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Intas d2.1 Final Annex A
Intas d2.1 Final Annex A
EN/IEC/ISO technical
standards
Table of Contents
The aim of the INTAS project is to provide technical and cooperative support, as well as capacity
building activities, to Market Surveillance Authorities (MSAs). The need for the INTAS project
arises from the difficulty that MSAs and market actors face in establishing and verifying compliance
with energy performance requirements for large industrial products subject to requirements of the
Ecodesign Directive, specifically transformers and industrial fans. Therefore, the project aims to:
Support European Member State MSAs deliver compliance for large products (specifically
for transformers and large fans);
Support industry to be sure of what their obligations are under the Ecodesign Directive and
to deliver compliance in a manner that will be broadly accepted by MSAs;
Foster a common European approach to the delivery and verification of compliance for
these products.
Annex A:
D2.1.A Power transformer testing worldwide and
EU technical standard and legislation framework
Industrial and Tertiary Product Testing
and Application of Standards
A1. Introduction
This document is extracted from Deliverable 2.1 of the INTAS project, published in October 2016.
The full document, entitled Database and report on EN/IEC/ISO technical standards, includes the
present content focusing on technical standards applicable to power transformers, as well as
Annex B, focusing on the standards applicable to large electrical fans. An introductory section on
the main standardization organizations mentioned in this annex is also provided. The full report,
separate annexes and related spreadsheet databases are publically available on the project
website at http://intas-testing.eu/project-documents.
The present Annex A reports the results of the research carried out regarding Power transformer
(Group A) in Task 2.1 „Worldwide and EU Technical standard and legislative framework into the
WP2 - Landscape of testing avenues“ of the INTAS project.
A2. Scope
It is to be pointed out that for the INTAS scope and consequently for the this report all the
transformers above have been considered large products even if as detailed in section A2.5 the
current EN definition of large power transformers is different.
Mexico
United States of America
Vietnam
A2.4 Basics
Transformers are static electrical devices that are used in electrical power systems to transfer
electrical power among circuits through the use of electromagnetic induction.
The purpose of a transformer is to convert power from one system voltage to another. This voltage
relationship, or voltage ratio, is determined by the ratio of the number of turns on the primary
winding to the number of turns on the secondary winding.
As the alternating current in the primary winding changes 50 or 60 times a second (according to
the frequency of the network 50 Hz in EU), it induces a voltage in the secondary winding that is
proportional to the voltage of the primary winding divided by the turns ratio. As the transformer
works, it incurs power (and hence energy) losses in the windings, the magnetic core and in the
surrounding transformer tank / housing and fittings in addition to the power required by the cooling
system (if any).
A2.5 Classification
The definitions of the different types of power transformers are not harmonised around the world
and may be different.
- Distribution MV/LV: to reduce MV down to suitable LV user values (400 - 230 – 110
V)
- Special (industrial) transformer: to be used for a specific application (for example to
feed converter, traction systems, furnaces, etc.)
number of phases
- 1
- 3
number of windings
- two-winding transformer: used to connect power system having two different voltage
levels
- three-winding transformer: connecting three voltage levels
- auto-transformer: used to connect different voltage power systems
A formal classification of power transformer has been introduced by CENELEC TC14 and EU
Regulation N 348/14:
- Small power transformer: a power transformer with a highest voltage for equipment not
exceeding 1,1 kV.
- Medium power transformer: a power transformer with a highest voltage for equipment
higher than 1,1 kV, but not exceeding 36 kV and a rated power equal to or higher than 5
kVA but lower than 40 MVA
- Large power transformer: a power transformer with a highest voltage for equipment
exceeding 36 kV and a rated power equal or higher than 5 kVA, or a rated power equal to
or higher than 40 MVA regardless of the highest voltage for equipment.
Industrial and Tertiary Product Testing
and Application of Standards
With reference to the type of installation, a pole mounted transformer is a power transformer with a
rated power of up to 315 kVA suitable for outdoor service and designed to be mounted on the
support structures of overhead power lines.
Liquid-filled transformers, most often used by electric utilities, have several performance
advantages over dry-type transformers. Liquid-filled transformers tend to have higher energy
performances, have greater overload capability and have a longer service life. This longer service
life is due to a greater ability to reduce coil hot-spot temperatures and to have higher dielectric
withstand ratings. Liquid-filled transformers are also physically a smaller than dry-type for a given
rating, which can be important in areas with restricted space. However, liquid-filled transformers
are often filled with mineral oil which has a higher flammability potential than dry-types and local
environmental laws may require containment troughs or other facilities to guard against insulating
fluid leaks.
Dry-type transformers tend to be used most often by commercial and industrial customers.
Generally, the installation location can be a critical consideration here – higher-capacity
transformers used outdoors are almost always liquid-filled, while lower-capacity transformers used
indoors are often dry-type. Dry-type transformers typically are housed in enclosures, with the
windings insulated through varnish, vacuum pressure impregnated (VPI) varnish, epoxy resin or
cast resin.
A2.6 Losses
Power transformer losses can be divided into two main components: no-load losses and load
losses. These types of losses are common to all types of transformers, regardless of transformer
application or power rating. There are, however, two other types of losses; extra losses created by
non ideal quality of power and losses which may apply particularly to larger transformers – cooling
or auxiliary losses, caused by the use of cooling equipment like fans and pumps.
Industrial and Tertiary Product Testing
and Application of Standards
Hysteresis losses, caused by the frictional movement of magnetic domains in the core
laminations being magnetized and demagnetized by alternation of the magnetic field.
These losses depend on the type of material used to build a core. Silicon steel has
much lower hysteresis than normal steel but amorphous metal has much better
performance than silicon steel. Hysteresis losses can be reduced by material
processing such as cold rolling, laser treatment or grain orientation. Hysteresis losses
are usually responsible for more than a half of total no-load losses (~50% to ~80%).
This ratio was smaller in the past (due to the higher contribution of eddy current losses).
Eddy current losses, caused by varying magnetic fields inducing eddy currents in the
laminations and thus generating heat. These losses can be reduced by building the
core from thin laminated sheets insulated from each other by a thin varnish layer to
reduce eddy currents. Eddy current losses usually account for 20% to 50% of total no-
load losses
There are also less significant stray and dielectric losses which occur in the transformer core,
accounting usually for no more than 1% of total no-load losses.
The measurement of load loss on a large transformer requires considerable care and good
measuring equipment because of the low power factor and the often large test currents.
The load loss for a pair of windings is measured at rated frequency with voltage applied to the
terminals of one winding, with the terminals of the other winding short-circuited, and with possible
other windings open-circuited.
The supplied current should be equal to the relevant rated current. The measurements shall be
performed quickly so that temperature rises do not cause significant errors.
Z
A * W*
E U Y
Industrial and Tertiary Product Testing
and Application of Standards
The measured value of load loss (wattmeter reading) shall be multiplied with the square of the ratio
of rated current to test current.
The resulting figure shall then be corrected to reference temperature. The ohmic losses are usually
and conventionally taken as varying directly with the temperature and all other losses inversely
with the temperature.
On a three-winding transformer, measurements are performed on the three different two winding
combinations. The results are re-calculated, allocating losses to individual windings. Total losses
for specified loading cases involving all these windings are determined accordingly.
Any errors and external circuit losses should be minimized. Correction for measuring transformer
errors and for resistance of the test connections should be applied unless they are obviously
negligible.
Industrial and Tertiary Product Testing
and Application of Standards
The no-load losses shall be measured on one of the windings at rated frequency and at a voltage
corresponding to rated voltage. The remaining winding or windings shall be left open-circuited.
Z
A *W
*
E U Y
The transformer shall be approximately at factory ambient temperature. Usually the no load losses
are not corrected for any effect of temperature.
Industrial and Tertiary Product Testing
and Application of Standards
Measurement of cooling equipment consumption refers to specific product standards and basically
consists in electrical energy or power measurement in given conditions.
Measurement of extra losses due to harmonics and unbalance can be done in different ways. For
the scope of this study the conventional and standardized methods described in section A6. are
enough.
Each approach offers certain strengths, but also has some weaknesses. Hereunder the different
approaches are shortly discussed in light of the experience built up with the new European
Regulation.
Table 1 - Categorization of main metrics used for assessing energy-performance of power transformers.
The benefits of setting the maximum no load and load losses separately in the attempt to either
regulate or standardize transformer energy performances can be summarized as follows:
One of the most important goals of standardization is unification. Unification allows to open
a horizontal market, with very important implications for future developments of scale
economies, interchangeability, etc...
No load and load losses are never greater than a certain value regardless of the applied
load, which is generally difficult to predict on rms, on a daily, seasonal or life cycle basis
across the stock of identically rated transformers. This means that a minimum level of
performance is assured whatever the level of loading applied to the transformer.
Maximum losses are not dependent from the application but only from the product while
efficiency is an index depending on the application and this introduces additional
uncertainty.
Industrial and Tertiary Product Testing
and Application of Standards
In the most situations, the expected load profile is known with a quite high uncertainty. The
knowledge of the load profile to be used for optimization ex ante is typically not enough to
reach the theoretical optimum promised by efficiency approaches.
Flexibility related to efficiency approaches is a pro but leaves more space than a loss list to
distorted behavior of the market and frauds etc.
Setting a mandatory maximum level of load and no load losses does not mean that it’s not
possible to standardize or simply to choose other values optimizing each specific
application.
All these considerations are valid for medium power transformers, which are typically
produced in large series and do not allow single special optimization neither by the user nor
by the manufacturer.
For such reasons the European Regulation of energy performances of medium power
transformers was based on maximum no load and load losses.
An alternative to having separate requirements for maximum no-load and load losses is to
combine the total losses into one value. Similar to the minimum efficiency set, there will be
an implicit least cost point of manufacturer at a given loading point, which may or may not
be optimal for a given market. If this loading point does not match the load where the least
cost transformer is being installed, the least cost transformer’s optimal performance point
would not coincide with the installation loading, resulting in lost energy savings.
Efficiency is a more neutral technological metric, which allows flexibility in designing and
manufacturing of transformers. In fact, it allows transformer design engineers to trade-off no-load
and load losses while trying to produce an optimized transformer for a specific customer and
application. At the same time, it shall be noticed that if a transformer is purchased simply on a least
cost basis, its optimal loading point may not coincide with the average loading at all installation
sites, resulting in lost energy savings.
Thus, the transformer procurement practice needs to keep all these aspects in mind and minimize
the cost of losses over the array of projected load profiles. This is feasible for large power
transformers (few very important units specified by expert professionals one by one), but it is
practically unfeasible for medium power transformers produced in thousands of units for the
general market.
The defined power can be either input power (EN) or output power (IEEE) resulting in two methods
for calculation of efficiency and historically both methods have been used.
The peak efficiency index is a unit-less metric, which was developed as a regulatory option for the
European ecodesign process.
Industrial and Tertiary Product Testing
and Application of Standards
To obtain peak efficiency index, a load factor k PEI, which represent the transformer load conditions
in which the efficiency is maximum is calculated as follows:
Where:
P0 is the no-load loss measured at rated voltage, rated frequency and on rated tap
Pc0 is the electrical power required by the cooling system for no-load operation derived
from the type test measurement of the power taken by the fan and pump motors.
Pk is the measured load loss at rated current and rated frequency on the rated tap
corrected to reference temperature according to IEC 60076-1.
Pck(k) is the additional electrical power required (in addition of Pc0) by the cooling system
for operation at load factor k, derived from the type test measurement of the power taken
by the fan and pumps motors
is the additional electrical power required (in addition of Pc0) by the cooling system
for operation at kPEI.
In this conditions the Peak Efficiency Index is obtained when no-load loss equals load loss
and is given by the equation below:
The value of equation depends on the ratio Sr /√PK which does not vary significantly if Sr is
changed (for example by changing cooling mode) provided that PK is measured at Sr.
take into account also energy performances of units required to transform reactive power
only
have an index not depending from the application but related to the product only
Such index includes both no-load and load losses, but the equation is written in such a way that it
does not require a specified loading point. Instead, the index finds the point where the no-load loss
equals the load loss, and calculates the value. This approach has an advantage over others,
because it does not require prescribing or implying a loading point.
At the same time, considering that in a competitive market environment all manufacturers are
trying to minimize their costs, prescribing only minimum values for the PEI can be somehow risky.
In fact, there may be a mismatch between the no load and load loss ratio which minimizes the
transformer cost and the one which optimizes the energy performance during service (provided
that in both cases the minimum PEI value is fulfilled). For this reason, it is important that
transformer users prescribe suitable capitalization figures or specify minimum efficiency values at
certain load factors in order to obtain the highest energy savings. The importance of this issue is
higher for smaller units, while larger power transformers tend to be already today state of the art
for what concerns efficiency.
Industrial and Tertiary Product Testing
and Application of Standards
There are a large number of technical standards that are of importance/interest for energy
performance and testing energy performance of power transformers:
Worldwide the most important standards are the international IEC standards
At regional level the most important are the EN standards for the European region and the
IEEE standards for the North American region. Even if containing regional practices and
unification values, the EN standards are fully aligned with the IEC standards while the IEEE
standards just initiated the alignment with the international standards and still differ in some
main assumptions
at national level some other standards applies repealing partially or totally the contents of
IEC, EN or IEEE standards.
The scope of the IEC TC14 is the standardization in the field of power transformers, tap-changers
and reactors for use in power generation, transmission and distribution. Generally these
transformers have power ratings above 1 kVA single phase and 5 kVA polyphase with a higher
voltage winding of 1 000 V or more, however the scope includes lower voltage transformers and
regulators used in power delivery applications. Excluded: - Instrument transformers - Testing
transformers - Traction transformers mounted on rolling stock - Welding transformers -
Transformers for applications covered by TC 96.
The following table lists the main IEC TC14 published standards documents. The IEC standards
addressing specifically power transformer tests (PTT) and power transformer energy performance
related tests (EPT) are highlighted in the EPT/PTT column.
Industrial and Tertiary Product Testing
and Application of Standards
Table 2 - List of Standards for IEC 60076 Power Transformers (May 2016).
Standard Title Notes
IEC 60076-1 ed3.0 Part 1: General EPT
(2011-04)
IEC 60076-2 ed3.0 Part 2: Temperature rise for liquid-immersed transformers EPT
(2011-02)
IEC 60076-3 ed3.0 Part 3: Insulation levels, dielectric tests and external clearances PTT
(2013-07) in air
IEC 60076-4 ed1.0 Part 4: Guide to the lightning impulse and switching impulse PTT
(2002-06) testing- Power transformers and reactors
IEC 60076-5 ed3.0 Part 5: Ability to withstand short circuit PTT
(2006-02)
IEC 60076-6 ed1.0 Part 6: Reactors
(2007-12)
IEC 60076-7 ed1.0 Part 7: Loading guide for oil-immersed power transformers
(2005-12)
IEC 60076-8 ed1.0 Part 8: Application guide
(1997-10)
IEC 60076-10 ed1.0 Part 10: Determination of sound levels PTT
(2001-05)
IEC 60076-10-1 ed1.0 Part 10-1: Determination of sound levels - Application guide
(2005-10)
IEC 60076-11 ed1.0 Part 11: Dry-type transformers EPT
(2004-05)
IEC 60076-12 ed1.0 Part 12: Loading guide for dry-type power transformers
(2008-11)
IEC 60076-13 ed1.0 Part 13: Self-protected liquid-filled transformers
(2006-05)
IEC 60076-14 Part 14: Design and application of liquid-immersed power
(2013-09) transformers using high-temperature insulation materials
IEC 60076-15 ed1.0 Part 15: Gas-filled power transformers
(2008-02)
IEC 60076-16 ed1.0 Part 16: Transformers for wind turbine applications
(2011-08)
IEC 60076-18 ed1.0 Part 18: Measurement of frequency response PTT
(2012-07)
IEC/TS 60076-19 ed1.0 Part 19: Rules for the determination of uncertainties in the EPT
(2013-03) measurement of losses in power transformers and reactors
IEC/TS 60076-20 ed1.0 Energy efficiency EPT
IEC 60076-21 ed1.0 Part 21: Standard requirements, terminology, and test code for
(2011-12) step-voltage regulators
Industrial and Tertiary Product Testing
and Application of Standards
In addition to the above IEC 60076 standards, the Technical Committee 14 (TC 14) on Power
Transformers also maintains another international standards. These standards are outside of the
scope of this report, although it is understood that IEC 60616 is more applicable to distribution
transformers and may become IEC 60076-9 at some point in the future:
IEC 60214-1 ed1.0 (2003-02) - Tap-changers - Part 1: Performance requirements and test
methods
IEC/TR 60616 ed1.0 (1978-01) - Terminal and tapping markings for power transformers
IEC 61378-1 ed2.0 (2011-07) - Converter transformers - Part 1: Transformers for industrial
applications
IEC 61378-2 ed1.0 (2001-02) - Convertor transformers - Part 2: Transformers for HVDC
applications
IEC 62032 ed2.0 (2012-06) - Guide for the Application, Specification and Testing of Phase-
Shifting Transformers
A4.2 EN standards
The set of European EN standards covering power transformers is prepared by CENELEC
Technical Committee 14 Power transformer.
The following table lists the main CENELEC TC14 published standards documents. The EN
standards addressing specifically power transformer tests (PTT) and power transformer energy
performance related tests (EPT) are highlighted in the EPT/PTT column.
The scope of CENELEC TC14 is and has to be identical to the scope of IEC TC14.
Industrial and Tertiary Product Testing
and Application of Standards
The scope of the IEEE transformers committee is the treatment of all matters in which the
dominant factors are the application, design, construction, testing and operation of transformers,
reactors and other similar equipment. Included is treatment of the following:
Insulating Fluids
Administrative
Bushing
Dielectric Test
Distribution Transformers
Dry-Type
Instrument Transformers
Insulating Fluids
Insulation Life
Industrial and Tertiary Product Testing
and Application of Standards
Performance Characteristics
Power Transformers
Standards
study and review engineering aspects of liquid filled power transformers, including
transmission transformers, primary unit substation transformers, generator step-up
transformers, phase angle regulating transformers, and related products
develop and maintain related standards, recommended practices and guides for such
products.
coordinate with other technical committees, groups, societies and associations as required.
Study and review engineering aspects of overhead, pad mounted and certain underground
type distribution transformers rated 2500 kVA and smaller, high voltage 38,000 volts and
below, low voltage 15,000 volts and below. Evaluation to include enclosure integrity and
surface coatings.
Develop and maintain related standards, recommended practices and guides for such
products.
Coordinate with other technical committees, groups, societies and associations as required.
The following table lists the main IEEE published standard documents on power transformers. The
EN standards addressing specifically power transformer tests (PTT) and power transformer energy
performance related tests (EPT) are highlighted in the EPT/PTT column.
Industrial and Tertiary Product Testing
and Application of Standards
Table 4 - List of Standards for IEEE power transformer standards (May 2016).
Standard Title EPT MEPS*
IEEE C57.12.90 Standard Test Code for Liquid-Immersed Distribution,
(2015) Power, and Regulating Transformers EPT NO
IEEE C57.12.91 Standard Test Code for Dry-Type Distribution and Power
(2011) Transformers NO
IEEE Standard for General Requirements for Liquid-
IEEE C57.12.00 Immersed Distribution, Power, and Regulating
(2015) Transformers NO
ANSI C57.12.10 IEEE Standard Requirements for Liquid-Immersed Power
(2010) Transformers NO
IEEE Standard for Overhead-Type Distribution
IEEE C57.12.20 Transformers 500 kVA and Smaller: High Voltage, 34 500
(2011) V and Below; Low Voltage, 7970/13 800Y V and Below NO
IEEE Standard for Network, Three-Phase Transformers,
2500 kVA and Smaller; High Voltage, 34 500 GrdY/19 920
IEEE C57.12.40 and Below; Low Voltage, 600 V and Below; Subway and
(2011) Vault Types (Liquid Immersed) NO
IEEE C57.12.01 IEEE Standard for General Requirements for Dry-Type
(2015) Distribution and Power Transformers NO
*MEPS: Minimum Energy Performance Standard
Except for Europe and China MEPS for transformers other than distribution transformers, such
standards cover distribution transformers.
The scope and other main contents of surveyed standards can be compared using the filter
function in the annexed database.
This part of IEC 60076 applies to three-phase and single-phase power transformers (including
auto-transformers) with the exception of certain categories of small and special transformers.1
When IEC standards do not exist for certain categories of transformers, this part of IEC 60076 may
still be applicable either as a whole or in part. For those categories of power transformers and
reactors which have their own IEC standards, this part is applicable only to the extent in which it is
specifically called up by cross-reference in the other standard. The updated edition of this standard
includes the following technical sections that were not in the previous version:
- subclause on transport;
- clause on DC currents;
The IEC 60076-1 is the most important standard for power transformer energy performance tests.
A more detailed analysis of the content of this standard related to this context is given in section
A6. .
Full title: Power transformers - Part 2: Temperature rise for liquid-immersed transformers
the winding hot-spot temperature rise limit was introduced among the prescriptions;
the procedures for the temperature rise test were improved in relation to the new thermal
requirements;
five informative annexes were added in order to facilitate the implementation of this
standard.
Full title: Power transformers - Part 3: Insulation levels, dielectric tests and external clearances
in air
IEC 60076-3:2013 specifies the insulation requirements and the corresponding insulation tests with
reference to specific windings and their terminals. This International Standard applies to power
transformers as defined by IEC 60076-1. It also recommends external clearances in air. It gives
details of the applicable dielectric tests and minimum dielectric test levels. Recommended
minimum external clearances in air between live parts and between live parts and earth are given
for use when these clearances are not specified by the purchaser. For categories of power
transformers and reactors which have their own IEC standards, this standard is applicable only to
the extent in which it is specifically called up by cross reference in the other standards. This third
edition of IEC 60076-3 cancels and replaces the second edition published in 2000, and constitutes
a technical revision.
Industrial and Tertiary Product Testing
and Application of Standards
Full title: Power transformers - Part 4: Guide to the lightning impulse and switching impulse
testing - Power transformers and reactors
This standard gives guidance and explanatory comments on the existing procedures for lightning
and switching impulse testing of power transformers to evaluate their insulation supplementing the
requirements of IEC 60076-3. Also generally applicable to the testing of reactors (see IEC 60289),
modifications to power transformer procedures being indicated where required. The standard
provides information on waveshapes, test circuits including test connections, earthing practices,
failure detection methods, test procedures, measuring techniques and interpretation of results.
This standard identifies the requirements for power transformers to sustain without damage the
effects of overcurrents originated by external short circuits. It describes the calculation procedures
used to demonstrate the thermal ability of a power transformer to withstand such overcurrents and
both the special test and the theoretical evaluation method used to demonstrate the ability to
withstand the relevant dynamic effects.
The standard applies to the following types of reactors: shunt reactors; series reactors including
current-limiting reactors, neutral-earthing reactors, power flow control reactors, motor starting
reactors, arc-furnace series reactors; filter (tuning) reactors; capacitor damping reactors; capacitor
discharge reactors; earthing transformers (neutral couplers); arc-suppression reactors; smoothing
reactors for HVDC and industrial application.
Full title: Power transformers - Part 7: Loading guide for oil-immersed power transformers
This standard is applicable to oil-immersed transformers and describes the effect of operation
under various ambient temperatures and load conditions on transformer life.
Industrial and Tertiary Product Testing
and Application of Standards
This standard provides information to users about certain fundamental service characteristics of
different transformer connections and magnetic circuit designs; system fault currents; parallel
operation of transformers, calculation of voltage drop or rise under load; selection of rated
quantities and tapping quantities; application of transformers of conventional design to convertor
loading; measuring techniques and so on. This standard cancels and replaces IEC 60606.
This standard defines sound pressure and sound intensity measurement methods by which sound
power levels of transformers, reactors and their associated cooling auxiliaries may be determined.
Is applicable to transformers and reactors covered by the IEC 60076 series and the IEC 61378
series, without limitation as regards size or voltage and when fitted with their normal cooling
auxiliaries.
Full title: Power transformers - Part 10-1: Determination of sound levels - Application guide
This standard provides supporting information to help both manufacturers and purchasers apply
the measurement techniques described in IEC 60076-10. This standard describes the sources and
characteristics of transformer and reactor sound, provides practical guidance on making
measurements, and discusses factors that may influence the accuracy of the methods. It applies to
transformers and reactors together with their associated cooling auxiliaries.
This standard applies to dry-type power transformers (including auto-transformers) having values
of highest voltage for equipment up to and including 36 kV and at least one winding operating at
greater than 1,1 kV. This standard applies to all construction technologies.
Industrial and Tertiary Product Testing
and Application of Standards
The IEC 60076-11 is a key standard for dry-type power transformer energy performance tests. A
more detailed analysis of the content of this standard related to this context is given in section A6. .
Full title: Power transformers - Part 12: Loading guide for dry-type power transformers
This standard applies to dry-type transformers according to the scope of IEC 60076-11. It provides
the means to estimate ageing rate and consumption of lifetime of the transformer insulation as a
function of the operating temperature, time and the loading of the transformer.
Full title: Power transformers - Part 14: Design and application of liquid-immersed power
transformers using high-temperature insulation materials
This standard provides specification, design, testing and loading information for use by both the
manufacturer and user of liquid-immersed power transformers employing either high-temperature
insulation or combinations of high-temperature and conventional insulation. Is applicable to:
This new edition includes the following significant technical changes with respect to the previous
edition:
This standard applies to gas-filled power transformers (including auto-transformers) and to all
construction technologies. This standard may be applicable as a whole or in parts to other
transformers.
Full title: Power transformers - Part 16: Transformers for wind turbine applications
This standard applies to dry-type and liquid-immersed transformers for rated power 100 kVA up to
10 000 kVA for wind turbine applications having a winding with highest voltage for equipment up to
and including 36 kV and at least one winding operating at a voltage greater than 1,1 kV.
This standard covers the measurement technique and measuring equipment to be used when a
frequency response measurement is required either on-site or in the factory either when the test
object is new or at a later stage. This standard is applicable to power transformers, reactors, phase
shifting transformers and similar equipment.
Full title: Power transformers - Part 19: Rules for the determination of uncertainties in the
measurement of losses in power transformers and reactors
Industrial and Tertiary Product Testing
and Application of Standards
This document is a Technical Specification (TS), it illustrates the procedures that should be applied
to evaluate the uncertainty affecting the measurements of no-load and load losses during the
routine tests on power transformers. Even if the attention is especially paid to the transformers,
when applicable the specification can be also used for the measurements of reactor losses, except
large reactors with very low power factor.
This Technical Specification is now at CDV stage to became a standard identical to EN 60076-19.
The IEC 60076-19 is a key document for power transformer energy performance tests. A more
detailed analysis of the content of this standard related to this context is given in section A6. .
This part of IEC 60076 gives mathematical models to calculate the efficiency of the transformer
according to the impedance, resistance and capacity of the load and the level of the rated power.
Other matter is also indicated as:
• Uncertainties of measurement
This part of IEC 60076 is applicable to transformers in the scope of IEC 60076-1.
The IEC 60076-20 will be a key standard for power transformer energy performances.
Full title: Power transformers - Part 21: Standard requirements, terminology, and test code for
step-voltage regulators
impedance and load loss measurements, dielectric tests, temperature tests, routine and design
impulse tests, short-circuit tests, control tests, calculated data, and certified test data are covered.
A5.2 EN standards
The EN standard identical to IEC standards are not described in the following paragraph, please
refer to the appropriate paragraph in section A5.1 .
A5.2.1 EN 50588-1
Full title: Medium power transformers 50 Hz, with highest voltage for equipment not exceeding
36 kV - Part 1: General requirements
This European Standard covers power transformer with a highest voltage for equipment higher
than 1,1 kV, but not exceeding 36 kV and a rated power equal to or higher than 5 kVA but lower
than 40 MVA.
National European practices may require the use of highest voltages for equipment up to (but not
including) 52 kV, such as Um = 38,5 kV or Um = 40,5 kV when the rated voltage is less than 36
kV. This is considered to be an unusual case of a large power transformer, where the
requirements are those for a medium power transformer with Um = 36 kV.
Transformers with tap changer (DETC or OLTC) are included in this European Standard even if
they have separate tapping winding.
The object of this European Standard is to set up requirements related to electrical characteristics
and design of medium power transformers. The following transformers are excluded from this
European Standard:
This standard will have to be considered together with the prEN 50588-1:2015/A1:2016 dedicated
to the improvement of the definitions of transformers excluded from the EU Regulation No
548/2014 as well as other definitions requiring further clarification.
This standard is a key reference for power transformer energy performances and energy
performance testing.
A5.2.2 EN 50629
Full title: Energy performance of large power transformers (Um > 36 kV or Sr ≥ 40 MVA)
This European Standard applies to new three-phase and single-phase power transformers with a
highest voltage for equipment exceeding 36 kV and a rated power equal or higher than 5 kVA, or a
rated power equal to or higher than 40 MVA regardless of the highest voltage for equipment. The
scope of this European Standard is the following:
• Defining the appropriate energy efficiency criteria
• Setting of benchmark minimum efficiency levels for new transformers based on an
assessment of the energy efficiency of the European transformer population installed in the
last 10 years
• Proposing higher minimum efficiency levels for improving the energy efficiency of new
transformers
• Providing guidance for consideration of Total Cost of Ownership. This European Standard
provides also a form for efficiency data collection to inform future efficiency benchmark
levels.
This standard covers the transformers under the EU Regulation N. 548/2014 and gives additional
specific indications for single phase transformers, auto transformers, multi winding transformers
and for transformers with OD and OF cooling systems. Transformers considered to be out of the
scope of this document are the following:
• instrument transformers, specifically designed to supply measuring instruments, meters,
relays and other similar apparatus
• transformers with low-voltage windings specifically designed for use with rectifiers to
provide a DC supply
• transformers specifically designed to be directly connected to a furnace
• transformers specifically designed for offshore applications and floating offshore
applications
• transformers specially designed for emergency installations
• transformers and auto-transformers specifically designed for railway feeding systems
• earthing or grounding transformers, this is, three-phase transformers intended to provide a
neutral point for system grounding purposes
• traction transformers mounted on rolling stock, this is, transformers connected to an AC or
DC contact line, directly or through a converter, used in fixed installations of railway
applications
Industrial and Tertiary Product Testing
and Application of Standards
For dry type large power transformers Minimum PEI values have been published in European
Regulation and these values are included in Annex A.
To retain consistency, the same list of exclusions in the EU Regulation N. 548/2014, has also been
reproduced in the standard. Within the above EU exclusion list, some had been excluded simply
because no PEI data was available to CENELEC at the time on which to base appropriate PEI
levels. Consequently, as such information becomes available in the future, it may be possible to
derive suitable PEI Levels. Accordingly these particular categories are listed in Clause 6 as
suitable for future consideration.
This standard will have to be considered together with the prEN 50629:2015/A1:2016 dedicated to
the improvement of the definitions of transformers excluded from the EU Regulation No 548/2014
as well as other definitions requiring further clarification.
This standard is a key reference for power transformer energy performances and energy
performance testing.
A5.2.3 EN 60076-19
Full title: Power transformers - Part 19: Rules for the determination of uncertainties in the
measurement of the losses on power transformers and reactors
This European Standard illustrates the procedures that should be applied to evaluate the
uncertainty affecting the measurements of no-load and load losses during the routine tests on
power transformers.
The procedures can also be applied to loss measurements on power transformers and reactors as
evaluation of the achievable performance of a test facility in the course of prequalification
Industrial and Tertiary Product Testing
and Application of Standards
Full title: Standard for General Requirements for Liquid-Immersed Distribution, Power, and
Regulating Transformers
This standard specifies electrical and mechanical requirements for liquid-immersed distribution and
power transformers, and autotransformers and regulating transformers; single-phase and
polyphase, with voltages of 601 V or higher in the highest voltage winding, are set forth. This
standard is a basis for the establishment of performance and limited electrical and mechanical
interchangeability requirements of equipment are described; it is also a basis for assistance in the
proper selection of such equipment. The requirements in this standard apply to all liquid immersed
distribution, power, and regulating transformers except the following: instrument transformers, step
voltage and induction voltage regulators, arc furnace transformers, rectifier transformers, specialty
transformers, grounding transformers, mobile transformers, and mine transformers.
Full title: Standard for General Requirements for Dry-Type Distribution and Power Transformers
This standard specifies electrical and mechanical requirements of ventilated, non-ventilated and
sealed dry-type distribution, and power transformers or autotransformers (single and polyphase,
with a voltage of 601 V or higher in the highest voltage winding) are described.
Full title: Standard for Overhead-Type Distribution Transformers 500 kVA and Smaller: High
Voltage, 34 500 V and Below; Low Voltage, 7970/13 800Y V and Below
This standard specifies certain electrical, dimensional, and mechanical characteristics and safety
features of single- and three-phase, 60 Hz, mineral-oil-immersed, self-cooled, overhead-type
distribution transformers 500 kVA and smaller, high voltages 34 500 V and below, and low
voltages 7970/13 800Y V and below are covered in this standard.
Industrial and Tertiary Product Testing
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Full title: Standard for Network, Three-Phase Transformers, 2500 kVA and Smaller; High Voltage,
34 500 GrdY/19 920 and Below; Low Voltage, 600 V and Below; Subway and Vault Types (Liquid
Immersed)
This standard is intended for use as a basis for establishing the performance, interchangeability,
and safety of the equipment covered and to assist in the proper selection of such equipment.
Full title: Standard Test Code for Liquid-Immersed Distribution, Power, and Regulating
Transformers
The purpose of this standard is to provide test procedure information for tests specified in IEEE Std
C57.12.00 and other standards applicable to liquid-immersed distribution, power, and regulating
transformers. It is intended for use as a basis for performance and proper testing of such
transformers.
Methods for performing tests specified in IEEE Std C57.12.00 and other standards applicable to
liquid-immersed distribution, power, and regulating transformers are described. Instrument
transformers, step-voltage and induction voltage regulators, arc furnace transformers, rectifier
transformers, specialty transformers, grounding transformers, and mine transformers are excluded.
This standard covers resistance measurements, polarity and phase-relation tests, ratio tests, no-
load loss and excitation current measurements, impedance and load loss measurements, dielectric
tests, temperature tests, short-circuit tests, audible sound level measurements, and calculated
data.
It is intended for use as a basis for performance and proper testing of such transformers.This
standard applies to all liquid-immersed transformers, except instrument transformers, step-voltage
and induction voltage regulators, arc furnace transformers, rectifier transformers, specialty
transformers, grounding transformers, and mine transformers.
Transformer requirements and specific test criteria are not a part of this standard, but they are
contained in appropriate standards, such as IEEE Std C57.12.00, ANSI C57.12.10, IEEE Std
C57.12.20, and IEEE Std C57.12.40, or in user specifications.
The IEEE C57.12.90 is a key standard for liquid-immersed distribution, power, and regulating
transformer energy performance tests. A more detailed analysis of the content of this standard
related to this context is given in section A6. .
Industrial and Tertiary Product Testing
and Application of Standards
Full title: Standard Test Code for Dry-Type Distribution and Power Transformers
This revision addresses substantive changes to Clause 5, 10 and 11 This revision addresses
substantive changes to Clause 5, Clause 10, and Clause 11 of IEEE Std C57.12.91-2001 to reflect
current practice in the testing procedures of dry-type transformers. This revision does not address
transformer requirements and specific test criteria; rather they are contained in appropriate
standards such as IEEE Std C57.12.01 or in user specifications.
The IEEE C57.12.91 is a key standard for dry type transformer energy performance tests. A more
detailed analysis of the content of this standard related to this context is given in section A6. .
This standard specifies the technical requirements for single and three-phase power transformers,
including auto transformers, but excludes single-phase transformers rated at less than 1 kVA,
three-phase transformers rated at less than 5 kVA, and certain special transformers such as
instrument, starting, testing and welding transformers, transformers for static converters and those
mounted on rolling stock. Based on but not equivalent to and has been reproduced from IEC
60076-1:1993. Includes Australian variations such as commonly used power ratings and preferred
methods of cooling, connections in general use, and details regarding connection designation.
This standard specifies requirements for dry-type power transformers (including autotransformers)
having highest voltage for equipment values up to and including 36 kV. This Standard should be
read in conjunction with AS 2374, Power transformers. Where Australian Standards do not exist for
other particular power transformers, this Standard may be applicable as a whole or in parts.
Industrial and Tertiary Product Testing
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The following small and special dry-type transformers are not covered by this standard:
(a) Single-phase transformers rated at less than 1 kVA and polyphase transformers rated at
less than 5 kVA
Full title: Power Transformers Part 1.2: Minimum Energy Performance Standard (MEPS)
requirements for distribution transformers
This standard applies to dry-type and oil-immersed type, three-phase and single-phase power
transformers with power ratings from 10 kVA to 2500 kVA and system highest voltage up to 24 kV.
This standard does not apply to certain categories of special transformers such as:
(h) three phase transformers with three or more windings per phase;
The scope of this Standard is to permit the calculation of transformer efficiency, and to specify the
permissible minimum power efficiency of distribution transformers under certain defined load
conditions. This Standard is intended to be used as an instrument for regulation by State and
Territory authorities of the Commonwealth of Australia responsible for energy efficiency regulation.
The Brazilian test standard for power transformers NBR 5356-1:2007 Version: 2010 “Power
Transformers Part 1: General” has published by the Brazilian Association of Technical Standards
(ABNT).
The standard was issued in 2007, corrected in 2010 and re-affirmed in November 2012. This part
of ABNT NBR 5356, together with the ABNT NBR 5356-2, 3, 4 and 5, applies to single-phase and
three-phase transformers (including autotransformers), except for certain categories of small
transformers and special transformers.
The standard states that it lays down the required measurement conditions for power transformers,
and does not apply to single-phase power transformers that are less than 1 kVA or three-phase
power transformers that are less than 5 kVA. It also excludes instrument transformers, static
converter transformers, motor starter transformers, testing transformers, electric traction
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transformers, welding transformers, medical device transformers, electric arc transformers and
grounded three-phase reactors. The standard would not be applicable to these special type of
transformers, but it should be applied as appropriate.
The test method appears to be consistent with the approach followed in IEC 60076.1.
CSA C802.1-13 specifies energy efficiencies for liquid-filled distribution transformers. The total
ownership cost (TOC) methodology is recommended as the means for achieving these energy
efficiencies, particularly for use by electric utilities. This Standard also specifies an optimal method
for nonutility users, based on a modified TOC methodology that meets the conditions of energy
cost.
The transformers to which this Standard applies are single-phase and three-phase, 60 Hz, liquid-
filled distribution transformers, rated at 10–833 kVA for single-phase and at 15–3000 kVA for
three-phase, insulation class 34.5 kV and less.
This Standard describes special features that influence efficiency, and provides for the necessary
modifications to the tabulated efficiency values.
This Standard addresses the test methods and procedures for determining the transformer
efficiencies.
This Standard does not apply to autotransformers, testing transformers, welding transformers,
furnace transformers, rectifier transformers, network transformers, or grounding transformers. Also
excluded are transformers with special core/coil designs required by dimensional constraints,
transformers with tap ranges greater than 15%, transformers with frequencies other than 60 Hz,
and step-voltage regulators.
CSA C802.2-12 establishes minimum efficiency values for dry-type distribution transformers that
were made mandatory by the Canadian government. This regulation includes the following types:
“dry-type transformer" means a transformer, including a transformer that is incorporated into any
another product, in which the core and coils are in a gaseous or dry compound insulating medium
and that (a) is either single-phase with a capacity from 15 to 833 kVA or three-phase with a
capacity from 15 to 7500 kVA, (b) has a nominal frequency of 60 Hz, and (c) has a primary voltage
of 35 kV or less and a secondary voltage of 600 volts or less.
Canada defines a dry-type transformer as one in which the core and windings are in a gaseous or
dry compound and that is either single-phase and nominal power of 15 to 833 kVA, or three-phase
and nominal power of 15 to 7500 kVA and operates at 60 Hz. The transformer has a high voltage
winding rated at 35 kV or less, and does not include several special types transformers, including
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auto transformers; drive (isolation) transformers with two or more output windings or a nominal
low-voltage line current greater than 1500 A; grounding transformers; rectifier transformers; sealed
transformers; non-ventilated transformers, including encapsulated; testing transformers; furnace
transformers; welding transformers; special impedance transformers; transformers with a nominal
low-voltage line current of 4000 A or more; on-load regulating transformers and resistance
grounding transformers.
Full title: Guide for kVA sizing of dry-type transformers, 1.2 kV class, single-phase and three-phase
The Guide applies to all 1.2 kV class dry –type transformers covered under CSA C22.2 No. 47 and
CSA C9 for commercial and industrial applications.
The Guide is not intended to apply to transformers applying specialty loads such as drive
transformers, rectifier transformers, grounding transformers, and mining transformers.
Not included in this Guide is the treatment of harmonics, it being recognized that the forecasting
and treatment of load harmonics and voltage harmonics is a significant concern in itself.
The Guide is to be considered for both new installations and the replacement of existing
installations.
In China, there are four levels of Chinese standards. The most widely implemented are the
National Standards, followed by Professional Standards, then Local Standards, and finally
Enterprise Standards. The standards are hierarchical, so that Local Standards supersede
Enterprise Standards, Professional Standards supersede Local Standards, and so on. For any
given product or service, only one standard will apply, with national standards taking precedence
over all.
National Standards are often referred to as “GB standards”. They are consistent across all of
China and are developed for technical requirements. As of 2006, there were over 20,000 national
GB standards, of which approximately 15% were mandatory, and 85% voluntary. GB standards
can be identified as mandatory or voluntary according to their prefix code:
Many Chinese national GB standards are adopted from ISO, IEC or other international standards
developers, and distribution transformers are no exception. For distribution transformers, China
covers and regulates both liquid-filled and dry-type.
Full title: Minimum Allowable Values of Energy Efficiency and the Evaluating Values of Energy
Conservation for Three-Phase Distribution Transformers Program applies to liquid-filled distribution
transformers of 30 kVA-1600 kVA and dry type of rated capacity of 30 kVA-2500 kVA.
This standard specifies energy efficiency grades, minimum allowable values, evaluating values
and test method for energy efficiencies of three-phase distribution transformers.
This standard applies to 10kV three-phase oil-immersed distribution transformers with a rated
capacity of 30kVA-1600kVA and an off-circuit tap changer and 10kV three-phase dry-type
distribution transformers with a rated capacity of 30kVA-2500kVA.
Full title: Minimum allowable values of energy efficiency and the energy efficiency grades for power
transformers.
This standards provides minimum allowable values of energy efficiency and the energy efficiency
grades for power transformers for power transformers of three-phase oil-filled type, with rated
working frequency of 50 Hz, voltage level ranges from 35 kV to 220 kV, rated power 3150 kVA and
above.
Full title: Specification and requirements for single phase oil immersed distribution transformers.
This standard specifies the technical parameter and requirement of Single-phase Oil-immersed
Distribution Transformer; it applies to 5 to 160kVA single-phase liquid-filled distribution
transformers.
Industrial and Tertiary Product Testing
and Application of Standards
Full title: Outdoor Type Oil Immersed Distribution Transformers Upto And Including 2 500 KVA,
33kV - Specification Part 1 Mineral Oil Immersed (Fourth Revision)
Indian Standard IS 1180 (part I) covers oil filled distribution transformers ratings up to and
including 2500kVA, up to 33 kV. This standard is mandated as per gazette notification ‘Electrical
Transformers (Quality Control) Order, 2015’ dated 7th May 2015 issued by Ministry Of Industries &
Public Enterprises, Department of heavy industries.
Also the standard ratings covered under the energy labelling scheme are 16, 25, 63, 100, 160,
200 kVA under Energy Conservation Act 2003.
The national standard IS 5484 applies to liquid-filled and dry-type distribution transformers with
nominal input voltage of 22kV or 33kV and a nominal output voltage of 400V, with power
ratings up to 2500 kVA. The Israeli standards follow the IEC standards, so the kVA ratings are
complaint with IEC and the transformers are designed to operate in Israel’s 50Hz distribution
system.
JIS C4304 (liquid-filled distribution transformers) is based on the IEC 60076 family of
standards, however there were some minor modifications that have been made to the
Japanese national standards.
JIS C4306 (dry type distribution transformers) is based on IEC 60076, however it was adopted in
2005, at the same time that the IEC was completing its development of IEC 60076-11:2004 for dry-
type power transformers. For this reason, JIS C4306 makes reference to IEC 60726: 1982 for dry-
type transformers, in addition to the IEC 60076 standard series.
Full title: Safety requirements and energy efficiency for distribution transformers
This Mexican Official Standard establishes the minimum safety requirements and energy
efficiency of distribution transformers . It also establishes the test methods to be used to assess
these requirements.
This Standard applies to distribution transformers domestic and imported construction, type : post,
substation , pedestal and submersible (according to the definitions set out in chapter 3 of
Standard) , naturally cooled immersed in insulating liquid for final users , when they are marketed
in the United Mexican States .
Also, this Mexican Official Standard applies when the distribution transformer is subject to repair,
rebuild or re-installation in order to be marketed in national territory.
Full title: Electrical Products – Distribution and Power Transformers and Autotransformers –
Test Methods.
Full title: Guide for Determining Energy Efficiency for Distribution Transformers
This Guide specifies minimum efficiency levels for qualifying products to NEMA Premium
Efficiency Transformer Program and has been adopted by the U.S. Department of Energy (DOE)
as the national energy-efficiency rule for low-voltage dry-type distribution transformers. The
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and Application of Standards
manufacturer shall determine the energy efficiency in accordance with 10 C.F.R. Part 431 (Test
Procedures for Distribution Transformers).
Full title: Standard Test Method for Measuring the Energy Consumption of Distribution
Transformers
This standard sets forth the requirements for power transformer application. This standard is
intended to be used as a basis for performance, interchangeability, and safety of the equipment
covered and to assist in the proper selection of such equipment. This document is a product
standard that covers certain electrical, dimensional, and mechanical characteristics of 50 Hz and
60 Hz, liquid-immersed power transformers and autotransformers. Such power transformers may
be remotely or integrally associated with either primary switchgear or substations, or both, for step-
down or step-up purposes and base rated as follows: 833 kVA and above single-phase, 750 kVA
and above three-phase. This standard applies to all liquid-immersed power transformers and
autotransformers that do not belong to the following types of apparatus: instrument transformers,
step voltage and induction voltage regulators, arc-furnace transformers, rectifier transformers,
specialty transformers, grounding transformers, mobile transformers, and mine transformers.
Full title: Distribution transformers – minimum energy performance and method for
determination of energy efficiency.
Of the given standards identified in section Fehler! Verweisquelle konnte nicht gefunden
werden. above, the procedure to follow on the measurement of losses of a distribution transformer
are given in IEC 60076-1.
This is true of both liquid-filled and dry-type transformers. For dry-type transformers, the applicable
standard is IEC 60076-11, however in sections 15 (“Measurement of Winding Resistance”), 17
(“Measurement of short-circuit impedance and load loss (routine test)”), and 18 (“Measurement of
no-load loss and current (routine test)”), all of these sections cross-reference parts of IEC 60076-1.
Thus, in addition to all the sections that specify the general requirements for tests, the two key
sections from IEC 60076-1 that are the focus of quantifying the energy performance metric for
distribution transformers:
The following subsections look at critical parts of the IEC test standards, providing also a
comparison between IEC test standards and other main test standards.
The measurement of losses is critical for any energy performance metric as losses underpin a
policy requirement such as maximum loss levels as well as minimum efficiency level at a specified
loading point or some other metric that can be calculated. Therefore, this comparison between the
IEC and the other standards focuses only on those aspects directly related to the loss
measurement sections.
The two other main IEC documents dealing with the measurement of losses of power transformers
are:
TS 60076-19 for the procedures that should be applied to evaluate the uncertainty affecting
the measurements of no-load and load losses during the routine tests on power
transformers.
prTS IEC 60076-20 for the mathematical models to calculate the efficiency of the
transformer according to the impedance, resistance and capacity of the load and the level
of the rated power
Industrial and Tertiary Product Testing
and Application of Standards
The countries and economies reviewed for this study that have standards referencing or based on
IEC 60076 are: Australia, Brazil, China, Europe, India, Israel, Japan, Korea, Mexico, New Zealand
and Vietnam.
The United States and Canada, on the other hand, rely on test standards that are based on IEEE.
The US uses a test standard that was developed by the Department of Energy (DOE) and the
National Institute of Standards and Testing (NIST) in close consultation with manufacturers and
other stakeholders. The US test standard is largely based on IEEE standards.
The Canadian standard references the voluntary industry association standard NEMA4 TP 2-2005
as their test standard, which is also based on the IEEE test methodology.
The general test conditions for conducting loss measurements provide specifications for the test
equipment and the reference temperatures at which losses are measured.
In IEC 60076-1:2011, section 11.1.1 specifies that the performance of the test source that supplies
the power for the test. The standard specifies that the voltage supply waveshape shall not have a
total harmonic content exceeding 5% and the supply frequency shall be within 1% of the rated
frequency of the transformer. If a three-phase supply is used, then the supply voltage must be
symmetrical, and the maximum voltage across each phase winding shall not differ from the
minimum voltage by more than 3%.
During the load loss and impedance test, a voltage is applied to the terminals of one of winding(s)
(typically the high voltage side) of the transformer while the terminals of the windings on the other
side (typically the low voltage side) are shorted together. This is called the transformer “short
circuit test”. An applied voltage is increased until the current supplied matches the rated current.
Losses supplied to the transformer under these conditions are equivalent to the load losses that
are incurred during full load operation. Because the applied voltages are much lower than rated
voltage in the short circuit test the magnetic field generated in the core is also much lower and thus
loss in the core is insignificant in this test.
In many cases, because of possible supply voltage limitations, such as can occur in field testing, it
is usual to excite from the low voltage side of the transformer and to short circuit the high voltage
side terminals.
Load losses are the sum of the DC resistive losses in the windings plus eddy losses due to
circulating currents in the winding conductors plus stray losses in the tank, core clamps and other
metal parts. The load losses are sensitive to temperature, due to the fact that the winding
resistance increases with temperature while stray and eddy losses decrease with temperature. On
the test report, the losses are corrected to the reference temperatures, which are given in section
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and Application of Standards
11.1 of the standard. In the United States, this is 75°C for 55°C rise units or 85°C for 65°C rise
units.
Part of section 11.4, the measurement of short-circuit impedance and load loss is given below.
The no-load loss is measured using the standard “open-circuit test” on the transformer.
By applying an alternating voltage to one side of the transformer, a magnetic flux is established in
the core, which induces a voltage across the terminals of the other side. The exciting current and
no load loss or core loss is the energy required to establish (or excite) the magnetic flux in the
core. Because the exciting current is much lower than rated current there are no significant winding
(I2R) losses in the open circuit test. To obtain accurate values of no load losses, the wave shape
of the applied voltage must be a close as possible to a sine wave. A correction for the waveshape
variation is made to the measured results.
These tests are performed to ensure that the electrical performance of the core is comparable to
the calculated values. They verify that the core has been designed and built correctly, that the
quality of the core materials is satisfactory and the core is operating in the correct range of flux
density.
It also enables the transformer to operate in accordance with certain over voltage conditions as
specified in the IEEE Standards without exceeding its rated temperature rating. A transformer can
have its no load loss and magnetizing currents measured at 90%, 100% and 110% rated voltage.
These tests verify that the core will not operate in the saturation level of the core magnetic field
during an over voltage condition.
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Section 11.4 from IEC 60076-1, the measurement no-load loss and current is given below:
NOTE 1 It is recognized that the most severe loading conditions for test voltage source
accuracy are usually imposed by large single-phase transformers.
The measured no-load loss is Pm, and the corrected no load loss is taken as:
Po = Pm (1 + d)
The r.m.s. value of no-load current is measured at the same time as the loss. For a three-phase
transformer, the mean value of readings in the three phases is taken.
The no load losses shall not be corrected for any effect of temperature.
NOTE 2 In deciding the place of the no-load test in the complete test sequence, it should be
borne in mind that no-load loss measurements performed before impulse tests and/or
resistance measurements are, in general, representative of the average loss level over
long time in service, assuming, that the core is not pre-magnetized. That means, if no-
load tests are carried out after resistance measurements and/or lightning impulse tests,
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the core of the transformer should be demagnetized by over-excitation before the no-
load test is carried out.
Measurement uncertainty evaluation method described in the IEC 60076-19 assumes that:
• the uncertainty adopted to qualify loss measurement of power transformers is the standard
uncertainty (ISO/IEC 13005)
• the transformer losses are measured in the conditions prescribed by IEC 60076-1 by
means of digital instruments
• for three-phase transformers, losses are intended to be measured using three independent
single-phase measuring systems. These systems may be made by separate instruments or
a combined in a three-phase instrument
• in general, losses are measured using current and voltage transformers in conjunction with
a power meter (power analyser)
• the measuring system usually has a known systematic deviation (error) that can be
corrected for, or not, and the two cases ask for different approach in the uncertainty
analysis
• systematic deviations related to measuring equipment can be characterized by calibration
• if not negligible, systematic deviations introduced by the measuring system should be
• corrected before the uncertainty estimate.
The uncertainty estimation includes uncertainties in the measuring system as well as in the tested
object (transformer or reactor).
It’s to be noted that special care should be mad to secure good calibration for low cos phi values.
The no-load loss measurement shall be referred to rated voltage and frequency and to voltage with
sinusoidal wave shape.
The current drawn by the test object is non-sinusoidal, and this may cause a distortion in the
voltage that leads to erroneous values for the losses. A correction for the transformer losses is the
one prescribed in IEC 60076-1, as well as a limit for the permissible distortion.
When the uncertainty estimate is sufficiently accurate as in the determination of the standard
uncertainty the following contributions can be disregarded:
• the uncertainty related to the phase displacement when the power factor is greater than 0,2
• the uncertainty on the correction to sinusoidal waveform when the indications of the
voltmeters responsive of the r.m.s. and mean voltages are equal within 3 %.
The uncertainty estimate of no-load loss power can be obtained as given in the following table
(taken from IEC 60076-19).
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and Application of Standards
In load loss measurements the measured loss shall be referred to rated current or to be reported at
this current if performed at a reduced current. Moreover, the results of load loss measurements
shall be reported to the reference temperature.
The uncertainty estimate of no-load loss power can be obtained as given in the following tables
(taken from IEC 60076-19).
For large power transformers, the complete reference procedure described in IEC 60076-19 art.
10.3.2 should be applied.
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7. Tolerances
7.1. Tolerances for factories acceptances tests
Tolerances during factory acceptance are subject to agreement between manufacturers and
customers provided that requirement in 7.1.1 and 7.12 are met.
Any transformer exceeding one or the other of the limits indicated in 7.1.1 and 7.1.2 shall be
considered non compliant with the COMMISSION REGULATION (EU) No 548/2014 of 21 May
2014
Where:
• PA0 is the no load loss measured at rated voltage and rated frequency, on the rated tap
by the market surveillance authority;
• PAc0 is the electrical power required by the cooling system for no load operation derived
from the type test measurements of the power taken by the fan and liquid pump motors by
the market surveillance authority;
• PAk is the measured load loss at rated current and rated frequency on the rated tap
corrected to reference temperature according to EN 60076-1 by the market surveillance
authority;
• Sr is the rated power of the transformer or autotransformer on which Pk is based;
NOTE: the factor 1.05 represents the verification tolerance on loss components which is allowed to
market authority during surveillance checks according to Annex III of EU Regulation 548.
Note
When a specific product is subjected to market surveillance check:
• The measurement uncertainty should be the expanded uncertainty, as defined in IEC /TS
60076 - 19 and referring to a coverage factor k = 2 (i.e. to a confidence level of about 95 %
assuming a normal distribution).
• the uncertainty defined in this way should not exceed 5 %.
In IEEE C57.12.00-2010, the general test conditions are presented in section 9.4, establishing the
‘accuracies required for measuring losses’. The standard states that measured values of various
parameters must be met, including the test equipment used for measuring losses. The frequency
of the test source has to be within 0.5% of the rated frequency of the transformer under test (more
stringent than IEC), and the test system accuracy for each quantity measured must fall within the
limits specified – for example, losses must be measured within 3% accuracy and voltage, current
and resistance must all be measured within 0.5%.
Between the IEC and the IEEE standards about measurement of load losses there are some
important differences.
The reference temperature at which load losses are measured differs between the two standards.
The IEC calls for a reference temperature dependent on the transformer insulation whereas the
IEEE standard is 85°C.
Industrial and Tertiary Product Testing
and Application of Standards
It is important to note that while the current version of the IEEE standard calls for a reference
temperature of 85°C, the US DOE adopted its Test Procedure Final Rule in April 2006 for
Distribution Transformers prior to the new IEEE reference temperature being adopted. Therefore,
the national testing standard in the US for measuring load losses in liquid-filled distribution
transformers uses the earlier reference temperature of 55°C.
Due to the fact that load losses vary with temperature, this difference in the reference temperature
would result in a difference in reported loss of approximately 3% more losses for the same
transformer tested under IEEE.
Load losses are most often measured at ambient temperature in the test laboratory. For this
reason, there is a need to correct the measured losses to the reference temperature so the results
can be compared to other transformers. Resistive losses in the wire will increase at higher
temperatures, but eddy-currents in the wire and stray losses will decrease with rising temperature.
For this reason, to get a clear understanding of how losses vary with temperature, the resistive
(i2R) losses must be separated from the eddy current and stray losses.
To determine the resistive losses of a transformer requires conducting a resistance test on the
windings. The IEEE considers the resistance test to be a “design test” for distribution transformers
of 2500 kVA and below, so it does not have to be performed on every unit. The IEEE provides
several methods for conducting the resistance test. IEC, on the other hand, requires the resistance
test to be a “routine test” (i.e., conducted on all units), but it does not offer a methodology to follow
to conduct it. Both standards offer equations for correcting the losses measured at ambient to the
reference temperature, and these equations are consistent – each separating out the resistive
losses from the ‘other’ losses and applying temperature-based ratios based on the metals used for
the windings.
The tolerances associated with the measurement of load losses differ between the two standards.
IEC allows for slightly greater variance, up to +15% of the load loss or no-load loss as long as the
variance of the total losses does not exceed more than +10 %. IEEE, on the other hand, has no
limit for load loss measurement, except to say that the total losses (i.e., combined no-load and load
losses) must not exceed the specified values by more than 6%. Thus, the IEEE tolerance is tighter
than IEC.
Finally, when measuring the load losses, the transformer should be tested at the rated current.
However, some laboratories may not have the necessary equipment to maintain the rated current
for the duration of the test, therefore the IEC permits the load losses to be measured at a lower
level than the rated current. The minimum allowable test current for the load loss measurement in
IEC is 50% of the rated capacity, to allow for measurement when very large rated powers or high
impedances create problems with obtaining rated current in a test measurement. The IEEE does
not specify whether partial current can be used when measuring load loss, therefore losses must
always be measured at full load.
Industrial and Tertiary Product Testing
and Application of Standards
On the issue of load-loss, it should be noted that the US DOE Test Procedure Final Rule was
adopted in April 2006 and was based on an earlier draft of the IEEE test standard, which used
55°C as the reference temperature for the measurement of load losses in liquid-filled distribution
transformers. This can be seen in the following excerpt from the US DOE Test Procedure9:
Industrial and Tertiary Product Testing
and Application of Standards
Here, the reference temperature for the load losses on dry-type are aligned with IEC (both are
75°C); however for the liquid-filled, 55°C must be corrected to 75°C for comparison with the other
regulatory requirements. The method used to develop a temperature correction factor for the load
losses is presented in Annex section A.4 of the Part 1 report in this series.
Between the IEC and the IEEE standards about measurement of no-load losses there are some
important differences.
First and foremost, the reference temperature at which no-load losses are measured is different.
The IEC standard calls for the measurement of no load loss at factor temperature and is not
corrected for temperature. Therefore, the measurement temperature will be somewhere between
10°C and 30°C, see IEC 60076-1 clause 11.5. The IEEE standard reference temperature for no-
load losses is 20°C. The IEEE standard offers a formula for correcting the measured no-load
losses to the reference temperature, but the IEC standard does not.
Both standards have waveform correction, so laboratories that do not have a true sine wave
generator can correct test results so they report what the losses would have been under a true
sine wave generator. However, the formulae used by the two standards are different, and could
result in different reported losses. Both standards also set a limit on the waveform correction that
can be applied, however they describe those limits differently (see table below).
The tolerances associated with the measurement of no-load losses differ between the two
standards. IEC allows for slightly greater variance, up to +15% of the no-load loss or load loss as
long as the variance of the total losses does not exceed more than +10 %.5 IEEE, on the other
hand, states that the measured no load loss shall not exceed specified values by more than 10%,
and total losses must not exceed the specified values by more than 6%. Thus, the IEEE tolerance
is tighter than IEC.
Finally, IEC establishes a maximum of +30% of the design value for the no-load current (i.e.,
excitation current) when making the no-load loss measurement. IEEE does not specify a limit on
this current. The table below presents these comparisons and gives the citations.
Industrial and Tertiary Product Testing
and Application of Standards
The test methods for the current minimum energy performance standards are designated in
AS2374.1.2:2003/Amdt1-2005. Although there is no designated test procedure developed
specifically for the efficiency requirements, the test method is based on the power loss
measurement techniques specified in the Australian/New Zealand power transformer Standard
AS/NZS 60076.1, which is adapted from the IEC Standard IEC 60076 – Power Transformers,
Part 1: General.
Power loss measurements are performed at specified load conditions and the losses are
adjusted to standard temperatures and the efficiency is calculated from the loss
Industrial and Tertiary Product Testing
and Application of Standards
measurements by the standard equations. The specified load conditions are 50% of rating and
unity power factor.
The method uses a testing temperature of 75°C for both liquid filled and dry-type transformers.
This is a deviation from the method in IEC 60076.1 where 75°C is used for liquid filled units
and a higher value for dry-types (specified in IEC 60076-11).
The testing standard is based on, but not equivalent to, IEC 60076-1:1993. The standard
AS/NZS 60076.1 incorporates some appropriate national variations such as commonly used
power ratings and preferred methods of cooling, connections in general use, and details
regarding connection designation.
One other important difference is the equation for efficiency – this is based on the IEEE
equation rather than the IEC equation. The Australian equation for efficiency is:
EP = PL / [PL + PC + PW]
Where:
PL = the real power delivered to the load in Watts
PC = the watts of losses in the core material (no-load losses)
PW = the watts of losses in the transformer windings (load losses) at the specified loading point
(e.g., 50% RMS load)
A6.4.2 Brazil
The test method appears to be consistent with the approach followed in IEC 60076.1.
A6.4.3 Canada
The test method in Chapter 6 discusses the accuracy, resistance measurement, loss
measurement and calculation method for the measured efficiency. However the methods
themselves are not contained in C802.2-12, instead they are cross-references to the National
Electrical Manufacturers Association (NEMA) TP 2-2005, “Standard Test Method for Measuring the
Energy Consumption of Distribution Transformers”. C802.2-12 states the following:
6. Test methods
6.1 Accuracy
Test system accuracy requirements shall be as specified in NEMA TP 2, Section 2.
where
p = per unit load in accordance with Table 1
kVA = nameplate kVA rating
NL = no-load loss in watts at 100% of the rated voltage and ambient temperature
PL75 = load loss in watts at 75°C (see Annex A for basic loss calculation steps)
A6.4.4 China
The test standard for measuring the efficiency of the transformer is the family of GB 1094 national
standards, which are harmonized with IEC 60076, but it is noted as being “modified” when it was
adapted to the Chinese context, however it will be consistent with the IEC approach.
The European Countries adopt the measurement method stated in the EN documents.
A6.4.6 India
The testing code and procedure for the distribution transformers would be as per the Indian
Standard (IS) 1180 (part 1): 2014 with all amendments to date. One exception is the conditions on
temperature rise limits. For the labelling scheme, the temperature rise of the top liquid and
transformer winding in IS 1180 (part 1):2015 is 35°C and 40°C.
The testing standard IS 1180 (part 1) defines the separate measurement of load losses and no
load losses. For the Bureau of Energy Efficiency (BEE) labelling programme total losses are
measured at 50% and 100% load.
In India, the standard IS 1180 (Part 1): 2015 specifies the requirements and tests for oil-immersed,
naturally air-cooled, three-phase, double-wound, non-sealed type outdoor distribution transformers
of ratings up to and including 100 kVA. These transformers are designed for use on systems with
nominal system voltages up to and including 11 kV. The standard IS 1180 (Part 2): 1989 “Outdoor
Type Three-Phase Distribution Transformers up to and including 100 kVA 11 kV” specifies the
requirements and tests for oil immersed, naturally air-cooled, three-phase, double-wound, outdoor
distribution transformers with sealed tank construction up to and including 100 kVA. These
transformers are designed for use on systems with nominal system voltages up to and including 11
kV.
For testing transformers, India is harmonised with IEC 60076. Both Parts of IS cross-reference a
series of Indian Standards (IS) based around the IEC 60076 standard. This set of standards are
under the reference IS 2026, and are all listed in the following table. All of these standards were
developed by the BIS Technical Committee, ET 16.
Industrial and Tertiary Product Testing
and Application of Standards
A6.4.7 Israel
Contained in the standard IS 5484 are cross-references to IEC 60076 and the appropriate
standards within that group for liquid-filled and dry-type. Therefore, Israel is harmonised with
IEC standards.
A6.4.8 Japan
The Top Runner transformer efficiency levels are not given as specific efficiency values or
maximum watts of loss, but are determined from aggregate core and coil losses derived from an
empirical equation based on the transformer rating at a specific loading point.
The methods used for measuring actual losses are those given in the Japanese Standards JIS
C4304 and JIS C4306 which are based on the IEC 60076 family of standards, however there were
some minor modifications that have been made to the Japanese national standards.
The methods for measuring and calculation losses are a following equation:
Ea= Wi + (m/100)2 * Wc
where
Ea Total loss in Watts
Wi No-load loss in watts
m Load factor in %
The load factor is 40 % for 500 kVA or below and 50 % for above 500kVA
Wc Load loss in watts
A6.4.9 Korea
Within KS standards, the regulations cross-reference the measurement methodologies that are
published in the IEC 60076 standards, which have been adopted without modification (i.e.,
“identical”) as national Korean Standards (KS). KS C IEC 60076-1, Power transformers – Part 1:
General, corresponds to IEC 60076-1:1993 and is identical to that standard. KS C IEC 60076-11,
Power transformers – Part 11: Dry-type transformers, corresponds to IEC 60076-11:2004 and is
identical to that standard.
These standards have been adopted by KATS (The Korea Laboratory Accreditation Scheme
(KOLAS) and the Korea Accreditation System (KAS) represent Korea in the International
Laboratory Accreditation Cooperation (ILAC) and the International Accreditation Forum (IAF), and
other international and regional conformity assessment meetings.).
A6.4.10 Mexico
The section 6.2 of the NOM-002-SEDE cross-references the Mexican testing standard that
should be used for measuring the core and coil losses.
Industrial and Tertiary Product Testing
and Application of Standards
To check the energy efficient features set forth in subsection 5.2 shall comply with the
following:
a) For testing no-load loss, distribution transformers shall comply with the set out in Chapter 7
on "No load losses and excitation current" of the Standard NMX-J-169-ANCE-2004.
b) For testing due to the load losses, distribution transformers shall comply with the provisions
of Chapter 8 on "Losses due to load and impedance" of the Standard NMX-J-169-ANCE-2004.
The calculation of the percentage efficiency for the Mexican regulations is published in the
Official Gazette of the Federation (“Diario Oficial de la Federacion”), 17 June 2009. 23
In this section, 6.2.1 Calculation of the efficiency, it states that the equation to be used for
calculating efficiency should be calculated taking into account the no load and the load losses,
corrected to 75°C or 85°C, as appropriate and a unity power factor.
The equation shown is that efficiency is equal to Ps, the output power of the transformer in
Watts (nominal capacity), divided by Pe, which is the input power to the transformer. Pe is
Industrial and Tertiary Product Testing
and Application of Standards
equal to Ps plus the core and coil losses, all expressed in Watts. This equation construction is
consistent with the IEEE equation approach.
The USA adopt the measurement method stated in the NEMA, CFR and IEEE documents.
A6.4.12 Vietnam
The measurement methods are based on IEC 60076. The old version as TCVN 6306-1:2006
is replaced by TCVN 6306-1:2015 from 2015 Dec.31
Legislative documents are more to support principal targets like energy efficiency. They may
include the following:
Brazil 1 phase: 5 to 100 kVA Max watts core and Yes, current ABNT NBR 5356
3 phase: 15 to 300 kVA coil losses at 100% regulation
load
Voltage: 15, 24.2 & 36.2kV
Canada 1 phase: 10-833 kVA Efficiency at 50% No, voluntary since CSA C802.1
3 phase: 15-3000 kVA load 2000
China 1 phase: 5-160 kVA Maximum core and Yes JB/T 10317-02
3 phase: 30-1600 kVA coil losses at 100% GB 20052-2013
load
European 3 phase: 50-2500 kVA; Maximum core and No (draft MEPS in EN50464-1:2007
Union Voltage: 24 and 36kV coil losses at 100% review)
(draft: 3 phase: 25-3150 load
kVA)
India 3 phase: 16-200 kVA for Maximum W losses No, but utility IS 1180
labelling at 50% and 100% required to
loading purchase 3-Star
Israel 100-2500 kVA Maximum W losses Yes, 2011 IS 5484
Voltage: 22kV or 33kV 100%
Japan 1 phase: 5-500 kVA <500 kVA: 40% Yes, March 2008; Top Runner
3 phase: 10-2000 kVA both >500 kVA: 50% updated 2013
50 and 60 Hz
Korea 1 phase 10-100 kVA; Efficiency at 50% Yes, July 2012 KS C4306;
1 and 3 phase; 3.3-6.6kV, load C4316and C4317
100-3000 kVA 1 and 3
phase; 22.9kV, 100-3000
kVA & 10-3000 kVA
USA 1 phase: 10-833 kVA Efficiency at 50% Yes, Jan 2010; new 10 CFR 431
3 phase: 15-2500 load Jan 2016
Vietnam 25-2500 kVA, 0.4-35kV Efficiency Yes, Jan 2013 TCVN 8525:2010
Industrial and Tertiary Product Testing
and Application of Standards
The European Union's Ecodesign Directive (Directive 2009/125/EC) establishes a framework to set
mandatory ecological requirements for energy-using and energy-related products sold in all 28
Member States. Its scope currently covers more than 30 product groups (such as boilers,
lightbulbs, TVs and fridges and also power transformers, which are responsible for around 40% of
all EU greenhouse gas emissions).
The 2009 revision of the Directive extended its scope to energy-related products such as windows,
insulation materials and certain water-using products.
The ultimate aim of the Ecodesign Directive is that manufacturers of energy-using products will, at
the design stage, be obliged to reduce the energy consumption and other negative environmental
impacts of products. While the Directive's primary aim is to reduce energy use, it is also aimed at
enforcing other environmental considerations including: materials use; water use; polluting
emissions; waste issues and recyclability.
The Ecodesign Directive is a framework directive, meaning that it does not directly set minimum
ecological requirements. These are adopted through specific implementing measures for each
group of products in the scope of the Directive. The implementing measures are adopted through
the so-called comitology procedure. Implementing measures are based on EU internal market
rules governing which products may be placed on the market. Manufacturers who begin marketing
an energy using product covered by an implementing measure in the EU area have to ensure that
it conforms to the energy and environmental standards set out by the measure.
In practice, the introduction of a new minimum requirement results in effectively banning all non-
compliant products from being sold in the EU.
The 2005 Ecodesign directive covered energy-using products, which use, generate, transfer or
measure energy, including consumer goods such as boilers, water heaters, computers, televisions,
and industrial products such as transformers. The implementing measures focus on those products
which have a high potential for reducing greenhouse gas emissions at low cost, through reduced
energy demand.
The first Working Plan of the Ecodesign Directive was adopted on 21 October 2008.
It establishes a list of 10 product groups to be considered in priority for implementing measures in
2009–2011:
• Air conditioning and ventilation systems, including air conditioning system pumps
• Electric and fossil-fuelled heating equipment
• Food-preparing equipment
• Industrial and laboratory furnaces and ovens
• Machine tools
• Network, data processing and data storing equipment
Industrial and Tertiary Product Testing
and Application of Standards
The first Low Voltage Directive (LVD) (Now 2014/35/EU) is one of the oldest Single Market
Directives adopted by the European Union before the "New" or "Global" Approach. The Directive
provides common broad objectives for safety regulations, so that electrical equipment approved by
any EU member country will be acceptable for use in all other EU countries. The Low Voltage
Directive does not supply any specific technical standards that must be met, instead relying on IEC
technical standards to guide designers to produce safe products. Products that conform to the
general principles of the Low Voltage Directive and the relevant particular safety standards are
marked with the CE marking to indicate compliance and acceptance throughout the EU.
Conformance is asserted by the manufacturer based on its conformity assessment.
The directive covers electrical equipment with a voltage at input or output terminals between 50
and 1000 V for alternating current (AC) or between 75 and 1500 V for direct current (DC).
Importantly, it does not cover voltages within equipment The directive does not cover components
(broadly, this refers to individual electronic components).
Certain classes of equipment, covered by other technical standards, are listed in Annex III of the
Directive as excluded from its scope. These items include medical devices, electricity meters,
railway or maritime equipment, and electrical plugs and sockets for domestic use.
In May 2016 it has not yet clarified definitively if a power transformer with a LV winding is to be
considered or not in the scope of this Directive.
On 20 April 2016, Directive 2004/108/EC is replaced with 2014/30/EU. The new Directive makes
very little practical difference to the requirements or procedures which manufacturers must apply to
products and is mainly intended to clarify the obligations of importers and distributors to bring the
Directive into line with the other consumer product related directives.
In essence the requirements of the Directive are very simple - it basically states that products must
not emit unwanted electromagnetic pollution (interference) and, because there is a certain amount
of electromagnetic pollution in the environment, that products must be immune to a reasonable
amount of interference. The Directive itself gives no figures or guidelines on what the required level
of emissions or immunity are, nor does it state the frequency band limits. This interpretation of the
Directive's requirements is left to the standards that are used to demonstrate compliance with the
Directive.
Industrial and Tertiary Product Testing
and Application of Standards
In addition to these essential protection requirements, the Directive requires the manufacturer to
compile technical documentation which shows that the essential requirements have been met, to
put the CE logo on the product and to complete a Declaration of Conformity. Manufacturers must
also identify themselves on the equipment and ensure that, where necessary, instructions are
supplied to ensure that the use of the equipment meets the essential protection requirements.
The Directive has a very wide application, but it’s important to highlight that the scope includes
only products “intended for the end user” meaning that products which are intended for
incorporation into other products are not within the scope of the Directive, unless that incorporation
is done by the end user.
With reference to power transformer subassemblies the application of the directive has never been
definitively cleared.
In order to show that a product complies with the essential requirements, its manufacturer is
required to complete an ‘EMC assessment’ which provides a record of a technical analysis
justifying a manufacturer’s claim of compliance.
Tests are an alternative to an assessment. Tests are not mandatory under the Directive but it can
often be difficult to be sure of a product’s EMC performance without them. Even where testing is
useful, the tests can be performed by a manufacturer in house, they do not have to be performed
by a Notified Body.
For the purposes of being able to test whether or not equipment complies with the Directive, tests
are divided into five classes:
• Radiated emissions - Checks to ensure that the product does not emit unwanted radio
signals;
• Conducted emissions - Checks to ensure the product does not send out unwanted signals
along its supply connections and connections to any other apparatus;
• Radiated susceptibility - Checks that the product can withstand a typical level of radiated
electromagnetic pollution;
• Conducted susceptibility - Checks that the product can withstand a typical level of noise on
the power and other connections.
• Electrostatic discharge - Checks that the product is immune to a reasonable amount of
static electricity.
• Other tests, such as mains harmonics and 'dips and flicker' can be considered as subsets
of these five categories.
Definitions of the levels above which emissions are defined as unwanted or below which pollution
and noise are accepted as being reasonable are contained in the relevant test standards. The
manufacturer (and any test house performing tests on the equipment) must agree on which of the
various standards for each category apply to the product in question. Since the different standards
have different levels for emissions or immunity, it would theoretically be possible for the same
product to be acceptable in one application but not in another - for instance noise emission levels
acceptable in an industrial environment may be excessive when created in a domestic setting. In
practice the scope of the different standards is fairly clearly defined, but even so it is important for
Industrial and Tertiary Product Testing
and Application of Standards
manufacturers or importers of products to have a good idea of where they are intending their
product to be used.
While the essence of the Directive is, of course, to ensure that products meet the essential
protection requirements for immunity and emissions, the Directive also has certain administrative
requirements. These are as follows:
Compile technical documentation - the manufacturer must produce a file of evidence which
describes the product and how it is shown to comply with the Directive. This will typically include
information on how to identify the equipment, a copy of the instructions, the EMC assessment, and
any test data.
Control of production - although tests may be performed on a sample of the equipment, the
Directive requires that all units produced comply with its requirements. The manufacturer will need
appropriate quality control procedures accordingly.
Sign a Declaration of Conformity - the manufacturer must sign a document to identify the
equipment and confirm the steps they have taken to comply with the Directive. This document is
kept on file by the manufacturer - it does not need to be sent to any official body (although
sometimes customers may ask to see it).
Put the CE logo on the product - it must be put on the equipment, or on its packaging or
instructions.
Power transformer are out of the scope of this Directive but may incorporate devices in the scope
of this Directive.
On 21 May 2014, the European Commission adopted Regulation (EU) n° 548/2014 implementing
Directive 2009/125/EC with regard to ecodesign requirements for small, medium and large power
transformers.
It entered into force on 11 June 2014 and started applying from 1 July 2015.
Regulation (EU) n° 548/2014 applies to power transformers with a minimum power rating of 1 kVA
used in 50 Hz electricity transmission and distribution networks or for industrial applications.
Ecodesign requirements have been defined according to the types of transformers identified in the
Regulation.
The specific ecodesign requirements apply in two phases: from 01/07/2015 and from 01/07/2021
as follow:
• Medium power transformers: Ecodesign requirements are related to maximum allowed load
and no-load losses or to minimum Peak Efficiency Index (PEI) values depending on the
type of medium power transformers.
• Large power transformers: Ecodesign requirements are related to the minimum PEI values
only.
There are other types of transformers which are not covered by specific ecodesign requirements
due to their specific function (see art. 1.2 of the Regulation). However, they are covered by
information requirements.
Product Information requirements apply from 01/07/2015 as follow. Information requirements shall
be included in any related product information, including manufacturers’ free access website, and,
in some cases, on the rating plate of power transformers.
When performing the market surveillance checks referred to in Article 3 of Directive 2009/125/EC,
the authorities of the Member States shall apply the following verification procedure for the
requirements set out in Annex I of the Regulation:
• Member States authorities shall test one single unit per model;
• The model shall be considered to comply with the applicable requirements set out in Annex
I of the Regulation if the values in the technical documentation comply with the
requirements set out in Annex I, and if the measured parameters meet the requirements set
out in Annex I within the verification tolerances indicated in the Table of this Annex;
• If the results referred to in point 2 are not achieved, the model shall be considered not to
comply with this Regulation.
The Member States authorities shall provide all relevant information, including the test results if
applicable, to the authorities of the other Member States and the Commission within one month of
the decision being taken on the non-compliance of the model. Member States authorities shall use
the measurement methods and calculation methods set out in Annex II. Given the weight and size
limitations in the transportation of medium and large power transformers, Member States
authorities may decide to undertake the verification procedure at the premises of manufacturers,
before they are put into service in their final destination. The verification tolerances set out in this
Practical implementation measures of the verification procedure are specified in the relevant EN
standards (see paragraphs A5.2.1 , A5.2.2 , A5.2.3 ).
No national legislative documents dealing directly with energy efficiency performances of power
transformers have been found in this research.
The US mandatory DOE regulation on distribution transformers covers both liquid-filled and dry-
type units, single-phase and three-phase rated with a 60Hz frequency and a primary voltage of 34
500 V or less. The power ratings are from 10 to 2500 kVA for liquid-immersed units and 15 to 2500
kVA for dry-type units.
DOE 78 FR 23335 is the rule published by DOE on April 18, 2013 prescribing the energy
conservation standards for distribution transformers as defined in CFR 431.192.
DOE has not exempted any state from this energy conservation standard. States may petition
DOE to exempt a state regulation from preemption by the Federal energy conservation standard.
States may also petition DOE to withdraw such exemptions. For details, see 10 CFR part 431,
subpart V or subpart W.
• Definitions (431.192)
• Test procedures for measuring energy consumption of distribution transformers (431.193)
• Energy conservation standards and their effective dates (431.196)
• Uniform Test Method for Measuring the Energy Consumption of Distribution Transformers
(Appendix A)
The term “distribution transformer” does not include a transformer that is an:
• autotransformer
• drive (isolation) transformer
• grounding transformer
• machine-tool (control) transformer
• nonventilated transformer
• rectifier transformer
• regulating transformer
• sealed transformer
• special-impedance transformer
• testing transformer
• transformer with tap range of 20 percent or more
• uninterruptible power supply transformer; or welding transformer.
The code specifies the meaning of “basic model” as a group of models of distribution transformers
manufactured by a single manufacturer, that have the same insulation type (i.e., liquid-immersed
or dry-type), have the same number of phases (i.e., single or three), have the same standard kVA
rating, and do not have any differentiating electrical, physical or functional features that affect
energy consumption. Differences in voltage and differences in basic impulse insulation level (BIL)
rating are examples of differentiating electrical features that affect energy consumption.
MEPS are specified in terms of minimum efficiency values are at 50 percent of nameplate rated
load, determined according to the DOE Test Method for Measuring the Energy Consumption
specified in 431.193 and hereunder summarized for the scope of this report.
The efficiency of a transformer is computed from the total transformer losses, which are
determined from the measured value of the no-load loss and load loss power components. Each of
these two power loss components is measured separately using test sets that are identical, except
that shorting straps are added for the load-loss test. The measured quantities will need correction
for instrumentation losses and may need corrections for known phase angle errors in measuring
equipment and for the waveform distortion in the test voltage. Any power loss not measured at the
applicable reference temperature must be adjusted to that reference temperature. The measured
load loss must also be adjusted to a specified output loading level if not measured at the specified
Industrial and Tertiary Product Testing
and Application of Standards
output loading level. Test distribution transformers designed for harmonic currents using a
sinusoidal waveform (k = 1).
The same test set may be used for both the no-load loss and load loss measurements provided
the range of the test set encompasses the test requirements of both tests. Calibrate the test set to
national standards to meet the tolerances in Table 2.1 in section 2.0 (reproduced hereunder for
convenience).
In addition, the wattmeter, current measuring system and voltage measuring system must be
calibrated separately if the overall test set calibration is outside the tolerance as specified in
section 2.0 or the individual phase angle error exceeds the values specified in section 4.5.3.
A test set based on the wattmeter-voltmeter-ammeter principle may be used to measure the power
loss and the applied voltage and current of a transformer where the transformer's test current and
voltage are within the measurement capability of the measuring instruments. Current and voltage
transformers, known collectively as instrument transformers, or other scaling devices such as
resistive or capacitive dividers for voltage, may be used in the above circumstance, and must be
used together with instruments to measure current, voltage, or power where the current or voltage
of the transformer under test exceeds the measurement capability of such instruments. Thus, a
test set may include a combination of measuring instruments and instrument transformers (or other
scaling devices), so long as the current or voltage of the transformer under test does not exceed
the measurement capability of any of the instruments.
In measured and calculated data, retain enough significant figures to provide at least 1 percent
resolution in power loss data and 0.01 percent resolution in efficiency data.
Test system
Measured quantity accuracy
Power Losses ±3.0%
Voltage ±0.5%
Current ±0.5%
Resistance ±0.5%
Temperature ±1.0 °C
Only instrument transformers meeting the 0.3 metering accuracy class, or better, may be used
under this test method.
Industrial and Tertiary Product Testing
and Application of Standards
[…]
This part sets forth the procedures to be followed for certification, determination and enforcement
of compliance of covered products and covered equipment with the applicable conservation
standards set forth in parts 430 and 431 of CFR Title 10: Energy Subpart K.
Industrial and Tertiary Product Testing
and Application of Standards
A7.2.2.3 CCMS
DOE has also created Compliance Certification Management System (CCMS). This is a uniform
database for all products where manufacturers can publish their product data which also works as
"self-certification" of their models (see link below). This tool can also help user find out what
products and efficiencies are available from which supplier in the market place. As you can see it
works for standardized "consumer" products but not much useful to user in case of transformers.
https://www.regulations.doe.gov/certification-data/#q=Product_Group_s%3A*
Australia and New Zealand operate a joint energy efficiency standards and energy rating labelling
program called the Equipment Energy Efficiency (E3) programme. The two countries adopt
identical energy efficiency requirements, as closely as possible, to facilitate the free flow of trade
as agreed under the Trans-Tasman Mutual Recognition Agreement (TTMRA).
The Equipment Energy Efficiency (E3) program is a cross jurisdictional program through which the
Australian Government, states and territories and the New Zealand Government collaborate to
deliver a single, integrated program on energy efficiency standards and energy labelling for
equipment and appliances.
On 1 October 2012, the Greenhouse and Energy Minimum Standards (GEMS) Act 2012 came into
effect, creating a national framework for product energy efficiency in Australia. The GEMS Act is
the underpinning legislation for the program.
The GEMS Regulator, based in the Commonwealth Department of Industry, Innovation and
Science, replaced the previous state regulators and is the sole party responsible for administering
the legislation in Australia.
In New Zealand, the Energy Efficiency (Energy Using Products) Regulations 2002 have a similar
role and are administered by the Energy Efficiency and Conservation Authority (EECA).
• To reduce appliance and equipment related greenhouse gas emissions through a process
which complements other actions by jurisdictions.
Since 2004, Australia and New Zealand established a mandatory minimum energy performance
standards (MEPS) for distribution transformers that fall within the scope of Australian Standard
AS2374.1.2.
Transformers are also required to carry a marking on their rating plate noting their compliance.
A7.3.2 Brazil
A7.3.3 Canada
Please note that an update to the regulation for dry-type transformers is proposed for amendment
14 in spring of 2017 http://www.nrcan.gc.ca/energy/regulations-codes-standards/18318
Industrial and Tertiary Product Testing
and Application of Standards
A7.3.4 China
A7.3.5 India
A7.3.6 Israel
Israel has adopted national minimum efficiency regulations for distribution transformers, covering
both efficiency requirements and labelling.
The regulations refer to national standard is Israeli Standard (IS) 5484, Distribution transformers -
energy efficiency requirements and marking, and it applies to distribution transformers with
nominal input voltage of 22kV or 33kV and a nominal output voltage of 400V, with power ratings up
to 2500 kVA.
A7.3.7 Japan
In Japan distribution transformer energy performance is covered by the general “Top Runner”
efficiency scheme for electrical appliances and equipment: Japan, “The Top Runner Program –
Japan’s Approach to Energy Efficiency and Conservation Measures”,2004,
www.eccj.or.jp/top_runner/index.html
Under the Top Runner scheme the listed efficiency levels are not mandatory but are set at very
high levels with the aim being to provide a targeted level that can be used to encourage
manufacturers into striving continually to improve efficiency.
The Top Runner transformer efficiency levels are not given as specific efficiency values or
maximum watts of loss, but are determined from aggregate core and coil losses derived from an
empirical equation based on the transformer rating at a specific loading point.
Industrial and Tertiary Product Testing
and Application of Standards
Japanese Top Runner applies to both 50 and 60 Hz units (there are both types of electrical
distribution systems in Japan), and the requirements are divided into single-phase (rated between
5 and 500 kVA) and three-phase (rated between 10 and 2000 kVA).
Two types of labels are used one to indicate the target has not been achieved and one to indicate
it has been achieved.
A7.3.8 Korea
In July 2012, Korea adopted mandatory minimum energy performance requirements and labelling
requirement for liquid-filled and dry-type distribution transformers.
The adopted energy performance metric is efficiency of the transformer is measured at 50% load,
in accordance with Korean National Standards: KS C4306, KS C4311, KS C4316 and KS C4317.
A7.3.9 Mexico
Mexico adopted mandatory minimum energy performance requirements only for liquid-filled
distribution transformers and not for dry-type.
NOM-002 was published in Mexico’s Diario Oficial de la Federación (Official Registry) for public
law and it was enacted in July 2014.
A7.3.10 Vietnam
Vietnam has a national programme promoting energy efficiency across a range of appliances and
equipment. Some aspects of the programme are mandatory and others are voluntary. Distribution
transformers are included in the programme, establishing minimum efficiency levels that were
published in 2011 and became mandatory in 2013.
The methods of energy efficiency measurement for their performance scheme are detailed in the
Vietnamese National Standard,
Vietnam’s programme applies to liquid-filled, three-phase, 50Hz liquid filled with a nominal capacity
from 25 kVA to 2500 kVA and nominal voltage up to 35 kV.
Regarding to new National standard of MEPS (TCVN 8525:2015), it is mandatory to both liquid-
filled and dry type, 3-phase. The capacity range is up to 4000kVA (see TCVN 8525:2015)
In EN standards, transformer rated power represents the rated input to the transformer while for
instance in IEEE standards the rated power is defined as the transformer output power. This
affects transformer energy performances definition (See Section A3.5.2 ):
Where “Losses” represents the sum of load and no load losses. Although the two equations seem
to give the same numerical results, in reality they are important underlying differences (Table 1).
• Transformers with the same losses specified according to EN or IEEE practices can be
considered to have the same efficiency only as long as the rated power definition is
consistent (i.e. based on the same power, either input or output).
• Transformers with the same rated power (because of standardization of the series) and the
same efficiency specified according to EN or IEEE practices do not have the same total
losses, being the total losses of the transformer specified according to IEEE larger than the
ones specified according to EN.
Although the first point above is quite apparent, in the practice it is not considered, since both EN
and IEEE refer to the same numerical values of rated powers in their series. Similarly, also loss
values defined according to IEEE standards cannot be compared directly with the same figures
specified to EN standards, because they are actually referring to different rated powers.
The EU Regulation for ecodesign specifies a reference temperature of 75°C for load losses of
liquid immersed transformers. US DOE refers instead to 55°C, while in IEEE standards 85°C are
used. This is a remarkable difference, since an increase of few degrees in the reference
temperature corresponds to several percentage points higher load losses.
Table 16 - Comparison between EN and IEEE efficiency definition (same rated power and efficiency).
Method EN IEEE
Rated power 50 kVA
Efficiency (%) 97.12%
Eff. equation (50 – TL)/50 50 / (50 + TL)
No load losses +
Load Losses
(TL) 1.440 kW 1.482 kW
Industrial and Tertiary Product Testing
and Application of Standards
The energy performance of power transformers is not the same when operated on electricity
systems with different rated frequencies (50 Hz or 60 Hz). The following general facts can be
observed.
• At lower frequencies, more core material (and conductor material consequently) is needed,
making the transformer larger and more expensive.
• At higher frequencies, both the no load and load losses feature higher eddy current losses.
Comparing the performance of transformers operating at different frequencies may require finding
suitable conversion factors. However, since this is not so straight-forward, from a practical point of
view it makes more sense to take note of the energy performances of each transformer at its
specific operating conditions.
In general it can be said that simply no-load losses in Europe will be lower for the same
transformer operating at 60 Hz frequency
The energy performance of medium power transformers is not the same when operated on
electricity systems with different rated voltages. Other conditions being equal:
• the lower the rated voltage of the LV winding / the higher the expected losses / the larger
the quantity conductor material.
• The higher the rated voltage of the MV winding / the higher the expected losses.
Industrial and Tertiary Product Testing
and Application of Standards
A8. Conclusions
The research carried out for the Power transformer product group (Group A) in the Task 2.1
„Worldwide and EU Technical standard and legislative framework into the WP2 - Landscape of
testing avenues“ of the INTAS project shows that in the EU and in the major surveyed economies
the main standards and legislative tools to help MSA in testing power transformers are available.
Important background differences are evidenced in terms of:
In reference to the EU, some key aspects need further development in standardisation and
regulation:
A9. Database
Annexed to this report is the data base of the documents considered. The database is an Excel
spreadsheet with the following fields and meanings.
A9.1 Relevance
This field contains the relevance of the record with the INTAS scope.
0. The document is focused on power transformers no relevance with the scope of this report
1. The document is focused on power transformers but it has a low relevance with the scope
of this report
2. The document is focused on power transformers and it has a low relevance with the scope
of this report
3. The document is important for the scope of this report
A9.2 Mandatory
This field records if the document is mandatory or not.
A9.3 Type
This field records the type of the document:
• Standard
• Technical report
• Legislative document
A9.4 Country
This field records the geographical scope of the document:
Europe
European Union
India
Israel
International
Japan
Korea
Mexico
United States of America
Vietnam
A9.5 Organisation
This field records the name of the issuing organisation of the document.
A9.7 Reference
This field records the code of the document.
A9.8 Title
This field records the title of the document.
A9.10 Function
This field records the function of power transformers covered by the document.
Industrial and Tertiary Product Testing
and Application of Standards
A9.11 Insulation
This field records the type of insulation of power transformers covered by the document.
Dry type
Liquid immersed
Oil
Gas
More than one of the previous categories
A9.12 Voltage
This field records the range of rated voltages of transformers covered by the document.
A9.13 Power
This field records the range of rated power of transformers covered by the document.
A9.14 Frequency
This field records the type of rated frequency of power transformers covered by the document.
A9.15 Phases
This field records the number of phases of power transformers covered by the document.
A9.16 Windings
This field records the number of windings of power transformers covered by the document.
A9.18 Test
This field records if the document deals with power transformer tests or not.
A9.19 MEPS
This field records if the document contains power transformer MEPS or not.
A9.21 Label
This field records if the document contains power transformer labelling system or not.
A9.22 Link
This field contains the internet link to the document.
A9.23 Notes
This field contains additional notes about the document.
Industrial and Tertiary Product Testing
and Application of Standards
List of Figures
Figure 1 - Classification of power transformer according to EU Regulation N 348/14. ......................... 12
Figure 2 – Short circuit test single phase equivalent circuits. ................................................................. 15
Figure 3 – No load test single phase equivalent circuits. ......................................................................... 16
Figure 4 - Excerpt from US DOE Test Procedure for Distribution Transformers.................................... 65
Industrial and Tertiary Product Testing
and Application of Standards
List of Tables
Table 1 - Categorization of main metrics used for assessing energy-performance of power
transformers. .................................................................................................................................................. 17
Table 2 - List of Standards for IEC 60076 Power Transformers (May 2016). ........................................... 22
Table 3 - List of Standards for CENLEC TC14 (May 2016)......................................................................... 24
Table 4 - List of Standards for IEEE power transformer standards (May 2016). ..................................... 27
Table 5 - List of national standards (May 2016). ......................................................................................... 27
Table 6 – List of EN standard identical to IEC standards. ......................................................................... 38
Table 7 - Measured no-load loss uncertainties .......................................................................................... 58
Table 8 - Measured load loss uncertainties ................................................................................................ 59
Table 9 - Absolute uncertainty of the additional losses at temperature θ2 ............................................. 59
Table 10 - Absolute uncertainty of load losses PLL reported at reference temperature ....................... 60
Table 11 - Comparison IEC and IEEE for General Test Conditions .......................................................... 62
Table 12 - Comparison IEC and IEEE for Measurement Load Losses ..................................................... 64
Table 13 - Comparison IEC and IEEE for Measurement of No-Load Losses........................................... 66
Table 14 – Comparison among legislative documents (May 2016). ......................................................... 73
Table 15 - Comparison between EN and IEEE efficiency definition (same losses) ................................ 87
Table 16 - Comparison between EN and IEEE efficiency definition (same rated power and efficiency).
......................................................................................................................................................................... 87
Industrial and Tertiary Product Testing
and Application of Standards
More information
about the INTAS project activities
and all of its results
are published on:
www.INTAS-testing.eu
This project has received funding from the European Union’s Horizon 2020 research and innovation programme under Grant Agreement Number 695943.
The sole responsibility for the content of this document lies with the authors. It does not necessarily reflect the opinion of the European Union. Neither the
EASME nor the European Commission are responsible for any use that may be made of the information contained therein.