36C24420Q0199-006.pdf

ANSI/NETA MTS-2019

Attachment 2

Note: Asterix (*) where note is not part of SOW requirement.

AMERICAN NATIONAL STANDARD

STANDARD FOR

MAINTENANCE TESTING SPECIFICATIONS

for Electrical Power Equipment and Systems

Secretariat

NETA (InterNational Electrical Testing Association)

Approved by

American National Standards Institute

7. INSPECTION AND TEST PROCEDURES

7.1 Switchgear, Switchboard, and Panelboard Assemblies

A. Visual and Mechanical Inspection

1. Inspect physical, electrical, and mechanical condition.

2. Inspect anchorage, alignment, grounding, and required area clearances.

3. Prior to cleaning the unit, perform as-found tests, if required.

4. Clean the unit.

5. Verify that fuse and/or circuit breaker sizes and types correspond to drawings and coordination study as well as to the circuit breaker address for microprocessor-communication packages.

6. Verify that current and voltage transformer ratios correspond to drawings.

7. Verify that wiring connections are tight and that wiring is secure to prevent damage during routine operation of moving parts.

8. Inspect bolted electrical connections for high resistance using one or more of the following methods:

1. Use of a low-resistance ohmmeter in accordance with Section 7.1.B.1.

2. Verify tightness of accessible bolted electrical connections by calibrated torque-wrench method in accordance with manufacturer’s published data or Table 100.12.

3. Perform a thermographic survey in accordance with Section 9.

9. Confirm correct operation and sequencing of electrical and mechanical interlock systems.

1. Attempt closure on locked-open devices. Attempt to open locked-closed devices.

2. Make key exchange with all devices included in the interlock scheme as applicable.

10. Use appropriate lubrication on moving current-carrying parts and on moving and sliding surfaces.

11. Inspect insulators for evidence of physical damage or contaminated surfaces.

12. Verify correct barrier and shutter installation and operation.

13. Exercise all active components.

14. Inspect mechanical indicating devices for correct operation.

15. Verify that filters are in place and/or vents are clear.

7.1 Switchgear, Switchboard, and Panelboard Assemblies (continued)

16. Perform visual and mechanical inspection of instrument transformers in accordance with

Section 7.10.

17. Perform visual and mechanical inspection of surge arresters in accordance with Section

7.19.

18. Inspect control power transformers.

1. Inspect for physical damage, cracked insulation, broken leads, tightness of connections, defective wiring, and overall general condition.

2. Verify that primary and secondary fuse ratings or circuit breakers match drawings.

3. Verify correct functioning of drawout disconnecting and grounding contacts and interlocks.

19. Perform as-left tests.

B. Electrical Tests

1. Perform resistance measurements through bolted electrical connections with a low-resistance ohmmeter in accordance with Section 7.1.A.7.1.

2. Perform insulation-resistance tests for one minute on each bus section, phase-to-phase and phase-to-ground. Apply voltage in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.1.

*3. Perform a dielectric withstand voltage test on each bus section, each phase-to-ground with phases not under test grounded, in accordance with manufacturer’s published data. within the absence of manufacturer’s published data, use Table 100.2. The test voltage shall be applied for one minute. Refer to Section 7.1.3 before performing test.

*4. Perform insulation-resistance tests on control wiring with respect to ground. The applied potential shall be 500 volts dc for 300-volt rated cable and 1000 volts dc for 600-volt rated cable. Test duration shall be one minute. For units with solid-state components or control devices that cannot tolerate the applied voltage, follow manufacturer’s recommendation.

5. Perform electrical tests on instrument transformers in accordance with Section 7.10.

6. Perform ground-resistance tests in accordance with Section 7.13.

7. Test metering devices in accordance with Section 7.11.

8. Control Power Transformers.

1. Perform insulation-resistance tests. Perform measurements from winding-to-winding and each winding-to-ground. Test voltages shall be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use

Table 100.1.

2. Verify correct function of control transfer relays located in switchgear with multiple power sources.

9. Verify operation of switchgear/switchboard heaters and their controller.

10. Perform electrical tests of surge arresters in accordance with Section 7.19.

*11. Perform online partial-discharge survey in accordance with Section 11.

12. Perform system function tests in accordance with Section 8.

C. Test Values – Visual and Mechanical

1. Compare bolted connection resistance values to values of similar connections. Investigate values which deviate from those of similar bolted connections by more than 50 percent of the lowest value. (7.1.A.8.1)

2. Bolt-torque levels should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.12. (7.1.A.8.2)

3. Results of the thermographic survey shall be in accordance with Section 9. (7.1.A.3)

D. Test Values – Electrical the lowest value.

2. Insulation-resistance values of bus insulation should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.1. Values of insulation resistance less than this table or manufacturer’s recommendations should be investigated. Dielectric withstand voltage tests should not proceed until insulation-resistance levels are raised above minimum values.

3. If no evidence of distress or insulation failure is observed by the end of the total time of voltage application during the test, the test dielectric withstand voltage specimen is considered to have passed the test.

4. Minimum insulation-resistance values of control wiring should be comparable to previously obtained results but not less than two megohms.

5. Results of electrical tests on instrument transformers should be in accordance with Section

7.10.

6. Results of ground resistance tests should be in accordance with Section 7.13.

7. Accuracy of metering devices should be in accordance with Section 7.11.

8. Control Power Transformers

1. Insulation-resistance values of control power transformers should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.5. Values of insulation resistance less than this table or manufacturer’s recommendations should be investigated.

2. Control transfer relays should perform as designed.

9. Heaters should be operational.

10. Results of electrical tests on surge arresters shall be in accordance with Section 7.19.

11. Results of online partial-discharge survey should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, refer to Table 100.23.

12. Results of system function tests shall be in accordance with Section 8.

7.2.1.1 Transformers, Dry Type, Air-Cooled, Low-Voltage, Small

NOTE: This category consists of power transformers with windings rated 600 volts or less and sizes equal to or less than 167 kVA single-phase or 500 kVA three-phase.

1. Inspect physical and mechanical condition.

2. Inspect anchorage, alignment, and grounding.

5. Inspect bolted electrical connections for high resistance using one or more of the following

1. Use a of low-resistance ohmmeter in accordance with Section 7.2.1.1.B.1.

6. Perform as-left tests.

7. Verify that as-left tap connections are as specified.

1. Perform resistance measurements through bolted connections with a low-resistance ohmmeter in accordance with Section 7.2.1.1.A.5.1.

2. Perform insulation-resistance tests winding-to-winding and each winding-to-ground. Apply voltage in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.5. Calculate the dielectric absorption ratio or polarization index.

*3. Perform turns-ratio tests at the designated tap position.

7.2.1.1 Transformers, Dry Type, Air-Cooled, Low-Voltage, Small (continued) the lowest value. (7.2.1.1.A.5.1) absence of manufacturer’s published data, use Table 100.12. (7.2.1.1.A.5.2)

3. Results of the thermographic survey shall be in accordance with Section 9. (7.2.1.1.A.5.3)

4. Tap connections are left as found unless otherwise specified. (7.2.1.1.A.7)

1. Compare bolted electrical connection resistances to values of similar connections.

Investigate values which deviate from those of similar bolted connections by more than 50 percent of the lowest value.

2. Minimum insulation-resistance values of transformer insulation should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use

Table 100.5. Values of insulation resistance less than this table or manufacturer’s recommendations should be investigated. The dielectric absorption ratio or polarization index shall be compared to previously obtained results and should not be less than 1.0.

3. Turns-ratio test results should not deviate more than one-half percent from either the adjacent coils or the calculated ratio.

7.2.1.2 Transformers, Dry Type, Air-Cooled, Large

NOTE: This category consists of power transformers with windings rated higher than 600 volts and low-voltage transformers larger than 167 kVA single-phase or 500 kVA three-phase.

*5. Verify that control and alarm settings on temperature indicators are as specified.

6. Verify that cooling fans operate correctly.

7. Inspect bolted electrical connections for high resistance using one or more of the following

1. Use of a low-resistance ohmmeter in accordance with Section 7.2.1.2.B.1.

8. Perform specific inspections and mechanical tests as recommended by the manufacturer.

9. Perform as-left tests.

10. Verify that as-left tap connections are as specified.

11. Verify the presence of surge arresters.

7.2.1.2 Transformers, Dry Type, Air-Cooled, Large (continued) ohmmeter in accordance with Section 7.2.1.2.A.7.1.

2. Perform insulation-resistance tests winding-to-winding and each winding-to-ground. Apply published data, use Table 100.5. Calculate polarization index.

3. Perform insulation power-factor or dissipation-factor tests on all windings in accordance with the test equipment manufacturer’s published data.

*4. Perform a power-factor or dissipation-factor tip-up test on windings rated greater than 2.5 kV.

5. Perform turns-ratio tests at the designated tap position.

6. Perform an excitation-current test on each phase.

*7. Measure the resistance of each winding at the designated tap position.

8. Measure core insulation resistance at 500 volts dc if the core is insulated and if the core ground strap is removable.

*9. Perform an applied voltage test on all high- and low-voltage windings-to-ground. See IEEE

C57.12.91-2001, Sections 103.

10. Verify correct secondary voltage phase-to-phase and phase-to-neutral after energization and prior to loading.

11. Test surge arresters in accordance with Section 7.19.

*12. Perform online partial-discharge survey on winding rated higher than 600 volts in accordance with Section 11.

1. Control and alarm settings on temperature indicators should operate within manufacturer’s recommendations for specified settings. (7.2.1.2.A.5)

2. Cooling fans should operate. (7.2.1.2.A.6)

3. Compare bolted connection resistance values to values of similar connections. Investigate the lowest value. (7.2.1.2.A.7.1)

4. Bolt-torque levels should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.12. (7.2.1.2.A.7.2)

5. Results of the thermographic survey shall be in accordance with Section 9. (7.2.1.2.A.7.3)

6. Tap connections shall be left as found unless otherwise specified. (7.2.1.2.A.10)

Table 100.5. Values of insulation resistance less than this table or manufacturer’s recommendations should be investigated. The polarization index shall be compared to previously obtained results and should not be less than 1.0.

3. The following values are typical for insulation power-factor tests:

1. CHL Power transformers: 2.0 percent or less.

2. CHL Distribution transformers: 5.0 percent or less.

3. CH and CL Power-factor or dissipation-factor values will vary due to support insulators and bus work utilized on dry transformers. Consult transformer manufacturer’s or test equipment manufacturer’s data for additional information.

4. Power-factor or dissipation-factor tip-up exceeding 1.0 percent should be investigated.

5. Turns-ratio test results should not deviate more than one-half percent from either the

6. The typical excitation current test data pattern for a three-legged core transformer is two similar current readings and one lower current reading.

7. Temperature-corrected winding-resistance values should compare within one percent of previously-obtained results.

8. Core insulation-resistance values should be comparable to previously-obtained results but not less than one megohm at 500 volts dc.

9. AC dielectric withstand test voltage shall not exceed 65 percent of factory test voltage for one-minute duration. DC dielectric withstand test voltage shall not exceed 100 percent of the ac rms test voltage specified in IEEE C57.12.91, Section 10.2 for one-minute duration. If no evidence of distress or insulation failure is observed by the end of the total time of voltage application during the dielectric withstand voltage test, the test specimen is considered to have passed the test.

10. Phase-to-phase and phase-to-neutral secondary voltages should be in agreement with nameplate data.

11. Test results for surge arresters shall be in accordance with Section 7.19.

12. Results of online partial-discharge survey should be in accordance with manufacturer’s

7.2.2 Transformers, Liquid-Filled

3. Verify the presence of PCB labeling.

4. Prior to cleaning the unit, perform as-found tests, if required.

5. Clean bushings and control cabinets.

6. Verify operation of alarm, control, and trip circuits from temperature and level indicators, pressure-relief device, gas accumulator, and fault-pressure relay.

7. Verify that cooling fans and/or pumps operate correctly.

1. Use of a low-resistance ohmmeter in accordance with Section 7.2.2.B.1.

9. Verify correct liquid level in tanks and bushings.

10. Verify that positive pressure is maintained on gas-blanketed transformers.

11. Perform inspections and mechanical tests as recommended by the manufacturer.

12. Test load tap-changer in accordance with Section 7.12.

13. Verify the presence of transformer surge arresters.

14. Perform as-left tests.

15. Verify de-energized tap-changer position is left as specified.

ohmmeter in accordance with Section 7.2.2.A.8.1.

7.2.2 Transformers, Liquid-Filled (continued)

2. Perform insulation-resistance tests, winding-to-winding and each winding-to-ground. Apply published data, use Table 100.5. Calculate polarization index.

3. Perform turns-ratio tests at the designated tap position.

4. Perform insulation power-factor or dissipation-factor tests on all windings in accordance with test equipment manufacturer’s published data.

5. Perform power-factor or dissipation-factor tests on each bushing equipped with a power-factor/ capacitance tap. In the absence of a power-factor/capacitance tap, perform hot-collar tests. These tests shall be in accordance with the test equipment manufacturer’s published data.

6. Perform excitation-current tests in accordance with the test equipment manufacturer’s published data.

*7. Perform sweep frequency response analysis tests.

8. Measure the resistance of each winding at the designated tap position.

*9. If the core ground strap is accessible, remove and measure the core insulation resistance at

500 volts dc.

*10. Measure the percentage of oxygen in the gas blanket.

11. Remove a sample of insulating liquid in accordance with ASTM D923. The sample shall be tested for the following.

1. Dielectric-breakdown voltage: ASTM D1816

2. Acid neutralization number: ASTM D974

*3. Specific gravity: ASTM D1298

4. Interfacial tension: ASTM D971

5. Color: ASTM D1500

6. Visual condition: ASTM D1524

7. Water in insulating liquids: ASTM D1533

*8. Measure power factor or dissipation factor in accordance with ASTM D924

12. Remove a sample of insulating liquid in accordance with ASTM D3613 and perform dissolved-gas analysis (DGA) in accordance with IEEE C57.104 or ASTM D3612.

13. Test the instrument transformers in accordance with Section 7.10.

14. Test the surge arresters in accordance with Section 7.19.

15. Test the transformer neutral grounding impedance devices.

1. Alarm, control, and trip circuits from temperature and level indicators as well as pressure relief device and fault pressure relay should operate within manufacturer’s recommendations for their specified settings. (7.2.2.A.6)

2. Cooling fans and/or pumps should operate. (7.2.2.A.7)

3. Compare bolted connection resistance values to values of similar connections. Investigate the lowest value. (7.2.2.A.8.1)

4. Bolt-torque levels should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.12. (7.2.2.A.8.2)

5. Results of the thermographic survey shall be in accordance with Section 9. (7.2.2.A.8.3)

6. Liquid levels in the transformer tanks and bushings should be within indicated tolerances.

(7.2.2.A.9)

7. Positive pressure should be indicated on pressure gauge for gas-blanketed transformers.

(7.2.2.A.10)

Table 100.5. Values of insulation resistance less than this table or manufacturer’s recommendations should be investigated. The polarization index shall be compared to previously obtained results and should not be less than 1.0.

3. Turns-ratio test results should not deviate by more than one-half percent from either the

4. Maximum power-factor/dissipation-factor values of liquid-filled transformers corrected to

20° C should be in accordance with the transformer manufacturer’s published data.

Representative values are indicated in Table 100.3.

5. Investigate bushing power-factor values that vary from nameplate values by more than 50 percent. Investigate bushing capacitance values that vary from nameplate values by more than five percent. Investigate bushing hot-collar test values that exceed 0.1 Watts.

6. Typical excitation-current test data pattern for a three-legged core transformer is two similar current readings and one lower current reading.

7. Sweep frequency response analysis test results should compare to factory and previous test results.

8. Temperature corrected winding-resistance values should compare within two percent of previously obtained results.

9. Core insulation values should be comparable to previously obtained results but not less than one megohm at 500 volts dc.

10. Investigate the presence of oxygen in the nitrogen gas blanket.

11. Insulating liquid values should be in accordance with Table 100.4.

12. Evaluate results of dissolved-gas analysis in accordance with IEEE C57.104.

13. Results of electrical tests on instrument transformers shall be in accordance with Section

7.10.

14. Results of surge arrester tests shall be in accordance with Section 7.19.

15. Compare grounding impedance device values to previously obtained results. In the absence of previously obtained values, compare obtained values to manufacturer’s published data.

7.4 Metal-Enclosed Busways

3. Inspect bolted electrical connections for high resistance using one or more of the following

1. Use of a low-resistance ohmmeter in accordance with Section 7.4.B.1.

2. Verify tightness of accessible bolted electrical connections and bus joints by calibrated torque-wrench method in accordance with manufacturer’s published data or Table 100.12.

4. Confirm physical orientation in accordance with manufacturer’s labels to ensure adequate cooling.

5. Examine outdoor busway for removal of “weep-hole” plugs and for the correct installation of joint shield.

6. Inspect and clean ventilating openings.

1. Perform resistance measurements through bolted connections and bus joints with a low-resistance ohmmeter in accordance with Section 7.4.A.3.1.

2. Perform insulation resistance tests on each busway for one minute, phase-to-phase and phase-to-ground. Apply voltage in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.1.

3. Perform a dielectric withstand voltage test on each busway, phase-to-ground with phases not under test grounded, in accordance with manufacturer’s published data. If manufacturer has no recommendation for this test, it shall be in accordance with Table 100.17. Where no dc test value is shown in Table 100.17, ac value shall be used. The test voltage shall be applied for one minute.

*4. Perform a contact-resistance test on each connection point of uninsulated busway. On insulated busway, measure resistance of assembled busway sections and compare values with the adjacent phases.

5. Verify operation of busway space heaters.

7.4 Metal-Enclosed Busways (continued)

R1000 ft = Measured Resistance x Length of Run

*6. Perform online partial-discharge survey in accordance with Section 11.

the lowest value. (7.4.A.3.1)

2 Bolt-torque levels should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.12. (7.4.A.3.2)

3. Results of the thermographic survey shall be in accordance with Section 9. (7.4.A.3.3)

2. Insulation-resistance test voltages and resistance values shall be in accordance with manufacturer’s published data or Table 100.1. In the absence of manufacturer’s published data, minimum resistance values are for a nominal 1000-foot busway run. Use the following formula to convert the measured resistance value to the 1000-foot nominal value:

Converted values of insulation resistance less than those in Table 100.1 or manufacturer’s minimum should be investigated. Dielectric withstand voltage tests shall not proceed until insulation-resistance levels are raised above minimum values.

3. If no evidence of distress or insulation failure is observed by the end of the total time of voltage application during the dielectric withstand voltage test, the test specimen is

4. Microhm or dc millivolt drop values should not exceed the high levels of the normal range as indicated in the manufacturer’s published data. If manufacturer’s data is not available, investigate values which deviate from those of similar bus connections and sections by more than 50 percent of the lowest value.

5. Heaters should be operational.

6. Results of online partial-discharge survey should be in accordance with manufacturer’s

* Optional

7.5.1.1 Switches, Air, Low-Voltage

* Optional

2. Inspect anchorage, alignment, grounding, and required clearances.

5. Verify correct blade alignment, blade penetration, travel stops, and mechanical operation.

6. Verify that fuse sizes and types are in accordance with drawings, short-circuit study, and coordination study.

7. Verify that each fuse has adequate mechanical support and contact integrity.

1. Use of a low-resistance ohmmeter in accordance with Section 7.5.1.1.B.1.

9. Verify operation and sequencing of interlocking systems.

10. Verify phase-barrier mounting is intact.

11. Verify correct operation of indicating and control devices.

12. Use appropriate lubrication on moving current-carrying parts and on moving and sliding

13. Perform as-left tests.

ANSI/NETA MTS-2019

7.5.1.1 Switches, Air, Low-Voltage (continued)

ohmmeter in accordance with Section 7.5.1.1.A.8.1.

2. Measure contact resistance across each switchblade and fuseholder.

3. Perform insulation-resistance tests for one minute on each pole, phase-to-phase and phase-to-ground with switch closed and across each open pole. Apply voltage in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table

100.1.

4. Measure fuse resistance.

5. Verify cubicle space heater operation.

6. Perform a ground-fault test in accordance with Section 7.14.

7. Perform tests on other protective devices in accordance with Section 7.9.

the lowest value. (7.5.1.1.A.8.1) absence of manufacturer’s published data, use Table 100.12. (7.1.1.A.8.2)

3. Results of the thermographic survey shall be in accordance with Section 9. (7.1.1.A.8.3)

2. Microhm or dc millivolt drop values should not exceed the high levels of the normal range investigate values that deviate from adjacent poles or similar switches by more than 50

3. Insulation-resistance values should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.1. Values of insulation resistance less than this table or manufacturer’s recommendations should be investigated.

ANSI/NETA MTS-2019

7.5.1.1 Switches, Air, Low-Voltage (continued)

4. Investigate fuse-resistance values that deviate from each other by more than 15 percent.

5. Heaters should be operational.

6. Ground fault tests should be in accordance with Section 7.14.

7. Results of protective device tests should be in accordance with Section 7.9.

ANSI/NETA MTS-2019

7.5.1.2 Switches, Air, Medium-Voltage, Metal-Enclosed

2. Inspect anchorage, alignment, grounding, and required clearances.

5. Verify correct blade alignment, blade penetration, travel stops, arc interrupter operation, and mechanical operation.

6. Verify that fuse sizes and types are in accordance with drawings, short-circuit studies, and coordination study.

7. Verify that expulsion-limiting devices are in place on all fuses having expulsion-type elements.

8. Verify that each fuseholder has adequate mechanical support and contact integrity.

9. Inspect bolted electrical connections for high resistance using one or more of the following

1. Use of a low-resistance ohmmeter in accordance with Section 7.5.1.2.B.1.

10. Verify operation and sequencing of interlocking systems.

11. Verify that phase-barrier mounting is intact.

12. Verify correct operation of all indicating and control devices.

13. Use appropriate lubrication on moving current-carrying parts and on moving and sliding

14. Perform as-left tests.

ANSI/NETA MTS-2019

7.5.1.2 Switches, Air, Medium-Voltage, Metal-Enclosed (continued) ohmmeter in accordance with Section 7.5.1.2.A.9.1.

2. Measure contact resistance across each switchblade assembly and fuseholder.

3. Perform insulation-resistance tests for one minute on each pole, phase-to-phase and phase-to-ground with switch closed and across each open pole. Apply voltage in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table

100.1.

4. Perform a dielectric withstand voltage test on each pole with switch closed. Test each pole-to-ground with all other poles grounded. Test voltage shall be in accordance with manufacturer’s published data or Table 100.2.

5. Measure fuse resistance.

6. Verify cubicle space heater operation.

*7. Perform online partial-discharge survey in accordance with Section 11.

the lowest value. (7.5.1.2.A.9.1) absence of manufacturer’s published data, use Table 100.12. (7.5.1.2.A.9.2)

3. Results of the thermographic survey shall be in accordance with Section 9. (7.5.1.2.A.9.3)

2. Microhm or dc millivolt drop values should not exceed the high levels of the normal range investigate values that deviate from adjacent poles or similar switches by more than 50

ANSI/NETA MTS-2019

7.5.1.2 Switches, Air, Medium-Voltage, Metal-Enclosed (continued)

3. Insulation-resistance values should be in accordance with manufacturer’s published data. In resistance less than this table or manufacturer’s recommendations should be investigated.

Dielectric withstand voltage tests shall not proceed until insulation-resistance levels are raised above minimum values.

4. If no evidence of distress or insulation failure is observed by the end of the total time of

5. Investigate fuse resistance values that deviate from each other by more than 15 percent.

6. Heaters should be operational.

7. Results of online partial-discharge survey should be in accordance with manufacturer’s

7.6.1.1 Circuit Breakers, Air, Insulated-Case/Molded-Case

* Optional

2. Inspect anchorage and alignment.

5. Operate the circuit breaker to ensure smooth operation.

6. Inspect bolted electrical connections for high resistance using one or more of the following

1. Use of a low-resistance ohmmeter in accordance with Section 7.6.1.1.B.1.

7. Inspect operating mechanism, contacts, and arc chutes in unsealed units.

8. Perform adjustments for final protective device settings in accordance with coordination study provided by end user.

ohmmeter in accordance with Section 7.6.1.1.A.6.1.

2. Perform insulation-resistance tests for one minute on each pole, phase-to-phase and phase-to-ground with the circuit breaker closed, and across each open pole. Apply voltage in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.1.

3. Perform a static contact/pole-resistance test.

ANSI/NETA MTS-2019

7.6.1.1 Circuit Breakers, Air, Insulated-Case/Molded-Case (continued)

*4. Perform insulation-resistance tests on all control wiring with respect to ground. The applied cable. Test duration shall be one minute. For units with solid-state components, follow manufacturer’s recommendation.

5. Determine long-time pickup and delay by primary current injection.

6. Determine short-time pickup and delay by primary current injection.

7. Determine ground-fault pickup delay by primary current injection.

8. Determine instantaneous pickup current by primary injection.

9. Test functions of the trip unit by means of secondary injection.

10. Perform minimum pickup voltage test on shunt trip and close coils in accordance with

Table 100.20.

11. Verify correct operation of auxiliary features such as trip and pickup indicators, zone interlocking, electrical close and trip operation, trip-free, antipump function, and trip unit battery condition.

12. Reset all trip logs and indicators.

13. Verify operation of charging mechanism.

the lowest value. (7.6.1.1.A.6.1) absence of manufacturer’s published data, use Table 100.12. (7.6.1.1.A.6.2)

3. Results of the thermographic survey shall be in accordance with Section 9. (7.6.1.1.A.6.3)

4. Settings shall comply with coordination study recommendations. (7.6.1.1.A.8)

ANSI/NETA MTS-2019

7.6.1.1 Circuit Breakers, Air, Insulated-Case/Molded-Case (continued)

2. Insulation-resistance values should be in accordance with manufacturer’s published data. In resistance less than this table or manufacturer’s recommendations should be investigated.

3. Microhm or dc millivolt drop values should not exceed the high levels of the normal range investigate values that deviate from adjacent poles or similar breakers by more than 50

4. Insulation-resistance values of control wiring should be comparable to previously obtained results but not less than two megohms.

5. Long-time pickup values should be as specified, and the trip characteristic should not exceed manufacturer’s published time-current characteristic tolerance band, including adjustment factors. If manufacturer’s curves are not available, trip times should not exceed the value shown in Table 100.7.

6. Short-time pickup values should be as specified, and the trip characteristic should not exceed manufacturer’s published time-current tolerance band.

7. Ground fault pickup values should be as specified, and the trip characteristic should not

8. Instantaneous pickup values of molded-case circuit breakers should fall within manufacturer’s published tolerances and/or Table 100.8.

9. Pickup values and trip characteristics should be within manufacturer’s published tolerances.

10. Minimum pickup voltage on shunt trip and close coils should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, refer to

11. Breaker open, close, trip, trip-free, antipump, and auxiliary features should function as designed.

12. Trip logs and indicators are reset.

13. The charging mechanism should operate in accordance with manufacturer’s published data.

7. INSPECTION AND TESTPROCEDURES

7.6.1.2 Circuit Breakers, Air, Low-Voltage Power

3. Verify that all maintenance devices are available for servicing and operating the breaker.

5. Clean the unit.

6. Inspect arc chutes.

7. Inspect moving and stationary contacts for condition, wear, and alignment.

8. Verify that primary and secondary contact wipe and other dimensions vital to satisfactory operation of the breaker are in accordance with manufacturer’s published data.

9. Perform all mechanical operator and contact alignment tests on both the breaker and its operating mechanism in accordance with manufacturer’s published data.

10. Inspect bolted electrical connections for high resistance using one or more of the following

1. Use of a low-resistance ohmmeter in accordance with Section 7.6.1.2.B.1.

11. Verify cell fit and element alignment.

12. Verify racking mechanism operation.

13. Use appropriate lubrication on moving current-carrying parts and on moving and sliding

14. Perform adjustments for final protective device settings in accordance with coordination study provided by end user.

15. Perform as-left tests.

16. Record as-found and as-left operation counter readings.

ANSI/NETA MTS-2019

7.6.1.2 Circuit Breakers, Air, Low-Voltage Power (continued)

ohmmeter in accordance with Section 7.6.1.2.A.10.1.

3. Perform a static contact/pole-resistance test.

*4. Perform insulation-resistance tests on all control wiring with respect to ground. The applied

5. Determine long-time pickup and delay by primary current injection.

6. Determine short-time pickup and delay by primary current injection.

7. Determine ground-fault pickup and delay by primary current injection.

8. Determine instantaneous pickup current by primary current injection.

9. Test functions of the trip unit by means of secondary injection.

10. Perform minimum pickup voltage test on shunt trip and close coils in accordance with

11. Verify correct operation of auxiliary features such as trip and pickup indicators, zone interlocking, electrical close and trip operation, trip-free, antipump function, and trip unit battery condition.

12. Reset all trip logs and indicators.

13. Verify operation of charging mechanism.

ANSI/NETA MTS-2019

the lowest value. (7.6.1.2.A.10.1) absence of manufacturer’s published data, use Table 100.12. (7.6.1.2.A.10.2)

3. Results of the thermographic survey shall be in accordance with Section 9. (7.6.1.2.A.10.3)

4. Settings shall comply with coordination study recommendations. (7.6.1.2.A.15)

5. Operations counter should advance one digit per close-open cycle. (7.6.1.2.A.16)

2. Insulation-resistance values of breakers should be in accordance with manufacturer’s insulation resistance less than this table or manufacturer’s recommendations should be investigated.

3. Microhm or dc millivolt drop values should not exceed the high levels of the normal range

4. Insulation-resistance values of control wiring should be comparable to previously obtained

5. Long-time pickup values should be as specified, and the trip characteristic shall not exceed manufacturer’s published time-current characteristic tolerance band.

6. Short-time pickup values should be as specified, and the trip characteristic should not

7. Ground fault pickup values should be as specified, and the trip characteristic should not

8. Instantaneous pickup values should be within the tolerances of manufacturer’s published

ANSI/NETA MTS-2019

9. Pickup values and trip characteristic should be as specified and within manufacturer’s published tolerances.

10. Minimum pickup voltage on shunt trip and close coils should be in accordance with

11. Auxiliary features should operate in accordance with manufacturer’s published data.

12. Trip logs and indicators are reset.

13. The charging mechanism should operate in accordance with manufacturer’s published data.

ANSI/NETA MTS-2019

7.6.1.3 Circuit Breakers, Air, Medium-Voltage

3. Verify that all maintenance devices are available for servicing and operating the breaker.

*4. Perform operator analysis (first-trip) test.

5. Prior to cleaning the unit, perform as-found tests, if required.

6. Clean the unit.

7. Inspect arc chutes.

8. Inspect moving and stationary contacts for condition, wear, and alignment.

9. If recommended by manufacturer, slow close/open breaker and check for binding, friction, contact alignment, contact sequence, and penetration. Verify that contact sequence is in data, refer to IEEE C37.04.

10. Perform all mechanical operation tests on the operating mechanism in accordance with manufacturer’s published data.

11. Inspect bolted electrical connections for high resistance using one or more of the following

1. Use of a low-resistance ohmmeter in accordance with Section 7.6.1.3.B.1.

12. Verify cell fit and element alignment.

13. Verify racking mechanism operation.

14. Inspect puffer operation.

15. Use appropriate lubrication on moving current-carrying parts and on moving and sliding

ANSI/NETA MTS-2019

7.6.1.3 Circuit Breakers, Air, Medium-Voltage (continued)

16. Perform contact timing test.

*17. Perform mechanism-motion analysis.

*18. Perform trip/close coil current signature analysis.

19. Perform as-left tests.

20. Record as-found and as-left operation-counter readings.

ohmmeter. See Section 7.6.1.3.A.11.1.

*3. Perform insulation-resistance tests on all control wiring with respect to ground. The applied

4. Perform a static contact/pole-resistance test.

5. With the breaker in a test position, perform the following tests:

1. Trip and close breaker with the control switch.

2. Trip breaker by operating each of its protective relays.

3. Verify mechanism charge, trip-free, and antipump functions.

*6. Perform minimum pickup voltage tests on trip and close coils in accordance with manufacturer’s published data. In the absence of manufacturer’s published data refer to

*7. Perform power-factor or dissipation-factor tests with breaker in both the open and closed positions.

*8. Perform power-factor or dissipation-factor tests on each bushing equipped with a power-factor/ capacitance tap. In the absence of a power-factor/ capacitance tap, perform hot-collar

ANSI/NETA MTS-2019

tests. These tests shall be in accordance with the test equipment manufacturer’s published

*9. Perform a dielectric withstand voltage test on each phase with the circuit breaker closed and the poles not under test grounded. Test voltage should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.19.

10. Verify blowout coil circuit continuity.

11. Verify operation of heaters.

*12. Test instrument transformers in accordance with Section 7.10.

1. Compare first-trip operation time and trip-coil current waveform to manufacturer’s published data. In the absence of manufacturer's published data, compare first-trip operation time and trip-coil current waveform to previously obtained results. (7.6.1.3.A.4)

2. Compare bolted connection resistance values to values of similar connections. Investigate the lowest value. (7.6.1.3.A.11.1)

3. Bolt-torque levels should be in accordance with manufacturer’s published data. In the absence of manufacturer’s published data, use Table 100.12. (7.6.1.3.A.11.2)

4. Results of the thermographic survey shall be in accordance with Section 9. (7.6.1.3.A.11.3)

5. Contact timing values shall be in accordance with manufacturer’s published data and previous test data. (7.6.1.3.A.16)

6. Travel and velocity values shall be in accordance with manufacturer’s published data and previous test data. (7.6.1.3.A.17)

7. Trip/close coil current values shall be in accordance with manufacturer’s published data and previous test data. (7.6.1.3.A.18)

8. Operations counter should advance one digit per close-open cycle. (7.6.1.2.A.20)

ANSI/NETA MTS-2019

2. Insulation-resistance values of circuit breakers should be in accordance with manufacturer’s insulation resistance less than this table or manufacturer’s recommendations should be

3. Insulation-resistance values of control wiring should be comparable to previously obtained

4. Microhm or dc millivolt drop values shall not exceed the high levels of the normal range as indicated in the manufacturer’s published data. If manufacturer’s data is not available,

5. Breaker mechanism charge, close, open, trip, trip-free, and antipump features shall function as designed.

6. Minimum pickup for trip and close coils shall be in accordance with manufacturer’s published data. In the absence of manufacturer’s data, refer to Table 100.20.

7. Power-factor or dissipation-factor values shall be compared with previous test results of similar breakers or manufacturer’s published data.

8. Power-factor or dissipation-factor and capacitance values should be within ten percent of nameplate rating for bushings. Hot collar tests are evaluated on a milliampere/milliwatt loss basis, and the results should be compared to values of similar bushings.

9. If no evidence of distress or insulation failure is observed by the end of the total time of voltage application during the dielectric withstand voltage test, the circuit breaker is

10. The blowout coil circuit should exhibit continuity.

11. Heaters should be operational.

12. The results of instrument transformer tests shall be in accordance with Section 7.10.

7.9.1 Protective Relays, Electromechanical and Solid-State

* Optional

1. Inspect relays and cases for physical damage.

2. Prior to cleaning the unit, perform as-found tests, if required.

3. Clean and inspect the unit.

1. Relay Case

1. Tighten case connections.

2. Inspect cover for correct gasket seal.

3. Clean cover glass.

4. Inspect shorting hardware, connection paddles, and/or knife switches.

5. Remove any foreign material from the case.

6. Verify target reset.

2. Relay

1. Inspect relay for foreign material, particularly in disk slots of the damping and electromagnets.

2. Verify disk clearance. Verify contact clearance and spring bias.

3. Inspect spiral spring convolutions.

4. Inspect disk and contacts for freedom of movement and correct travel.

5. Verify tightness of mounting hardware and connections.

6. Burnish contacts.

7. Inspect bearings and pivots.

4. Verify that all settings are in accordance with coordination study or setting sheet supplied by owner.

ANSI/NETA MTS-2019

7.9.1 Protective Relays, Electromechanical and Solid-State(continued)

1. Perform insulation-resistance test on each circuit-to-frame. Procedures for performing insulation-resistance tests on solid-state relays should be determined from the relay

2. Test targets and indicators.

1. Determine pickup and dropout of electromechanical targets.

2. Verify operation of all light-emitting diode indicators.

3. Set contrast for liquid-crystal display readouts.

3. Protection Elements (by ANSI device number)

1. 2/62 Timing Relay

1. Determine time delay.

2. Verify operation of instantaneous contacts.

2. 21 Distance Relay

1. Determine maximum reach.

2. Determine maximum torque angle and directional characteristic.

3. Determine offset.

*4. Plot impedance circle.

3. 24 Volts/Hertz Relay

1. Determine pickup frequency at rated voltage.

2. Determine pickup frequency at a second voltage level.

3. Determine time delay.

4. 25 Sync Check Relay

1. Determine closing zone at rated voltage.

2. Determine maximum voltage differential that permits closing at zero degrees.

ANSI/NETA MTS-2019

3. Determine live line, live bus, dead line, and dead bus set points.

4. Determine time delay.

*5. Determine advanced closing angle.

6. Verify dead bus/live line, dead line/live bus and dead bus/dead line control functions.

5. 27 Undervoltage Relay

1. Determine dropout voltage.

2. Determine time delay.

3. Determine the time delay at a second point on the timing curve for inverse time relays.

6. 32 Directional Power Relay

1. Determine minimum pickup at maximum torque angle.

2. Determine contact closing zone.

3. Determine maximum torque angle.

4. Determine time delay.

5. Verify the time delay at a second point on the timing curve for inverse time relays.

*6. Plot the operating characteristic.

7. 40 Loss of Field (Impedance) Relay

1. Determine maximum reach.

2. Determine maximum torque angle.

3. Determine offset.

*4. Plot impedance circle.

8. 46 Current Balance Relay

1. Determine pickup of each unit.

ANSI/NETA MTS-2019

2. Determine percent slope.

3. Determine time delay.

9. 46N Negative Sequence Current Relay

1. Determine negative sequence alarm level.

2. Determine negative sequence minimum trip level.

3. Determine maximum time delay.

4. Verify two points on the (I2) 2t curve.

10. 47 Phase Sequence or Phase Balance Voltage Relay

1. Determine positive sequence voltage to close the normally open contact.

2. Determine positive sequence voltage to open the normally closed contact

(undervoltage trip).

3. Verify negative sequence trip.

4. Determine time delay to close the normally open contact with sudden application of 120 percent of pickup.

5. Determine time delay to close the normally closed contact upon removal of voltage when previously set to rated system voltage.

11. 49R Thermal Replica Relay

1. Determine time delay at 300 percent of setting.

2. Determine a second point on the operating curve.

*3. Determine minimum pickup.

12. 49T Temperature (RTD) Relay

1. Determine trip resistance.

2. Determine reset resistance.

13. 50 Instantaneous Overcurrent Relay

1. Determine pickup.

ANSI/NETA MTS-2019

2. Determine dropout.

*3. Determine time delay.

14. 50BF Breaker Failure

1. Determine current supervision pickup.

2. Determine time delays.

3. Test all used initiate inputs and all used outputs.

15. 51 Time Overcurrent

1. Determine minimum pickup.

2. Determine time delay at two points on the time current curve.

16. 55 Power Factor Relay

1. Determine tripping lead and lag angles.

2. Determine enable time delay.

3. Determine operate time delay.

17. 59 Overvoltage Relay

1. Determine overvoltage pickup.

2. Determine time delay to close the contact with sudden application of 120 percent of pickup.

18. 60 Voltage Balance Relay

1. Determine voltage difference to close the contacts with one source at rated voltage.

*2. Plot the operating curve for the relay.

19. 63 Transformer Sudden Pressure Relay

1. Determine rate-of-rise or the pickup level of suddenly applied pressure in accordance with manufacturer’s published data.

2. Verify operation of the 63 FPX seal-in circuit.

ANSI/NETA MTS-2019

3. Verify trip circuit to remote operating device.

20. 64 Ground Detector Relay

1. Determine maximum impedance to ground causing relay pickup.

21. 67 Directional Overcurrent Relay

1. Determine directional unit minimum pickup at maximum torque angle.

2. Determine contact closing zone.

*3. Determine maximum torque angle.

*4. Plot operating characteristics.

5. Determine overcurrent unit pickup.

6. Determine overcurrent unit time delay at two points on the time current curve.

22. 79 Reclosing Relay

1. Determine time delay for each programmed reclosing interval.

2. Verify lockout for unsuccessful reclosing.

3. Determine reset time.

*4. Determine close pulse duration.

5. Verify instantaneous overcurrent lockout.

23. 81 Frequency Relay

1. Verify frequency set points.

2. Determine time delays.

3. Determine undervoltage cutoff.

24. 85 Pilot Wire Monitor

1. Determine overcurrent pickup.

2. Determine undercurrent pickup.

ANSI/NETA MTS-2019

3. Determine pilot wire ground pickup level.

25. 87 Differential

1. Determine operating unit pickup.

2. Determine the operation of each restraint unit.

3. Determine slope.

4. Determine harmonic restraint.

5. Determine instantaneous pickup.

*6. Plot operating characteristics for each restraint.

4. Control Verification

Verify that each of the relay contacts performs its intended function in the control scheme including breaker trip tests, close inhibit tests, 86 lockout tests, and alarm functions.

1. Relay case

1. Case connections should be torqued in accordance with manufacturer’s published data. (7.9.1.A.3.1.1)

2. Cover gasket should be intact and able to prevent foreign matter from entering the case. (7.9.1.A.3.1.2)

3. Cover glass should be clean. (7.9.1.A.3.1.3)

4. Connection paddles, and/or knife switches should be clean. (7.9.1.A.3.1.4)

5. Case should be free of foreign material. (7.9.1.A.3.1.5)

6. The target reset should be operational. (7.9.1.A.3.1.6)

2. Relay

1. Relay should be free of foreign material. (7.9.1.A.3.2.1)

2. Relay disc clearance, contact clearance, and spring bias should operate in accordance with manufacturer’s published data. (7.9.1.A.3.2.2)

ANSI/NETA MTS-2019

3. Relay spiral spring should be concentric and should not show signs of overheating.

(7.9.1.A.3.2.3)

4. Relay discs and contacts should have freedom of movement and correct travel distance in accordance with manufacturer’s published data. (7.9.1.A.3.2.4)

5. Mounting hardware and connections shall be tightened to the manufacturer’s recommended torque values. (7.9.1.A.3.2.5)

6. Contacts should be clean and make good contact. (7.9.1.A.3.2.6)

7. Bearings and pivots shall be clean and allow freedom of movement. (7.9.1.A.3.2.7)

3. As-left relay settings should match the most recent coordination and arc-flash study or engineered setting files. (7.9.1.A.4)

1. Insulation-resistance values should be in accordance with manufacturer’s published data.

Values of insulation resistance less than the manufacturer’s recommendations should be

2. Targets and Indicators

1. Pickup and dropout of electromechanical targets should be in accordance with

2. Light-emitting diodes should illuminate.

3. Operation of protection elements for devices listed in section 7.9.1.B, 1 through 25, should be calibrated using manufacturer’s recommended tolerances unless critical test points are specified by the setting engineer.

4. Relay elements should operate relay contacts and operate or block end devices as per the design.

ANSI/NETA MTS-2019

7.9.2 Protective Relays, Microprocessor-Based

1. Record model number, style number, serial number, firmware revision, software revision, and rated control voltage.

*2. Download all events from the event recorder in filtered and unfiltered mode before performing any tests on the relay.

3. Download the sequence of events, maintenance data, and statistical data prior to testing the relay.

4. Verify operation of light-emitting diodes,…