10/6/2019 Testing Directional Overcurrent Relays from Valence

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Testing Directional Overcurrent Relays

In the previous post about Directional Overcurrent relay (67) testing (Finding th
Direction in Directional Overcurrent Relays), we reviewed Directional Overcurre
protection from a system perspective to enhance the descriptions in The Relay
Testing Handbook: Principles and Practice. We’ll be looking at Directional
Overcurrent relays from a testing perspective in this post.

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Successful Directional Overcurrent tests have three parts:

1. Your current must be above the pickup setting.

2. Your current must be in the correct direction.

3. You must have a polarizing signal.

A traditional relay tester, or automated testing software, will often apply a test scenario like the
following:

Channel Magnitude Angle Instruction

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Ia > Pickup setting 0° (default) Raise until pickup

This test plan may work depending on the sophistication of the relay, but there’s a pretty good
chance that the pickup tests will work, and the timing test will fail. In this scenario, you might get
frustrated and start disabling the directional function, or start looking for the non-directional rela
de nitions so you can map them to a test output. Let’s take a closer look at your test plan before
you, or your test software, head down that path.

Based on the drawing of your test plan, it looks like you’ve met the rst two criteria for a successf
Directional Overcurrent test:

1. The current is greater than the pickup setting.

2. The current is in the tripping direction. (Not in the shaded area)

But do you have a polarizing signal?

Testing Directional Overcurrent Relays That Use Phas

to-Phase References
Imagine that I asked you for directions to your favorite restaurant after dark. You could give me
directions like, “If you head north for ten blocks and then east for three blocks, you’ll nd the bes
BBQ in the county.” Your directions are perfect, but I’ll be hungry until I nd a compass or someo
to give me a reference like, “North is that way”. However, if you said, “Turn right for ten blocks an
then turn right for three more blocks”, I’ll be eating the best BBQ in no time.

Directional relays need a reference to work correctly, and that reference is called the polarizing
signal. The Directional Overcurrent element needs a polarizing signal to operate reliably; otherwi
anything could happen depending of the sophistication of the relay.

Most electro-mechanical relays, and GE relays like the one from The Relay Testing Handbook exam
use the phase-phase voltage from the two un-faulted phases as a polarizing signal. You could dri
yourself crazy trying to gure out how to apply the test and phasor diagrams from older relay
manuals to modern test-sets.

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Or you can test all relays that use the un-faulted voltages as a polarizing signal by simply applying
three-phase balanced voltages as shown in this phasor diagram from the previous post. We adde
the B-C phase-phase voltage to the drawing, which is the polarizing voltage this style of relay use

If we rotate the standard phasor diagram by 90° and add the same labeling used by the relay
bulletin drawings, we can see that simply adding voltage will allow us to successfully test every re
of this type.

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Channel Magnitude Angle Instruction

Ia > Pickup setting 0° (default) Raise until pickup

Va Nominal V 0°

Vb Nominal V -120°

Vc Nominal V 120°

Testing Directional Overcurrent Relays That Use

Negative Sequence References
Unfortunately, not every relay uses phase-phase voltages as a polarizing signal. Some relays use
negative sequence voltage as the polarizing signal. Negative sequence voltage can be simpli ed t
mean unbalanced voltage (You can get more information in the Sequence Components section o
The Relay Testing Handbook: Principles and Practice). Are the voltages unbalanced in the
previous test plan?

You can tell by graphically adding the three voltages together, or with the negative sequence
formula.

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The negative sequence, or unbalance voltage, is zero in a balanced system. Therefore, our previo
test plan will not have a polarizing signal on relays that use negative sequence polarizing.

We can x this problem by thinking about what happens during a phase-to-ground fault.

● What happens to the faulted voltage? The faulted voltage will drop; how much it drops depends on th
severity of the fault. The worst possible fault would drop the fault voltage to near zero, but most faults
won’t be that severe. We can cut the faulted voltage in half to simulate a phase-to-ground fault.

● What happens to the faulted current? The faulted currents will jump to a higher value, and we know f
the relay settings how much current we need for the relay to detect a fault. Set the fault current at leas
110% of the relay’s pickup setting.

● What happens to the other voltages and currents that aren’t faulted? They would change slightly dur
a real fault, but you would need some modelling software to gure out how much. We can assume that
they don’t move, like textbooks do, for testing purposes.

If we alter our test plan to better simulate a fault, it would look like the revised plan below.

Channel Magnitude Angle Instruction

Ia > Pickup setting 0° (default) Raise until pickup

Va One-half V 0°

Vb Nominal V -120°

Vc Nominal V 120°

A plan to Test any Directional Overcurrent Relay

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Now our Directional Overcurrent (67) test plan looks like the following drawing where we start wi
the raw currents and voltages, calculate the non-faulted phase-to-phase voltage, and plot the
operating current and polarizing signal, which in this case is VBC. This test plan has a good chanc
being successful because we have an operating signal and a polarizing signal.

These drawings look at the same test plan for a Directional Overcurrent (67) element that uses
negative sequence voltage. We start with the raw currents and voltages, then calculate the negat
sequence voltage, and then plot the operating current and polarizing signal (V2). This test plan ha
good chance of being successful because we have an operating signal and a polarizing signal.

We appear to be in good shape for most Directional Overcurrent (67) applications. However, ther
will be times when this test plan will not work. What are the odds that a phase-to-ground fault
will be 100% resistive? The answer is never. Actually, there are almost no purely resistive system
as we discussed in the previous article, so our test current at zero degrees can cause problems,
especially near generation systems like wind farms that can have crazy characteristics or very hig
voltage (>115kV) applications. Some relays have an operating characteristic like the following pict

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Notice that our test current is right on the edge of the reverse direction. This means that it is a co
toss whether the relay will operate or not. We can ensure the relay always operates by setting the
faulted current to a fault angle that would happen in the system. You can choose a good fault an
using one of these methods:

● Most modern relays have a positive sequence angle setting that de nes the expected fault angle. Set th
fault angle to that setting.

● If you have a good understanding of fault characteristics, you could guess the fault angles.

● A very high voltage system (>115kV) will have a characteristic near 90 degrees, so you could safe
choose a fault angle of 87°.

● A high voltage system (>69kV) will have a fault angle closer to 75°.

● A distribution system (>34kv) will have a fault angle closer to 60°.

● A medium voltage system will have a fault angle closer to 45°.

● You can never go wrong with a fault angle of 60° or 75°. This is what electro-mechanical relays used
because their options were limited and they needed a good average.

Our test will work for all common characteristic angles if we modify it to include the phase angle
during a fault.

Channel Magnitude Angle Instruction

Ia > Pickup setting 75° (or fault angle) Raise until pickup

Va One-half V 0°

Vb Nominal V -120°
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Vc Nominal V 120°

Directional Overcurrent Relay Test Plan Summary

Testing Directional Overcurrent (67) elements is almost as simple as testing standard Overcurren
(50/51) elements as long as you properly simulate a fault. I used to occasionally run into problem
when testing Directional Overcurrent (67) elements using traditional testing techniques. I would
spend a lot of unnecessary time trying to gure what went wrong as I said to myself, “I know I’m

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doing it right, why won’t this relay work right!!!” Now I always follow these steps before running a
test:

● Connect all currents and voltages

● Choose the fault type to apply

● Apply nominal balanced three-phase voltages

● Cut the fault voltage in half

● Raise the fault current more than 110% of the pickup setting

● Make sure the fault current lags the fault voltage by the fault angle or 75°

Modern testing equipment makes this easy, which means you can spend more time understandi
the application so you can become a true relay testing craftsman.

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