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Transformer condition assessment across a fleet

A structured survey of your transformer population that produces a ranked, evidence-based picture of asset health and a prioritised intervention plan.

A laptop showing frequency-response traces, set on the open case of a test instrument on a transformer cover, with test leads running to the bushings
Sweep frequency response analysis run from the transformer cover, the traces on the laptop.
01Who it is for

Who a transformer condition assessment is for

A transformer condition assessment turns a fleet of uncertain condition into evidence: every unit sampled, the units the results single out tested on site, and the whole fleet ranked by condition and risk. It is the usual first step, because it decides where the budget of any later programme goes.

  • Utility, TSO and DSO asset managers

    You decide between repair and replacement inside a multi-year plan and a fixed budget. Whether the plan is regulated or funded by a development bank, each intervention has to be justified with condition evidence, and the assessment produces it unit by unit.

  • IPP asset owners

    Availability obligations, and lenders who expect documented, auditable asset management. The assessment gives test evidence with the method recorded beside each result, in a form a lender's technical adviser can review.

  • Mine and plant engineering managers

    A transformer fleet whose condition nobody has measured, often with gaps in the records. The assessment establishes what you have before money goes to any single unit.

  • Fleets past their design life

    In Europe and the UK many units have outlived their design life and now carry renewable in-feed and reverse power flow they were not specified for. The assessment shows which are fit to stay in service, which need work and which should be replaced.

  • Owners about to commit capital

    Before a unit is refurbished or replaced, the assessment says whether it justifies the spend, so the programme that follows is sized to the fleet you actually have.

02What the programme includes

What a fleet condition assessment includes

  1. Oil sampling across the whole fleet

    Every transformer is sampled, not a selection. Samples for dissolved gas analysis are drawn to IEC 60567, and samples for the other oil tests to IEC 60475.

  2. Oil analysis to published methods

    Dissolved gases, breakdown voltage, water content, acidity, dissipation factor, interfacial tension, corrosive sulphur and oxidation inhibitor content, each reported with its method and read against the unit's own earlier results where they exist.

  3. On-site electrical diagnostics on priority units

    Winding resistance, turns ratio with vector group and polarity, insulation resistance and polarisation index, tan delta and power factor of windings and bushings, sweep frequency response analysis to IEC 60076-18, excitation current, short-circuit impedance, core insulation and thermography under load.

  4. Bushing condition

    Measured capacitance and tan delta are compared with each bushing's nameplate values under IEC 60137. Drift in either can mean water has entered the bushing, or the insulation between its grading layers has started to break down.

  5. Condition scoring and risk ranking

    Each unit is scored for condition and risk from its results, its records and its duty, and given an indication of remaining life.

  6. A capital and maintenance plan

    The assessment ends in a plan that says which transformers to treat, which to rehabilitate and which to replace, and in what order.

03How it runs

How the assessment runs, from sampling to a plan

Phases, in order. The size of the fleet sets the order of work, and your outage windows set the dates of anything that needs a unit switched off.

  1. Sampling across the fleet

    Oil is drawn from every unit, normally with the transformer in service.

  2. Analysis and interpretation

    Each sample is tested to its published methods, and the results are read against the interpretation guides and the unit's own history.

  3. Site tests where the findings point

    The units singled out by their oil results or their records receive electrical diagnostics. These tests need the transformer de-energised, so they are planned into your outage windows.

  4. Scoring and ranking

    Every unit is scored, and the fleet is ranked by condition and risk.

  5. The plan

    Treat, rehabilitate or replace, unit by unit and in order of priority, with the evidence behind each call.

  6. What follows

    The plan becomes the scope of the next piece of work: oil treatment, refurbishment, or installing a replacement.

What you provide

  • The assets and the site

    The organisation, the site, the number of transformers with their rating and voltage ranges, the situation and your timeline: what the enquiry form asks for.

  • Existing records

    DGA results, oil analysis and test reports, sent as a reply to our acknowledgement. A result means more when it is read against the same unit's history.

  • Outage windows

    When each unit can be switched off, whether a regulated outage plan or a load-shedding rota sets it. Tests and work that need a de-energised unit are planned into those windows.

  • Access to the site

    Access, ground conditions, crane availability and supply, confirmed at the site survey before a price is fixed.

04What you receive

What the condition assessment report gives you

  • A ranked picture of the fleet

    Every transformer placed by condition and risk, so the weakest units are known and the sound ones are left alone.

  • A record for each unit

    Its results, the method behind each one, a condition score and an indication of remaining life.

  • A prioritised intervention plan

    Which units to treat, which to rehabilitate and which to replace, in order, as the basis of a capital plan.

  • A baseline for trending

    The first results become the reference that every later sample and test on the same unit is compared with.

05The technical basis

Oil tests, diagnostics and the standards behind them

Every test in the assessment follows a published method, and the method is reported with the result. These are the standards the work and the report rely on; the full oil-test schedule is on the capabilities page.

Standards the work and the report follow
StandardWhat it governs here
IEC 60475Sampling insulating oil for the general tests
IEC 60567Sampling for dissolved gas analysis, and the analysis itself
IEC 60599Interpreting dissolved gas results
IEEE C57.104Interpreting dissolved gas results where the specification is written to IEEE
IEC 60422Reading oil condition, and the action each result calls for
IEEE C57.106Reading oil condition where the specification is written to IEEE
IEC 60156Breakdown voltage
IEC 60814Water content, by Karl Fischer titration
IEC 62021-1Acidity
IEC 60247Dissipation factor and resistivity of the oil
IEEE C57.152Guide to diagnostic field testing of the transformer
IEC 60076-18Sweep frequency response analysis of the windings
IEC 60137Bushings: the nameplate values that measured capacitance and tan delta are compared with
06Questions

Transformer condition assessment: common questions

What does a fleet condition assessment include?

Oil is sampled from every transformer in the fleet and analysed. The units the oil results or the records single out then receive on-site electrical tests. Each unit is scored for condition and risk and given an indication of remaining life, and the assessment ends in a plan that says which transformers to treat, which to rehabilitate and which to replace.

Which standards are the oil results read against?

Dissolved gas results are interpreted to IEC 60599, or to IEEE C57.104 where the specification is written to IEEE. Oil condition is assessed against IEC 60422, or IEEE C57.106. Each test is carried out to a named method — breakdown voltage to IEC 60156, water content to IEC 60814, acidity to IEC 62021-1 — and the method is recorded beside every result.

How are units chosen for on-site electrical testing?

Sampling covers the whole fleet first. Electrical tests then go where the findings point: a unit with a rising gas signature, high moisture or a history of close-in faults, and any unit whose records call for it. The list is agreed with you before site work is planned, because it sets the outage windows the assessment needs.

What does the assessment report contain?

For each transformer: the test results, the method each was carried out to, the reading against the relevant limit or interpretation guide, a condition score and an indication of remaining life. For the fleet: the units ranked by risk, and a plan setting out which to treat, which to rehabilitate and which to replace, in order of priority.

Can a fleet with no test history be assessed?

Yes. The first assessment then becomes the baseline that later results are trended against. Where earlier oil results, factory test reports or a previous frequency-response trace exist, they are used, because most of these measurements mean more when compared with the same unit's earlier values than when read alone.

What does a condition assessment cost?

It depends on the number of transformers, how many are tested on site as well as sampled, where the site is and what reaching it involves. We do not publish a price list: scope is confirmed on the ground before a price is fixed. The enquiry form asks for fleet size, ratings and site location, so that the first reply is specific to your fleet.

Scope this programme for your site

Tell us the assets, the site and the situation. The enquiry form opens with this programme already selected.