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HSG230

Keeping electrical switchgear safe

HSE BOOKS
© Crown copyright 2002
First published 2002
ISBN 0 7176 2359 9

All rights reserved. No part of this publication


may be reproduced, stored in a retrieval system,
or transmitted in any form or by any means
(electronic, mechanical, photocopying,
recording or otherwise) without the prior
written permission of the copyright owner.

Applications for reproduction should be made


in writing to:
Licensing Division,
Her Majesty’s Stationery Office,
St Clements House,
2-16 Colegate,
NorwichNR31BQ
or by e-mail to:
hmsolicensing@cabinet-office.x.gsi.gov.uk

This guidance is issued by the Health and Safety


Executive. Following the guidance is not
compulsory and you are free to take other
action. But if you do follow the guidance you
will normally be doing enough to comply with
the law Health and safety inspectors seek to
secure compliance with the law and may refer
to this guidance as illustrating good practice.

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Contents
1... Introduction 22.. . Maintenance procedures
1... Scope 23.. . Frequency ofmaintenance
1... Background 23.. . Oil circuit-breakers subject to special duty
.
1.. Legislation 24.. . Insulating oil
24.. . Cleaning and inspection of oil-filled
2.. . Equipment and its location chambers
25... Tankcleaning techniques
2... Potential problems with 26... Post-faultmaintenance ofoil circuit-breakers
switchgear
3.. . Lack of knowledge 16... Care and maintenance of
3... Overstressing non-oil switchgear
3... Modifications 16... General advice
4... Dependent manual operating mechanisms 17... Inspection
4... Lack of maintenance 17...Maintenance
4... Anti-reflex handles 17... Maintenance procedures
17... Sulphur hexafluoride switchgear
5... Management of switchgear 18.. . Vacuum switchgear
18.. . Air-break switchgear
5... Records 18.. . Frequency of maintenance
5... Network diagrams 19.. . Sulphur hexafluoride gas handling and
5... Asset register safety precautions
6... Maintenance records 19... Release of sulphur hexafluoride
19... Hazards
6... Operational issues 20. .. Sampling
6... Fault levels and ratings 20.. . Topping up
7.. . Effect of on-site generation and other
large rotating machines 21 ... Care and maintenance of
7.. . Precautions for reducing the risk of ancillary equipment
switchgear failure and injury .
21.. Testprobes
8... Overstressed switchgear 21... Earthing equipment
8.. . Dependent manually operated (DMO)
switchgear 22 ... Testing
9... Modifications 22.. . Tests to be undertaken during
9... Fault clearance . commissioning
22... Tests to be undertaken during and
10... Care and maintenance of following maintenance
oil switchgear 22... Diagnostic testing
10... General advice
10... Inspection 22... Assessment of aged
10.. . Switchgear environment switchgear
11... Signs of abnormal condition 23... Assessment process overview
11... . Switchgear general condition .
23.. Phase 1 - Initial considerations
11.. . Maintenance 24... Phase 2 - Condition assessment
11.. . Time-based preventive maintenance procedures
11... Condition-based maintenance 24... Phase 3 - Informationassessment
12... Reliability-centred maintenance (RCM) 25.. . Phase 4 - Review and decision
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25... Condition monitoring 29... Measures to limit fires
25... Available techniques 29... Compartnentation
25... Partial discharge detection 29... Control and extinction
25.. . Thermographic surveys 30.. . Prevention
26 ... Mechanism timing tests 30.. . Detection
26.. . Strategiesfor application 30... Safety issues

26... Protection 30... Training


26... Protection relay schemes 30... General advice
27... Fuse protection 31... Operational safetydocuments
31.. . Inspection and maintenance
27.. . Batteries and chargers 31 Disposable Issues
27... Selection
of new, 31... Insulating oil
replacement or refurbished 32.. . Capacitors
switchgear 32... Sulphur hexafluoride switchgear
27... General advice
28 ... Ratings Appendices
28.. . Replacement installations 34... A Technicaldefinitions
28.. . Refurbished/retrofitted switchgear 36... B Further reading
29.. . Refurbishment of switchgear 38.. . C Examples ofswitchgear configurations
29.. . Retrofit circuit-breakers for 46... D Other sources o f information
withdrawable switchgear
29... Second-hand equipment

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Introduction serious injury and major damage to plant and
buildings in the vicinity of the failed equipment.
1 This book is aimed primarily at owners
and operators of electrical switchgear in 6 Modern switchgear using sulphur
industrial or commercial organisations. hexafluoride gas or vacuum as the insulating
Electricity distribution companies or equipment medium has removed the hazard of burning oil
suppliers may also find the advice useful. It but inevitably has introduced other risks that
should help managers, engineers and other need to be managed. Accident experience has
relevant personnel understand their shown that failure usually occurs at, or shortly
responsibilities and duties in the selection, use, after, operation of the equipment. So the way
care and maintenance of high-voltage and low- switchgear is operated, its condition and the
voltage switchgear. circumstances existing in the system at the time
of operation to a large extent determine
2 In some circumstances the guidance may whether the equipment will function safely.
not be directly applicable and for interpretation
any queries should be directed to the 7 Switchgear of all types and ratings has been
appropriate enforcing authority. Definitions of manufactured in accordance with British and
some of the key terms used in the book are international standards for over 60 years. As
provided in Appendix A. with most equipment, current specifications bear
little resemblance to those of earlier years and
the previous specifications have been shown, by
Scope
subsequent experience and by technical
3 This book provides guidance on the developments, to be deficient. Examples of
selection, use, care and maintenance of three- differing requirements between earlier and
phase electrical switchgear with voltage ratings current standards are those relating to operating
from 400 V alternating current (ac) up to and mechanisms and fault test sequences.
including 33 kV ac. It deals with circuit-breakers,
switches, switch fuses, isolators and high-voltage
Legislation
(HV) contactors. The types covered embrace
switchgear using oil, air, sulphur hexafluoride 8 The Health and Safety at Work etc Act
(SF,) or vacuum as the interrupting medium. 1974 (HSW Act), the Management of Health
and Safety at Work Regulations 1999
4 The guidance does not address direct (Management Regulations) and the Electricity at
current (dc) switchgear, switchgear used on Work Regulations 1989 (EAW Regulations)
single-phase ac traction systems of any voltage, apply (see Appendix B ‘Further reading’).
low-voltage moulded case circuit-breakers,
or low-voltage contactors and miniature 9 The HSW Act contains requirements
circuit-breakers. to the effect that anyone employing people
should ensure their safety so far as is reasonably
practicable.
Background

5 In general, switchgear has a proven record 10 The Management Regulations require an


of reliability and performance. Failures are rare employer (or self-employed person) to make an
but where they occur the results may be assessment of risks to employees or others, taking
catastrophic. Tanks may rupture and, in the case specialist advice where necessary. The level of
of oil-filled switchgear, can result in the ejection detail in the assessment should be broadly
of burning oil and gas clouds, causing death or proportionate to the risk, whch means it needs

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to be fairly detailed in the case of switchgear as place to detect and rectify such faults as
the risk is one of serious injury or even death. quickly as possible.

11 The EAW Regulations require electrical 15 In some premises, low-voltage switchgear


equipment for use at work to be constructed, will be located in work activity areas. There will
maintained and operated in such a way as also be cases where high-voltage switchgear and
to prevent danger so far as is reasonably motor starters are found adjacent to the
practicable. machinery that they control. It is important that
the equipment is in good condition. Operatives
12 Equipment should not to be used where in the area should be made aware of this and
its strength and capability may be exceeded and procedures put in place for them to report
it should be protected from excess current. This incidents and/or any damage that occurs.
is discussed in paragraphs 22 and 23 (see also
EAW Regulations, regulation 5). 16 Occasionally switchgear is located
outdoors. This can lead to even fewer visits than
to switchgear located in switchrooms and again
a practice of periodic inspection is necessary,
Equipment and along with procedures to deal with any
its location deterioration that is found.

13 In any premises that require a high-voltage 17 Much of the equipment still in service is
supply, that incoming supply often passes some 25 years old or more. Equipment that is
through switchgear to control dstribution of 35 or more years old is usually of particularly
electricity within the site. Switchgear varies in robust construction. As a result, it is often
size, age and appearance. Typical examples are assumed (incorrectly) that the equipment has an
shown in Appendix C. It is important to unlimited life in service. Much of the older
recognise that the different categories of equipment has a limited operation capability
switchgear, ie switches, isolators, switch fuses, and these limitations are not always understood
HV contactors and circuit-breakers, have a by operating staff. An example of this is a
different switching capability and you need to situation where a defined delay before operation
be familiar with the switchgear types on the site is necessary after a fault clearance to allow time
and their purpose. for the arc extinction processes to recover.

14 Switchgear is generally located in


substations and/or switchrooms, ie areas that
are separated from the day-to-day activity of
Potential problems
the premises and which, in many instances, with switchgear
are visited on a very infrequent basis. Such
rooms are generally locked and access is 18 This section highlights a number of
usually restricted to authorised persons. potential problems that may be encountered
Periodic inspection of switchrooms is with switchgear. These are particularly relevant
considered good practice to ensure that to oil-filled electrical switchgear that is more
deterioration is not occurring to either the than 25 years old but may well be valid for
switchgear or the environment. For example, more modern switchgear, depending on the
it is unacceptable for any building damage to circumstances of a specific user or site. The
cause water or debris build-up on equipment following sub-sections provide guidance on
that is for indoor use. Procedures should be in dealing with the relevant issues.

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the resulting electrical and thermal stress that can
Lack of knowledge
sometimes lead to catastrophic failure, ie total
19 Switchgear should be operated by trained destruction ofthe switchgear. Such failures are
staff, who are often known as ‘authorised accompanied by arc discharge products, burning
persons’. In the past these were generally works’ gas clouds and oil mist (if oil switchgear). These
electrical engineers and senior supervisors but envelop anyone near the switchgear, resulting in
due to changing employment patterns this is no serious burn injuries and often death.
longer the case. Some users may not have any
‘authorised persons’ on their staff and may have 23 While the original installation design may
chosen to contract out all operational work and have been adequate, modfications and
maintenance of their switchgear. As a result, extensions to the network that feeds the
there may be no one within the organisation switchgear, or of the network controlled by it,
who understands the equipment, its safe can lead to situations where the switchgear is
operation or the need for maintenance. This overstressed. An example is where the infeed
should be treated as unacceptable and steps capacity has been increased. Also some
should be taken to remedy the situation. configurations of the network (eg by paralleling
of transformers onto the switchgear busbars)
20 Staff responsible for care, operation and can lead to an overstressing situation. Such
maintenance of switchgear should receive situations should be documented and clear
training (or refresher courses) relevant to the operating instructions provided to prevent such
duties that are required of them. This is a configuration being created. They can result
particularly relevant to staff called upon to from a response to an abnormal operational
operate switchgear and such staff should have situation whereby an incorrect network
competency at the ‘authorised person’ level. configuration is inadvertently set up.
Even where all operational and maintenance
work is contracted out, it is preferable that there
Modifications
is sufficient technical knowledge within the
company to audit the practices of the 24 Over the years, manufacturers have issued.
contractors and to handle abnormal (including details of modifications to existing equipment
emergency) situations that will inevitably arise that should be carried out on switchgear to
on the premises. If this is not the case, this role improve its safety However, the procedures for
should be given to an independent organisation. circulating such information are not perfect and
in many cases users are unaware of the need to
21 A number of organisations (eg electricity carry out these modifications. As a result, the
distribution companies or specialist training equipment may be incapable of performing
organisations) provide training courses to the satisfactorily. It would be wise to carry out an
varying levels of competency that may be audit, if one has not already been undertaken,
required. of the switchgear for which the user is
responsible and liaise with the manufacturers
(or other appropriate expert) to identify any
Overstressing
outstanding modifications.
22 Switchgear is described as being
‘overstressed’ when the potential fault energy of 25 It is also good practice to catalogue any
the electrical system (eg from a short-circuit) at circulars or instructions that are received
the switchgear location exceeds the fault energy relating to modifications and make them readily
rating of the switchgear. When it is operated available to all staff whose duties involve the
under fault conditions it is unable to cope with operation and maintenance of switchgear.

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contact refurbishment, and verification of
Dependent manual operating
contact engagement may not have been carried
mechanisms
out for many years and deterioration due to
26 The operating mechanisms of most corrosion may also have occurred. In some
switchgear, ie independent manual, dependent cases the expertise in maintenance techniques
power, independent power and stored energy and for handling insulating oil is lacking.
(see Appendix A for definitions), do not result
in any particular risks. However, this is not the 29 Where oil-filled switchgear has been
case where switchgear is of the dependent neglected, it is difficult to. assess the actual fault
manually operated (DMO) type. DMO capability of the switchgear in the state in which
mechanisms were fitted to both high- and low- it is found. An audit of maintenance records
voltage switchgear but these types of operating should be carried out to establish whether or
mechanism are no longer made. not there is a problem and, if necessary, a
detailed condition assessment should be made.
27 With DMO switchgear, the operator closes
or opens the switchgear solely by manual effort.
Anti-reflex handles
Therefore movement of the contacts is totally
dependent upon the speed and actions of the 30 At one time, a common cause of
person operating the levers/ handles. Any hesitancy accident/incidents with high-voltage switches
on the part of the operator is likely to lead to a was when an operator carried out an incorrect
serious and potentially fatal failure of the operation when moving the operating handle
switchgear, eg operators may not realise that they (eg switching from OFF to EARTH instead of
have failed to close the circuit-breaker completely from OFF to ON) and then immediately
and release the operating lever/handle, thus attempted to reverse that incorrect operation.
drawing an arc within the oil tank which can As oil switches are not rated for the interruption
result in catastrophic failure. It is essential that of fault current, any attempt to open them
these levers/handles are operated in a decisive and when fault current is flowing is likely to lead to
positive manner without any hesitation and as disruptive failure, with the possibility of the
rapidly as possible, particularly over the latter operator(s) being killed.
portion of the closing operation. In addition,
should a lever/handle be closed onto a system 31 To address this problem, many
fault the force needed is significantly greater than manufacturers have produced anti-reflex
when closed onto normal system load current. In operating handles for their equipment. These
some cases it may be physically impossible to close handles are one-way operating devices and have
(or open) the device under fault conditions, again to be removed and relocated before carrying
this may result in failure. See paragraphs 54-58 out a further operation, thus imposing a time
for guidance on actions to take in these situations. delay between operations. This built-in time
delay means that when the incorrect operation
is reversed, no fault current is flowing (as the
Lack of maintenance
circuit protection will have operated to
28 This is usually the result of oversight, lack interrupt the current flow), and there is no
of knowledge of the equipment, or pressures to likely failure of the switch. The built-in time
avoid plant shutdowns. Whatever the cause, it delay is also important when closing from OFF
will lead to a situation where switchgear has to ON onto a known fault.
been neglected (this is particularly true of low-
voltage devices). The result is that routine 32 A review of the oil switches and oil switch
servicing such as oil changing, lubrication, fuses should be undertaken to determine

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whether an anti-reflex facility exists. Where no (c) switchgear maintenance companies with
such facility exists, action should be taken to particular expertise in older types of
retrofit an appropriate modification. switchgear;
(d) consulting organisations specialising in
switchgear.

Management of 36 The British Electrotechnical and Allied


switchgear Manufacturers Association (BEAMA) can
provide up-to-date details of manufacturers and
33 It is the duty of all users of switchgear to the Institution of Electrical Engineers
provide management systems that will ensure (President’s list of experts) may also be able to
safe operation and minimise the risk of injury, provide help and guidance as to other sources
Such management systems should include the of information and expertise (see Appendix D
following: for their addresses).
(a) policies and procedures covering the
installation, commissioning, operation,
maintenance and removal of the
equipment;
Records
(b) an appropriate system of records; 37 All switchgear users should have a record
(c) definition of responsibilities and training of their switchgear available. Where there are
requirements;
doubts about the accuracy or validity of records
(d) auditing of the effectiveness of procedures.
then a new inventory should be prepared as a
matter of urgency. The basic records that are
34 An important pre-requisite is to identify all
suggested are discussed below
switchgear in service and to ensure that up-to-
date records of network diagrams and
configurations (including prospective fault level Network diagrams
values at every relevant point on the system) are
38 The diagram is a schematic representation
available. From this basic information, any
of the network and it is ideal to display the
potential risks, eg overstressing or dependent
interconnection of the plant items, including the
manual operation, should be assessed so that
switchgear. This allows the normal and any
any necessary remedial action can be identified
alternative arrangements of the network to be
to ensure that the equipment and systems are
displayed in a way that is readily understood,
being operated safely, and that work is put in
bearing in mind that there may be several
hand to eliminate or reduce the risks. The basic
switchrooms or substations on any one site. In
records for an LV installation may also contain
addition, the diagrams can be annotated with the
electrical installation certificates and periodic
status of the switchgear in a particular network
inspection reports. Further information is in
arrangement to avoid any confusion, particularly
BS 7671 (see Appendix B ‘Further reading’).
where overstressing may be an issue.

35 Sufficient technical expertise may not be


available in-house to carry out a risk assessment Asset register
and decide on the appropriate precautions. In
39 An asset register forms the basis of
such cases switchgear users should take advice
management information providing both basic
from suitably competent organisations, including:
identification information (location, type etc)
(a) electricity distribution companies;
and performance/maintenance records.
(b) switchgear manufacturers;
Although some items may not be scheduled to

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receive any routine maintenance, all items that (g) fault rating and whether it is a certified or
are likely to receive some kind of attention assessed and assigned rating;
during their life should be included. (h) type of operating mechanism (dependent
A hierarchical structure is essential to ensure a manual, independent manual, dependent
logical approach to establishing information power, independent power and stored
for asset management purposes. It is possible energy);
to develop complex hierarchies, but most (i) details of any modifications, eg fitted anti-
asset owners find that a two- or three-level reflex handles;
hierarchy is sufficient. A typical structure (j) if the equipment is an oil circuit-breaker,
might involve: whether it is plain break equipment
(ie equipment without arc control devices)
Level 1: Location/cost centre/process or
or not;
production grouping
(k) type of electrical protection fitted and
Equipment associated with an activity,
details of the settings.
eg production department.

Level 2: Unit
Maintenance records
Collection of plant items that are interdependent
and adjacent to each other in Level 1. 42 A minimum requirement would be to record:
(a) the date of the last maintenance/oil change
Level 3: Item
(where applicable);
Distinct item of plant within the unit, usually
(b) in the case of a circuit-breaker, the number
the smallest discrete piece of equipment from an
of fault operations since it was last
operational point of view, eg item of switchgear,
maintained (if known).
tripping battery etc.

43 This provides a record that maintenance


40 Use of a hierarchical structure allows the
schedules are being adhered to and also provides
straightforward development of an asset
planning for the next maintenance. As will be
numbering system, eg an item can be coded as a
seen in later sections, some measurements are
combination of the cost centre code, the unit
taken during the maintenance and it is valuable
code and its own code to provide a unique code.
to record such data in order to determine trends
in performance and what problems are
41 Along with the structure, the level of
emerging. Such records should be retained as a
information to be recorded against each item
history and the information should not
needs to be decided. Collecting plant data can
overwrite the previous record.
be a time-consuming and costly exercise,
particularly basic data that does not directly
contribute to improvements in performance and
safety. Care should be taken not to collect too Operational issues
much basic data and typical information that is
required for an item of switchgear at each
Fault level and ratings
location includes:
(a) location (may already be defined by the 44 For each item of switchgear identified in
structure); the site inventory (in particular the DMO
(b) manufacturer and type reference; switchgear) you need to take the following steps:
(c) serial number and year of manufacture; (a) Identify the British Standards or other
(d) date of installation; standards relevant to the individual
(e) voltage rating; switchgear.
(4 current rating; (b) Calculate fault energy levels at the output

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terminals of each item of switchgear. In (a) Check that the fault energy levels at the
some cases it will be necessary to include circuit-breaker(s) controlling the
the fault energy contribution from rotating generators and other large rotating
plant such as large induction motors, machines are within the capability of the
synchronous motors and generators. The circuit-breaker, paying particular attention
electricity supply company is required to to older switchgear. If this is not the case,
provide, on request, the maximum short- then treat the circuit-breaker as
circuit current at the incoming supply overstressed. (The review of fault levels
terminals (Electricity Supply Regulations discussed in the previous section should
1988 regulation 32 or Electricity Safety, have included the on-site generation.)
Reliability and Continuity Regulations (b) Provide measurement equipment to ensure
2002, regulation 27). that generator or synchronous motors are
(c) Determine the switchgear rating. Where synchronised before closing the
switchgear is in use that was designed to controlling circuit-breaker(.$, since
obsolete British Standards (seeAppendix B), attempting to close a circuit-breaker or
reassessment of the rating by manufacturers switch onto networks that are not
orspecialistsmaybe necessary. synchronised can lead to overstressing.
(d) Compare the fault energy levels calculated (c) Estimate the effects on the transient
in (a) with the certified or assigned recovery voltage across the controlling
switchgear fault energy rating determined circuit-breaker(s) when opening on a fault
in (c) to establish whether the equipment being fed by the generator and other large
is overstressed. rotating machines. If this exceeds the
rating of the circuit-breaker(s), then treat
45 It is recommended that the procedures are the circuit-breakers as overstressed.
applied to both high-voltage (ie 3.3 ky 6.6 ky A problem that may arise with older
11 ky 22 kV and 33 kv) systems and low- switchgear is relating the original test
voltage (230/415 V) systems as separate exercises. requirements for establishing rating against
It may be easier to deal with each individual the conditions on-site. In these cases
system at each voltage separately as the individual expert advice should be sought.
system may have very different problems. (d) Confirm whether the protection settings
in use are appropriate for the situations
46 Other than for the simplest of system when the generation is operating and
configurations, the calculation of fault levels is a when it is not operating. For guidance
specialist topic requiring support from people refer to Electricity Association Engineering
experienced in undertaking and interpreting Recommendations G59/1,1991 and
such calculations. G75,1996.

Effect of on-site generation and Precautions for reducing the risk


other large rotating machines of switchgear failure and injury
47 On-site generating plant and other large 48 The need for precautions to be taken and
rotating machines have an impact on the how quickly they should be implemented will
operational duty of switchgear, especially in depend on whether the equipment is
terms of fault current handling, connection of overstressed, whether it has been modified in
the generators and synchronous motor drives to accordance with manufacturer’s instructions,
the network and on the protection requirements. the type of operating mechanism, the
The following actions need to be taken: maintenance condition etc.

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Overstressed switchgear 51 If the actions (d) and (e) in paragraph 49
49 Where the switchgear fault energy rating do not reduce the fault energy levels below the
is less than the potential fault energy levels, the ratings of the switchgear, and it is sited in open
following actions should be taken immediately, workshop areas, the provision of blast
regardless of the type of operating mechanism: protection should be considered. This may take
(a) Prohibit all live operation and disable the form of suitable walls or enclosures, the
automatic tripping of the switchgear. This purpose of which is to contain any failure of the
action will necessitate readjustment of switchgear while it is energised. However, this is
electrical protection further back towards a complex matter and it is often more
the source of supply so that the electrical practicable to make the switchgear dead and
protection at the switchgear can be made provide alternative electrical supplies.
non-operative. The readjustment is needed
to ensure adequate levels of electrical 52 Where high-voltage and low-voltage
protection for the system. switchgear share the same switchroom and only
(b) Prevent people gaining access to the one set of switchgear is overstressed, it will be
switchgear while it is live. necessary to either:
(c) The switchgear should be maintained in (a) keep personnel out until the overstressed
accordance with manufacturer’s advice by switchgear is made dead; or
trained personnel. Particular attention (b) where space permits, erect a suitable blast
should be paid to insulating oil, solid wall around that switchgear, thus permitting
insulation, contact assemblies, operating personnel access to the other switchgear.
mechanisms, seals and gaskets, as applicable.
(d) Reduce the fault energy levels, if possible. 53 In addition to these immediate actions,
In some cases changing system operating arrangements should be made to replace the
conditions will achieve this, for example overstressed switchgear as soon as possible.
operating transformers as single feeders to
switchboards and not in parallel with Dependent manually operated (DMO)
other transformers. These changes should switchgear
be made as soon as possible to reduce the 54 Dependent manually operated (DMO)
fault energy level to as low as practicable. mechanisms are generally only found on older
(e) Longer-term measures that can be taken to types of oil and air circuit-breakers.
reduce fault energy levels include fitting
reactors or network reconfiguration. 55 All operation and maintenance of DMO
These measures may be used to reduce switchgear should be restricted to those personnel
fault energy levels to values less than the trained in the operation of the switchgear
fault energy ratings of switchgear. Such concerned. They should also be aware of the
actions are normally only a solution for dangers of operating the equipment incorrectly,
high-voltage installations. It should be the construction of the switchgear and the
noted these measures will not overcome manufacturer’s maintenance requirements. The
the problems associated with switchgear personnel will need to be familiar with the safe
that has no fault energy rating. system of work outlined in paragraph 56. It is
essential that the actions listed to allow
50 Where the actions (d) and (e) above reduce continued use of DMO switchgear be treated
the fault energy levels below the rating of the as short-term measures only.
switchgear, then electrical protection and live
operation can be restored, after necessary 56 Where the switchgear is not overstressed
measures (eg interlocks) have been provided to (ie ratings are greater than the actual fault
prevent the rating being exceeded at any time. energy levels), the following precautions are

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needed to reduce the risks that result from the switch or circuit-breaker;
fact that it has dependent manual operation: - check, where practicable, the system
(a) All DMO switchgear should be maintained beyond the DMO switchgear to
in accordance with the manufacturer’s ensure that it is fault-free. This will
advice. This should include, where mean applying various electrical tests
applicable, the checking of seals and to the system;
gaskets, which should be properly installed - if the system is healthy, close the DMO
and in good condition. An annual switchgear to ON; and
maintenance schedule for this equipment - energise the system from the remote
should be prepared and be implemented. point, ensuring that no personnel are in
(b) Power closing mechanisms should be fitted the vicinity of the DMO switchgear.
as a matter of urgency to all high-voltage The following can, however, be operated
DMO switchgear (ie 3.3 kV and above). with the system live:
However, this should only be carried out - bus-section and bus-coupler circuit-
in accordance with the manufacturer’s breakers on a fully energised system
advice. It may not be possible to obtain the (ie live both sides); and
necessary guidance and advice where the - circuit-breakerscontrolling circuits that
original manufacturer no longer exists and have been tested immediately before
there are no agents. In these cases it is not closure.
advisable to fit power closing mechanisms. (e) Where the DMO switchgear has recently
(c) A phased replacement programme should been operated for the purpose of routine
be prepared and implemented for all isolation, it may be reclosed manually,
DMO switchgear manufactured prior to providing the electrical circuit it feeds has
1960 and for those high-voltage systems not been disturbed.
manufactured and installed after 1960 that
cannot be fitted with power closing 57 Where work has been undertaken on the
mechanisms. In some cases it is possible to electrical system normally made live by DMO
obtain replacement circuit-breakersof switchgear, the circuit should be tested
modern design (often called cassettes), comprehensively prior to operation of the
which can be used to replace old high- switchgear.
and low-voltage units and can use the
existing switchgear busbar housings and 58 Where DMO switchgear is also overstressed
support arrangements. This approach can the precautions in paragraph 49(a) and (b) are
mitigate the cost of replacement. Advice particularly important.
should be sought from the manufacturer
regarding this approach - see also the Modifications
section on ‘Selection of new, replacement 59 Where possible, details of any modifications
or refurbished switchgear’ (paragraphs recommended by the switchgear manufacturer
163-175). to improve safety should be identified and
(d) When DMO switchgear is to be closed, the implemented and suitable records kept.
preferred method of operation is as follows
(in order to achieve this preferred method Fault clearance
of operation it may be necessary to change 60 If a circuit-breaker shows any signs of
system running conditions and adjust the abnormal condition (see paragraph 68)
electrical protection accordingly): following a fault clearance operation, it needs to
- make the system dead upstream using a be examined and assessed before a decision is
suitably rated independent operated made to reclose it. The circuit-breaker may

9
need to be maintained before being reclosed. set out below, together with the problem areas
On some designs of oil circuit-breakers it is they address:
normal for small quantities of oil to be ejected (a) Inspection (non-intrusive)
via the tank venting arrangement. An external inspection will address
obvious signs of abnormal condition that
are detectable by sight, smell and sound.
(b) Maintenance (intrusive)
Care and Maintenance under outage conditions will
maintenance address problems due to mechanism
defects, insulating oil contamination and
of oil switchgear deterioration, erosion of contacts and arc
control devices.
General advice (c) Condition monitoring/assessment by
partial discharge techniques
62 Examples of typical oil switchgear
These techniques can be used to detect and
arrangements are shown in Appendices C1, C2,
locate deterioration of solid insulation.
C4, C5 and C6. The main failure modes for oil
(d) Refurbishment/replacement
switchgear, together with their implications, are
This approach can be taken to address
listed below.
problems caused by inadequate rating,
(a) Faults within oil compartments
inadequate operating mechanism or arc
These are invariably catastrophic with
interruption system, or deteriorated or
explosion/fire and often involve personal
defective insulation.
injury or fatality and serious damage to
the building.
64 The sections below look at the inspection
(b) Failure of oil circuit-breaker to trip
and maintenance actions in detail. There is
(mechanism and protection faults)
information on condition monitoring and
This usually results in an extended
assessment techniques in paragraphs 146-152
disconnection time due to upstream
and on refurbishment and replacement options
circuit-breaker tripping.
in paragraphs 163-175.
(c) Solid insulation faults (external to oil
compartments)
These can cause extensive damage to Inspection
equipment, injury to people and damage
65 A regular substation inspection is
to the building.
recommended. At the time of the inspection any
remedial work should be prioritised, so that it is
62 A major concern is the risk of catastrophic
carried out:
failure resulting from failures within the oil
(a) immediately (this should always be the
compartment and these can result from:
case when security of the substation
(a) contaminated insulating oil;
enclosure has been interfered with);
(b) poor maintenance of arc interruption
(b) at the earliest possible opportunity; or
system (contacts and arc control devices);
(c) at the next scheduled maintenance.
(c) breakdown of solid insulation;
(d) breaking fault current above rated
66 An inspection schedule would be expected
capability (in the case of a circuit-breaker);
to include the following items.
(e) internal component failure.

Switchgear environment
63 Various actions can be taken to minimise
67 An inspection sequence for the switchgear
these risks of catastrophic failure and these are

10
environment should include the following aspects: continuing safety and reliability of the
(a) switchroom access and surrounds (including switchgear until the next maintenance by the
fence and external walls, if outdoors); detection of incipient faults before they happen.
(b) signs of trespass and/or interference; Details of the techniques that can be considered
(c) presence and legibility of warning notices; are provided in the ‘Condition monitoring’
(d) switchroom internal fabric; section (paragraphs 146-152).
(e) firefighting equipment;
(f) general housekeeping; 71 A similar external inspection should be
(g) signs of water ingress/dampness in carried out on associated equipment, such as
switchroom. batteries and chargers, control panels and other
ancillary equipment.
Signs of abnormal condition
68 A check for any abnormal conditions
Maintenance
should be carried out immediately on entering
the substation and if any danger is suspected 72 Detailed guidance on the maintenance of
then the inspection should be aborted. Typical electrical switchgear can be found in BS 6423:
warning signs are: 1983 and BS 6626: 1985 (see Appendix B
(a) high temperature in switchroom; ‘Further reading’).
(b) presence of smoke;
(c) smell of ‘hot’ substances (oil, compound etc); Time-based preventive maintenance
(d) audible discharges or arcing; 73 Oil-filled switchgear was designed and
(e) smell of ozone; introduced at a time when the predominant
(f) signs of leaked oil in vicinity of oil circuit- maintenance philosophy consisted mainly of
breaker tank; equipment overhauls at fixed intervals. Time-
(g) signs of fresh compound leaks; based maintenance has been and continues to be
(h) distortion and evidence of sooting on applied to such switchgear. Manufacturers’
enclosures. recommendations are available to determine the
maintenance programme and advice can be
Switchgear general condition sought from specialist organisations.
69 The external visual inspection of the
switchgear should include the following items: 74 Rigorous application of such schedules has
(a) general condition of exposed busbars and provided high levels of reliability, whereas
air break switches (where present); neglecting maintenance can lead to a switchgear
(b) general condition of the switchgear (rust, condition where its ability to perform all its duties
oil leaks, oil level gauge etc); safely and satisfactorily is not easy to ascertain. So
(c) compound leaks from cable boxes, busbar it is essential that oil-fled switchgear is properly
chambers, band joints and end caps; maintained and the application of a correctly
(d) ammeters, voltmeters, operation implemented time-based maintenance programme
indicators, protection equipment; is a well-proven route.
(e) labelling, padlocks and key exchange
interlocks. Condition-based maintenance
75 In recent years attention has focused on
70 In addition to the visual inspections above, condition-based maintenance where maintenance
the use of limited and non-intrusive diagnostic is dictated by need as revealed by inspections
screening should be considered for inclusion in and condition monitoring techniques or
an inspection schedule. The information predictive maintenance methods. Some users
provided allows users to have confidence in the have moved to this approach but only after

11
careful assessment of the parameters to be control devices, bushings, phase barriers
monitored, techniques for acquiring the and tank lining;
condition data and, most importantly, an (c) dressing, refurbishing or replacing
understanding of the degradation mechanisms main/arcing contacts (including contact
affecting the switchgear and the criteria on alignment check using oil circuit-breaker
which the decisions to take action are based. slow-close facility);
(d) cleaning of arc control devices or
76 When considering moving to a condition- replacement if burnt or worn beyond
based maintenance approach, the options acceptable tolerances (cross-jet pots,
available need to be carefully assessed. This turbulators etc);
should be done preferably with the assistance of (e) replacement of insulating oil with new,
organisations with experience in this area, since reclaimed or reconditioned oil;
the performance of switchgear is influenced by (f) lubrication of operating mechanism and
the electrical and environmental conditions adjustment where required;
under which it operates. Simply applying (g) replacement of seals and gaskets, clearing
techniques and criteria from another industry vents and checking indicator windows;
section may not be appropriate. (h) examination of primary isolating contacts
for damage, burning, corrosion - cleaning
Reliability-centred maintenance (RCM) and refurbishing (as necessary);
77 RCM can assist in the process of (i) checking and lubrication of the oil circuit-
determining the maintenance policy because it breaker isolating mechanism;
analyses maintenance tasks in a structured way (j) checking correct function of position
to determine the maintenance requirements of indicators and interlocks;
any item of equipment in its operating context. (k) checking shutter operating mechanisms
It does so by taking account of plant usage and (as appropriate);
condition, the causes and consequences of (1) examining inside of cable termination
failure, and the required performance standards chambers and current transformer
of the organisation. See Appendix B ‘Further chambers (as appropriate);
reading’ for details of publications which provide (m) examining and checking voltage
more background information on RCM. transformer (as required);
(n) secondary injection testing on circuit-
breaker protection system (or, if this is not
Maintenance procedures
scheduled, carry out manual trip-test);
78 Whatever the approach used to (o) on fuse switche/switch fuses, trip-testing
determine when maintenance is required, it with an appropriate fuse trip-testing
is important that the intrusive maintenance device;
work is undertaken in a structured manner (p) examination of secondary contacts, wiring
in accordance with a documented procedure/ and auxiliary switches;
checklist. (q) checking the truck goes fully into position
and switchgear is level as appropriate
79 Maintenance of oil-filled switchgear when putting back into service.
should comprise a thorough internal
examination, paying particular attention to the 80 During the maintenance of oil switches,
following items, where they apply: fuse switches and ring main units, the tank cover
(a) the inspection items listed in paragraph 69; should be removed for the minimum time
(b) examination and cleaning of the tank necessary and replaced immediately after the
interior, internal mechanism, contacts, arc required work is completed. This will ensure

12
that the risk of contamination of the tank (a) errors can be made in the maintenance
interior by moisture, airborne particulates, dust, procedure, leaving the equipment at
insects and vegetation (if out doors) is minimised. greater risk of failure than if the
maintenance had not been carried out;
(b) switching is required in order to release
Frequency of maintenance
the equipment for maintenance - the risk
81 Switchgear should be maintained at a of a failure is greatest during a switching
frequency appropriate to the equipment. The operation.
manufacturer, or others, may be able to give
advice on this but difficulties exist in defining 86 So carrying out maintenance too
the frequency. These are affected by operating frequently can increase risk and optimising the
policies, types of switchgear and the reliability maintenance schedule is needed to minimise the
requirements. An industrial user whose activities overall risk. A suitable method to establish the
depend on the reliability of power supply may correct maintenance interval involves laboratory
institute more frequent maintenance as a means analysis of oil samples taken during normal
of guarding against power failures than (say) a maintenance combined with a thorough
distribution company where the duplication inspection by experts to establish the extent of
built into the network allowing alternative degradation that has occurred during the
supplies means that a higher risk of malfunction maintenance interval. This can be done on the
may be acceptable. total population or by sampling. The validity of
the maintenance interval can therefore be
82 Overstressed and/or DMO switchgear established, ie if the degradation is negligible
needs special attention. If any such switchgear then the maintenance period can be increased
has not been maintained within the past three and vice versa if the degradation is significant.
years, then maintenance should be carried out By repeating the procedure at the subsequent
immediately and thereafter on a frequent basis. maintenance, after the revised interval, the
optimum interval can be derived.
83 Trip-testing of oil circuit-breakers provides
an operational test and ‘exercises’ the mechanism.
Oil circuit-breakers subject to
It can be carried out more frequently than the
internal maintenance, within operational special duty
constraints. Annual trip-testing is considered a 87 Oil circuit-breakers that regularly
suitable frequency by many users and, if interrupt large load currents, eg those
combined with tripping via the protection controlling arc furnaces or frequently
scheme, also confirms that satisfactory (or operated motors, will require more frequent
otherwise) operation of the complete tripping maintenance attention than circuit-breakers
system will occur under fault conditions. on normal distribution duty.

84 Periodic testing of the protection relay 88 The level of attention will depend on the
scheme is a separate consideration, which may nature of the duty being performed in relation
or may not be undertaken at the same time as to the rated capability (electrical and
maintenance of the switchgear. Further mechanical) of the circuit-breakers. Particular
guidance is provided in the ‘Protection’ section focus will need to be put on monitoring the
(paragraphs 15 3 - 15 6). rate of contact/arc control device deterioration,
oil carbonisation and mechanism wear. In
85 Carrying out intrusive maintenance on oil general, the manufacturer’s guidance should be
switchgear introduces risks: sought and implemented.

13
use should be obtained from suppliers and
Insulating oil
specialist organisations. Using disposable gloves
89 The reliable performance of oil-filled and overalls also minimises the possibility of any
switchgear depends on the maintenance of contamination by fibres from clothing. The use
certain basic characteristics of the mineral of chamois leather cloths rinsed out in clean
insulating oil. It is essential that any new, insulating oil is not recommended for the
reclaimed or reconditioned insulating oil is cleaning of oil-filled chambers.
tested prior to being introduced into equipment
to ensure that it meets the required level of 93 In the presence of trace contaminants in
performance. insulating oil, eg acids, peroxides and moisture,
the plating metals such as zinc and cadmium
90 Sampling of oil in service can provide used in switchgear can form metal salts and
valuable information on the deterioration of the soaps, resulting not only in the degradation of
oil and of the switchgear itself and the materials the plating surfaces but also in the degradation
contained within it. Laboratories with long of the oil.
experience of testing oil samples can provide
assessments of the state of a user’s switchgear 94 In particular circumstances, zinc and tin
and of the validity of the maintenance platings can degrade and form a large number
programme. Guidance on the monitoring and of small ‘whiskers’. For switchgear with tin
maintenance for mineral insulating oils in and/or zinc plated components, particular care
electrical equipment is provided in BS 5730 (see should be taken to check all such components
Appendix B ‘Further reading’). This includes for whiskers immediately following the removal
values and significance of standardised oil tests of the oil. Remove any whiskers with an oil-
and uniform criteria for the evaluation of test soaked wipe and then dispose of the wipe.
data, along with practical details on:
(a) sampling techniques; 95 The phosphated coatings of steel
(b) testing procedures and assessment criteria; components in switchgear are known to degrade
(c) handling and storage of oil samples. in service, resulting in the presence of loose,
phosphorous-rich particles contaminating the
oil and coming to rest on the horizontal surfaces
Cleaning and inspection of
of the tank and other components including
oil-filled chambers
bushings and insulators. Switches that contain
91 Oil-filled chambers should only be cleaned phosphated components should be subject to
using appropriate cleaning materials, eg suitable rigorous cleaning to remove contamination
proprietary wipes or synthetic sponges. It is from insulating surfaces. Coated components
suspected that several serious accidents have should also be thoroughly cleaned to reduce the
been caused by the presence of fibres from rate of recontamination of the oil.
wipes used in oil-filled distribution equipment.
It is therefore extremely important that any 96 Cadmium from the plating of mechanism
wipe that is used should not release fibres. metalwork can react with oil and moisture to
Similarly, care is needed when using sponges to form a cadmium soap, leading not only to the
avoid tearing, which can allow small sponge degradation of the plating surfaces but also to
fragments to be introduced into chambers. the degradation of the oil. Cadmium soaps on
the surface of solid insulation may lead to
92 There are wide variations in the electrical degradation of the solid insulation. To
performance of proprietary wipes on the prevent such a degradation, insulator surfaces
market and advice on the appropriate types to should be cleaned with an appropriate solvent.

14
However, because cadmium and cadmium germinated spores can occur in a temperature
compounds are highly toxic substances, they range of -25°C to 40°C. Biocides can be used to
need to be handled correctly Advice on the lull the spores and it is important to eradicate
general handling of cadmium can be obtained them because if they are not destroyed the
from the HSE leaflet Working with cadmium: Are fungal growth is likely to reoccur.
you at risk? (seeAppendix B ‘Further reading’).
For guidance on the dealing of oil contaminated
by cadmium or cadmium sludge during tank
Tank cleaning techniques
cleaning see paragraphs 100-102 and for advice 100 In order to clean the inside of switchgear
on disposal see paragraphs 191-194. tanks to a satisfactory level, it is recommended
that once the used oil has been removed, the
97 Any switchgear in which there is evidence tanks are sprayed/vacuumed out to remove dirty
that the oil is particularly contaminated should oil and any particulate contamination from the
be subjected to rigorous inspection of all tank base and other surfaces. The tanks should
components to check for signs of corrosion, be sprayed down with clean oil under pressure,
tracking, delamination or other degradation. ensuring all accessible components are sprayed.
Degraded components should be replaced. Of This oil should then be removed using a liquid
the insulating materials used in switches, vacuum cleaner. The procedures should be
densified wood laminate and pressboard are repeated at least one further time. Examination
most susceptible to degradation in wet of the interior of the tank should be completed
environments. As close examination of these to ensure all the contamination has been
components may not indicate when they have a removed from the tank.
high moisture content, insulation resistance
measurements are recommended to establish 101 Application of the spraying technique can
their fitness for continuing in service. You will create an oil mist in the immediate vicinity of the
need to seek expert advice to establish a test switchgear so suitable personal protective
method and recommended pass levels. equipment should be provided and used to
prevent inhalation of the oil mist. Where the
98 Fungal growth can occur in insulating oil residual oil in the tank is known or is suspected
that contains free water. The growth occurs at to contain cadmium contamination or cadmium
the interface between water from below and the sludge, there is a health risk to personnel carrying
carbon compounds from above. The most out the cleaning process. The main risks are from
common fungal growth identified in insulating inhalation and ingestion. It is recommended that
oil is Cladosporium Resinae. While it is rare to oil-resistant, disposable overalls and glovesare
find fungal growth in insulating oil, any used, along with the use of fitted chemical safety
occurrence needs to be dealt with because as the goggles. Respirators that prevent the inhalation
fungus grows the oil is degraded, producing of the oil mist need to be used at all times.
more water and various volatiles and acidic Personnel need to be made aware of the hazards
conditions that can cause corrosion of materials. of ingestion and that contact with the mouth is
The production of water and resultant corrosion to be avoided, along with the need for good
of materials in contact with the oil will also personal hygiene after handling the substances
reduce the insulating properties of the oil. and before eating.

99 The spores of Cladosporium Resinae are 102 A pump dedicated to oil is preferred, with
airborne. They can lay dormant for periods of the clean oil pumped using a separate pump,
time and germinate when adequate moisture which should be used exclusively for this
becomes available. Growth of the fungus from purpose. Two separate hoses, one for clean oil

15
and one for dirty oil, should also be used to 106 An example of an arrangement of a
ensure no contamination of the clean oil occurs. vacuum circuit-breaker is given in Appendix C3,
a sulphur hexafluoride-insulated vacuum circuit-
breaker in Appendix C8 and an air circuit-
Post-fault maintenance of oil breaker in Appendix C7.
circuit-breakers
103 It is strongly recommended that all oil- 107 The sealed envelopes of sulphur
filled circuit-breakers are maintained as soon as hexafluoride and vacuum switchgear improve
possible after they have either been closed onto the reliability by removing the potential
a fault or have operated automatically to degradation of the interrupting medium to
disconnect a fault from the system. This adverse environments such as dust, moisture
maintenance should essentially consist of: etc. This has led to the introduction of the
(a) inspection and cleaning of all insulation terms ‘low maintenance’ or ‘reduced
within the tank to eliminate carbon, metal maintenance’ for such switchgear, but this does
vapour/particle contamination; not mean that such equipment is maintenance-
(b) restoration of the contacts and arc control free. Failures do occur and inspection/
devices to an acceptable condition maintenance procedures are required for such
(including a check on contact alignment equipment. Two issues should be noted:
by slow-closing the oil circuit-breaker); (a) With sulphur hexafluoride switchgear a
(c) replacement of the insulating oil; significant proportion of reported
(d) inspection of the tank, tank gaskets and problems are associated with loss of gas
tank internal mechanism for signs of through defective/worn seals.
damage or distortion. (b) With vacuum switchgear, X-rays may be
generated when the open contact gap is
104 Where provision is made in the design for stressed at high-voltage. There are no
venting, this should be checked to ensure that it harmful emissions at normal service
is not obstructed and any seal is intact and voltage but if a high-voltage pressure test
functioning. Further guidance on maintenance is carried out with the switchgear in an
can be found in manufacturers’ manuals and in open position then X-rays may be
the relevant British Standards. generated. Guidance should be sought
from the manufacturer on the maximum
voltage that can be applied to ensure that
Care and the maximum level of radiation generated
is less than that permitted for unclassified
maintenance of workers in the Ionising Radiation (Sealed
non-oil switchgear Sources) Regulations 1969.

108 As with oil switchgear, actions can be


General advice taken to minimise the risks of catastrophic
failure, eg:
105 Non-oil switchgear makes use of air,
(a) inspection;
sulphur hexafluoride (SF6 ) or vacuum as the
(b) maintenance;
interrupting medium, the remainder of the
(c) condition monitoring/assessment;
switchgear often being air-insulated. In some (d) refurbishment/replacement (more likely to
designs the vacuum interrupter bottles are be relevant for air-insulated switchgear as
housed within sulphur hexafluoride chambers. sulphur hexafluoride and vacuum types
The appropriate parts of this section also apply are modern designs).
to contactors.

16
and simply applying techniques and criteria from
Inspection another industry sector may not be appropriate.
109 A regular substation inspection is recom-
mended, as discussed for the oil-filled switchgear 113 Reliability-centred maintenance (see
in paragraphs 65-71. This should cover: paragraph 77) can assist in the process of
(a) switchgear environment; determining the maintenance policy because it
(b) signs of abnormal condition; analyses maintenance tasks in a structured way
(c) switchgear general condition (for sulphur to determine the maintenance requirements of
hexafluoride equipment the gas pressure any item of equipment in its operating context.
gauge should be checked, a pungent smell It does so by taking account of plant usage and
indicates gas leakage); condition, the causes and consequences of
(d) checks on all the plant items in the failure, together with the required performance
substation. standards of the organisation.

Maintenance Maintenance procedures


110 Detailed guidance on the maintenance of Sulphur hexafluoride switchgear
electrical switchgear can be found in BS 6423: 114 The maintenance work should essentially
1983 and BS 6626: 1985 (see Appendix B include:
‘Further reading’). (a) inspection of the external condition;
(b) checking of gas pressure;
111 Sulphur hexafluoride and vacuum (c) if ‘topping up’ of the gas is necessary, then
switchgear is designed to be low maintenance but refer to precautions in paragraph 130;
that does not mean that maintenance can be (d) inspection, adjustment and lubrication of
ignored. Maintenance using a time-interval mechanisms (including shutters where
approach, based on manufacturer’s appropriate);
recommendations, may be applied to such (e) on withdrawable equipment, examination
switchgear. Rigorous application of such of primary isolating contacts for damage,
schedules should provide high levels of reliability. burning, corrosion - cleaning and
refurbishing (as necessary);
112 Condition-based maintenance is an option (f) on withdrawable equipment, checking and
where maintenance is dictated by need as revealed lubrication of circuit-breaker isolating
by inspections and condition monitoring mechanism;
techniques or predictive maintenance methods. As (g) checking correct function of position
with oil-filled switchgear, this requires careful indicators and interlocks;
assessment of the parameters to be monitored, (h) examining inside of cable termination
techniques for acquiring the condition data and, chambers and other chambers as
most importantly, an understanding of the appropriate, removal of surface
degradation mechanisms affecting the switchgear contamination from accessible solid
and the criteria on which the decisions to take insulation (where applicable);
action are based. Before a user considers moving (i) examining and checking voltage
to a condition-based maintenance approach, the transformer (as required);
available options should be carefully assessed, (j) secondary injection testing on circuit-
preferably with the assistance of organisations breaker protection system (or, if this is not
with experience in this area. The performance of scheduled, carry out manual trip-test);
switchgear is influenced by the electrical and (k) examination of secondary contacts, wiring
environmental conditions under which it operates and auxiliary switches.

17
Vacuum switchgear mechanisms (including shutters where
115 The maintenance work should essentially appropriate);
include: (f) on withdrawable equipment, examination
(a) inspection of the external condition; of primary isolating contacts for damage,
(b) measurement of contact wear where a burning, corrosion - cleaning and
measurement method is available; refurbishing as (necessary);
(c) a check on the vacuum integrity, eg by a (g) on withdrawable equipment, checking and
high-voltage pressure test (see warning on lubrication of circuit-breaker isolating
X-rays in paragraph 107); mechanism;
(d) inspection, adjustment and lubrication of (h) checking correct function of position
mechanisms (including shutters where indicators and interlocks;
appropriate); (i) examining inside of cable termination
(e) on withdrawable equipment, examination chambers and other chambers as
of primary isolating contacts for damage, appropriate - removal of surface
burning, corrosion - cleaning and contamination from accessible solid
refurbishing (as necessary); insulation (where applicable);
(f) on withdrawable equipment, checking and (j) examining and checking voltage
lubrication of circuit-breaker isolating transformer (as required);
mechanism; (k) secondary injection testing on circuit-
(g) checking correct function of position breaker protection system (or, if this is not
indicators and interlocks; scheduled, carry out manual trip-test);
(h) examining inside of cable termination (l) examination of secondary contacts, wiring
chambers and other chambers as and auxiliary switches.
appropriate - removal of surface
contamination from accessible solid Frequency of maintenance
insulation (where applicable); 117 Switchgear should be maintained at a
(i) examining and checking voltage frequency appropriate to the equipment and its
transformer (as required); duty. The manufacturer, or others, may be able
(j) secondary injection testing on circuit- to give advice on this but difficulties exist in
breaker protection system (or, if this is not defining the frequency. These are affected by
scheduled, carry out manual trip-test); operating policies, types of switchgear and the
(k) examination of secondary contacts, wiring reliability requirements. An industrial user
and auxiliary switches. whose activities depend on the reliability of
power supply may institute more frequent
Air- break switchgear maintenance as a means of guarding against
126 The maintenance work should essentially power failures than (say) a distribution company
include: where the duplication built into the network
(a) inspection of the external condition; allowing alternative supplies means that a
(b) examination of main/arcing contacts for higher risk of malfunction may be acceptable.
excessive burning/damage - recondition or
renew as required, taking account of 118 For non-oil circuit-breakers subject to
manufacturer’s requirements for different special industrial load duties, the manufacturer’s
contact construction and materials; guidance should be sought on the level of
(c) checking/adjusting spring contact force maintenance required.
and contact alignment as required;
(d) removal, examination and cleaning of the 119 Trip-testing of circuit-breakers provides an
arc chutes - renew if damaged or eroded; operational test and ‘exercises’ the mechanism.
(e) inspection, adjustment and lubrication of It can be carried out more frequently than the

18
internal maintenance, within operational support on these issues can be obtained from
constraints. Annual trip-testing is considered a manufacturers, sulphur hexafluoride gas
suitable frequency by many users and, if it is suppliers, electricity distribution companies and
combined with tripping via the protection specialistorganisations.
scheme, it also confirms whether satisfactory
operation of the complete tripping system will Release of sulphur hexafluoride
occur under fault conditions. 123 Sulphur hexafluoride is a greenhouse gas
and, although the global warming effect is likely
120 Periodic testing of the protection scheme to remain small compared to other greenhouse
is a separate consideration which may or may gases for the foreseeable future, control over its
not be undertaken at the same time as the use is essential. The European electricity
maintenance of the switchgear. Further industries have agreed a set of actions with the
guidance is provided in the ‘Protection’ section manufacturers of sulphur hexafluoride-filled
(paragraphs 153-156). electrical equipment to reduce emissions of the
gas to atmosphere and recommend good
housekeeping by the electricity utilities in line
Sulphur hexafluoride gas with the following aims:
handling and safety precautions
(a) sulphur hexafluoride should not be
121 Under normal conditions, the sulphur deliberately released into the atmosphere;
hexafluoride gas remains inside the switchgear in (b) sulphur hexafluoride should be recycled and
a sealed system and any decomposition products reused to the maximum possible extent;
formed during interruptions are neutralised by (c) losses of sulphur hexafluoride from
molecular sieves, as well as by natural electrical equipment should be minimised;
recombination processes. However, sulphur (d) all new sulphur hexafluoride equipment
hexafluoride can be released at all stages of the should allow for recycling;
equipment life cycle and procedures for handling (e) standardising recycling procedures should
it are required. In order to advise personnel that be formulated.
a substation contains sulphur hexafluoride
equipment it is advisable to post a notice within Hazards
the substation that clearly states this. 124 Procedures for safe handling of sulphur
hexafluoride are available from a number of
122 It remains up to an individual user to authorities (see, for example, IEC Technical
determine the extent to which they wish to Report 1634, EA Engineering Recommendation
handle the gas in sulphur hexafluoride-filled G69) and from manufacturers. These also give
switchgear. This can range from, at one guidance and safety recommendations on the
extreme, a decision to make use of external handling of sulphur hexafluoride due to leaks
contractors or manufacturers to deal with all from equipment and from any arc by-products.
aspects of managing and operating the It is generally accepted that, when properly
switchgear, through to the other extreme of managed, sulphur hexafluoride does not
handling it completely in-house. Companies represent a greater danger for the user than the
need to ensure adequate training of personnel other materials (metals, plastics etc) used in any
and that the required equipment and facilities other type of switchgear whether it is air-
are available to proceed with the policy they insulated, oil-insulated, solid-insulated or
adopt. Particular attention will need to be paid vacuumswitchgear.
to adopting the correct procedures during
maintenance, refilling, condition testing and 125 Sulphur hexafluoride in its pure state is
end-of-life disposal. Expert advice, training and inert, colourless, tasteless, non-flammable and

19
non-toxic. However, like nitrogen, it will not then the staff should observe the following
support life and a large volume in the precautions:
atmosphere may cause personnel to suffer from (a) use disposable protective overalls;
lack of oxygen. Sulphur hexafluoride gas is (b) maintain a high standard of personal
about five times heavier than air, and thus will hygiene;
tend to accumulate on lower levels such as cable (c) do not eat, drink or smoke;
trenches and tunnels. (d) avoid cleaning nose, eyes or face other
than with clean paper tissues;
126 All switchgear containing sulphur (e) clean off any decomposition products from
hexafluoride used for both insulating and arc the work area, clothing and equipment;
extinction purposes shall be deemed to be (f) dispose of protective overalls in an
contaminated if it has previously been in approved manner;
electrical service. By-products are generated (g) wash all exposed parts of the body as soon
by sulphur hexafluoride decomposition due to as possible after leaving the working area.
the energy released during electrical
switchgear operations, such as switching, Sampling
internal short circuit, partial discharge etc, 129 The majority of modern switchgear up
and these decomposition products are acidic to 33 kV uses sealed containment with the
and corrosive. Users will need to have sulphur hexafluoride gas at a small, positive
procedures to call in appropriate and trained gauge pressure (typically 0-1 bar gauge). This
personnel together with the required type of equipment is completely assembled,
equipment (which may include personal filled with sulphur hexafluoride and tested in
protective equipment) to deal with: the factory and no further handling of the
(a) emergency situations - release of gas is required during its expected operating
contaminated sulphur hexafluoride gas; life. However, there may be occasions where
(b) scheduled maintenance of contaminated sampling and testing of the gas is required.
sulphur hexafluoride equipment involving As indicated above, care must be taken not
access to the sulphur hexafluoride to release gas into the atmosphere and also
compartment; to treat it as contaminated gas. Guidelines
(c) testing sulphur hexafluoride gas and filling for assessing the quality of the gas are
procedures; available in BS 5207 and BS 5209. These
(d) possible contamination in areas also provide guidance on quality of new
surrounding the switchgear; gas and gas to be used for topping-up
(e) storage, transport and disposal of switchgear.
contaminated gas.
Topping-up
127 It should be noted that the presence of 130 It may be necessary to ‘top-up’ the
small quantities of gaseous decomposition quantity of sulphur hexafluoride within
products is accompanied by clear warning switchgear if the pressure is found to be below
signals in the form of a pungent and unpleasant the optimum pressure for that type of
odour. Irritation occurs within seconds, well in equipment. It is essential that the additional
advance of any dangers arising from poisoning. sulphur hexafluoride used be of a known
and satisfactory quality and tested for
128 Where there is any work on equipment quality before it is introduced. Where recycled
which involves contact with sulphur gas is to be used then specialist equipment
hexafluoride or its decomposition products, isavailable.

20
Care and Earthing equipment
maintenance of 133 The earthing equipment for switchgear
ancillary equipment can be categorised as:
(a) integral - part of the permanent operating
mechanism of the switchgear;
Test probes (b) extensible - a system of probes that are
131 A number of serious incidents have attached to a circuit-breaker truck which
occurred involving shortcomings with portable can then be racked into an earth position;
test probes. As a result, it is essential that these (c) portable - a system of probes for insertion
items should be inspected on a regular basis. into the switchgear spouts and leads for
Including them in an asset register (see paragraph connection to a suitable earth point.
39) will allow a regular inspection instruction to
be generated and ensure that this is not 134 This section is concerned with the care
overlooked. Use of, for example, a safety colour- and maintenance of the latter two types
coding procedure to indicate the current period (extensible and portable) since these are
of use will ensure that probes that are outside separate, removable items unlike the integral
that period are not inadvertently used. The types, which will be dealt with as part of the
checks and actions carried out should include: maintenance regime of the switchgear itself.
(a) inspection of general condition, damage
and deterioration; 135 Portable and extensible types of earthing
(b) inspection for correct and legible equipment are vital pieces of safety equipment
identification; and so it is essential that these should be
(c) cleaning to remove oil films and loose dirt. inspected on a regular basis. Including them in
It is important that only wipes that do not an asset register (see paragraph 39) will allow a
release fibres should be used; regular inspection instruction to be generated
(d) inspection of contacts for wear, burning or and ensure that this is not overlooked. Use of,
other signs of abnormal condition and to for example, a safety colour-coding procedure
ensure they are securely attached; to indicate the current period for use will ensure
(e) inspection of bushings for cracks, damage, that equipment that is outside that period is not
burning etc; inadvertently used.
(f) inspection of any guide pins, interlocking
tabs and locking bolts to ensure they and 136 The checks and actions carried out should
any other parts are securely attached; include:
(g) measurement of the insulation resistance (a) inspection of general condition, damage
using an insulation tester and comparison and deterioration;
against an agreed pass figure; (b) inspection for correct and legible
(h) for those probes that are shown to be in identification;
satisfactory condition, mark with the (c) cleaning as required;
correct code for the current period of use; (d) inspection ofcontacts, connectionsandleads
(i) removal of any damaged or defective for wear, burning or other signs of abnormal
probes from use and initiation of repair or condition and to ensure they are securely
replacement. attached;
(e) inspection of all insulation components for
132 It is strongly recommended that all test damage;
probes be stored in clean, dry containers when (f) inspection of any guide pins, interlocking
not in use. tabs and locking bolts to ensure they are

21
functional and secure; Diagnostic testing
(g) for earthing equipment that is shown to be 141 A number of diagnostic tests, both
in satisfactory condition, mark with the intrusive and non-intrusive, can be applied to
correct colour code for the current period switchgear throughout its life. Such tests may be
of use; undertaken during commissioning in order to
(h) removal of any damaged or defective establish a baseline for regular testing,
earthing equipment from use and eg mechanism timing/trip profiles. The baseline
initiation of repair or replacement. measurements may then be used as a basis for a
condition-based maintenance strategy.

Testing 142 Later in the asset life cycle, diagnostic


testing can be carried out to provide information
on the condition of the asset, eg partial discharge
Tests to be undertaken during measurements on solid insulation.
commissioning
143 Where a particular type of switchgear has
137 The commissioning of new (or
a known defect affecting its electrical integrity,
refurbished) switchgear requires detailed testing
diagnostic techniques such as partial discharge
to confirm the functionality of the switch or
detection can provide effective screening.
circuit-breaker, secondary wiring, protection,
indications etc. This requires a detailed checklist
144 Further information on available
of all relevant items and is beyond the scope of
diagnostic techniques is provided in the
this document. Commissioning should normally
‘Condition monitoring’ section (paragraphs
be carried out by the manufacturer or main
146-152).
contractor installing the switchgear, who will
have the necessary experience and expertise to
cover all the necessary actions.
Assessment of aged
Tests to be undertaken during switchgear
and following maintenance
145 The risk of catastrophic failure
138 Before being returned to service, the
(particularly in the case of oil switchgear)
switchgear should be subjected to an operational
increases with age and so a process of
check to ensure correct close and open
assessment is needed in order to decide on the
operations. This should include checks on any
appropriate action for dealing with aged
interlocks, indicator lamps, local (and remote if
’ switchgear in service. Such an approach should
applicable) trip indications, trip counters etc.
incorporate condition assessment where
appropriate. Application of this process will
139 Automatic circuit-breakers should be tripped
enable rational decisions to be made on
using the protection system to test the complete
whether to retain, refurbish or replace each
tripping circuit. Trip-timingtests are valuable to
switchboard and allow investment to be
confirm satisfactory tripping mechanism
directed to best effect. The decisions are made
performance and as a condition-monitoring tool.
on the basis of condition and on the potential
risk of leaving individual switchboards in
140 Also, by reference to the manufacturer’s
service. The decision-making process follows
maintenance requirements, carry out any
the assessment actions displayed in the
additional testing relating to specific
following flowcharts.
switchgear types.

22
Keeping electrical switchgear safe

Assessment process overview

Phase 2
Condition assessment
Phase 1 Phase 4
Initial considerations Review and decision
Phases
Information assessment

Phase 1 - Initial considerations


NO
Is closing mechanism dependent manual?
YES
Can switchgear be dead operation only or YES
can new mechanism be fitted?
Phases
Are OCB contacts plain break?
NO 2 and3
YES
Can arc control devices be fitted YES
to OCB?

Is fault level in excess of the switchgear


fault rating? NO
NO NO YES
Can network be reconfigured to reduce
fault level to within rating or can
YES
switchgear be uprated?
NO

REPLACE SWITCHGEAR
Notes:
(a) If the switchgear has either a dependent manual operating mechanism or, in the case of oil circuit-
breakers, plain break contacts (ie no arc control system), then it is strongly recommended that it be
scheduled for early replacement (or upgrading if practicable).
(b) If the calculated fault level at the switchboard exceeds the switchgear fault rating and there is no
possibility of reconfiguring the network to reduce the fault level, then usually the only viable
option will be to replace the switchgear with modern equipment of an adequate rating.

23
Phase 2 - Condition assessment procedures

Visual inspection
of switchgear and its environment
+
Sample internal examinations
+
Assessment of condition of insulation
by partial discharge detection/
monitoring (and/or other appropriate
diagnostics)

Notes:
(a) If the switchgear is not to be replaced as a result of the Phase 1 considerations, it will be necessary
to carry out condition assessment in order to establish the suitability of the switchgear for
continuing service. The condition assessment should embrace a mixture of external and internal
examination, together with appropriate diagnostic tests to ascertain the condition of HV insulation.
(b) Information on diagnostics for assessing insulation condition is provided in the ‘Conditioning
monitoring’ section (paragraphs 146-152).

Phase 3 - Information assessment

Consideration of
Fault and defect history
Maintenance records/policy/costs
Condition of enclosure
Spares availability
Operational and network planning issues
- additional capacity requirements
- redundant circuits
- remote control requirements
- presence of other plant

Note:
The above information needs to be acquired from the appropriate sources and assessed.

24
Keeping electrical switchgear safe

Phase 4 - Review and decision

Examine accumulated evidence from the


condition assessment and data assessment
Decide on an appropriate course of action

REPLACE REFURBISH RETAIN


SWITCHGEAR SWITCHGEAR SWITCHGEAR
Decide on
PARTS and REVIEW
prioritisation Where technically and
MAINTENANCE
economically viable • frequency
• procedure
(eg retrofit CB trucks) • condition
monitoring

Note:
If it is decided to retain the switchgear in service, an estimate of remaining life should be made and the
maintenance regime modified to include regular condition monitoring.

Condition 147 Some surface discharges are best detected


using ultrasonic detection equipment and in
Monitoring practice a combination of 'TEV and ultrasonics
is generally used on indoor, metal-clad
switchgear. RFI can also be used to detect some
Available techniques advanced partial discharge activity but the
Partial discharge detection technique is limited in application. Where
146 Partial discharge (PD) measurements necessary, the partial discharge measurements
provide a powerful technique to diagnose the are supplemented with intrusive tests (PD, loss
condition of insulation in high-voltage plant. angle and capacitance) and visual inspection to
A number of specialist service companies are pinpoint the precise nature of a problem.
able to undertake PD measurements and provide
interpretative guidance on the significance of 148 On strategically important switchboards,
specific measurements. The following non- permanent partial discharge monitoring can be
intrusive techniques are available using considered based on the TEV principle.
portable instruments:
(a) measurement of transient earth Thermographic surveys
voltages (TEVs); 149 Infra-red techniques use either thermal
(b) ultrasonic detection; imaging equipment or non-contact
(c) radio frequency interference (RFI) detection. thermometers. The techniques are useful for

25
detecting overheated conductors, connections is found suitable for further service, will require
and fuses on open-fronted, low-voltage a maintenance regime modified to include some
distribution boards or on other low-voltage form of ongoing condition monitoring. Non-
switchgear where live parts can be safely intrusive diagnostic techniques can form a part
exposed and remotely scanned. These of that condition-monitoring programme.
techniques are not particularly useful for
indoor high-voltage, metal-clad switchboards
but can detect overheating bushings and
connections on open terminal switchgear.
Protection
Mechanism timing tests
Protection relay schemes
150 Many problems in circuit-breakers are 153 The protection relays and associated
attributable to distortion or damage of the metal systems should be subjected to regular
parts or ‘stiction’ in the mechanism causing inspection and diagnostic testing in addition
failure to open or close, or slow opening of the to routine maintenance actions. Diagnostic
circuit-breaker. Detection of a problem in a testing will give an indication of the condition
mechanism may not be fully dealt with by and comparison of test results with records of
invasive maintenance and in fact may be more previous results will provide a guide to
effectively dealt with by incorporating timing possible deterioration and assist in determining
tests into the periodic trip-tests which can be the appropriate testing/maintenance interval.
carried out at the time of, or independently of, This procedure is valuable for estimation
maintenance activities. As well as straightforward of trends.
timing, the use of trip-profile instruments
provides a more detailed appreciation of the 154 Insulation resistance testing should be
mechanism performance and is potentially a carried out on the secondary wiring associated
valuable additional test that can be incorporated with the protection, including any pilot wires if
into the routine trip-testing procedure. they form part of the protection circuitry. This
A number of instruments are available on the is important since current leakage across the
market and specialist organisations can provide a wiring will affect the characteristics of the
testing and assessment service. protection scheme and may have a detrimental
effect on the operation and discrimination of
the protection scheme.
Strategies for application
151 The application of diagnostic techniques, 155 The checks and actions carried out for
whether non-intrusive or intrusive, assists users protection relay schemes should include:
by providing: (a) ensuring relay settings are correct;
(a) confidence in the continuing safety and (b) inspection for condition, damage and
reliability of the switchgear; deterioration. For an electromechanical-
(b) a sound engineering basis for making type relay this should include checks that:
investment decisions on plant - relay movement runs freely;
replacement or refurbishment; - magnet gaps and induction disc are clean;
(c) the basis of a cost-reduced maintenance - contacts are not burnt or pitted
strategy, ie incorporating condition (refurbish as necessary);
.monitoring. - induction disc resetting time
(electromechanical IDMT relays);
152 Switchgear that is not to be replaced as a - flag mechanisms and reset knobs
result of a condition assessment programme, and operate correctly;

26
- front cover glass and seals are satisfactory; the type of battery and type of charger system
- current transformer shorting contacts in use. The battery manufacturer’s operation
operate satisfactorily; and maintenance instructions should be
(c) secondary injection tests to check operating followed, and in particular, the recommended
characteristics. These tests will be dependent charging rates should be adhered to.
on the protection type (instantaneous and
IDMT overcurrent/earth fault, directional, 159 All work on substation batteries needs to
auto-reclose, unit, distance, motor be carried out in accordance with the safety
protection etc) and whether time-limit fuses rules applicable to the work and only insulating
are used. Guidance on the test procedure tools complying with BS EN 60900 (see
can be obtained from manufacturers or Appendix B ‘Further reading’) and other
specialist testing companies; suitable equipment are to be used.
(d) checking the correct operation of load
ammeters and any other instruments; 160 Care needs to be taken to ensure that
(e) insulation resistance testing. removal of connections does not inadvertently
(f) trip-testing of the circuit-breaker from the immobilise the switchgear or associated
protection; equipment.
(g) inspection of the associated current and
voltage transformers where appropriate. 162 Smoking or the use of naked flames
should not be allowed in the proximity of
battery installations and the production of
Fuse protection sparks should be avoided due to inadvertent
156 For switchgear where the protection is short-circuiting of cells.
dependent on fuse operation (eg switch fuses
and fuse switches) then the operation tests 162 When batteries are replaced it is important
involve carrying out fuse trip-testing (a test-trip that the existing battery charger is compatible
fuse can be used if available) to ensure that: with the new batteries and old batteries are
(a) single fuse operation causes all other disposed of, observing the relevant
phases to operate; environmental legislation.
(b) the manual ON/OFF trip mechanism
operatescorrectly.

Selection of new,
Batteries and replacement or
chargers refurbished
switchgear
157 Batteries for circuit-breaker tripping and
closing supplies play a vital role in the overall
performance of the switchgear. The batteries
General advice
and associated chargers need an appropriate 163 A completely new switchboard installation
maintenance regime in order to ensure will utilise the latest designs on offer from
consistent and reliable performance. manufacturers. However, where a decision has
to be taken to replace switchgear in an existing
158 The battery/charger installation should be installation, then a number of options are
regularly inspected, tested and maintained. The available:
level of maintenance attention will depend on (a) replace the switchboard in its entirety;

27
(b) replace the individual switchgear units should be assessed relative to that of any of the
(moving and fixed portion); fixed portion and ancillary equipment such as
(c) refurbish the switchboards or individual the current transformers that are to be retained.
switchgear units; It is not unknown for users to overlook the fact
(d) retrofit the switchgear (this usually applies that where there is a mismatch between the
to circuit-breakers). replaced/refurbished equipment and the existing
equipment then the lowest load and short-
164 A major factor in such a decision is to circuit rating apply. Consequently, they may
obtain some technical confidence that the high- install uprated switchgear that cannot be utilised
voltage insulation components of the busbar to its full rating.
system, current transformer chambers, cables and
terminations etc have adequate remaining life to
justify any proposed expenditure on partial
Replacement installations
replacement, refurbishment or retrofitting. For 167 Where a complete new switchboard is
this reason it is essential that an overall assessment to be installed, the opportunity exists to
of the switchgear is carried out before evaluating consider whether direct replacement is
the economics of refurbishmendretrofit against necessary or whether the switchboard
replacement. This should include condition arrangement can be simplified. You also need
assessment of the high-voltage insulation using to take account of the possible additional
partial discharge measurement techniques. capacity benefits and the reduced maintenance
Included in this process is the evaluation of costs associated with the new switchgear.
available test data and relevant standards. Where Also, less space will generally be required and
circuit-breakers are under consideration, it is also the opportunity given to modernise the
important to consider: protection and control schemes.
(a) the condition of the secondary wiring,
protection and control equipment; 168 Where only individual switchgear panels
(b) interlocking and earthing arrangements in are to be replaced, then the decision is one of a
relation to current safety standards; like-for-like replacement, if it is still available, or
(c) short-circuit ratings; of a modern equivalent (see also circuit-breaker
(d) venting arrangement (where appropriate). retrofit option described in paragraphs 172-174).

165 The availability of spares plays a role in 169 It should be noted that old paper/lead
the decision process. Consideration should be cables can be internally damaged by significant
given to the availability of both strategic items disturbance and appropriate measures need to
(eg bushings, current transformer chambers, be taken to avoid this.
cable boxes, mechanisms) and routine
maintenance items (eg arcing contacts,
turbulator inserts, gaskets, tripping and closing
Refurbished/retrofitted
coils). Confirmation should be sought as to
switchgear
whether spares are available from the original 170 Users should only embark on the
equipment manufacturer (OEM), or the refurbishment and/or retrofit route after an overall
OEMs successor companies, or from small assessment of those parts of the switchgear to be
‘specialist’ engineering companies. retained has been carried out. This is necessary to
confirm that the retained parts have adequate
rating and sufficient remaining life to justify the
Ratings expenditure on refurbishment/retrofitting. The
166 The load rating and the short-circuit rating options available are refurbishment of switchgear
of any new/refurbished/retrofit switchgear or retrofitting of circuit-breakers.

28
Refurbishment of switchgear switchgear is being considered, it is important to
171 This can be viewed as a major overhaul of only deal with reputable and experienced
the switchgear with replacement of parts organisations. Such organisations are required
deemed to be time-expired, eg operating to provide documentation on the use and
mechanisms, insulation components etc. maintenance of the equipment. This would
include information originating from the OEM.
Retrofit circuit-breakers for An audit of the contract by an independent
withdrawable switchgear consultant can be a worthwhile safeguard
172 Retrofitting involves updating the existing against purchase of equipment that might not
moving portions of switchgear, generally to be fit for purpose. The companies supplying the
incorporate vacuum or sulphur hexafluoride refurbished equipment though should ensure all
technology, for use with the existing fixed relevant items are dealt with during overhaul,
portions. Two options can be considered: upgrades, modifications etc.
(a) replacing the complete circuit-breaker
truck; or
(b) modifying the existing truck to
incorporate a vacuum or sulphur
Measures
hexafluoride circuit-breaker. to limit fires
173 Retrofit systems can be obtained either 176 Failure of switchgear can lead to fires and
from switchgear manufacturers or specialist where oil-filled equipment is involved the
retrofit suppliers. When selecting a system, incident can be a major one. A serious incident
particular attention should be paid to the not only poses potential fire and smoke risks to
mechanical compatibility between the fixed people in the vicinity and to the building fabric
portion and the new moving portion. Problems but may also affect other plant, thus escalating
can be experienced due to mechanical mismatch the primary event. There are a number of
between the mating portions, shutter actuation, techniques that can be used singularly or in
racking mechanisms and physical clearances. combination to mitigate the effects of a fire and
These are better addressed at the planning stage limit smoke spread.
rather than attempting to cure them at the
installation stage. Such problems can be
minimised by close liaison between the user and
Compartmentation
supplier at all stages of a retrofit operation. 177 Substation plant items can be separated by
fire-resisting barriers to limit the extent of any fire
174 It is good practice to carry out a partial to the item of fire origin. If automatic extinction or
discharge survey of the switchboard, prior to control is required (see paragraphs 178-180), then
installation of the retrofit units, to establish the compartmentation is useful. However, there may
integrity of the existing equipment and repeat be contradictory requirements between fire safety
the survey after installation to ensure that and explosion safety, for example where venting
problems have not been exacerbated or may be required to safeguard against explosion.
introduced. Compartmentation needs to be carefully designed
so that it can contain a fire but not inhibit any
venting required for explosion control.
Second-hand equipment
It is possible to purchase second-hand
175
switchgear from companies specialising in the
Control and extinction
recovery of redundant switchgear and in its 178 Fire-extinguishing systems use extinguishing
refurbishment for re-sale. If second-hand mediums such as halon and carbon dioxide

29
(CO2 ). Halon is not a favoured medium due to area when the system operates. These include:
environmental considerations but its use may be (a) asphyxiation by the gases or chemical
necessary in areas where fire hazards are extinguishants used;
particularly severe and could affect adjacent plant. (b) poisoning if extinguishants are toxic;
(c) physical injury (falling, striking objects etc)
179 Such systems require the flooding of fire due to poor visibility after release of the
compartments and measures should be put in gases or chemical extinguishants;
place to ensure that the system can be made (d) effect of low temperature due to release of
non-automatic before entry to cater for the gases or chemical extinguishants.
occasions when personnel need to work in the
area (see paragraphs 183-185). 184 Precautions should therefore be taken
if people are to enter an area fitted with
180 A review of the use and provision of portable automatic fire protection equipment.
fire-extinguishers and procedures for checking These include:
these and any permanent systems should also be (a) the automatic control to be rendered
carried out. Where problems are identified either in inoperative before entry;
the design, operation or during inspections, then (b) caution notices indicating that the control
corrective actions such as replacement, recharging is on ‘non-automatic’ to be fitted to the
and relocation etc should be taken. automatic/non-automatic selector;
(c) precautions taken to render the automatic
control inoperative to be noted in any
Prevention safety documents issued for work in the
181 The most appropriate control measure is protected area;
that of prevention. The following strategies can (d) instructions issued to staff to ensure that
be considered: the system is restored to automatic control
(a) good management of the plant items, as soon as all staff have withdrawn from
eg careful control of workmanship, as the area.
there is a greater likelihood of an incident
occurring after replacement or 185 Notices requiring the above actions should
maintenance of equipment; be prominently displayed at the point(s) of
(b) careful monitoring of any degradation of access to the area.
oil and dielectric insulation;
(c) reduction of possible ignition sources;
(d) good housekeeping. Training
Detection General advice
182 The use of an appropriate automatic tire 186 It is the duty of all users of switchgear to
detection system could provide the electrical provide necessary training in order that staff
plant room or area with early fire detection and involved in the operation and maintenance of
alarm features which could also be linked with a switchgear are able to carry out their duties in
control/extinction system to provide fast safety and without risk to health. Many
response fire suppression or control. organisations offer a full range of training
courses, from general appreciation of site access
and responsibilities through to detailed courses
Safety issues on operations, safety, maintenance practice etc.
183 Where automatic fire protection systems are Such organisations include:
installed there are risks to people in the protected (a) electricity distribution companies;

30
(b) training companies; (a) Limitation of access - defines the limit
(c) switchgear manufacturers; within which work or testing (on LV
(d) technical services companies. switchgear and systems) may be carried
out and specifies necessary precautions.
187 The use of a set of safety rules and a (b) Permit-to-work - specifies the equipment
system of safety documents (see paragraph 188 to be worked on, the work to be carried
for definitions) that clearly and unambiguously out and the actions taken to achieve
state what actions are required to ensure safe conditions which safeguard people
working is essential, particularly at high voltage. working on the equipment from the
To ensure that the different levels of activity dangers that are inherent in the system.
associated with switchgear are performed (c) Sanction for test - specifies the HV
competently and the safety rules are strictly equipment to be tested, making known the
adhered to, it is also important to define conditions under which the testing is to be
different categories of staff. This means you can carried out and confirming actions taken to
clearly define the duties that are expected of achieve conditions which safeguard
them and, just as important, those they are not persons testing the equipment from the
authorised to carry out. Typical categories are as dangers that are inherent in the system.
follows (training courses can be prepared to
meet the requirements of these categories): 189 Operational safety documents are not
(a) competent person - a person recognised as intended (and should not be used) for work
having sufficient technical knowledge control purposes.
and/or experience to enable them to avoid
danger when carrying out their duties and
who may be nominated to receive and
Inspection and maintenance
clear specified safety documents; 190 Personnel engaged on the inspection and
(b) authorised person - a competent person maintenance of switchgear will need to be made
who has been appointed in writing to familiar with the procedures, safety rules and
carry out specified duties, including the safety documents under which they work and
issue and cancellation of safety documents, their responsibilities to ensure safety and safe
eg a permit-to-work or sanction for test. working. They will also need training in the
technical aspects of their work.

Operational safety documents


188 The activities needed to operate, inspect,
repair, maintain and test the switchgear will be
Disposal issues
designated to the appropriate category of
191 Anyone who produces, treats, keeps,
person. In all cases, knowledge of the safety
stores, transports or disposes of waste is subject
rules and application of the safety documents
to a duty of care under seasion 34 of the
will be required, whether this be general
Environmental Protection Act 1990. This makes
understanding or detailed knowledge, plus an
holders of waste responsible for its fate even
appreciation of the issues raised in this book.
after it has left their hands.
The implementation of a safety documents
scheme is fundamental to safety in the use, care
and maintenance of plant. The correct use of Insulating oil
the following documents is essential. The
192 Much of the used oil from switchgear is
naming of the documents varies between
returned to oil companies and is subject to a
organisations - here are some suggested ones.
process to generate reclaimed oil (which is sold

31
back to the users for reuse). Within the reclaiming for PCB-contaminated materials or substances -
and refining processes, the oil companies have see the documents referred to in paragraph 193.
their own quality assurance/quality control
procedures, which should ensure that the quality
and performance of the reclaimed oil being
Sulphur hexafluoride switchgear
supplied back to users is satisfactory. It is standard 196 As stated previously, there is a need to
practice within the oil companies to check the reduce emissions into the atmosphere and so
quality of batches of oil returned for reclaiming procedures need to be in place to deal with the
and reject those that are severely degraded. Users reclamation or disposal of sulphur hexafluoride
with known batches of badly degraded oil should gas removed from switchgear and for the
keep it as separate waste oil for disposal by the oil disposal of switchgear containing sulphur
companies in an appropriate manner. hexafluoride. Advice on procedures can be
obtained from the switchgear manufacturers
293 Switchgear oil may contain and from specialist disposal companies.
polychlorinated biphenyls (PCBs), so the Guidance on the safe handling and final disposal
procedures for handling used oil should take is available from:
account of the approved handling procedures (a) CIGRE Technical Brochure No 117, 1997
for PCB-contaminated materials or substances SF6 recycling guide. Re-use of SF6 gas in
as laid down by: electrical power equipment and final
(a) EU Directive 96/59/EC The Disposal of disposal;
Polychlorinated Biphenyls and (b) IEC Technical Report 1634, 1995 High-
Polychlorinated Triphenyls; voltage switchgear and controlgear - use
(b) Statutory Instrument SI 2000 No 1034 The and handling of sulphur hexafluoride in
Disposal of Polychlorinated Biphenyls and high-voltage switchgear and controlgear.
Other Dangerous Substances Regulations
(England and Wales) May 2000. 197 Transportation by road of sulphur
hexafluoride in gas bottles or equipment
194 As discussed in paragraphs 91-99, used containing it is subject to national and local
switchgear oil may contain cadmium or regulations. Information can be obtained from
cadmium sludge. Where this situation arises, the the European Agreement Concerning the
oil, cadmium sludge and all material containing International Carriage of Dangerous Goods by
it needs to be treated as ‘special waste’ and the Road (ADR) and protocol of significance.
disposal needs to be carried out as laid down by
The Special Waste Regulations 1996. This
includes all oil containing the cadmium and any
new oil or solvents used to clean and rinse the
components within the tank. Any wipes, gloves
or clothing that have come into contact with the
cadmium should be collected and sealed in
boxes. All of this should then be appropriately
labelled as special waste.

Capacitors
195 Some capacitors contain PCBs and therefore
the procedures for disposal of capacitors should
take account of approved handling procedures

32
Appendices
Appendix A: switching device. It should be noted that they
Technical are all electromechanical devices.

definitions Isolator
A switching device which is used to open (or
close) a circuit either when negligible current is
Low voltage interrupted (or established) or when no
significant change in the voltage across the
Normally exceeding 50 V ac or 120 V dc but
terminals of each pole or phase of the isolator
not exceeding 1000 V ac or 1500 V dc between
will result from the operation.
conductors, or 600 V ac or 900 V dc between
conductors and earth. Switch
A switching device suitable for making or
closing a circuit under normal and abnormal
High voltage
conditions, such as those of short-circuit, and
Normally exceeding 1000 V ac or 1500 V dc capable of breaking or opening a circuit under
between conductors, or 600 V ac or 900 V dc normal conditions.
between conductors and earth.
Circuit-breaker
A switching device capable of making and
‘Medium voltage’ breaking, or closing and opening, a circuit
under normal conditions and under abnormal
Some companies and persons use the term
conditions such as those of short-circuit.
‘medium voltage’ to describe distribution
voltages in range 3.3 kV to 72.5 kV to Switch fuse
distinguish these from the higher values of A switching device that is an integral assembly
voltage associated with transmission systems. of switch and fuses in which a fuse is connected
There is no International Electrotechnical in series with the switch.
Vocabulary (IEV) meaning which specifies
Fuse switch
values; all that is stated is that the upper value
A switching device in which a fuse link or fuse
lies between 30 kV and 100 kV. The term has
carrier constitutes the moving contact.
not been used in the UK to prevent confusion
with the widely understood use of the term for
415 V three-phase systems. Operating duties
The operating duties of the above switching
Switchgear devices may be summarised as follows:
An isolator has no rated making or
A combination of one or more switching
breaking capability, ie these devices can
devices together with associated control,
only be used for OFF-LOAD or DEAD
measuring, signal, protective, regulating
switching.
equipment etc completely assembled under the
A switch is a FAULT MAKE/LOAD
responsibility of the manufacturer with all the
BREAK device.
internal electrical and mechanical
A circuit-breaker is a FAULT
interconnections and structural parts.
MAKE/FAULT BREAK device.

Switching devices
Operating mechanism
It is possible to separate switching devices into
The types of operating mechanisms used for
the following groups and to define the type of
these switching devices are defined as follows:

34
Dependent manual operation (of a Independent power operation (of a
mechanical switching device) (IEV mechanical switching device) (IEV
Definition 441-16-13) Definition 441-16-6)
An operation solely by means of directly A stored energy operation where the
applied manual energy such that the speed stored energy originates from an external
and force of the operation are dependent power source and is released in one
upon the action of the operator. continuous operation, such that the speed
Independent manual operation (of a and force of the operation are
mechanical switching device) (IEV independent of the action of the operator.
Definition 44 1- 16-1 6) Stored energy operation (of a mechanical
A stored energy operation where the switching device) (IEVDefinition 441-16-15)
energy originates from manual power, An operation by means of energy stored in
stored and released in one continuous the mechanism itself prior to the
operation, such that the speed and force completion of the operation and sufficient
of the operation are independent of the to complete it under predetermined
action of the operator. conditions. This kind of operation may be
Dependent power operation (of a subdivided according to:
mechanical switching device) (IEV (a) the manner of storing the energy
Definition 44 1-1 6- 14) (spring, weight etc);
An operation by means of energy other (b) the origin of the energy (manual,
than manual, where the completion of the electric etc);
operation is dependent upon the continuity (c) the manner of releasing the energy
of the power supply (to solenoids, electric (manual, electric etc).
or pneumatic motors etc).

35
Appendix B:
BS 53 11: 1996 High-voltage alternating-current
Further reading circuit-breakers
BS 5463: 1977 AC switches of rated voltage
General advice (including HSE above 1 kV
publications)
BS 60947: Specification for low-voltage
The Health and Safety at Work etc Act 1974 switchgear and controlgear - general
The Stationery Office 1974 ISBN 0 10 543774 3 requirementsandcircuit-breakers
Management of health and safety at BS 6423: 1983 Code of Practice for main-
work. Management of Health and Safety at tenance of electrical switchgear and controlgear
Work Regulations 1999. Approved Code of for voltages up to and including 1 kV
Practice and guidance L21 (Second edition)
BS 6626: 1985 Code of Practice for
HSE Books 2000 ISBN 0 7176 2488 9
maintenance of electrical switchgear and
Memorandum of guidance on the Electricity at controlgear for voltages above 1 kV and up to
Work Regulations 1989 and including 36 kV
HSE Books 1989 ISBN 0 7176 1602 9
Occupational exposure limits: Containing the British Standards relating to oil
list of maximum exposure limits and switchgear
occupational exposure standards for use with the
BS 116: 1937 Part 1 Oil circuit-breakers, oil
Control of Substances Hazardous to Health
switches and oil isolating-switches for alternating
Regulations 1999 Environmental Hygiene
current circuits (three-phase oil circuit-breakers
Guidance Note EH40 (revised annually)
with breaking capacity ratings between 25 and
HSE Books 2002 ISBN 0 7176 2083 2
500 MVA)
Working with cadmium: Are you at risk?
BS 116: 1952 Oil circuit-breakers for ac systems
Leaflet MSA7 HSE Books 1995 (also available
on the HSE website at BS 936: 1940 Oil circuit-breakers for medium
http://www.hse.gov.uk/pubns/msa7.htm) voltage ac systems (up to 660 V)
BS 936: 1960 Oil circuit-breakers for medium
Switchgear general voltage ac systems (up to 660 V)
CH Flurscheim Power circuit-breaker theory and BS 2631: 1955 Oil switches for alternating
design Peter Peregrinus Ltd 1985 ISBN 0906048702 current systems
R T Lythall The J and P Switchgear Book: An BS 5730: 1979 Monitoring and maintenance
outline of modern switchgear practice for the guide for mineral insulating oil electrical
non-specialist user 1972 edition equipment (under review based on IEC 60422)
Newnes/Butterworth-Heinemann ISBN 0408000694

BS 3078: 1959 Isolators (including selectors) for Handling and use of sulphur
alternating current systems hexafluoride
BS 4752: 1977: Part 1 Switchgear and control BS 5207: 1975 Specification for sulphur
gear for voltage up to and including 1000 Vac hemfluoride for electrical equipment
and 1200 V in dc circuit-breakers
BS 5209: 1975 Code of Practice for the testing
BS 5311: 1976: Parts 1 to 5 AC circuit-breakers of sulphur hemfluoride taken from electrical
of rated voltage above 1 kV equipment

36
SF 6 recycling guide: Re-use of SF 6 gas in RCM background
electrical power equipment and final disposal
Smith A M Reliability-centred maintenance
CIGRE Technical Brochure No 117 1997
Wiley New York 1992
Guidance on the safety aspects of work on
Moubray J Reliability-centred maintenance
sulphur hexafluoride-filled distribution
Buttenvorth-Heinemann Oxford 1991
equipment up to 145 kV EA Engineering
Recommendation G69 1988
IEC 376: 1971 Specification and acceptance of
Generator protection settings
new sulphur hexafluoride Recommendations for the connection of embedded
generatingplant to the public electricity suppliers’
IEC 480: 1974 Guide to checking of sulphur
distribution systems Electricity Association
hexafluoride (SF6 ) taken from electrical equipment
Engineering Recommendation G59/1 1991
IEC 694: 1995 High-voltage switchgear and
Recommendations for the connection of
controlgear. Use and handling of sulphur
embedded generating plant to public electricity
hexafluoride (SF6 ) in high-voltage switchgear
suppliers’ distribution systems above 20 kV or
and controlgear
with outputs over 5 MW Electricity Association
High-voltage switchgear and controlgear - use Engineering Recommendation G75 1996
and handling of sulphur hexafluoride in high-
voltage switchgear and controlgear IEC
Technical Report 1634 (First edition) 1995.
Insulating tools
Reference No CEI/IEC 1634:1995. BS EN 60900 1994 Hand tools for live working
up to 1000 Vac and 1500 V dc
LV installations
BS 7671: 2001 Requirement for Electrical
Ordering HSE publications
Installations (IEE Wring Regulations) Please see inside back cover for details of how
Seventeenth edition to order HSE publications.

Disposal of hazardous materials British Standards


EU Directive 96/59/EC The Disposal of British Standards are available from
Polychlorinated Biphenyls and Polychlorinated BSI Customer Services, 389 Chiswick High
Triphenyls European Commission Road, London W4 4AL
Tel: 020 8996 9001 Fax: 020 8996 7001
The Disposal of Polychlorinated Biphenyls and
Website: www.bsi-global.com
Other Dangerous Substances Regulations
(England and Wales) SI 2000/1034 The
Stationery Office May 2000 Publications from the Stationery
The Special Waste Regulations 1996 office
The Stationery Office The Stationery Office (formerly HMSO)
publications are available from
European Agreement Concerning the
The Publications Centre, PO Box 276,
International Carriage of Dangerous Goods by
London SW8 5DT
Road (ADR) and protocol of significance
Tel: 0870 600 5522 Fax: 0870 600 5533
The Stationery Office
Website: www.tso.com
(They are also available from bookshops.)

37
Keeping electrical switchgear safe

Appendix C:
Examples of switchgear configurations
Appendix C1:
Typical arrangement of a horizontal isolation duplicate busbar 11 kV
oil circuit-breaker

MAIN ISOLATING
CONTACTS

OPERATING
MECHANISM
BUSBARS

CURRENT
TRANSFORMERS

CABLE CIRCUIT-BREAKER
BOX OIL TANK

VOLTAGE
TRANSFORMER

38
Keeping electrical switchgear safe

Appendix C2:
Typical arrangement of a vertical isolation 11 kV oil circuit-breaker
panel (single busbar with feeder earthing via circuit-breaker transfer)

OIL-FILLED
VOLTAGE
TRANSFORMER
RELAY
PANEL

CURRENT
TRANSFORMERS

BUSBARS
EARTHING
CONTACTS

MAIN
ISOLATING
CONTACTS
OPERATING
MECHANISM CABLE
BOX

CIRCUIT-
BREAKER
TANK
CIRCUIT-
BREAKER
CARRIAGE

39
Keeping electrical switchgear safe

Appendix C3:
Typical arrangement of a single selector fixed pattern 11 kV vacuum
circuit-breaker

VOLTAGE
TRANSFORMER
RELAY
PANEL CURRENT
TRANSFORMERS

TEST ACCESS
AND COVER
CABLE BOX

VACUUM
INTERRUPTERS

CLOSING AND
SELECTOR
MECHANISMS
BUSBAR
SELECTORS

BUSBARS

40
Keeping electrical switchgear safe

Appendix C4:
Typical arrangement of an 11 kV oil switch

COMPOUND FILLED
BUSBAR CHAMBER

TEST ACCESS

BUSBARS
OPERATING
HANDLE

CABLE BOX

41
Keeping electrical switchgear safe

Appendix C5:
Typical arrangement of an 11 kV oil fuse switch

TRIPPING
MECHANISM

TEE OFF
BUSHING
HV FUSE

MOVING
CONTACT EARTH
SWITCH
FIXED
CONTACT

CABLE
BOX

42
Keeping electrical switchgear safe

Appendix C6:
Typical arrangement of an 11 kV oil-filled common tank ring main
unit (incorporating two ring switches and one fuse switch)

RING SWITCH
TEST ACCESS
COVERS

FUSE ACCESS
COVER

HV FUSES

RING SWITCH
MAIN CONTACTS
RING SWITCH
BUSHINGS

SWITCH
BLADES
RING SWITCH
EARTH CONTACTS

43
Keeping electrical switchgear safe

Appendix C7:
Typical arrangement of a 415 V air circuit-breaker

CONTACTS AND
ARC CHUTES
BUSBARS

ISOLATOR
CLOSED POSITION

REMOVABLE
HANDLE

CIRCUIT-BREAKER
CLOSED POSITION

CABLE
BOXES

44
Keeping electrical switchgear safe

Appendix C8:
Typical arrangement of a 33 kV fixed-pattern vacuum circuit-breaker
with sulphur hexafluoride (SF6) gas insulation

CURRENT
TRANSFORMERS

CIRCUIT-
BREAKER
SF6 GAS- MECHANISM
INSULATED
COMPARTMENT

VACUUM
INTERRUPTERS

VOLTAGE SELECTOR
TRANSFORMER MECHANISM

RESIN
ENCAPSULATED
EARTH
BUSBARS CONTACT
CABLE SELECTOR
SWITCH
IN SF6 GAS

45
Appendix D:
Other sources of
information
British Electrotechnical and Allied
Manufacturers Association (BEAMA)
Westminster Tower
3 Albert Embankment
London
SE1 7SL
Tel: 020 7793 3000

The Institution of Electrical Engineers (IEE)


Savoy Place
London
WC2R 0BL
Tel: 020 7240 1871

Printed and published by the Health and Safety Executive C100 10/02

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