Oil Quality Monitoring
Oil Quality Monitoring
Monitoring
By
Oleg Roizman
Collin Feely
SECOND PAGE IS INTENTIONALLY BLANK
Abstract
The monitoring of transformer oil quality plays a vital role in overall transformer health
assessment. Apart from being an insulator and a coolant, oil is also an information carrier.
That information could be related to a condition of another critically important component -
cellulose, affecting overall transformer performance and its insulation life span.
There are some physical and chemical parameters that characterise oil quality. Among these
are dielectric loss factor, conductance, resistivity, viscosity, oil chemical composition, colour,
acidity, interfacial tension, moisture, and particle content, to name a few. When properly
measured these parameters can form the basis for an integrated diagnosis of oil condition.
Currently, it is not feasible to monitor all the above mentioned parameters online. The
authors of this paper are taking up the challenge of introducing a monitoring solution that
offers a continuous online determination of insulating liquid condition in the operating
transformer.
The method uses an advanced approach to monitoring of moisture in oil, and is based on
fundamental properties of water-in-oil solubility. It is well known that the solubility of water
in oil changes as the oil deteriorates and becomes service-aged. Thus by measuring water
solubility parameters and observing the change, one can relate this change to the oil state
and its quality characteristics.
The authors of this paper have proposed and implemented a novel method, which allows a
determination of changing water solubility characteristics, true absolute water content in
mg/kg, oil quality in the form of Oil Quality Index (OQI), and dielectric breakdown voltage, all
measured and determined by one single monitor.
Some case studies, demonstrating the practical application of the proposed methodology,
are presented along with a comparative analysis of the results.
Introduction
Both international standards, IEC 60422:20131 and IEEE C57.106-20152, offer guidance on
the acceptance, supervision and maintenance of the quality of the insulating oil in electrical
equipment. These International Standards are applicable to mineral insulating oils in
transformers, switchgear and other electrical apparatus where oil sampling is reasonably
practicable, and where the normal operating conditions listed in the equipment
specifications apply. These International Standards are intended to assist the power
equipment operator in evaluating the condition of the oil and maintaining it in a serviceable
condition. The standards include recommendations on tests and evaluation procedures, and
outline methods for reconditioning and reclaiming oil. Also included are recommended
values for the key oil quality parameters. Comparing the two standards, one can see a
number of inconsistencies, mostly outlined in a research paper3.
There is a long list of questions as to the validity and scientific evidence, or lack of it, in
relation to various oil quality parameters, but first let us take a closer look at major oil
quality indicators.
The quality of insulation oil is normally monitored offline by taking a sample and processing
it in the laboratory environments per the above mentioned standards1,2. Measured values
are then compared to the limits in Table 1 through Table 4 to interpret the results.
Table 1
IEC recommended limits for mineral insulating oil after
filling in new electrical equipment as related to oil quality
Table 2
IEEE recommended limits for mineral Insulating oil after
filling in new electrical equipment as related to oil quality
Table 3
IEC classification of quality for in-service mineral oil by key indicators
Dielectric Dissipation Factor, DDF (40 – 60 > 170 kV < 0.10 0.10 – 0.20 > 0.20
Hz at 90 ° C) < 170 kV < 0.10 0.10 – 0.50 > 0.50
> 170 kV > 60 50 – 60 < 50
Breakdown Voltage, BDV (2.5 mm
72.5 – 170 kV > 50 40 – 50 < 40
electrode gap)
< 72.5 kV > 40 30 – 40 < 30
> 170 kV < 0.10 0.10 – 0.15 > 0.15
Neutralization Number (Acidity)
72.5 – 170 kV < 0.10 0.10 – 0.20 > 0.20
(mg KOH / g oil)
< 72.5 kV < 0.15 0.15 – 0.30 > 0.30
> 170 kV < 15 15 – 20 > 20
Water (mg H2O / kg oil at transformer
72.5 – 170 kV < 20 20 – 30 > 30
operating temperature)
< 72.5 kV < 30 30 – 40 > 40
All (Inhibited) > 28 22 – 28 < 22
Interfacial Tension, IFT (mN / m)
All (Uninhibited) > 25 20 – 25 < 20
Colour per ISO 2049 All <2 >2
Table 4
IEEE recommended limits for continued use of in-service mineral oil
The IEEE recommendations do not differentiate the limits for in service oil into three classes
as is suggested in its IEC counterpart. This implies that values beyond the limits are
considered to be unacceptable (not recommended) according to the IEEE standard, while
the same parameters could be “fair” according to IEC.
The Dielectric Dissipation Factor per IEEE is in the order of magnitude larger than it is in the
IEC standard. IEC does not differentiate IFT for different voltage classes. On the other hand,
the IEEE Guide has substantial variations (5 – 32 mN/m) depending on voltage class. There is
a large difference between the limits for oil colour.
Water concentration in oil is clearly made dependent on voltage level, implying that the oil
dielectric property such as DBV is affected. It was proven and reported in various research
publications4,5,6 that water concentration (ppm) is not the right parameter to relate
moisture in oil to the dielectric integrity of the liquid insulation. Rather water relative
saturation is the appropriate parameter for that purpose, although relative water saturation
is not even considered in the main body of the documents. Notwithstanding that the IEEE
C57.106 introduces a relationship between DBV (dielectric breakdown voltage) and %rS
(relative saturation) in Annex B, it is only informative leaving WCO as the only indicator for
the limit.
It appears that there is no consensus among North American and European communities on
most of the oil quality parameters. An extensive literature search has not returned any
evidence about how these limits were obtained, or what the scientific foundation for these
limits is.
Water-in-oil solubility is not part of the oil quality characteristics specified in the standard
tests and oil maintenance guidelines. However, we are going to demonstrate that this is one
of the most sensitive indicators revealing signs of deterioration of insulating oil, from the
very early stage to its complete degradation.
Water-in-oil solubility is the maximum concentration of water that can exist in mineral oil at
thermodynamic equilibrium at specified temperature and pressure. This definition is
adopted from IUPAC (International Union of Pure and Applied Chemistry)
recommendations7. Mathematically water-in-oil solubility can be approximated by the
frequently used formula8,9:
𝐵 𝐵
ln 𝑊 ∗ = 𝐴 − 𝑜𝑟 𝑊 ∗ = 𝑒𝑥𝑝 (𝐴 − ) (1)
𝑇 𝑇
where W* is the water-in-oil solubility in mg/kg, also known as the water in oil saturation
limit, A and B are experimentally determined coefficients, and T is the thermodynamic
temperature. It is interesting to note that contrary to popular belief Eq 1 is not an Arrhenius
type equation, but a direct integration of Van’t Hoff equation ∂ ln (W*)/∂(1/T) = -∆H/ R.
As will be shown below, this Van’t Hoff equation is useful for the determination of enthalpy
change as a result of dissolution of water in oil.
It has been demonstrated by much research 10 and reported in a CIGRE technical brochure11
that water-in-oil solubility does not remain constant over the life of a transformer. Its
temperature dependent characteristic changes so that the water solubility increases as the
oil deteriorates (Figure 1). The fact that water is more soluble in service-aged oil can be
explained by the decrease in the heat energy required to dissolve water in oil.
𝑟𝑆
𝑊= × 𝑊∗, (2)
100
where W is the absolute water content in oil in mg/kg (ppm) and rS is the relative water
content as measured by a moisture sensor and expressed in percentage.
where ΔH and ΔS are changes in enthalpy and entropy of water dissolving in oil. R is a
universal gas constant. The enthalpy here is the heat energy required to dissolve a certain
amount of water in a certain amount of oil, and is measured in kJ/mol.
The enthalpy of water-in-oil solution can be determined from the well-known Clausius-
Clapeyron Equation:
a H 1 1
ln w1 (4)
w2
a R T2 T1
where aw1 and aw2 are water-in-oil thermodynamic activities at respective temperatures T1
and T2.
a T T
H R ln w1 1 2 (5)
aw2 T1 T2
It could be seen from (5) that the four parameters have to be known to determine ΔH. The
change in enthalpy of water-in-oil solution is an important parameter as it is directly related
to the solubility coefficient B in (1). Therefore, with reference to Figure 2, by continuously
calculating the enthalpy per (5) with the assistance of the algorithm, schematically shown in
Figure 3, it is possible to trace oil quality online.
The water activity is not readily available and can only be determined when a transformer is
in a state of thermodynamic equilibrium. This is nearly never the case. However, by
continuously estimating water content in two locations as depicted in Figure 2, it becomes
possible to determine ΔH by measuring rS and T at the bottom and top oil levels, provided
there is a temperature difference between the top and bottom oil levels.
rSto
Wto exp( A B Tto )
100
Lower probe
rSbo
Wbo exp( A B Tbo )
100
Figure 2
Oil Quality Monitor comprising dual probe moisture/temperature sensors
As depicted in Figure 2 concentrations at the top and bottom oil levels can be expressed as
Wto and Wbo respectively.
Assuming that water content in the lower cooler pipe is equal to water content in the upper
cooler pipe for any given moment of time, the solubility coefficient B can be determined by
equating Wto.to Wbo.as:
rS T T
B ln to to bo (6)
rSbo Tto Tbo
This equation is valid for each moment of time including non-equilibrium conditions.
Comparing Eq. 6 to Eq. 5 yields:
∆𝐻 = −𝐵 × 𝑅 (7)
-1 -1
While R is a gas constant = 8.3145 J mol K , the B coefficient is not a constant and will
experience change due to a change of oil chemical composition over time.
It follows from Eq. 6 and Eq. 7 that the change in ΔH is not dependent on the second
solubility coefficient A, i.e. change in entropy, but it is only dependent on B. Then the Oil
Quality Index (OQI) could be calculated as a linear function of B, Bmax and Bmin, e.g.:
𝐵𝑚𝑎𝑥 − 𝐵
𝑂𝑄𝐼 = 1 − , (8)
𝐵𝑚𝑎𝑥 − 𝐵𝑚𝑖𝑛
or in terms of ΔH
𝛥𝐻𝑚𝑎𝑥 − 𝛥𝐻
𝑂𝑄𝐼 = 1 − , (9)
𝛥𝐻𝑚𝑎𝑥 − 𝛥𝐻𝑚𝑖𝑛
where Bmax and Bmin are the highest and lowest values of the solubility coefficient B, which
varies from Bmax, representing a new clean insulating oil, to Bmin, representing very aged
(end of life) liquid. For transformer mineral oil these values are found to be 3900 and 3100
respectively13. This translates to the range of H = [~25 – ~33] kJ mol-1.
Case Studies
In the following section we are going to demonstrate the applicability of the proposed
approach for oil quality determination.
Table 5
Parameters of three studied transformers
Nameplate Trx-A Trx-B Trx-C
Power, MVA ~ 1.0 40 10
Voltage, kV 22/4.5 66/22 22/6.6
Oil preservation COPS COPS COPS
Oil cooling ONAN/ONAF/OFAF ONAN/ODAF ONAN
Age New > 45 years > 55 years
Trx-A is a new transformer undergoing a seven day temperature rise test. Similar to Fig. 2,
the two moisture probes, installed at the top radiator header and bottom radiator header,
were used to determine oil quality per the algorithm outlined in the previous section.
a)
b)
Figure 4 a) Top and Bottom Oil Temperature for New Oil Filled Transformer in °C; b) Top and Bottom Water
Content in ppm. A = 7.37; B= -1662.7 – default solubility coefficients
The temperature profile for top and bottom oil is shown in Figure 4a, while absolute water
content for top and bottom oil is shown in Figure 4b. As expected for new oil, a good
agreement between top and bottom water content was reached over all periods of
monitoring. Water content was calculated using default solubility coefficients provided by
the sensor manufacturer.
The heat of water dissolution in oil (enthalpy change) is calculated from the given B
solubility coefficient as ΔH = ln(10)·R·B = 31.84 kJ·mol-1, which is very close to the enthalpy
of a new, unused oil.
Also Eq. 9 can be used for OQI calculation which gives the same result. Given that a brand
new oil has an OQI =1 the studied oil is classified as “new” or in “GOOD” condition, using the
terminology of the IEC Guide.
The temperature and relative saturation profile for two weeks of monitoring of Trx-B are
shown in Figure 5 and Figure 6. Oil quality data are summarised in Table 6.
From the analysis of oil annual samples for the last five years, one can see that the water
content was always below the specified limits according to both IEEE and IEC guidelines (see
tables 3 and 4). However, examining the data of Figure 7 we can observe that on the 8th of
January water content was 45 ppm, well over limit according to both IEEE and IEC. This
renders annual oil sampling nearly useless as far as water-in-oil is concerned.
Table 6
Oil Quality Data for last 5 years
Sample date 8 Jan 2010 19 Jan 2011 13 Jan 2012 7 Feb 20213 4 Apr 2014
Oil Temp, C 25 16 19 38 19
Moisture bottom, ppm 17 19 17 26 23
Dielectric breakdown 2mm 56 40 56 29 60
DDF at 100 C 0.01 0.01 0.01 0.01 0.01
Acid number, mg KOH/g 0.06 0.03 0.03 0.04 0.04
IFT, 26.9 24.1 26.8 25.1 22.2
Colour 2.0 2.0 2.5 2.5 2.5
Acidity is within the norm, but IFT is borderline between “fair” and “poor” according to the
IEC guide and “unacceptable” per IEEE. The DBV does not correlate with the age as well,
however the value of 29 kV registered on the 7 th of February indicates that the oil is
“unacceptable” and “poor” by both Guides. The next year it is back to a rather high 60 kV
(meaning “acceptable” and “good” by both Guides). The colour is progressively getting
worse. Having a value of 2.5 indicates that oil approaches an “unacceptable” level per both
IEEE and IEC Guides. Indication of getting close to “unacceptable” is also supported by the
IFT value approaching 22 mN / m.
A comparison of top and bottom calculated values for WCO is shown in Figure 7. These two
series theoretically must agree, having the same value of ppm for top and bottom oil. Also
shown (Fig 7) the residuals (a difference of top and bottom oil ppm at any given moment of
time). One can notice that the average residual is approximately 2.5 ppm and the max is 6
ppm.
Bottom oil T, °C
Figure 5
Top and bottom temperature recorded for Trx –B during two week period
Bottom oil rS
Top oil rS
Figure 6
Top and bottom relative water saturation recorded for Trx –B
Bottom ppm
Δ ppm
Figure 7
Top, bottom and residual water content recorded for Trx –B
A = 7.37; B= -1662.7 – built in coefficients
The calculated top and bottom ppm are also shown in Figure 8. This time the calculation is
based on a laboratory determination of solubility coefficients A and B. There is an even
larger difference between top and bottom oil ppm. This observation supports an expert
opinion that calibration of moisture sensors by KF method is not a valid approach for service
aged oils.
50
Top ppm
40
Bottom ppm
30
ppm
20
10
0
6-Jan-15 0:00 8-Jan-15 0:00 10-Jan-15 0:00 12-Jan-15 0:00 14-Jan-15 0:00 16-Jan-15 0:00 18-Jan-15 0:00 20-Jan-15 0:00 22-Jan-15 0:00
-10
Figure 8
Top, bottom and residual water content recorded for Trx –B:
A = 6.6; B = -1400.00 by KF lab method
When compared, the estimated online solubility coefficients A = 6.96; B= -1527 are different
from the default values, being A = 7.37; B= -1662.7. The B coefficient converts into ΔH =
29.2 kJ/mol.
40
30
ppm
20
10
0
6-Jan-15 0:00 8-Jan-15 0:00 10-Jan-15 0:00 12-Jan-15 0:00 14-Jan-15 0:00 16-Jan-15 0:00 18-Jan-15 0:00 20-Jan-15 0:00 22-Jan-15 0:00
-10
Figure 9
Top, bottom and residual water content recorded for Trx –B:
A = 6.96; B= -1527.0 determined by OQM method.
The Oil Quality Index (OQI) = 0.52, representing a 50% deterioration as compared to new oil.
There is not yet an established scale for OQI, but based on the results with the studied
transformers we could offer diagnostic classes as depicted in Figure 10.
OQI = F(ΔH)
1
0.9
Good
0.8
0.7
0.6
Fair
OQI
0.5
0.4
0.3
0.2
0.1
Poor
0
25 26 27 28 29 30 31 32 33
ΔH, kJ/mol
Figure 10
OQI based oil condition diagnostic
The same classification approach was applied to another transformer, labelled Trx-C.
Table 7
Oil Quality Parameters for Trx C
Surprisingly, at a time of sampling the breakdown voltage obtained in the laboratory for the
top oil was much lower than that for the bottom oil, despite the fact that resistivity and DDF
did not support the trend (see Table 7). Given that the relative saturation of the top oil was
lower than that at the bottom, and the particle counts at the top were lower than at the
bottom, there was no explanation for the discrepancy observed between the top and
bottom oil breakdown voltages of 44 and 63 kV.
The acidity level of 0.5-0.53, and the IFT level of 17-18 indicate an extremely deteriorated oil
condition.
The top and bottom ppm series for two months are shown in Figure 11 using default water
solubility coefficients. Estimated solubility coefficients, using the proposed method, are: A =
6.54; B= -1385.0. There is a larger disagreement between traditional (using default A and B)
and the proposed estimation of top and bottom ppm than was the case with Trx-B.
25
23
21
19
17
15
10-Sep 20-Sep 30-Sep 10-Oct 20-Oct 30-Oct 9-Nov 19-Nov
ppm1 ppm2
Figure 11
Top, bottom and residual water content recorded for Trx –C
A = 7.37; B= -1662.7 – built in coefficients
35
33
31
29
WCO, ppm
27
25
23
21
19
17
15
10-Sep 20-Sep 30-Sep 10-Oct 20-Oct 30-Oct 9-Nov 19-Nov
ppm1! ppm2!
Figure 12
Top, bottom and residual water content recorded for Trx –C:
A = 6.54; B= -1385.0 by OQM method
The A and B coefficients are considerably different from the ones of Trx-B respectively. The
enthalpy of water solution for Trx-C is ΔH = 26.5 kJ/mol. The OQI and red”/“yellow”/”green”
diagnostic is shown in Figure 13. The estimated oil quality index (OQI = 0.1) indicates that
the Trx-C's oil is heavily deteriorated, which is also supported by IFT and NN (acidity)
diagnosis.
0.9
0.8
0.7
0.6
OQI
0.5
0.4
0.3
0.2
0.1
0
25 26 27 28 29 30 31 32 33
ΔH, kJ/mol
Figure 13.
OQI based oil condition diagnostic
Conclusion
Mineral oil is one of the most important and critical natural protective mediums in
transformers. It serves many purposes including defending a transformer from dielectric
stresses, thermal overheating, and electrical partial discharges and arcing. It also serves as
an information carrier. Thus timely monitoring of transformer oil quality has become one of
the emerging requirements of a modern diagnostic and monitoring system.
A new method for continuous online oil quality assessment has been described and several
case studies applying this new method have been discussed.
It was demonstrated that annual oil sampling is not adequate for tracing moisture content.
The error may lead to wrong diagnosis, which in turn creates the real need for an online oil
quality assessment. It was also demonstrated that with periodic sampling it is difficult to see
any trends in the degradation of the dielectric strength and oil acidity before the oil reaches
a condition of severe deterioration.
The proposed Oil Quality Index is an integral indicator of oil deterioration, and correlates
well with both late oil life acidity and IFT. OQI has a solid physicochemical basis and is very
sensitive to change in oil conditions.
One of the benefits of a proposed method is eliminating the need for manual oil sampling,
thus saving resources on laboratory analytical services.
Another benefit of the proposed method is the simplicity of measuring oil quality with well-
regarded and time proven monitoring means such as moisture sensors.
It is believed that a new approach to electrical insulation liquid quality assessment will lay a
foundation for new analytical techniques, and instruments for more accurate and reliable
determination of water in oil parameters, and its effects on the quality of electrical
insulating liquids.
The authors wish to thank a team of R&D scientists led by Senja Leivo of Vaisala for
significant contribution to the development of oil quality monitoring solutions and case
studies presented in the paper.
References
Oleg Roizman is founder and managing director of IntellPower Pty. Ltd. in Australia, an
engineering consulting and services company with an emphasis on continuous online
monitoring and diagnostics of power transformers.
Prior to forming IntellPower in 2000, Dr. Roizman was employed by Monash University in
Australia as an R&D scientist. He was involved in developing analytics in areas of power
system stability, power quality, monitoring and diagnostics of electrical plant.
Dr. Roizman is an author of many technical papers and an active member of various working
groups within IEEE PES Transformers Committee and CIGRE.
Colin Feely is an Asset Strategy Engineer with Powercor Australia Ltd, a privatised
distribution company operating in Victoria, Australia. Colin has had over 30 years of
engineering and management experience in the electrical industry in Victoria and a 12
month consulting assignment in South Sumatra.
Colin holds an Electrical Engineering Diploma from the Gippsland Institute of Advanced
Education. His preferred job description is “to have fun playing with Plant”.