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What causes failures in switchgear, transformers and cables – and how can they be prevented?

Anne McIntosh , EA Technology's materials and failure investigations lead consultant, explains how forensic science is improving asset reliability and safety.

UNDERSTANDING FAILURE IS THE KEY TO ASSET SAFETY

Failures of medium and high voltage electrical assets often make headline news, such as the recent underground cable failure which resulted in 20,000 Liverpool homes being without power, or the transformer failure that left 250,000 Madrid residents in darkness. Similar outages have hit New York, London and Birmingham in recent months. So why do incidents like these happen?

Forensic science is best known for identifying the causes of aircraft crashes or gathering criminal evidence. But it is increasingly recognised as the key to enhancing the safety and reliability of electrical assets, by enabling us to understand the sequence of events leading to failure.

Just as investigations into failures have dramatically improved aircraft design and operation, and made air travel much safer, expert examination of failed assets is vital to improving equipment design and maintenance procedures. It also enables operators to make informed decisions on asset management, including investment and replacement. Lessons learnt from failure investigations will reduce the occurrence of expensive and dangerous failures and ultimately lead to an increase in the safety and reliability of assets.

In many instances, forensic investigations are needed to provide evidence of liability in legal cases, where there may be safety as well as financial implications. Failures which were once regarded as unfortunate accidents are increasingly classed as preventable incidents, for which somebody will have to bear the responsibility.

Failures of MV and HV electrical equipment such as switchgear, transformers, cables and overhead lines are often sudden and catastrophic, causing considerable collateral damage to other equipment and sometimes resulting in injury and death. Operators therefore need to be prepared for the possibility of prosecution under Health and Safety regulations, as well as apportioning financial responsibility. Charges may even include corporate manslaughter.

Our main roles as specialists in forensic investigation are to determine the primary cause of each failure and present recommendations for preventing similar occurrences in future.

Failures are usually caused by one or more factors, including design, materials selection, fabrication and processing, operating and service conditions, human error, vandalism and illegal activity. For example, meticulous examination following a catastrophic failure of an oil filled circuit breaker identified a polyvinylchloride (PVC) ring within the dashpot. Over a period of time, the plasticizers within the PVC leached out into the oil, causing the ring to shrink and harden. This resulted in incorrect operation of the circuit breaker and arcing between the slightly opened male and female contacts. Further arcing occurred, generating explosive gases, which blew the tank lid off. It was recommended that the PVC ring be replaced by a high grade nitrile rubber, which is resilient to oil.

Initially, a failure investigation should be directed to collecting all the relevant background and historical information. This information should include reconstruction of the events leading to the failure, manufacturing histories, service records, operational conditions and details of any repairs, maintenance or modifications. This information can be of great help in understanding the failure mechanism.

Making sense of the often charred and twisted results of an equipment failure relies on two approaches, used in tandem: sophisticated laboratory techniques, plus expertise in interpreting evidence and patterns of events, based on nearly 40 years of similar investigations. Our collective know-how is supported by a database which contains records of how thousands of assets have deteriorated and failed in the past.

In the laboratory, we can perform comprehensive testing of equipment, including electrical testing. Many materials and chemical analysis techniques can be performed on materials used in switchgear and transformers, from metals to plastics. Low powered optical microscopes are used to examine the surfaces of samples, whilst higher powered microscopy with magnification up to x1250 is used in conjunction with image analysers to examine and identify fine particles and fibres.

Scanning electron microscopy raises magnification as high as x100,000, enabling us to carry out x-ray elemental analysis quickly and accurately, while quantitative chemical analysis is carried out on features as small as 0.001m 3. Applications include the study of surface morphology, microstructure and elemental compositions of a wide range of materials.

Infra red spectrometry is used to identify the fingerprints of organic samples, including plastics such as polyethylene, used in cable insulation. We also use a variety of mechanical testing equipment to measure the tensile, compression, torsional and hardness of a wide range of materials.

Analytical results are only as good as the samples provided. This means that, not only must samples be retrieved and handled with the utmost care to avoid damage and loss of evidence, but they must also be transported correctly.

Lab tests produce a mass of very detailed information, but the most important part of our work is the ability to interpret such data, to present an accurate picture of how and why the failure happened. The results are then fed back to our clients in a confidential report, as well as being added to our database and enhancing even further our understanding of failure patterns.

Recommendations following a failure investigation are aimed at ensuring similar failures do not occur in the future. Depending on the failure mechanism, numerous actions can be taken, including employing condition assessment techniques in order to identify if the remaining population of a failed asset are prone to failure. Useful diagnostics include visual examination, partial discharge monitoring, electrical testing and thermal imagery. In some instances, changes in the design of equipment or the materials used are required.

Adopting improved maintenance practices can combat against failures occurring. Prevention is always better than cure and increased understanding of the processes leading to HV asset failure has certainly proved essential in our development of new maintenance techniques, particularly for oil filled equipment.

Engineers are clearly concerned about their need to get up to speed on the safety of HV assets, which has led us to extend our series of Keeping Electrical Switchgear Safe conferences to 11 in the last 18 months, with more to come in future. The events focus on issues raised by the Health & Safety Executive's recent report on best practice in switchgear safety, and all have been sell-outs so far.

They include presentations on the latest legal requirements for safe switchgear management and operation, guidelines on required maintenance regimes, training and operational protocols, and options for replacing or upgrading equipment.

As the HSE report points out, adopting best practice on the management of switchgear safety will prevent many failures. It will also provide a defence in prosecutions, which are increasingly likely to result from failure incidents.

Dedicated courses regarding failures of HV assets and their implications are available.

Specialist forensic investigation is part of the process of making failures less common, by identifying preventable causes. But eliminating failures altogether will take concerted effort by asset manufacturers, owners and engineers over many years.



Failures are often sudden and catastrophic.


Failures are often sudden and catastrophic.


Failures typically cause widespread damage.



Switchgear failure.



EA Technology uses optical and electron scanning microscopy.



Discharge on the surface of a contaminated porcelain insulator.



Formation of filaments within a moving contact assembly in a fused isolator, associated with contamination of the silver plated contacts in a sulphur rich environment.

 



Alignment of fibres in oil between electrodes.



A microscope reveals opposite pitting on a copper conductor.

 

 

 

Switchgear Transformer Failure Switchgear Transformer Failure
Switchgear Transformer Failure
 
 
 
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