Technical Guide

Monitoring of Transformers and High-Voltage/Extra-High-Voltage Substations

Monitor high-voltage (HV) and extra-high-voltage (EHV) transformers: temperature, oil, DGA, Buchholz, OLTC, grid quality, alerts, and predictive maintenance.

A high-voltage (HV) or medium-voltage (MV) transformer almost never fails without warning signs: overheating, moisture in the oil, dissolved gases, phase imbalance, harmonics, tap changer drift, ventilation failure, or a Buchholz alarm. The Eziwan monitoring system centralizes these measurements in real time to help operators detect faults before a shutdown, document trends, and ensure the safe maintenance of industrial substations.

Why Monitor a High-Voltage/Extra-High-Voltage Transformer Continuously?

Power transformers are critical assets: they serve as the interface between the upstream grid and industrial, commercial, or energy facilities. Their unavailability can result in lost production, a site shutdown, a protection trip, a fire hazard, or a major repair on equipment that is difficult to replace quickly.

In many facilities, however, monitoring is still limited to three levels:

  • electrical protection devices that trip only when a fault has already become severe;
  • on-site inspections involving the local reading of thermometers, relays, and meters;
  • periodic oil analyses performed several times a year.

These approaches remain useful, but they are not sufficient to detect all deviations between inspections. Slow overheating, an increase in humidity, harmonic drift, or wear on the load regulator can develop over weeks before becoming apparent during an inspection.

Continuous monitoring enables a shift from a reactive approach to condition-based maintenance: maintenance is triggered by the actual condition of the asset, not just by a schedule or a failure.

Transformer Faults to Be Detected Early

A transformer can experience several types of faults. Some are sudden and must be handled by protective relays. Others develop gradually and are well suited for monitoring.

Defect CategoryWeak SignalsMain Risk
Oil or winding overheatinghigh temperature, heavy load, insufficient ventilationaccelerated aging of insulation
Oil degradationmoisture, acidity, dissolved gasesloss of dielectric strength
Internal faultgases, Buchholz trip, abnormal pressureinternal arc, dielectric breakdown
Load imbalanceunbalanced currents, loaded neutraloverheating and additional losses
HarmonicsHigh THD, dominant harmonicslosses, overheating, aging
OLTC faultAbnormal operations, switching times, contact currentincorrect voltage setting, mechanical fault
Auxiliary faultventilation, oil pump, control power supplyloss of cooling or monitoring
Adverse environmental conditionsambient temperature, humidity, intrusionaging, safety, unavailability

The goal is not to replace electrical protection systems. They remain essential. The objective is to supplement these protection systems with a monitoring layer that identifies trends before they reach a critical threshold.

Monitoring Architecture for HTA/HTB Stations

Eziwan acts as a data collection and transmission gateway. The gateway retrieves measurements from sensors, relays, network analyzers, substation controllers, and third-party equipment, then transmits them to a centralized dashboard via a secure tunnel.

This architecture allows you to monitor a workstation locally or remotely without exposing the equipment to the Internet. Encrypted outbound traffic is easier to secure than direct inbound access to the workstation’s relays or controllers.

Priority measurements to collect

The value of transformer monitoring depends on the choice of data points. It is better to collect less data—but high-quality data—than to report hundreds of values without context.

MeasurePossible sourceUse
High oil temperaturebuilt-in sensor, PT100, converterthermal monitoring of the transformer
Estimated winding temperaturethermal indicator, relay, calculationassessment of insulation aging
Load per phasepower analyzer, current transformersoverload and unbalance detection
Voltage per phasepower analyzerpower quality monitoring
Voltage and Current THDPower quality analyzerHarmonic detection
Buchholz gasBuchholz relayAlert for possible internal fault
Oil levelContact or analog sensorLeak, expansion, tank anomaly
Oil moistureIn-line sensor or periodic analysisDielectric risk
DGADissolved gas sensorDetection of thermal or electrical faults
OLTC positionOn-load tap changerVoltage regulation monitoring
Number of OLTC operationsinternal counterusage-based maintenance
Forced ventilationcontact, auxiliary controllercooling verification
Substation room temperatureambient sensorenvironmental conditions

tip: Good practice Associate each point with a unit, a frequency, a criticality level, a threshold, a deviation rule, and an expected action. A useful alarm tells you what to do, not just that a value is in the red.

Oil and Winding Temperature

Temperature is one of the most important indicators for a transformer. A sustained rise in temperature accelerates the aging of the oil-impregnated paper insulation and reduces the safety margin. Monitoring must distinguish between oil temperature, ambient temperature, load, and estimated winding temperature.

Typical cases to look for are:

  • High oil temperature despite a normal load;
  • Overheating due to inadequate ventilation;
  • Estimated winding temperature deviation;
  • Abnormal phase-to-phase voltage difference;
  • Local temperature at the substation too high;
  • Thermal cycles occurring more frequently than usual;
  • Load restart after a trip, followed by a rapid temperature rise.

Temperature alone is not enough. It must be considered in relation to the load, the cooling method, the outdoor temperature, and substation events. A high temperature during a short load peak does not have the same significance as a persistently high temperature under average load conditions.

Buchholz, Pressure, and Internal Defects

The Buchholz relay is a key component for oil-immersed transformers equipped with a conservator. In particular, it detects gas buildup or abnormal oil movement that may indicate an internal fault.

Supervision must be reported at least:

  • gas alarm;
  • activation;
  • contact status;
  • event timestamp;
  • correlation with load and temperature;
  • communication status;
  • acknowledgment and operator comment.

A Buchholz event should never be treated as a mere computer alarm. It requires a clear operating procedure tailored to the type of transformer, the load conditions, and the manufacturer’s instructions.

DGA: Dissolved Gas Analysis

Dissolved gas analysis, often referred to as DGA for Dissolved Gas Analysis, helps diagnose certain internal faults in oil-filled transformers. The gases detected can provide clues about partial discharge, overheating, arcing, or insulation degradation.

Online DGA sensors do not always replace a comprehensive laboratory analysis, but they do provide a continuous trend. This trend is valuable when a gas concentration rises rapidly or when the profile of a gas mixture changes.

Gas or indicatorPossible interpretationAnalysis considerations
HydrogenPossible partial discharge or electrical faultCorrelate with other gases
MethanePossible low-temperature heatingDepends on oil context
EthanePossible thermal faultTrend is more significant than isolated value
EthylenePossible more pronounced overheatingMonitor rate of change
AcetylenePossible electric arcCritical signal—confirm promptly
Carbon monoxidePossible cellulose degradationRelated to paper aging
MoisturePossible decrease in dielectric strengthDepends on temperature and history

The interpretation of DGA results must be guided by recognized methods, such as IEC 60599 or the diagnostic practices used by transformer specialists. Eziwan can centralize and log the data, but technical decisions must take into account the transformer, its oil, its age, previous test results, and the manufacturer’s recommendations.

OLTC Support Switcher

The on-load tap changer, or OLTC, is one of the most heavily used mechanical components in a power transformer. It adjusts the turns ratio to keep the voltage within an acceptable range, but each operation causes mechanical and electrical wear.

The key points to monitor are:

  • current position;
  • total number of operations;
  • number of operations per period;
  • operation time;
  • motor current;
  • switching fault;
  • deviation between setpoint and actual position;
  • voltage regulator alarms;
  • abnormal frequency of tap changes.

An unusual increase in the number of tap changes may indicate a control problem, unstable upstream voltage, or overly aggressive settings. OLTC maintenance should therefore be based on actual usage, not just on a scheduled timeline.

Power Quality, Harmonics, and Unbalance

Transformers are affected by power quality. Nonlinear loads, variable-speed drives, rectifiers, inverters, charging stations, and electronic equipment can generate harmonics. These disturbances increase losses, cause the windings to overheat, and can accelerate aging.

The key measures are:

  • phase-to-phase and phase-to-neutral voltage;
  • current per phase;
  • active, reactive, and apparent power;
  • power factor;
  • voltage and current imbalance;
  • voltage THD;
  • current THD;
  • harmonics by order;
  • sags and surges;
  • frequency;
  • outages or micro-outages.

The EN 50160 standard describes the characteristics of the voltage supplied by public power grids under normal conditions. For an internal industrial power system, it can serve as a reference, but the operating thresholds must be adapted to the connection agreement, the requirements of the utility or transmission company, the site’s equipment, and power quality studies.

High-Voltage and Medium-Voltage Substations: Compliance, Traceability, and Audits

Monitoring alone does not ensure regulatory compliance. However, it does provide the historical data and logs needed to document operations.

For high-voltage (HV) delivery substations, the NF C 13-100 covers substations supplied by a public HV distribution network up to 33 kV. Internal high-voltage installations may also be subject to other standards, depending on their voltage, intended use, and design.

In environments connected to Enedis or RTE, the applicable requirements depend on the connection point, the contract, the voltage level, the protection scheme, and the operating rules. The Eziwan monitoring system helps provide actionable traceability, but the exact reference framework must be validated against the contractual documents and the requirements of the relevant grid operator.

The following are useful elements for an audit:

  • temperature history;
  • alarm logs;
  • Buchholz events;
  • DGA trends;
  • protection and auxiliary status;
  • power quality;
  • maintenance reports;
  • interventions and acknowledgments;
  • PDF or CSV exports;
  • monitoring availability;
  • threshold and configuration changes.

Traceability Info A monitoring report is most useful when it is time-stamped, consistent, legible, and linked to maintenance actions. The evidence is not limited to a graph; it must document the condition of the asset and the decisions made.

Predictive Alerts and Drift Rules

A transformer alert should not be based solely on an absolute threshold. Slow deviations are often more useful than sudden overshoots, as they allow time to plan.

Examples of useful rules:

  • Oil temperature exceeding a threshold for a defined period of time;
  • Abnormal temperature rise under steady load;
  • Significant current imbalance between phases;
  • Current THD rising over several days;
  • Number of OLTC operations exceeding the usual pattern;
  • Rapid increase in a DGA gas;
  • Rising oil moisture content;
  • Loss of communication with a relay;
  • Ventilation failure under high load;
  • Substation room temperature exceeding the authorized threshold.
RuleTypeRecommended Action
Persistently high oil temperaturetime-delayed thresholdcheck load and cooling
Rapid rise in DGA gasdriftinitiate transformer diagnostics
Buchholz alarmcritical eventapply operating procedure
OLTC operating too frequentlybehavioral anomalycheck voltage regulation
Persistent current imbalancegrid qualityanalyze loads by phase
Ventilation unavailableauxiliaryperform maintenance
High THDpower qualityharmonic analysis or filtering

The threshold must be tailored to the transformer, its cooling method, its age, its load, and the manufacturer’s recommendations. Copying a generic threshold from one site to another can cause false alarms or mask a real risk.

Predictive Maintenance: How Data Is Really Making a Difference

Predictive maintenance is not a magic solution. It becomes useful when the measurements are reliable, comparable, and linked to concrete actions.

In particular, it allows you to:

  • prioritize which transformers to inspect;
  • schedule an oil analysis before a failure occurs;
  • anticipate the need for an OLTC adjustment;
  • detect recurring overloads;
  • justify increased ventilation;
  • verify the effect of harmonic correction;
  • document accelerated aging;
  • reduce unnecessary rounds;
  • plan outages with greater precision.

The most robust approach combines online measurements, field inspections, laboratory oil analyses, manufacturer recommendations, and the experience of electrical teams.

Example of a pinout diagram for a high-voltage transformer

ItemSourceFrequencyThreshold or ruleUsage
High oil temperaturePT1001 minthreshold and driftthermal monitoring
Local ambient temperaturesensor5 minhigh thresholdcooling context
Phase current L1 L2 L3network analyzer1 minimbalancetransformer load
Current THDnetwork analyzer5 minquality thresholdharmonics
Buchholz alarmdry contacteventimmediateinternal fault
Oil levelsensor or contact5 minlow thresholdleak or anomaly
OLTC positionregulatoreventinconsistencyvoltage regulation
OLTC operation counterregulator1 hmaintenance thresholdactual wear
Ventilation faultauxiliary contacteventimmediatecooling
Oil moistureDGA or third-party sensor1 hdriftdielectric strength

This plan can then be expanded to include the criticality of the unit, the transformer’s power rating, the type of oil, the presence of a preservative, the cooling method, and the maintenance strategy.

CMMS, SCADA, and Central Monitoring Integration

Eziwan can function as a dedicated dashboard for transformers, but it can also feed data into a SCADA system, a CMMS, or an energy monitoring tool.

Common integrations include:

  • Automatic creation of CMMS tickets;
  • CSV export for oil analysis and reporting;
  • Webhook to on-call system;
  • API to data platform;
  • Alarm forwarding to SCADA;
  • Monthly PDF export for operational review;
  • Access log for OT cybersecurity.
DestinationData SentPurpose
CMMSalarms, faults, OLTC countersmaintenance planning
SCADAcritical statuses and measurementsreal-time operations
Data platformtime seriesadvanced analysis
On-callqualified alertsrapid response
PDF reportmonthly summaryaudit and assurance

Integration should minimize noise. Not all measurements warrant a SCADA alarm. Some should remain in the history log and only be flagged in the event of an abnormal trend.

OT Security for the Substation

A high-voltage/extra-high-voltage substation is a sensitive environment. Monitoring connectivity must be secured from the design phase onward.

Best Practices:

  • No public ports exposed to relays, PLCs, or gateways;
  • Encrypted outbound VPN tunnel;
  • Traffic filtering by IP, port, and protocol;
  • Separation between the monitoring network and the protection network;
  • Remote access limited to authorized personnel;
  • Strong authentication for maintenance;
  • Connection logging;
  • Rapid revocation of vendor access;
  • Configuration backups;
  • Documentation of routes and equipment;
  • Monitoring of tunnel status.

To learn more about secure remote access, see the guide on OT network security without public ports and industrial connectivity solutions.

Typical Deployment with Eziwan

A transformative monitoring project must be structured to avoid blind spots.

1. Job Description

Identify the transformers, protective devices, Buchholz relays, existing sensors, network analyzers, auxiliary equipment, OLTC regulators, PLCs, and available communication systems.

2. Criticality Analysis

Classify assets based on their impact: production loss, safety, redundancy, replacement time, power, age, failure history, and operational constraints.

3. Mapping Points

Define the essential metrics, thresholds, deviation rules, frequencies, alert recipients, and expected actions.

4. Installing the gateway

The Eziwan gateway is connected to the station’s sensors, relays, analyzers, or PLCs. Depending on the architecture, it can use Ethernet, Modbus TCP, Modbus RTU, digital inputs, analog inputs, or third-party gateways.

5. Securing Communication

The outbound VPN tunnel is configured, access is filtered, user permissions are restricted, and logging is enabled.

6. Configuring Dashboards

The views are organized by substation, transformer, criticality, and measurement category: thermal, oil, DGA, OLTC, grid quality, auxiliaries, and alarms.

7. Field Tests

Every critical measurement is verified: unit, scale, contact direction, timestamp, alarm, acknowledgment, CMMS ticket, and behavior in the event of a loss of communication.

8. Periodical Review

Thresholds and deviation rules are adjusted based on observations of actual behavior. A transformer is more than just a spec sheet: its operational history matters.

Common Pitfalls

Several mistakes can significantly reduce the value of a transformative supervision project.

  • confusing electrical protection with predictive monitoring;
  • monitoring temperature without tracking the load;
  • creating too many unprioritized alarms;
  • ignoring the tap changer;
  • overlooking auxiliary cooling systems;
  • interpreting a DGA without historical data or expertise;
  • mixing critical measurements with secondary information;
  • failing to test Buchholz contacts;
  • granting overly broad remote access to the substation;
  • failing to document thresholds;
  • failing to link alerts to the CMMS;
  • comparing very different transformers without context.

Caution: Important Note Monitoring must never inhibit or bypass electrical protective measures. It complements protection, operation, and maintenance, but does not replace the substation’s safety functions.

How Eziwan Fits Into Your High-Voltage/Extra-High-Voltage Systems

Eziwan provides the connectivity, data collection, and monitoring layer between substation equipment and operations teams. The Eziwan gateway transmits field data, the cloud platform centralizes dashboards and historical data, and connectivity solutions secure remote access across multiple sites.

This approach is suitable for manufacturers, infrastructure operators, energy facilities, data centers, pumping stations, private high-voltage networks, and multi-station facilities. It allows for the modernization of monitoring systems without immediately replacing existing relays, sensors, or analyzers.

Conclusion

Monitoring high-voltage (HV) and extra-high-voltage (EHV) transformers and substations makes it possible to detect weak signals before they develop into major faults: overheating, moisture, dissolved gases, Buchholz alarms, unbalance, harmonics, auxiliary faults, or tap changer wear.

With Eziwan, critical metrics are centralized in a secure dashboard, logged, correlated, and transformed into actionable alerts. Electrical teams gain greater visibility, can better prioritize maintenance, and have robust traceability for their audits, insurers, and operational requirements.

Further Reading

Frequently Asked Questions

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