV megger

Types of Transformer Tests

01. Electrical Tests

a) Insulation Resistance (IR) Test

  • Purpose: Checks the insulation condition between windings and the core.
  • Procedure: A megger applies a DC voltage, and the resistance is measured.
  • Indications of Fault: Low insulation resistance indicates moisture, contamination, or insulation breakdown.

b) Winding Resistance Test

  • Purpose: Detects open circuits, shorted turns, or issues in winding connections.
  • Procedure: DC current is injected through the windings, and resistance is measured.
  • Indications of Fault: High or unequal resistance between phases suggests damage to windings.

c) Voltage Ratio Test

  • Purpose: Verifies that the transformer maintains its correct turns ratio after the fault.
  • Procedure: Voltage is applied to the primary, and the output is measured on the secondary.
  • Indications of Fault: Deviations from the specified ratio indicate winding deformation or shorted turns.

d) Magnetic Balance Test

The Magnetic Balance Test is a widely used  for three-phase transformer tests. It is primarily performed to detect faults in the core, verify imbalances in the magnetic circuit, and identify early-stage inter-turn faults. This proactive test is particularly crucial during manufacturing or maintenance to ensure transformer reliability.

Why Magnetic Balance Testing is Important ?

  1. Core Fault Detection: Identifies issues like shorted laminations or localized saturation in the core.
  2. Magnetic Circuit Imbalance: Detects discrepancies in flux distribution caused by winding issues or structural defects.
  3. Inter-Turn Faults: Identifies short circuits within winding turns, which can escalate into major faults.

Test Procedure

  1. Set the transformer Tap Changer to the nominal position.
  2. Apply a single-phase AC voltage to one terminal of the high-voltage (HV) winding.
  3. Measure the voltage across the other two HV terminals.
  4. Repeat this process for all three phases.
  5.  

Interpretation of Results

If the applied voltage equals the sum of the two measured voltages across the other terminals, the transformer is magnetically balanced. However, discrepancies indicate core faults, imbalances, or winding short circuits.

Limitations

This test is indicative rather than definitive. Results depend on flux distribution and should be complemented by other tests, such as winding resistance or insulation tests, for accurate fault diagnosis.

In summary, the Magnetic Balance Test is a simple yet effective tool for early fault detection in three-phase transformers, ensuring timely maintenance and preventing failures

e) Open Circuit and Short Circuit Tests

The Open Circuit (OC) and Short Circuit (SC) tests are fundamental diagnostic procedures for transformers. They are crucial in assessing a transformer’s performance and identifying potential faults. These tests provide essential parameters, including core losses, copper losses, and impedance, which help in understanding transformer health and efficiency.

Purpose of OC and SC Tests

  1. Core Loss Analysis (OC Test):

    • Determines losses in the transformer’s core due to eddy currents and hysteresis.
    • Helps detect issues such as damaged core laminations or localized heating.
  2. Copper Loss and Impedance Measurement (SC Test):

    • Evaluates winding resistance and leakage reactance.
    • Identifies problems like inter-turn shorts, poor connections, or deformed windings.
  3. Efficiency Calculation:

    • Both tests provide data to estimate the transformer’s efficiency and operational suitability.
  4. Fault Diagnosis:

    • Deviations in results from baseline values indicate potential faults, including core saturation, winding defects, or insulation failures.

How OC and SC Tests Are Performed

  1. Open Circuit Test:

    • Primary winding is energized at rated voltage, and secondary winding is left open.
    • Core losses (no-load losses) are measured using a wattmeter.
    • Results highlight core integrity and magnetization behavior.
  2. Short Circuit Test:

    • Secondary winding is shorted, and a reduced voltage is applied to the primary winding.
    • Copper losses (load losses) are measured using a wattmeter.
    • Results reveal winding resistance, leakage reactance, and potential deformation

02. Insulation and Oil Tests

a) Dielectric Dissipation Factor (Tan Delta) Test

The Dielectric Dissipation Factor (Tan Delta) Test is a diagnostic method used to evaluate the insulation health of a transformer. This test measures the dielectric losses in the insulation system, providing insights into its quality, contamination levels, and aging. It is particularly valuable for detecting moisture ingress, degradation, or contamination in transformer insulation.

6 Different Transformer Cooling Methods

Transformer cooling methods are used based on transformer size, application, and load requirements.Transformers generate heat due to energy losses (copper and iron losses), and efficient cooling is essential to maintain performance and lifespan.

Transformer cooling methods

Why Conduct a Tan Delta Test?

  1. Assess Insulation Quality: Determines whether the insulation system (oil and solid insulation) is intact and functioning correctly.
  2. Early Fault Detection: Identifies deterioration before it leads to a catastrophic failure.
  3. Moisture and Contamination Analysis: Helps detect moisture ingress, dirt, or other contaminants that reduce insulation efficiency.
  4. Preventative Maintenance: Enables operators to schedule maintenance before major breakdowns occur.

b) Transformer Oil Analysis

  • Dissolved Gas Analysis (DGA)
    • Purpose: Detects gases generated due to overheating or arcing.
    • Indications of Fault: High levels of hydrogen (H₂), acetylene (C₂H₂), or ethylene (C₂H₄) indicate specific fault types like arcing, overheating, or partial discharge.
    • The following major faults can be diagnosed by DGA: 1. Sparking or high current breakdown. 2. Sparking with low energy or partial discharge. 3. Local temperature rise or hot spot. 4. Overall temperature rise due to insufficient cool ing or continuous overloading
  • Oil Dielectric Strength Test
    • Purpose: Measures the breakdown voltage of oil.
    • Indications of Fault: Low breakdown voltage suggests contamination or moisture.

03. Conclusion

Testing transformers is a crucial step in maintaining their operational reliability and safety. By employing proper procedures, calibrated instruments, and adhering to international standards, manufacturers and operators can ensure optimal transformer performance throughout its lifecycle.

Always consult the manufacturer’s manual and relevant standards for precise testing methods tailored to specific transformer ratings.

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A power transformer is the most costly and crucial piece of equipment in an electrical substation. Therefore, it’s important to carry out various preventative maintenance activities to keep it performing well and extend its functional life.

Regular maintenance is a major part of keeping your oil-filled transformers in good working condition. Without scheduled upkeep, your transformers will be more likely to experience issues that can snowball into larger operational problems, like system failure. 

This blog is more than just a collection of technical articles—it’s a platform where practical insights meet real-world applications. Whether you’re looking for in-depth electrical engineering concepts, startup ideas, or the latest industry trends, you’ll find valuable resources to support your career and business aspirations.

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