Installation, Operation and Maintenance of
Fluid-Filled Overhead Distribution Transformers
Howard Industries
Distribution Transformer Division
1
Document 2.4.95, Revision 0
May. 2013
! READ THIS IMPORTANT SAFETY INFORMATION
▲
READ THIS ENTIRE INSTRUCTION MANUAL CAREFULLY AND BECOME FAMILIAR WITH THE EQUIPMENT AND ALL SAFETY-RELATED INFORMATION BEFORE PROCEEDING WITH INSTALLATION, OPERATION, OR MAINTENANCE ACTIVITIES.
Safe use of this equipment is dependent on proper installation, operation, and maintenance procedures. Follow all applicable local and national codes.
Do not attempt to service or perform maintenance activities on the equipment until it has been effectively de-energized, and all high-voltage and low-voltage bushing terminals have been properly
grounded. Do not rely solely on fuse removal or switch position as conclusive indication that a transformer is de-energized. Be absolutely certain that a transformer is de-energized by checking for zero
voltage on all terminals.
Only qualied personnel should install, maintain, and operate this equipment. Qualied personnel
are those who are trained in the installation, maintenance, and operation of high-voltage equipment,
trained in the proper use of personal protective equipment (PPE) and trained in appropriate rst aid
procedures. Refer to NFPA 70E.
Fluid-Filled Overhead Distribution Transformers
Certain information in this manual is marked with the words DANGER, WARNING, or CAUTION, which
indicate hazards as listed below.
DANGER indicates an imminently hazardous situation which, if not avoided, will result in death
or serious personal injury, and could also result in damage to the equipment.
WARNING indicates a potentially hazardous situation which, if not avoided, could result in
death or serious personal injury, and could also result in damage to the equipment.
CAUTION indicates a potentially hazardous situation which, if not avoided, could result in minor
or moderate personal injury, and could also result in damage to the equipment.
These instructions are intended as a general guide for the installation, operation and maintenance of
the equipment, when operated in “Usual Service Conditions” as dened in IEEE Standard C57.12.00.
Although every effort has been made to ensure accuracy and completeness, these instructions do
not address every conceivable application or circumstance that might be encountered. Howard Industries makes no representation or warranty with respect to, and assumes no responsibility for the
completeness, accuracy, sufciency, or usefulness of, these instructions. Features presented herein
may not be present in all equipment designs. Standard and optional features are subject to change
without notice.
Questions regarding installation, operation, and maintenance of the equipment, particularly when
encountering unusual or special circumstances which may not be sufciently covered by these instructions, should be directed to the Howard Industries Transformer Division.
2
Document 2.4.95, Revision 0
Fluid-Filled Overhead Distribution Transformers
May, 2013
TABLE OF CONTENTS
IMPORTANT SAFETY INFORMATION ................................................................................................................................2
SECTION 2: RECEIVING, HANDLING, AND STORAGE .....................................................................................................6
Drawings and Documents ...........................................................................................................................................6
Lifting and Handling ..................................................................................................................................................... 6
Lifting and Handling ..................................................................................................................................................... 9
Location and Mounting ................................................................................................................................................ 9
High-Voltage and Low-Voltage Connections ..............................................................................................................10
Reconguring the Internal Low-Voltage Connections ...............................................................................................10
SECTION 4: INSPECTION AND TESTING .........................................................................................................................11
Pre-Energization Inspection and Tests ......................................................................................................................11
Ratio Test .....................................................................................................................................................................11
Tap Switch Setting .......................................................................................................................................................11
Fluid Temperature .......................................................................................................................................................12
Current Transformers. .................................................................................................................................................12
Tank Finish ..................................................................................................................................................................12
Post-Energization Inspection and Tests .....................................................................................................................12
Verifying Correct Voltage .............................................................................................................................................12
Checking for Leaks. .....................................................................................................................................................13
Taps and Multiple-Voltage Windings ..........................................................................................................................14
Tap Switch....................................................................................................................................................................15
Other Switching and Fusing Devices ..........................................................................................................................18
SECTION 6: OPERATION OF BUSHINGS, GAUGES AND ACCESSORY DEVICES ........................................................19
Fluid Level Gauge and Sight Plug ..............................................................................................................................19
Fluid Temperature Gauge ..........................................................................................................................................19
Drain Valve and Sampling Device ..............................................................................................................................20
Bushings and Terminals ............................................................................................................................................20
Other Accessory Devices ............................................................................................................................................21
SECTION 7: MAINTENANCE AND REPAIR ......................................................................................................................22
Other Accessory Devices ............................................................................................................................................25
Sampling the Fluid .....................................................................................................................................................25
Filtering the Fluid ........................................................................................................................................................25
Removing or Lowering the Fluid .................................................................................................................................25
Filling with Fluid ..........................................................................................................................................................25
Opening the Transformer Tank ..................................................................................................................................26
Repair Parts ................................................................................................................................................................28
Table 1: Torque Guidelines for External Cabinet Fasteners .....................................................................................27
Table 2: Torque Guidelines for External Bushing Mounting Hardware ....................................................................27
Table 3: Torque Guidelines for External Bushing Terminal Connections .................................................................27
Table 4: Torque Guidelines for Accessories ...............................................................................................................27
4
Fluid-Filled Overhead Distribution Transformers
SECTION 1: INTRODUCTION
This document is intended as a general guide for
the installation, operation and maintenance of
Howard Industries uid-lled, overhead distribution
transformers. Although every effort has been
made to ensure accuracy and completeness, these
instructions do not address every conceivable
application or circumstance that might be
encountered. Features presented herein may not
be present in all transformer designs. Standard
and optional features are subject to change without
notice.
The instructions contained herein are applicable
to transformers operated in usual conditions as
specied in the “Usual Service Conditions” section
of IEEE Standard C57.12.00. Questions regarding
installation, operation, and maintenance (particularly
when encountering unusual or special circumstances
not sufciently covered by these instructions) should
be directed to the Howard Industries Transformer
Division.
Document 2.4.95, Revision 0
May, 2013
IT IS IMPORTANT TO READ AND COMPLY WITH ALL
SAFETY INFORMATION AND WARNINGS DISPLAYED
THROUGHOUT THESE INSTRUCTIONS BEFORE
ATTEMPTING ANY INSTALLATION, OPERATION, OR
MAINTENANCE ACTIVITIES.
5
Document 2.4.95, Revision 0
May. 2013
SECTION 2: RECEIVING, HANDLING, AND STORAGE
Fluid-Filled Overhead Distribution Transformers
Drawings and Documents
Locate all shipping papers, packing lists,
specications, and other pertinent information for
use during inspection. Verify that the transformer is
supplied with a nameplate, required warning labels,
and terminal designation markings. Verify that the
terminal designation markings are consistent with
those on the nameplate. The transformer nameplate
provides electrical characteristics, winding
connections, and weights. Check the nameplate for
verication of specication compliance, including
voltage and kVA ratings, percent impedance, and
other design characteristics. The transformer wiring
diagram provides details of any control, fan and
alarm wiring that may have been provided.
Lifting and Handling
Overhead transformers may be lifted by crane or
hoist. Properly palletized transformers may also be
lifted by a forklift truck. Refer to the transformer
nameplate to determine the total weight of the
assembled transformer and make sure that the
lifting equipment, hooks, cables, slings and spreader
bars are adequate to perform a safe lift. Do not use
transformer bushings as handles, otherwise undue
stress may damage the bushing and cause a uid
leak. Be aware that cooling radiators, if present,
are made of relatively thin metal and can be easily
damaged. Special care must be taken when handling
transformers, if the ambient temperature is below
minus 20°C (minus 4°F); otherwise, permanent
damage to the transformer may result.
A forklift truck may also be used to lift overhead
transformers that are securely mounted on a
shipping pallet. Lifting forks must be of sufcient
length to extend completely under the pallet. Do not
attempt to lift an un-palletized transformer with a
forklift truck.
!
▲
WARNING
FAILURE TO FOLLOW THE INSTRUCTIONS
BELOW COULD RESULT IN DEATH OR SERIOUS
PERSONAL INJURY, AND COULD ALSO RESULT
IN DAMAGE TO THE EQUIPMENT.
• Lifting equipment, including forklift trucks,
cranes, hoists, cables, straps, lifting bolts,
hoist rings and spreader bars, must be of
adequate capacity to safely lift the completely
assembled transformer.
• Keep unnecessary personnel clear while
unloading and moving the transformer.
Initial Inspection
Although all transformers are carefully inspected and
tested at the factory, a thorough receiving inspection
should be conducted to detect any damage or loss
that might have occurred during shipment. The
receiving inspection should be completed upon
receipt and before unloading from the truck. Note
any damage or discrepancies on the bill of lading,
le a claim with the carrier, and notify the Howard
Industries Transformer Division prior to unloading the
transformer and before attempting any repair.
Lifting the transformer by crane or hoist is
accomplished using the provided lifting lugs. Do not
lift from any points other than the provided lifting
lugs. Do not use holes in the lifting lugs for lifting.
These holes are for tie-down purposes only and are
not suitable for lifting. A spreader bar should be used
to keep the lifting cables or slings nearly vertical,
enabling a safe lift and reducing the likelihood of
tank deformation or damage to painted surfaces.
Transformers should be lifted in an upright position,
allowing the transformer to tilt no more than 15
degrees from vertical. Lifting cables or straps should
be no more than 20 degrees from vertical.
6
The following checks should be performed:
1. Read the serial number on the transformer
nameplate and make sure it matches
the serial number listed on the shipping
documents. Also, check the transformer
nameplate for kVA rating, high-voltage rating,
low-voltage rating, impedance and other
design characteristics, and make sure they
comply with the specications.
2. Check shipping documents to make sure
the shipment is complete, including all listed
accessories and hardware. Be aware that
Fluid-Filled Overhead Distribution Transformers
Document 2.4.95, Revision 0
May, 2013
additional items may arrive on separate
pallets. Claims for shortages or errors
must be noted on the shipping documents
and reported immediately to the Howard
Industries Transformer Division. Failure
to make a timely claim will constitute
unqualied acceptance and a waiver of all
such claims by the purchaser.
3. The tank vacuum/pressure gauge, if
provided, may indicate a positive or negative
reading when the transformer is received,
depending on the relative temperatures of
the uid and ambient air. A rising or falling
reading that varies over time with ambient
temperature indicates that the transformer
tank is sealed effectively. If the vacuum/
pressure gauge shows a constant zero
reading, this indicates the possibility of a
tank leak. If this occurs, the tank should be
checked carefully for leaks as indicated in
the following step.
4. Check the tank for indication of uid leaks,
looking carefully at weld seams, bushings,
gauges, valves and all other tank ttings. If
suspicious indications are found, investigate
thoroughly to determine if a leak does exist
on the transformer. Indications of a leak
can sometimes be residual uid that was
not cleaned completely during the lling
process and not an actual leak. In many
cases a small pinhole tank leak or leak
from a bushing, gauge, valve or other tting
can be easily repaired on site. Refer to
the “Maintenance and Repair” section for
information about the repair of uid leaks.
5. Check for external damage including
dents or scratches on the tank walls and
radiators, if present. Dents and scratches
can often be repaired on site using simple
touch-up procedures. If touch-up painting
is performed, do not remove or obscure
any warning labels, instructional labels or
nameplates.
6. Check for broken, cracked, or damaged
bushings, gauges, valves and other ttings
and accessories.
7. Check for missing or damaged component
parts and for packages that shipped
separately from the transformer.
Fluid Level
The transformer is shipped from the factory with
insulating uid lled to the proper level. Before
energizing the transformer, verify proper uid level
by observing the uid level gauge, if provided. The
uid level gauge pointer should be between the
“High” and “Low” marks. For transformers provided
with a uid sight plug, the uid level can be directly
observed if it is within acceptable range.
When checking the uid level, be aware that it is
normal for the level to vary as a function of uid
temperature. A transformer found to have an
unusually low uid level should be checked for
potential leaks and lled to the proper level with
the same type of liquid as that specied on the
transformer nameplate. Refer to “Filling with Fluid.”
Internal Inspection
An internal inspection of the transformer tank is
rarely necessary and is recommended only when
there are obvious indications that the transformer
has received severe impact damage during transit
or when necessary to perform recommended preenergization tests or inspections. Do not open
the transformer tank without authorization from
the Howard Industries Transformer Division. If the
transformer tank must be opened, refer to “Opening the Transformer Tank” for instructions.
Fluid Sampling
Sampling and testing of the uid is not required
unless there is indication that moisture or other
contaminants have accidently entered the tank
during transit. If moisture or contaminants in the
uid is suspected, contact the Howard Industries
Transformer Division immediately for instructions.
If uid sampling is required, refer to “Sampling the Fluid” for instructions.
Transformer Storage
Transformers may be temporarily stored if properly
prepared. It is recommended that transformers
be stored completely assembled. Prior to storage,
transformers should be thoroughly inspected as
described above in the “Initial Inspection” section.
If the transformer is not completely assembled,
separate components and accessories should be
stored in a clean dry area in their original shipping
7
Document 2.4.95, Revision 0
May. 2013
containers. Do not store the transformer in a
corrosive environment.
Transformers may be stored in racks designed for
that purpose. Transformers should not be stacked
directly on top of one another, as this may damage
the tank and bushings.
If the transformer is to be stored for an extended
period of time before being placed into service,
it should be stored on a rm level surface. It is
recommended that the transformer be inspected
periodically while it is in extended storage. Ensure
that an effective pressure seal is maintained, and
check for leaks and corrosion. Any damage or
defects should be repaired immediately.
Fluid-Filled Overhead Distribution Transformers
8
Fluid-Filled Overhead Distribution Transformers
SECTION 3: INSTALLATION
Lifting and Handling
Overhead transformers may be lifted by crane or
hoist. Properly palletized transformers may also be
lifted by a forklift truck. Refer to the transformer
nameplate to determine the total weight of the
assembled transformer and make sure that the
lifting equipment, hooks, cables, slings and spreader
bars are adequate to perform a safe lift. Do not use
transformer bushings as handles, otherwise undue
stress may damage the bushing and cause a uid
leak. Be aware that cooling radiators, if present,
are made of relatively thin metal and can be easily
damaged. Special care must be taken when handling
transformers, if the ambient temperature is below
minus 20°C (minus 4°F); otherwise, permanent
damage to the transformer may result.
Lifting the transformer by crane or hoist is
accomplished using the provided lifting lugs. Do not
lift from any points other than the provided lifting
lugs. Do not use holes in the lifting lugs for lifting.
These holes are for tie-down purposes only and are
not suitable for lifting. A spreader bar should be used
to keep the lifting cables or slings nearly vertical,
enabling a safe lift and reducing the likelihood of
tank deformation or damage to painted surfaces.
Transformers should be lifted in an upright position,
allowing the transformer to tilt no more than 15
degrees from vertical. Lifting cables or straps should
be no more than 20 degrees from vertical.
A forklift truck may also be used to lift overhead
transformers that are securely mounted on a shipping
pallet. Lifting forks must be of sufcient length to
extend completely under the pallet. Do not attempt to
lift an un-palletized transformer with a forklift truck.
Document 2.4.95, Revision 0
! WARNING
▲
FAILURE TO FOLLOW THE INSTRUCTIONS BELOW
COULD RESULT IN DEATH OR SERIOUS PERSONAL
INJURY AND COULD ALSO RESULT IN DAMAGE TO
THE EQUIPMENT.
• Lifting equipment, including forklift trucks,
cranes, cables, straps, lifting bolts, hoist
rings and spreader bars, must be of
adequate capacity to safely lift the completely
assembled transformer.
• Keep unnecessary personnel clear while
unloading and moving the transformer.
Location and Mounting
Consult local and national codes to ensure that
the installation meets all applicable requirements.
Location of the transformer must permit it to operate
in conditions that meet the requirements specied
in the “Usual Service Conditions” section of IEEE
Standard C57.12.00. Operation not meeting these
service condition requirements will compromise
transformer capacity and reliability, unless the
transformer is designed specically for operation
in conditions other than usual service conditions.
Contact the Howard Industries Transformer Division if
additional information is needed about location and
mounting issues not covered by these instructions
Overhead distribution transformers are not designed
to be tamper resistant and must be installed in
a location that is secure and accessible only by
authorized personnel. Allow adequate electrical
clearance between all live parts and between
live parts and ground points. Ensure that cooling
radiators are free of obstructions.
May, 2013
Hanger brackets are usually provided for direct
pole mounting of the transformer. Pole capacity
must be sufcient to support the weight of the
transformer. The installed transformer should not tilt
in any direction more than three degrees. Greater
tilt may compromise the insulating uid coverage
of live parts within the tank and may prevent
insulating uid from circulating properly through the
cooling radiators, if present. Improper circulation of
insulating uid may cause overheating and could
result in reduced transformer life.
9
Document 2.4.95, Revision 0
May. 2013
Fluid-Filled Overhead Distribution Transformers
When specied by the user, base skids are provided
for mounting the transformer on a solid, level
surface, rather than on a pole. The factory may
elect to provide skids for transformers whose weight
exceeds the capability of pole-mounting brackets.
The mounting surface must be rated to support the
weight of the completely assembled transformer.
Refer to the transformer nameplate for the weight of
the transformer.
Grounding
The transformer must be permanently and effectively
grounded according to applicable local and
national codes. Ground the transformer by using
the ground pads or nuts provided on the tank. Do
not use hanger brackets or any other parts of the
transformer for ground connections. A proper lowresistance ground connection is necessary for safe
operation. Connect all available neutrals to the
system neutrals.
! WARNING
▲
Reconguring the Internal Low-Voltage Connections
Unless otherwise specied by the user, overhead
transformers with three low-voltage bushings are
shipped from the factory with the internal lowvoltage winding congured for the E/2E connection
(for instance, 120/240 or 240/480 Volts). If the
transformer must be recongured for operation
at E Volts (for instance, 120 or 240 Volts), the
transformer cover must be removed and the lowvoltage leads reconnected in parallel. Connections
must be tightened appropriately to prevent
overheating and possible failure of the connection.
Make sure the internal low-voltage leads are
insulated and that they do not touch the tank, each
other or any other surface. Refer to “Opening the Transformer Tank” for instructions.
FAILURE TO FOLLOW THE INSTRUCTIONS
BELOW COULD RESULT IN DEATH OR SERIOUS
PERSONAL INJURY, AND COULD ALSO RESULT
IN DAMAGE TO THE EQUIPMENT.
The transformer must be permanently and
effectively grounded at all times.
High-Voltage and Low-Voltage Connections
The transformer nameplate illustrates the internal
wiring and external identication of each bushing.
The transformer must be connected and operated
as indicated on the nameplate. High-voltage and
low-voltage bushings are provided with terminals
as specied by IEEE standards for overhead
transformers, or as specied by the customer.
Terminals are usually suitable for connection to
either aluminum or copper conductors.
Before making high-voltage and low-voltage line
connections, check to make sure that all mating
connector surfaces are clean and smooth.
Connections must be tightened adequately to
prevent overheating and possible failure of the
connection. Refer to the nominal torque guidelines
contained in Table 3. Avoid excessive cantilever
loads on bushings, otherwise bushing or gasket
damage may result.
10
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