Maintenance Strategies for Power Transformers: A Comprehensive Approach
- Augusto Moser

- Jun 28
- 4 min read

Power transformers are vital components of electrical networks, requiring effective maintenance to ensure reliability and longevity. This article outlines the maintenance strategies for power transformers detailed in the "Guide for Transformer Maintenance" by CIGRE Working Group A2.34 (February 2011) and proposes a recommended strategy plan for optimal transformer performance.
Understanding Maintenance Strategies for Power Transformers
The guide identifies several maintenance philosophies to balance reliability, cost, and operational needs. These strategies apply primarily to liquid-immersed transformers rated 69 kV and above and larger than 25 MVA, though their principles are widely applicable.
1. Time-Based Maintenance (TBM)
Definition: Maintenance performed at predetermined intervals to prevent equipment failure, also known as systematic preventive maintenance.
Key Features:
Includes actions like oil changes, lubrication, and preventive part replacements.
Intervals are fixed, regardless of equipment condition.
Advantages:
Easy to plan and schedule, especially for outages.
High risk coverage when following OEM recommendations.
Disadvantages:
May result in over-maintenance or miss condition-specific issues.
Not the most cost-effective approach.
2. Condition-Based Maintenance (CBM)
Definition: Maintenance triggered by the actual condition of the transformer, assessed through monitoring and diagnostics.
Key Features:
Relies on techniques like Dissolved Gas Analysis (DGA), oil tests, and electrical measurements.
Actions are taken only when condition data exceeds predefined limits (e.g., IEC 60422, IEEE C57.106).
Advantages:
Cost-effective by avoiding unnecessary maintenance.
Targets specific issues based on real-time data.
Disadvantages:
Requires sophisticated monitoring tools and expertise.
Planning is more complex due to variable intervals.
3. Reliability-Centered Maintenance (RCM)
Definition: An optimized strategy prioritizing reliability based on the transformer’s role in the network and failure consequences.
Key Features:
Considers criticality factors (safety, environmental, operational) and assigns a criticality index.
Combines with health indices to prioritize maintenance.
Advantages:
Focuses resources on critical components and high-risk units.
Balances reliability and cost effectively.
Disadvantages:
Complex implementation requiring detailed failure mode analysis.
Resource-intensive initial setup.
4. Corrective Maintenance
Definition: Actions to restore a transformer after failure or significant degradation.
Key Features:
Includes minor fixes (e.g., oil processing, leak repairs) and major repairs (e.g., winding replacement).
Triggered by detected abnormalities, not routine schedules.
Advantages:
Addresses immediate issues to prevent major failures.
Disadvantages:
Reactive, potentially leading to downtime if not preempted.
5. Continuous On-Line Monitoring
Definition: Real-time tracking of transformer condition using intelligent electronic devices (IEDs).
Key Features:
Includes continuous DGA, bushing monitoring, and OLTC diagnostics.
Provides early warnings of incipient faults.
Advantages:
Reduces risk of unexpected failures.
Minimizes periodic testing costs.
Disadvantages:
High initial investment in monitoring systems.
Requires integration into maintenance workflows.
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Diagnostic Techniques: The Backbone of Maintenance
Effective maintenance relies on diagnostic tools to assess transformer health:
Dissolved Gas Analysis (DGA): Detects incipient faults by analyzing gas levels in oil (IEC 60599, IEEE C57.104).
Oil Testing: Monitors moisture, acidity, and contaminants (IEC 60422, IEEE C57.106).
Electrical Tests: Measures insulation resistance, power factor, and winding integrity.
Thermal Imaging: Identifies hot spots indicating potential issues.
Frequency Response Analysis (FRA): Assesses mechanical condition of windings.
Component-Specific Maintenance
The guide details maintenance for key transformer components:
Bushings: Regular inspection for cracks and oil levels.
On-Load Tap Changers (OLTC): Maintenance based on operation count or condition (e.g., 4-12 year intervals).
Cooling Systems: Ensure fans and pumps function correctly.
Oil Preservation Systems: Check seals and breathers to maintain oil quality.
Data Management: The Key to Optimization
Recording: Log all maintenance activities and test results systematically.
Analysis: Use historical data to predict maintenance needs and refine strategies.
Maintenance Management Systems (MMS): Facilitate planning, execution, and optimization for large transformer fleets.
Recommended Strategy Plan
Based on the guide, a hybrid maintenance strategy is recommended to leverage the strengths of each approach:
TBM:
Conduct regular inspections (e.g., monthly visits, annual DGA) to catch obvious issues.
Follow typical intervals: 1-2 years for oil tests, 6-8 years for accessories verification.
CBM:
Implement for bushings, cooling systems, and winding (oil quality), using diagnostics like DGA and thermal imaging.
Defer maintenance to the next outage if condition permits.
RCM:
Apply to high-risk assets where failure impacts safety or system reliability.
Use criticality and health indices to prioritize tasks.
Continuous On-Line Monitoring:
Install on critical transformers to detect faults early (e.g., continuous DGA for the main transformer positioned at the main entry point of the electrical circuit or transmission units).
Integrate data into MMS for real-time decision-making.
Continuous Improvement
Feedback Loop: Regularly review maintenance outcomes and adjust intervals or methods based on data.
Technology Integration: Adopt advanced tools like online DGA and bushing monitors to enhance condition assessment.
Conclusion
This hybrid approach ensures transformer reliability and efficiency by combining proactive routine checks, condition-driven interventions, and reliability-focused prioritization. By tailoring maintenance to transformer criticality and condition, utilities and industries can minimize downtime, reduce costs, and extend asset life, aligning with the best practices outlined in the CIGRE guide.
Our Solutions
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References
CIGRE, "Guide for transformer maintenance" (445), 2011.





