GenTran ATS1001R, ATS2001D, ATS1001D, ATS2002R, ATS2001R User Manual
OVATION™ Series
Automatic Transfer Switch Systems
Installation, Operating and Maintenance Instructions
For Models:
• ATS1001D, ATS1001R
• ATS2001D, ATS2001R
• ATS2002R
Model ATS1001D Model ATS1001R Model ATS2001D Model ATS2001R Model ATS2002R
NOTE TO INSTALLER: Please leave this manual with the customer for future reference.
Una versión en español de este manual está disponible para descargar en nuestra página web www.gen-
tran.com/support/installation
MODEL NUMBER ___________________________________SERIAL NUMBER ________________________________________________________
DATE OF INSTALLATION ______________________________DEALER NAME/PHONE ___________________________________________________
Please note your model number and serial number here for future reference. The serial number may be found inside the
enclosure, lower left or right.
OVATION™ Series Automatic Transfer Switches should NOT be used for Emergency Systems
(See NEC Articles 517 and 700),
primary power in place of the electric utility or in life support applications.
nor as a Legally Required System (see NEC Article 701), nor for
This manual is published for informational purposes and should not be considered all inclusive. If further information is required, you
should consult Gen/Tran Corporation. Sale of product shown in this document is subject to terms and conditions outlined in
appropriate Gen/Tran selling policies or other contractual agreement between the parties. This document is not intended to and
does not enlarge or add to any such contract. Every effort has been made to ensure the accuracy and completeness of the
information in this manual. GenTran reserves the right to change and update the manual and product at any time without prior
notice.
No warranties, expressed or implied, including warranties of fitness for a particular purpose or merchantability, or warranties arising
from course of dealing or usage of trade, are made regarding the information, recommendations and descriptions contained herein.
In no event will Gen/Tran Corporation be responsible to the purchaser or user in contract, in tort (including negligence), strict liability
or otherwise for any special, indirect, incidental or consequential damage or loss whatsoever, including but not limited to damage or
loss of use of equipment, plant or power system, cost of capital, loss of power, additional expenses in the use of existing power
facilities, or claims against the purchaser or user by its customers resulting from the use of the information, recommendations and
description contained herein.
SAFETY PRECAUTION DEFINITIONS:
This symbol refers to a hazard or unsafe practice that can result in personal injury or product or property damage.
This symbol refers to a hazard or unsafe practice that can result in severe personal injury or death.
This symbol warns of immediate hazards that will result in severe personal injury, death or property damage.
PLEASE READ THIS MANUAL IN ITS ENTIRETY BEFORE ATTEMPTING TO UNPACK, ASSEMBLE, INSTALL, OPERATE
OR MAINTAIN THIS EQUIPMENT. HAZARDOUS VOLTAGES ARE PRESENT INSIDE TRANSFER SWITCH ENCLOSURES THAT CAN
CAUSE DEATH OR SEVERE PERSONAL INJURY. FOLLOW PROPER INSTALLATION, OPERATION AND MAINTENANCE PROCEDURES TO
AVOID THESE VOLTAGES.
ITS NAMEPLATE RATINGS. OPERATION OUTSIDE OF THESE RATINGS MAY CAUSE THE EQUIPMENT TO FAIL RESULTING IN DEATH,
SERIOUS BODILY INJURY AND/OR PROPERTY DAMAGE. ALL RESPONSIBLE PERSONNEL SHOULD LOCATE THE DOOR-MOUNTED
EQUIPMENT NAMEPLATE AND BE FAMILIAR WITH THE INFORMATION PROVIDED THEREIN.
or death. Read and follow all directions before installation and use.
Due to the serious shock hazard from high voltages within the cabinet, all service and adjustments to the transfer switch must be
performed by an electrician or authorized service personnel. All possible contingencies which may arise during installation,
operation or maintenance, and all details and variations of this equipment do not purport to be covered by these instructions. If
further information is desired by purchaser regarding his particular installation, operation or maintenance of particular equipment,
contact Gen/Tran Corporation.
TRANSFER SWITCH EQUIPMENT COVERED BY THIS DOCUMENT IS DESIGNED AND TESTED TO OPERATE WITHIN
High voltage in transfer panel components presents serious shock hazards that can result in severe personal injury
Keep the automatic transfer switch panel closed. Make sure only authorized personnel have access to the cabinet.
2
TABLE OF CONTENTS
SECTION 1 - INTRODUCTION........................................................................................................................................ 4
1.1 General Description............................................................................................................................... 4
1.2 Standard Configurations ...................................................................................................................... 5
1.3 Typical Installations............................................................................................................................... 5
1.4 How the OVATION™ Series Automatic Transfer Switch Works ..................................................6
1.5 Key Components.....................................................................................................................................7
1.6 Standards Compliance ..........................................................................................................................10
SECTION 2 – COMPATIBLE EQUIPMENT..................................................................................................................... 11
2.1 Compatible Generators.........................................................................................................................11
2.2 Compatible Circuit Breakers................................................................................................................ 11
SECTION 3 – PREPARING FOR INSTALLATION.......................................................................................................... 12
3.1 Tools Required ........................................................................................................................................ 12
3.2 Unpacking/Inspection............................................................................................................................ 12
3.3 Mounting Location................................................................................................................................. 12
3.4 Planning, Selecting and Prioritizing Your Circuits.......................................................................... 12
SECTION 4 – INSTALLATION AND WIRING ................................................................................................................ 15
4.1 Standard Mounting Procedures.......................................................................................................... 18
4.2 Mounting Procedure for Two Load Centers..................................................................................... 20
4.3 Connecting the Low Voltage Cable to the OVATION™ Series ATS.............................................20
4.4 Connecting the Low Voltage Cable to the Generator ................................................................... 21
4.5 Installing and Wiring PowerPause™ Load Management Modules.............................................21
SECTION 5 – PROGRAMMING THE SYSTEM.............................................................................................................. 23
5.1 Setting Generator Size.......................................................................................................................... 23
5.2 Setting Generator Exercise Schedule and Transfer Option..........................................................23
5.3 User Interface Display LEDs .................................................................................................................23
5.4 User Interface Display/Control Module Functions.......................................................................... 24
SECTION 6 –STARTUP AND TESTING..........................................................................................................................25
6.1 Preliminary Checks.................................................................................................................................25
6.2 Energizing the Transfer Switch........................................................................................................... 25
6.3 Testing the Transfer Switch................................................................................................................. 25
6.4 Programming the PowerPause™ Load Management Modules (if installed)........................... 25
6.5 Re-Installing Covers and Labeling Circuits....................................................................................... 26
6.6 Generator Battery Monitoring............................................................................................................ 26
SECTION 7 – TROUBLESHOOTING ............................................................................................................................... 27
7.1 Basic Troubleshooting........................................................................................................................... 27
7.2 Troubleshooting Guide .........................................................................................................................27
SECTION 8 – MAINTENANCE AND SERVICE ..............................................................................................................29
8.1 Maintenance............................................................................................................................................ 29
8.2 Factory Default Settings....................................................................................................................... 29
8.3 Product Registration ............................................................................................................................. 29
8.4 Exploded View and Replacement Parts Diagram 29
3
SECTION 1 - INTRODUCTION
1.1 General Description
The OVATION™ Series Automatic Transfer Switch (ATS) system, used in conjunction with a standby generator, provides a
convenient, economical way to maintain power in a home or business during a utility outage. The transfer switch senses when
utility power is lost, starts a permanently installed generator and transfers the connected loads to generator power, reversing the
sequence when utility power is restored.
Each OVATION™ Series ATS is tested and shipped from the factory with the following:
• Two-pole service disconnect circuit breaker mechanically interlocked with generator source circuit breaker
• Microprocessor based controller module with user display panel (UID).
• Sub-panel for installing and connecting branch circuit breakers (branch circuit breakers sold separately).
• Relay Kit (Model ATSRK) to connect certain stationary generators to the ATS
• Options:
o The Control Module can accept up to 3 PowerPause™ Load Management modules (sold separately),
together with PowerPause™ Relay Boxes to dynamically manage up to six 240 VAC, up to 50A loads (or up
to 12 120VAC loads).
o A surge protection module can be factory or field installed.
o 22K AIC rated utility circuit breakers can be factory installed.
Transfer switches are used to protect critical electrical equipment and appliances against the loss of utility power. The appliance’s
normal power source is the utility, backed up by a secondary (generator) power source. The transfer switch is connected to both the
utility and generator sources and supplies the appliance with power from either the normal or secondary source. In the event that
the power is lost from the normal source (utility), the transfer switch system transfers the load to the secondary (generator) source.
Once utility power is restored to the home or building, the transfer switch transfers the load back to the normal source, and initiates
generator engine shutdown.
The following features are incorporated into each OVATION™ Series Automatic Transfer Switch:
• Automatic Transfer Switch and Load-center combined in one enclosure – Eliminates the need for a separate sub
panel; significantly reduces installation time, expense and complexity. Load-center accepts interchangeable type circuit breakers
from Siemens®, Square D®, Cutler-Hammer®, and GE®. See Section 2.2.
• Service Entrance Rated – All models carry service entrance ratings, eliminating the need for separate service entrance
equipment.
• Automatic Switching between utility and generator – When the transfer switch senses partial or total loss of electricity
for 5 seconds, it automatically starts the generator (equipped with appropriate remote-starting capabilities), and transfers the
load to generator power with circuit breaker based switching.
• Programmable Generator Exerciser – Tests generator on a regular interval (programmable to 0, 7, 14 or 28 days) to help
maintain a reliable generator.
• User Interface Display – User display with LEDs that indicate system status and situations requiring attention.
In the generator mode, optional PowerPause™ Load Management modules can manage up to six (6) 240 VAC (or 12 x 120 VAC)
connected loads based on parameters set up at installation. As generator power capacity becomes available, the OVATION™
transfer switch will attempt to turn on each PowerPause™-controlled load until the generator reaches 85% utilization. This allows a
larger number of loads – some intermittent – to be supported without nuisance tripping of the generator or investing in a larger
generator. Installing an OVATION™ Automatic Transfer Switch system with PowerPause™ Load Management modules, most
applications can utilize a generator that has 25% less output than standard installations with a conventional automatic transfer
switch, reducing initial installation and generator operating costs and maintenance.
The startup and shutdown sequence limits the generator from rapid, intermittent start-up and shutdown, thus prolonging generator
life. Here’s how your OVATION™ Series ATS works:
1. Waits up to 5 seconds after sustained power loss to start up generator.
2. Waits up to 15 seconds to transfer load to generator. Delay looking for successful utility power grid re-strike.
3. Once utility power is restored, the system waits one minute to transfer the load back to utility.
4. Five minutes after re-transfer, the system completes the generator cool down and shuts down.
4
1.2 Standard Configurations:
TABLE 1.2
Model ATS1001D ATS1001R ATS2001D ATS2001R ATS2002R
# Circuits (1 Pole)
Enclosure Type
GENERATOR Main
UTILITY Main
Max Amps @ 240V
Max Generator Size
14 16 38 38 4
NEMA 1 NEMA 3R NEMA 1 NEMA 3R NEMA 3R
100 A, 2 Pole 100 A, 2 Pole 125 A, 2 Pole 125 A, 2 Pole 200 A, 2 Pole
100 A, 2 Pole 100 A, 2 Pole 200 A, 2 Pole 200 A, 2 Pole 200 A, 2 Pole
100 Amps 100 Amps 125 Amps 125 Amps 200 Amps
Up to 25KW Up to 25KW Up to 30KW Up to 30KW Up to 50KW
Voltage
Frequency/Phases
Max GEN Size
UTIL AIC Rating*
Dimensions HxWxD
Weight, LBS
* 22K AIC rating available, order -22 suffix.
120/240VAC 120/240VAC 120/240VAC 120/240VAC 120/240VAC
60 Hz, 1 Phase 60 Hz, 1 Phase 60 Hz, 1 Phase 60 Hz, 1 Phase 60 Hz, 1 Phase
25Kw 25Kw 30Kw 30Kw 50Kw
10K
22K available
24”x14.31”x3.93” 28”x14.5”x4.25” 42”x14.31”x3.93” 41”x14.5”x4.25” 23.5”x18.5”x4.25”
28 27 46 43 23
10K
22K available
22K 22K
22K available
10K
It is inappropriate to use any OVATION™ Series ATS to operate central air conditioning/heat pump systems unless
the connected generator can deliver the required Locked Rotor Amps (LRA) required by the air conditioning/heat pump system.
Incorrect connection of a central air conditioning/heat pump system to an OVATION™ Series ATS can be dangerous, and may cause
damage to the transfer switch, generator, or air conditioning/heat pump equipment, and will void all warranties. Late model (2007+)
air conditioning/heat pump compressors may require modification with Hard Start Kits to ensure proper startup under generator
power. Consult a qualified HVAC contractor for more information.
1.3 Typical Installations:
NEW CONSTRUCTION:
5
RETROFIT:
NEW CONSTRUCTION OR RETROFIT
1.4 How the OVATION™ Series Automatic Transfer Switch Works:
1) When the utility power fails or drops below 190 volts or 54 Hz or exceeds 280 volts or 66 Hz, the OVATION™ Automatic Transfer
Switch will begin the generator starting sequence after a 5-second delay.
2) Once the generator is started, the system is programmed to allow the generator to warm up and wait for possible successful utility
power grid re-strike (approx. 15 seconds) before the load is transferred to generator power. At the time of load transfer to generator
power, all appliances connected to PowerPause™ Load Management modules are disconnected (“locked out”) for 5 minutes to
avoid overloading the generator(e.g. allows time for head pressure bleed-off in AC Compressors). NOTE: For best results, electronic
equipment such as computers, clocks, security systems and phone systems should be connected to an Uninterruptible Power System
(UPS) to ensure no data is lost until transfer of power occurs.
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3) The transfer switch will automatically monitor if the generator has sufficient available capacity to operate any or all appliances
(
)
y
e
e
(
)
connected to PowerPause™ Load Management modules, starting with priority 1 Load, based upon appliance power requirements
“learned” from a setup utility at the time of the transfer switch installation. One or more PowerPause™ Load Management
connected appliances may operate simultaneously as long as the generator capacity utilization does not exceed 85%. If connected
load exceeds 85% of generator capacity, the OVATION™ ATS will begin power management, and will lock out those appliances
connected to the PowerPause™ Load Management modules in reverse priority order until the connected load is less than 85%.
Those appliances that are “locked out” by the transfer switch will stay “locked out” for 5 minutes before the transfer switch will
attempt to re-power the PowerPause™ connected appliances again.
4)
During the utility power failure, the generator will continue to power the load until it either runs out of fuel (gasoline, propane or
diesel-powered gensets) or until the utility power is restored.
Generator and allow it to cool down before refueling.
5) When the utility power has been restored, the generator will continue to power loads for 60 seconds to ensure utility power has
stabilized, then re-transfers the loads back to utility power.
6) The generator will continue to run without load for five minutes to cool down, and then is automatically shut off.
WARNING! Do NOT refuel generator while it is running. Turn off the
1.5 Key Components:
Model ATS1001D/R**
Ground Bar
Utility Main 100 Amp
See 1.5.2
Neutral Bar
[Branch
Circuit
Breaker
Spaces]
Control Module
To Set Generator Siz
To Set Exercise Schedul
* Supplied with optional PowerPause™ Load Management Module (Model LSM)
** Not shown: ATSRK Relay Kit
Current
Transformers*
+
Drive Motor Assembl
Actuator
See 1.5.3
Generator Main 100 Amp (See 1.5.2)
Neutral Bar
User Interface Display (See 1.5.1)
7
(
1.5 Key Components: (continued)
Model ATS2002R**
Ground Bar
To Set Exercise Schedule
To Set Generator Size
Neutral Bar
Generator Main 200 Amp
Utility Main 200 Amp
[ Circuit Breaker
Spaces - 4]
Current
Transformers*
CT1 + CT2)
* Supplied with optional PowerPause™ Load Management Module (Model LSM)
** Not shown: ATSRK Relay Kit
Control Module
User Interface Display (UID)
Actuator
Drive Motor Assembly
8
(
)
p
y
p
1.5 Key Components: (continued)
Model ATS2001D/R**
Current
Transformers*
CT1 + CT2
Utility Main 200 Am
Generator Main 125 Am
Ground Bar
Control Module
Stabs onto Bus
To Set Generator Size
Drive Motor Assembl
Actuator
[Branch
Circuit
Breaker
Spaces]
Neutral Bar
User Interface Display
To Set Exercise Schedule
* Supplied with optional PowerPause™ Load Management Module (Model LSM)
** Not shown: ATSRK Relay Kit
1.5.1 User Interface Display (UID)
The User Interface Display (UID), programming set switches and LEDs provide information about the transfer switch, generator and
utility status. This UID is also used for programming the OVATION™ Series ATS for generator size, exercise intervals and other
settings.
1.5.2 Utility and Generator Source Circuit Breakers
Siemens UL489 Listed 10K or 22K AIC utility circuit breakers act as Service Equipment disconnects and source feed wiring protection.
1.5.3 Mechanical Interlocked UTILITY and GENERATOR Main Circuit Breakers and Actuator
NEVER remove the mechanical interlocks/actuators unless the UTILITY or GENERATOR MAIN circuit breakers
require replacement by a qualified service professional. UTILITY or GENERATOR MAIN circuit breakers are mechanically interlocked
to prevent simultaneous UTILITY and GENERATOR power source feeds. Interlocks are automatically moved by a computer controlled
actuator and motor, which may move the circuit breaker handles at any time.
1.5.4 PowerPause™ Load Management Modules (Optional)
Up to 6 connected loads based on parameters set up at installation are actively managed to optimize generator capacity utilization.
As generator power capacity becomes available, the transfer switch will attempt to turn on each load controlled by PowerPause™
Load Management until the generator reaches 85% output utilization. Ideal for seasonal (i.e. air conditioning, pool equipment, etc)
or intermittent (i.e. hot water heater, range, etc) loads. Contact your distributor or Gen/Tran for additional accessories information.
9
1.5.5 Remote PowerPause™ Relay Box (Optional)
The PowerPause ™ Relay Box can control up to two 2-Pole (240VAC) 30A or 50A loads by interrupting
power to the load when commanded by the PowerPause ™ Load Management Module, thereby
preventing overloading the standby generator. Packaged in a NEMA 3R enclosure, the PowerPause ™
Relay Box can be conveniently installed indoors or outdoors adjacent to the load center, OVATION™
Automatic Transfer Switch or controlled load. See Photo at right.
1.5.6 Surge Protection Module (Optional)
Using state-of-the-art technology, a combination surge arrester module and two single pole 20or 30
amp circuit breakers is designed to protect devices connected to the transfer from surges coming in from
the power lines.
1.6 Standards Compliance
OVATION™ Series ATS systems have been tested and listed by Underwriters Laboratories (UL) to standard UL67. UL performs
periodic factory inspections to ensure compliance with the engineering documentation. Call Factory if your installer needs the UL file
number.
Each OVATION™ Series ATS complies with NFPA 70 (National Electric Code) Article 702 as an “automatic transfer switch for use in
Optional Standby Systems.”
IMPORTANT: The OVATION™ Series ATS should NOT be used for emergency system (see NEC Articles 517 and 700), nor as a Legally
Required System (see NEC Article 701), nor for primary power in place of the electric utility or in life support applications.
10
SECTION 2 – COMPATIBLE EQUIPMENT
2.1 Compatible Generators
In order for the OVATION™ Series ATS to function as designed, it must
generator, with a continuous supply of fuel, such as gasoline, diesel, LPG or natural gas. Additionally, gasoline or diesel-powered
generators must
(ON, +12V) or 4-wire (CRANK, ON, +12V, -12V) generator signaling.
Note: Many generators require additional control circuits to properly operate with OVATION™ Series ATS. Contact Gen/Tran or visit
http://www.gen-tran.com/content/support/installation_instructions.asp
Diagrams for additional information.
2.2 Compatible Circuit Breakers
Each OVATION™ Series ATS has been configured; factory tested and shipped with the UTILITY MAIN and GENERATOR MAIN circuit
breakers installed. Compatible branch circuit breakers (supplied by installer) are as follows:
COMPATIBLE CIRCUIT BREAKER TYPES:
• Siemens QAF (arc fault), QFH, QE, QEH, QFP, QNR, QNRH, QP, QPH, QF, QT, QPF (GFCI), QSAP (Surge Protector), HQP
• Cutler-Hammer/Westinghouse Series BD, BR, BQ, GFC
• Square D Series HOM*
• GE Series THQL, THHQL (60 amp maximum)
be equipped with automatic choke and electric/remote start. All OVATION™ Series ATS systems supports 2-wire
*NOTE: Square D HOM series branch circuit breakers cannot be installed in the top right position on Models ATS2001D and
ATS2001R. If you are planning to use Square D branch circuit breakers, please install them in other positions on the bus.
be connected to a permanently installed, automatic starting
, see: Ovation™ Series ATS – Generator Connection
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