Solved Problems · Set 37

Protective Relaying

Part 8 · Protection and the Modern Grid — every number a relay engineer actually enters into a relay, from the knee point of the CT to the reach of zone 3. Chapter 36 of the textbook.

Prof. Mithun Mondal 20 solved · 12 practice · 3 challenge GATE · ESE · University

Set 37 — Protective Relaying

Twenty worked problems on the settings calculations that turn a catalogue relay into a protection scheme. The chain is always the same and it is always followed in the same order: the current transformer must reproduce the fault current before anything downstream is meaningful, the pickup must sit between full load and the smallest fault, the time multiplier must be graded against the relay below, and every one of those numbers must survive being converted between primary and secondary quantities without a factor of a CT ratio going astray. The sheet works through CT sizing and saturation, the IEC inverse curves, a complete three-relay grading study with its relay-versus-fault table, directional and differential elements, and the three zones of a distance relay in secondary ohms.

Textbook Chapter 36 · 20 solved · 12 practice · 3 challenge · 12 MCQs

i Method Recap
  • The CT's burden is a resistance, and the knee point follows from it. \(V_k \ge \mathrm{ALF}\times I_{sn}\left(R_{ct}+R_{lead}+R_{b}\right)\), because the core must generate the emf that drives the secondary current through the whole loop. A burden quoted in volt-amperes converts as \(R_b = \mathrm{VA}/I_{sn}^{2}\), so the same relay is 25 times more onerous on a 1 A CT than on a 5 A one.

  • Run the argument backwards to get the effective accuracy limit. \(\mathrm{ALF}_{\text{eff}} = V_k/\!\left[I_{sn}(R_{ct}+R_{lead}+R_{b})\right]\). The nameplate ALF applies at the CT's rated burden; the installed burden is what decides where the core actually saturates.

  • The plug setting multiplier is a primary-ampere statement in disguise. \(\mathrm{PSM} = I_f/\left[(\text{CT ratio})\times\text{plug}\times I_{sn}\right]\), whose denominator is the primary pickup current. Check that number against maximum load and minimum fault current before anything else — it is the only quantity in a grading study you can sanity-check by eye.

  • The IEC family is one formula with four constants. \(t = \mathrm{TMS}\times k/(M^{\alpha}-1)\) with SI \((0.14,\,0.02)\), VI \((13.5,\,1)\), EI \((80,\,2)\) and LTI \((120,\,1)\). Because \(t\to\infty\) as \(M\to1\), a relay set at exactly the fault current never operates.

  • Grade from the load end backwards, at the common fault. The margin — \(0.3\)\(0.4\) s electromechanical, \(0.25\)\(0.3\) s all-numerical — is checked at the fault both relays see, which is the one at the boundary between them, never at each relay's own worst case. Round every TMS up: rounding to the nearest step eats a margin that was calculated to be only just sufficient.

  • A directional element compares phase against a reference that does not reverse. \(T \propto VI\cos(\theta-\tau)\), forward over the half plane \(|\theta-\tau| < 90^\circ\). The \(90^\circ\) connection polarises the phase-A element from the line voltage of the two healthy phases, so a single-phase fault at the relay terminals still leaves a polarising quantity.

  • Percentage bias makes the threshold grow with through current. \(I_{diff} > I_s + k\,I_{bias}\) with \(I_{bias} = \tfrac12(|\vec I_1|+|\vec I_2|)\). It defeats ratio mismatch, tap-changer error and CT saturation — and it cannot defeat inrush, because inrush enters one side and leaves nowhere, putting the operating point on the line \(I_{diff} = 2I_{bias}\), a slope of 200%.

  • Distance settings are primary ohms until the last line. Zone 1 at \(80\%\) instantaneous, zone 2 at line plus half the shortest adjacent line at \(0.3\)\(0.4\) s, zone 3 at line plus \(120\%\) of the longest at \(0.8\)\(1.0\) s; then convert once, \(Z_{sec} = Z_{pri}\,N_{CT}/N_{VT}\). Infeed at the remote bus multiplies the far section by \(K = 1+I_B/I_A\) and always causes under-reach, so the reach must be chosen for the weakest infeed condition.

Problem 1RoutineCT Burden

A \(1200/5\) A class \(5\mathrm{P}20\) current transformer has a secondary winding resistance of \(0.30\) Ω. The relay panel is \(90\) m from the switchyard and is wired with \(2.5\) mm² copper pilot cable (\(\rho = 1.72\times10^{-8}\) Ωm). The relay itself is rated \(2.5\) VA at \(5\) A. Find

  1. the total secondary loop burden in ohms and in volt-amperes at rated secondary current;
  2. the knee-point voltage the CT must have;
  3. the volt-amperes the core must deliver at the accuracy limit, and comment on the split between relay and pilot cable.
Solution

The pilot loop. The current goes out and comes back, so the conductor length is twice the route length:

\[ R_{lead} = \frac{\rho\,\ell}{A} = \frac{1.72\times10^{-8}\times(2\times90)}{2.5\times10^{-6}} = 0.00688\times180 = 1.238\ \Omega \]

A resistance of \(6.88\) mΩ per metre of cable is worth memorising for \(2.5\) mm² copper; it turns a pilot run into ohms in one multiplication.

The relay burden in ohms. A volt-ampere rating is quoted at rated secondary current, so

\[ R_{b} = \frac{\mathrm{VA}}{I_{sn}^{2}} = \frac{2.5}{5^{2}} = 0.10\ \Omega \]

The same \(2.5\) VA relay on a \(1\) A CT would be \(2.5\) Ω — twenty-five times as much. The current rating of the secondary matters more than the VA number.

(i) The total loop.

\[ R_{tot} = R_{ct}+R_{lead}+R_b = 0.300+1.238+0.100 = 1.638\ \Omega \]
\[ \mathrm{VA}\big|_{5\text{ A}} = I_{sn}^{2}R_{tot} = 25\times1.638 = 41.0\ \text{VA} \]

Forty-one volt-amperes, of which the relay is \(2.5\) and the pilot cable is \(31.0\). On a \(5\) A secondary the cable is the burden and the relay is a rounding error.

(ii) The knee-point voltage. The CT must hold its accuracy to twenty times rating, so the core must be able to generate the emf that drives \(20\times5 = 100\) A through \(1.638\) Ω:

\[ V_k \ge \mathrm{ALF}\times I_{sn}\left(R_{ct}+R_{lead}+R_b\right) = 20\times5\times1.638 = 163.8\ \text{V} \]

Specify the next standard core above this — \(V_k = 180\) V or \(200\) V — never the value itself, because \(R_{ct}\) rises with temperature and the pilot run is rarely the length the drawing claims.

(iii) The volt-amperes at the limit.

\[ \mathrm{VA}\big|_{20\times} = V_k\,I_{s} = 163.8\times100 = 16{,}380\ \text{VA} \approx 16.4\ \text{kVA} \]

A device described on its nameplate as a \(41\) VA CT has to behave as a \(16\) kVA transformer for a few cycles. That is the whole reason a protection core is physically large, and the whole reason it saturates when the estimate of the loop resistance is optimistic.

A 5 A secondary was invented when relays were heavy and panels were close; both of those facts have reversed. With a numerical relay of \(0.1\) Ω, the pilot cable is 76% of the whole loop and 93% of everything outside the CT itself, and the fix is a \(1\) A secondary: the same run then carries a fifth of the current and dissipates a twenty-fifth of the volt-amperes in the leads. Modern EHV switchyards are wired with \(1\) A CTs for exactly this reason.
Answer\(R_{tot} = 1.638\) Ω = 41.0 VA at 5 A; \(V_k \ge 163.8\) V; the core must deliver 16.4 kVA at the accuracy limit, of which the pilot cable takes 76%
Problem 2Exam LevelAccuracy Limit

The CT actually delivered for the installation of Problem 1 has a knee-point voltage of \(140\) V. Find its effective accuracy limit factor and the primary current at which it saturates. Then find two ways of restoring the nameplate figure of \(20\) without changing the CT: state how short the pilot run would have to be, and what happens if the cable is upsized to \(4\) mm² (\(4.30\) mΩ/m) instead.

Solution

The effective accuracy limit factor is the knee-point formula solved for ALF instead of for \(V_k\):

\[ \mathrm{ALF}_{\text{eff}} = \frac{V_k}{I_{sn}\left(R_{ct}+R_{lead}+R_b\right)} = \frac{140}{5\times1.638} = \frac{140}{8.192} = 17.1 \]

The nameplate says \(5\mathrm{P}20\), and in this installation the CT is a \(5\mathrm{P}17\). The nameplate figure is quoted at the CT's rated burden; it is a property of the CT and the burden together, never of the CT alone.

The saturation current in primary terms:

\[ I_{p,\,sat} = \mathrm{ALF}_{\text{eff}}\times(\text{rated primary}) = 17.1\times1200 = 20{,}500\ \text{A} \]

A \(20.5\) kA symmetrical fault. On a \(132\) kV bus with a \(31.5\) kA switchgear rating that is not comfortable, and Problem 3 shows that the DC offset destroys the margin entirely.

Route one — shorten the pilot run. For \(\mathrm{ALF} = 20\) the whole loop must not exceed

\[ R_{tot} \le \frac{140}{20\times5} = 1.400\ \Omega \quad\Rightarrow\quad R_{lead} \le 1.400-0.300-0.100 = 1.000\ \Omega \]
\[ \ell_{loop} = \frac{1.000}{0.00688} = 145\ \text{m} \quad\Rightarrow\quad \text{route length } 72.7\ \text{m} \]

The panel would have to move \(17\) m closer to the switchyard, which in a substation already built is not a route at all.

Route two — upsize the cable, which is the one that gets used:

\[ R_{lead} = 0.00430\times180 = 0.774\ \Omega, \qquad R_{tot} = 0.300+0.774+0.100 = 1.174\ \Omega \]
\[ \mathrm{ALF}_{\text{eff}} = \frac{140}{5\times1.174} = 23.9 \quad\Rightarrow\quad I_{p,\,sat} = 23.9\times1200 = 28{,}600\ \text{A} \]

Going from \(2.5\) mm² to \(4\) mm² buys back \(8\) kA of saturation-free fault current for the price of a drum of cable. CT circuits are routinely wired in \(4\) or \(6\) mm² for no reason other than this.

The class of a CT is not a number you can read off the label and use. \(5\mathrm{P}20\) is a promise conditional on the burden; connect the CT to a heavier loop and the promise silently becomes \(5\mathrm{P}17\), with no alarm, no indication, and no symptom until a fault arrives and the relay under-reads. Every CT schedule should carry the computed \(\mathrm{ALF}_{\text{eff}}\) beside the nameplate class.
Answer\(\mathrm{ALF}_{\text{eff}} = 17.1\), saturating at 20.5 kA primary; a 72.7 m route restores 20, and upsizing to 4 mm² gives \(\mathrm{ALF} = 23.9\) and 28.6 kA
Problem 3HardTransient Rating

The CT of Problems 1 and 2 sits on a \(132\) kV circuit whose fault level is \(18\) kA with an \(X/R\) ratio of \(14\) at \(50\) Hz. Find the knee-point voltage needed to reproduce the symmetrical fault, the knee-point voltage needed to reproduce it with full DC offset, the DC time constant, and state what the \(140\) V core delivered will actually do.

Solution

The symmetrical requirement. The secondary current at the fault is

\[ I_s = 18{,}000\times\frac{5}{1200} = 75\ \text{A}, \qquad V_k \ge I_s R_{tot} = 75\times1.638 = 122.9\ \text{V} \]

By this measure the \(140\) V core passes: \(140 > 122.9\), consistent with Problem 2's saturation current of \(20.5\) kA being above \(18\) kA. It is also the wrong measure.

The DC offset. A fault initiated at voltage zero carries a unidirectional component that drives the flux one way for as long as it lasts, so the flux demand is not the peak of a sine but the integral of a decaying exponential added to it. The transient dimensioning factor accounts for the worst case:

\[ K_{td} = 1 + \frac{X}{R} = 1+14 = 15 \]
\[ V_k \ge K_{td}\,I_s\,R_{tot} = 15\times75\times1.638 = 1843\ \text{V} \]

One thousand eight hundred volts against one hundred and forty. The core actually installed is a factor of \(13.2\) too small to hold accuracy through a fully offset fault.

The time constant tells you how long the problem lasts:

\[ T_{dc} = \frac{L}{R} = \frac{X/R}{2\pi f} = \frac{14}{2\pi\times50} = 44.6\ \text{ms} \]

Rather more than two cycles, so the offset is still at \(37\%\) of its initial value when a zone 1 distance element is trying to make its decision, and at \(11\%\) when a graded overcurrent relay finally operates.

What the installed core will do. It will saturate, and it will saturate early — within the first half cycle for a fully offset fault. The consequences depend entirely on which relay is behind it:

\[ \begin{array}{ll} \text{Graded overcurrent} & \text{under-reads for a few cycles; operates late, still selectively} \\ \text{Distance zone 1} & \text{under-reaches; a genuine in-zone fault falls to zone 2 time} \\ \text{Differential} & \text{one CT saturates and the other does not} \Rightarrow \text{spurious } I_{diff} \end{array} \]

The third is the dangerous one, and it is why busbar and generator differential schemes are the applications that get fully transient-rated TPX, TPY or TPZ cores while ordinary feeder overcurrent does not.

What is done instead. A \(1843\) V core for a feeder CT is not economic — it is a physically different device, several times the volume. Two things are done. The burden is reduced, which scales \(V_k\) directly: replacing the pilot cable as in Problem 2 and moving to a numerical relay of \(0.1\) Ω takes the loop to \(1.174\) Ω and the requirement to \(15\times75\times1.174 = 1321\) V. And the relay algorithm is made saturation-tolerant, using the undistorted portion of each cycle rather than the whole of it — something a numerical relay can do and an induction disc cannot.

Every CT saturation problem is the same problem seen twice: a steady-state calculation that passes and a transient calculation that fails by an order of magnitude. The factor between them is \(1+X/R\), and \(X/R\) is largest exactly where the plant is most valuable — close to generators and large transformers. A CT specification that never mentions \(X/R\) has not been done.
AnswerSymmetrical: \(V_k \ge 122.9\) V. Fully offset: \(V_k \ge 1843\) V, a factor of 13.2 above the 140 V core supplied; \(T_{dc} = 44.6\) ms, so the core saturates within the first half cycle
Problem 4RoutineResidual Connection

Three \(400/1\) A CTs on an \(11\) kV feeder are connected in star, with an earth-fault relay in the residual lead set to \(15\%\) and phase relays in each line. The feeder carries \(340\) A of balanced load. Find what the earth-fault relay sees for (i) that load, (ii) a phase-to-phase fault of \(2400\) A, (iii) a single-line-to-earth fault of \(1800\) A, and state the primary pickup and the PSM in case (iii). Then explain why the same setting is impossible for a phase relay.

Solution

What the residual lead carries. The three secondaries share a return, so the current in that return is the phasor sum:

\[ I_{res} = I_a+I_b+I_c = 3I_0 \]

This is Chapter 22's zero-sequence definition executed in copper, with no relay and no arithmetic. Set 21's transformation is being computed by three wires meeting at a point.

A B C 400/1 CTs 51A 51B 51C 51N Ia+Ib+Ic = 3I0 residual lead — zero for load and for phase faults
Star-connected CT group: the phase relays see load, the residual relay sees only earth current

(i) Balanced load, 340 A. A balanced set sums to zero by construction:

\[ I_a+I_b+I_c = 0 \quad\Rightarrow\quad I_{res} = 0 \]

Each phase relay carries \(340/400 = 0.85\) A; the residual relay carries nothing. In practice a few tens of milliamperes of CT-error residual appear, which is why the earth-fault setting is \(10\)\(20\%\) rather than \(1\%\) on a star group.

(ii) Phase-to-phase fault, 2400 A between B and C. The current in B is the negative of that in C, and A carries nothing:

\[ I_a = 0,\quad I_b = -I_c = 2400\angle0^\circ \quad\Rightarrow\quad I_{res} = 0+2400-2400 = 0 \]

A \(2400\) A fault, and the earth-fault relay does not stir. That is the point of the residual connection: it is a filter that is blind to everything except an earth path.

(iii) Single-line-to-earth fault, 1800 A in phase A.

\[ I_{res}\big|_{\text{primary}} = 1800\ \text{A} = 3I_0, \qquad I_{res}\big|_{\text{secondary}} = \frac{1800}{400} = 4.5\ \text{A} \]
\[ \text{primary pickup} = 0.15\times400 = 60\ \text{A}, \qquad \mathrm{PSM} = \frac{4.5}{0.15\times1} = \frac{1800}{60} = 30 \]

A multiple of thirty on a relay whose pickup is \(60\) A — one sixth of the load the feeder is carrying at the time.

Why a phase relay cannot be set there. A phase relay carries load current, so its pickup must sit above the maximum load the feeder will ever draw, including cold-load pickup:

\[ \text{earth-fault pickup } 60\ \text{A} \;\ll\; 340\ \text{A load} \;\lt\; \text{phase pickup} \approx 1.3\times340 = 442\ \text{A} \]

The phase relay's pickup is seven times the earth relay's, because the phase relay measures a quantity that load produces and the earth relay measures one that load cannot. A \(150\) A high-resistance earth fault is invisible to the first and gives the second a multiple of \(2.5\).

Never open the secondary of a live CT. With \(I_s = 0\) the whole of the primary ampere-turns become magnetising ampere-turns, the flux clips into a square wave, and \(N\,d\phi/dt\) at the transitions reaches several kilovolts across the open terminals. Spare cores are shorted, test blocks short before they break, and a CT circuit is the one place in a substation where a short circuit is the safe condition.
AnswerLoad: 0. Phase-to-phase: 0. Earth fault: 4.5 A secondary, primary pickup 60 A, \(\mathrm{PSM} = 30\) — a setting seven times more sensitive than any phase relay could accept
Problem 5RoutinePlug Setting

An \(11\) kV feeder carries a maximum load of \(260\) A and is protected by a \(1\) A standard-inverse relay fed from a \(300/1\) CT. Available plug settings are \(50, 75, 100, 125\) and \(150\%\). The minimum fault current at the far end of the feeder is \(1500\) A. Choose the plug setting, find the PSM, and find the operating time at \(\mathrm{TMS} = 0.15\). Verify the PSM twice, once in primary and once in secondary amperes.

Solution

The lower bound on the pickup. A feeder relay is set at about \(1.3\) times full load, to clear the load, the tolerance and the cold-load pickup that follows a restoration:

\[ I_{pickup} \ge 1.3\times260 = 338\ \text{A} \]

Cold-load pickup is the reason for the margin, not relay tolerance. When a feeder is re-energised after an outage every thermostatic load in the area starts together, and the first few seconds can draw twice the normal maximum.

Convert the available plugs to primary amperes, which is the only form in which the constraint can be checked:

\[ \begin{array}{lll} 50\% & 300\times0.50 = 150\ \text{A} & \text{below load — trips on load} \\ 75\% & 225\ \text{A} & \text{below load} \\ 100\% & 300\ \text{A} & \text{above load but only } 1.15\times \\ 125\% & 375\ \text{A} & \text{satisfies } 1.3\times \;\checkmark \\ 150\% & 450\ \text{A} & \text{also acceptable, but slower} \end{array} \]

Adopt \(125\%\): the smallest plug that clears the load constraint, because every step upward lengthens every operating time on the curve (Problem 8).

The upper bound, which must also be checked and usually is not:

\[ \mathrm{PSM}\big|_{\min\text{ fault}} = \frac{1500}{375} = 4.0 \;\gt\; 1 \]

Comfortably above unity, so the relay will certainly operate on the smallest fault it must see. Since \(t\to\infty\) as \(M\to1\), a multiple below about \(1.5\) is useless however generous the TMS.

The PSM, both ways, as the arithmetic check every settings sheet should carry:

\[ \text{secondary: } \frac{1500\times(1/300)}{1.25\times1} = \frac{5.00}{1.25} = 4.0 \qquad \text{primary: } \frac{1500}{300\times1.25} = \frac{1500}{375} = 4.0 \]

They agree, as they must — the CT ratio cancels. Disagreement means a factor of the ratio has been applied twice or not at all, which is the single commonest arithmetic error in the subject.

The operating time. On the IEC standard-inverse characteristic,

\[ 4^{0.02} = e^{0.02\ln4} = e^{0.027726} = 1.028114 \quad\Rightarrow\quad M^{0.02}-1 = 0.028114 \]
\[ t = \mathrm{TMS}\times\frac{0.14}{M^{0.02}-1} = 0.15\times\frac{0.14}{0.028114} = 0.15\times4.980 = 0.747\ \text{s} \]

The quantity \(0.14/(M^{0.02}-1) = 4.980\) is the relay's time at \(\mathrm{TMS} = 1\), and it is worth carrying separately: every grading calculation in Problem 9 is a division by it.

AnswerPlug \(125\%\), primary pickup 375 A; \(\mathrm{PSM} = 4.0\) at the minimum fault; \(t = 0.747\) s at \(\mathrm{TMS}=0.15\)
Problem 6Exam LevelCurve Choice

Keep the relay of Problem 5 at \(\mathrm{TMS} = 0.15\) and plug \(125\%\). Tabulate the operating time on all four IEC characteristics at the far-end fault (\(M = 4\)) and at a close-in fault of \(5625\) A (\(M = 15\)). Then state, with a number, which characteristic extracts the most time separation from that current ratio, and which you would choose if the relay must discriminate against a downstream HRC fuse.

Solution

Check the second multiple first.

\[ M = \frac{5625}{375} = 15 \]

A current ratio of \(15/4 = 3.75\) between the two faults. Everything that follows is about how much time each curve can make out of that ratio.

Evaluate all four at \(M = 4\):

\[ \begin{array}{llll} \text{SI} & 0.15\times\dfrac{0.14}{4^{0.02}-1} = 0.15\times4.980 & = & 0.747\ \text{s} \\[6pt] \text{VI} & 0.15\times\dfrac{13.5}{4-1} = 0.15\times4.500 & = & 0.675\ \text{s} \\[6pt] \text{EI} & 0.15\times\dfrac{80}{4^{2}-1} = 0.15\times5.333 & = & 0.800\ \text{s} \\[6pt] \text{LTI} & 0.15\times\dfrac{120}{4-1} = 0.15\times40.00 & = & 6.000\ \text{s} \end{array} \]

At a modest multiple the four are within a few tens of per cent of each other — except long-time inverse, which is eight times slower and is a motor-thermal curve, not a feeder curve.

Evaluate all four at \(M = 15\):

\[ \begin{array}{llll} \text{SI} & 0.15\times\dfrac{0.14}{15^{0.02}-1} = 0.15\times2.516 & = & 0.377\ \text{s} \\[6pt] \text{VI} & 0.15\times\dfrac{13.5}{14} = 0.15\times0.9643 & = & 0.145\ \text{s} \\[6pt] \text{EI} & 0.15\times\dfrac{80}{224} = 0.15\times0.3571 & = & 0.054\ \text{s} \\[6pt] \text{LTI} & 0.15\times\dfrac{120}{14} = 0.15\times8.571 & = & 1.286\ \text{s} \end{array} \]

Now the family has separated completely. Extremely inverse is seven times faster than standard inverse at the same TMS and the same pickup, on the same fault.

The time separation each curve extracts from the current ratio \(3.75\):

\[ \frac{t(4)}{t(15)}\bigg|_{\text{SI}} = 1.98, \qquad \bigg|_{\text{VI}} = 4.67, \qquad \bigg|_{\text{EI}} = 14.9 \]

Standard inverse, with its exponent of \(0.02\), is very nearly flat: a fourfold current change buys a factor of two in time. Extremely inverse buys a factor of fifteen. When fault current varies strongly along a feeder, the steeper curve turns that variation into grading margin for free.

Which to choose against a fuse. An HRC fuse melts on \(I^2t\), so its time–current curve falls as \(1/I^{2}\). Only one IEC characteristic has that shape:

\[ t_{\text{EI}} = \mathrm{TMS}\times\frac{80}{M^{2}-1} \;\;\sim\;\; \frac{1}{M^{2}} \quad\text{for }M\gg1 \]

Choose extremely inverse. Matching the shape means the margin between relay and fuse stays roughly constant over the whole fault range instead of closing at one end; a standard-inverse relay graded against a fuse at \(M = 4\) will cross it somewhere above \(M = 15\) and lose selectivity exactly where the fault is largest.

The exponent, not the constant, is what you are choosing. The numerators \(0.14\), \(13.5\), \(80\) and \(120\) only fix where each curve sits; \(\alpha\) fixes how fast it falls, and that is the engineering decision. Standard inverse for a long chain of distribution relays where a gentle curve grades smoothly; very inverse where fault current varies strongly along the feeder; extremely inverse against fuses and thermal limits.
AnswerAt \(M=4\): SI 0.747, VI 0.675, EI 0.800, LTI 6.000 s. At \(M=15\): 0.377, 0.145, 0.054, 1.286 s. Separation ratios 1.98 / 4.67 / 14.9 — choose extremely inverse against a fuse
Problem 7RoutineInverting The Curve

A standard-inverse relay must operate in \(0.45\) s for a fault that gives it a plug setting multiplier of \(6.5\). TMS is adjustable in steps of \(0.025\). Find the required TMS, the setting to adopt, and the operating time that results. State why the rounding must go one way and not the other, and what happens to the same relay's time at \(M = 3\).

Solution

Separate the curve from the multiplier. The characteristic factorises into a shape term that depends only on \(M\) and a scale term that is the TMS:

\[ t = \mathrm{TMS}\times\underbrace{\frac{0.14}{M^{0.02}-1}}_{t_{1}(M)} \quad\Rightarrow\quad \mathrm{TMS} = \frac{t_{\text{required}}}{t_{1}(M)} \]

\(t_1(M)\) is the operating time at \(\mathrm{TMS}=1\). Every inverse problem in this sheet is one evaluation of \(t_1\) followed by one multiplication or one division.

Evaluate the shape term.

\[ 6.5^{0.02} = e^{0.02\ln6.5} = e^{0.02\times1.871802} = e^{0.0374360} = 1.038145 \]
\[ t_1(6.5) = \frac{0.14}{0.038146} = 3.6701\ \text{s} \]

The \(0.02\) exponent makes the denominator a small difference of numbers close to one, so carry six figures through this step. Rounding \(6.5^{0.02}\) to \(1.038\) shifts the answer by \(0.4\%\); rounding it to \(1.04\) shifts it by \(4.6\%\).

Solve and round.

\[ \mathrm{TMS} = \frac{0.45}{3.6701} = 0.1226 \;\longrightarrow\; \text{adopt } \mathrm{TMS} = 0.125 \]
\[ t_{\text{actual}} = 0.125\times3.6701 = 0.459\ \text{s} \]

Nine milliseconds slower than required, and that is the correct direction.

Why the rounding is always up. The \(0.45\) s came from a downstream time plus a grading margin, and that margin was assembled from four physical contributions — breaker time, relay overshoot, CT and relay tolerance, safety allowance — each of which is already a minimum:

\[ \mathrm{TMS} = 0.100 \;\Rightarrow\; t = 0.367\ \text{s} \quad\text{— } 83\ \text{ms of margin gone} \]

Rounding to the nearest step would have chosen \(0.125\) here anyway, which is exactly why the rule is stated as a rule: it must hold when the computed value is \(0.1249\) as well as when it is \(0.1226\). A grading margin lost to rounding is invisible until the day two breakers trip together.

The same relay at a smaller multiple. Fixing the TMS fixes the whole curve, so the time at any other fault follows:

\[ 3^{0.02} = 1.022215, \qquad t_1(3) = \frac{0.14}{0.022215} = 6.3019 \]
\[ t\big|_{M=3} = 0.125\times6.3019 = 0.788\ \text{s} \]

Halving the multiple has not doubled the time — it has multiplied it by \(1.72\). That is the standard-inverse curve's gentleness, and it is why a chain of SI relays grades smoothly but accumulates time slowly rather than sharply.

Answer\(\mathrm{TMS} = 0.1226\) required, adopt \(0.125\), giving \(t = 0.459\) s; the same relay takes 0.788 s at \(M = 3\)
Problem 8Exam LevelCoupled Settings

A standard-inverse relay on a \(400/1\) CT is set at plug \(100\%\), \(\mathrm{TMS} = 0.20\), and sees a fault of \(5000\) A. Load growth forces the plug up to \(150\%\). Find the operating time before and after, express the change as a percentage, and find the TMS that would restore the original time. Then state what that restoration costs elsewhere in the scheme.

Solution

Before: plug 100%.

\[ I_{pickup} = 400\times1.00 = 400\ \text{A}, \qquad M = \frac{5000}{400} = 12.5 \]
\[ 12.5^{0.02} = 1.051820, \qquad t = 0.20\times\frac{0.14}{0.051820} = 0.20\times2.702 = 0.540\ \text{s} \]

After: plug 150%.

\[ I_{pickup} = 400\times1.50 = 600\ \text{A}, \qquad M = \frac{5000}{600} = 8.333 \]
\[ 8.333^{0.02} = 1.043339, \qquad t = 0.20\times\frac{0.14}{0.043339} = 0.20\times3.230 = 0.646\ \text{s} \]

The relay has become \((0.646-0.540)/0.540 = 19.6\%\) slower for a fault that has not changed at all. Nobody touched the time multiplier.

The TMS that restores the original time.

\[ \mathrm{TMS} = \frac{0.540}{3.230} = 0.167 \;\longrightarrow\; \text{adopt } 0.175 \;\text{(steps of }0.025) \quad\Rightarrow\quad t = 0.565\ \text{s} \]

Available steps do not permit an exact restoration, which is usual; \(0.565\) s is \(25\) ms slow rather than \(106\) ms slow.

What that costs. The TMS scales the whole curve, so restoring the time at one fault changes it at every other fault, and the relay below is graded at a different fault:

\[ \begin{array}{lll} \text{At } M = 12.5 & 0.540 \to 0.565\ \text{s} & \text{restored, near enough} \\ \text{At } M = 4 & 0.996 \to 0.871\ \text{s} & \text{sped up by } 125\ \text{ms} \\ \text{At } M = 2 & 2.006 \to 1.755\ \text{s} & \text{sped up by } 251\ \text{ms} \end{array} \]

The relay has been made faster at low multiples — which is precisely where it is acting as backup for the relay downstream, and where a grading margin of \(0.3\) s was checked. A margin computed before this change is no longer valid.

The general statement. Plug setting and time multiplier are not independent knobs. Raising the plug moves the whole curve to the right in current, so at any fixed fault current the relay operates at a smaller multiple and therefore takes longer; lowering the TMS to compensate moves the whole curve down in time, which changes the operating time at every fault, not the one you were looking at. Any change to either setting invalidates the grading study and it must be redone from the load end.

Answer0.540 s at plug 100%, 0.646 s at 150% — 19.6% slower for the same fault; \(\mathrm{TMS} = 0.175\) restores it to 0.565 s but speeds the relay by 251 ms at \(M=2\), so the grading must be rechecked
Problem 9HardGrading Study

A \(33\) kV radial system runs Source → bus P → bus Q → bus R → load. Relay R3 at P protects section P–Q, relay R2 at Q protects Q–R, and relay R1 at R protects the outgoing feeder. All three are standard inverse with \(1\) A secondaries.

RelayCT ratioMaximum loadProtects
R1 at bus R\(150/1\)\(120\) Aoutgoing feeder
R2 at bus Q\(300/1\)\(240\) Asection Q–R
R3 at bus P\(600/1\)\(480\) Asection P–Q

Three-phase fault currents are \(12{,}000\) A at bus P, \(7500\) A at bus Q, \(4500\) A at bus R and \(2800\) A at the far end of the outgoing feeder. Grade the three relays with a margin of \(0.30\) s using TMS steps of \(0.05\), starting R1 at \(\mathrm{TMS} = 0.10\), and produce the complete relay-versus-fault table.

Solution

Plug settings first, in primary amperes. Take \(100\%\) on each relay:

\[ \begin{array}{llll} \text{R1} & 150\times1.00 = 150\ \text{A} & = 1.25\times120 & \checkmark \\ \text{R2} & 300\times1.00 = 300\ \text{A} & = 1.25\times240 & \checkmark \\ \text{R3} & 600\times1.00 = 600\ \text{A} & = 1.25\times480 & \checkmark \end{array} \]

Each pickup is \(1.25\) times the load on its own circuit, and the most onerous sensitivity check — R3 seeing the \(2800\) A feeder-end fault as a multiple of \(2800/600 = 4.67\) — is comfortably above unity. Both constraints hold, so no plug needs raising.

R1, the most downstream relay, evaluated at F1, the fault at the far end of its own section (\(2800\) A):

\[ \mathrm{PSM} = \frac{2800}{150} = 18.667, \qquad 18.667^{0.02} = 1.060282 \]
\[ t_{R1}\big|_{F1} = 0.10\times\frac{0.14}{0.060282} = 0.10\times2.3224 = \mathbf{0.232\ s} \]

Nothing constrains R1 from below, so it takes the smallest useful TMS the relay offers. Every other time in the study is built on this one.

R2, graded against R1 at the common fault F1. This is the step students get wrong: the comparison is made at the fault both relays see, not at each relay's own section end.

\[ t_{R2}^{\text{req}} = 0.232+0.30 = 0.532\ \text{s}, \qquad \mathrm{PSM}_{R2}\big|_{F1} = \frac{2800}{300} = 9.333 \]
\[ t_1(9.333) = \frac{0.14}{9.333^{0.02}-1} = \frac{0.14}{0.045685} = 3.0645 \]
\[ \mathrm{TMS} = \frac{0.532}{3.0645} = 0.174 \;\longrightarrow\; \text{adopt } \mathbf{0.20} \]
\[ t_{R2}\big|_{F1} = 0.20\times3.0645 = 0.613\ \text{s}, \qquad \text{margin} = 0.613-0.232 = 0.381\ \text{s} \;\ge 0.30\ \checkmark \]

R2 sees half the multiple R1 does, because its CT and pickup are both twice as large. That is grading falling out of the characteristic itself: the upstream relay is automatically slower even before any TMS is chosen.

R2's own duty, at F2, the fault at bus R (\(4500\) A):

\[ \mathrm{PSM} = \frac{4500}{300} = 15, \qquad t_{R2}\big|_{F2} = 0.20\times\frac{0.14}{0.055655} = 0.20\times2.5155 = \mathbf{0.503\ s} \]

R3, graded against R2 at the common fault F2:

\[ t_{R3}^{\text{req}} = 0.503+0.30 = 0.803\ \text{s}, \qquad \mathrm{PSM}_{R3}\big|_{F2} = \frac{4500}{600} = 7.5 \]
\[ t_1(7.5) = \frac{0.14}{7.5^{0.02}-1} = \frac{0.14}{0.041121} = 3.4046 \]
\[ \mathrm{TMS} = \frac{0.803}{3.4046} = 0.236 \;\longrightarrow\; \text{adopt } \mathbf{0.25} \]
\[ t_{R3}\big|_{F2} = 0.25\times3.4046 = 0.851\ \text{s}, \qquad \text{margin} = 0.851-0.503 = 0.348\ \text{s} \;\ge 0.30\ \checkmark \]
0.25 0.50 0.75 1.00 1.25 1.5k 2.8k 4.5k 7.5k 12k 0.381 s 0.348 s R1 150/1 TMS 0.10 R2 300/1 TMS 0.20 R3 600/1 TMS 0.25 fault current (A), log scale t (s)
The three graded curves; margin is checked at the fault common to each pair, not at each relay's own worst case

The settings are fixed. The complete table evaluates every relay at every fault it can see:

FaultCurrentR1 (150/1, TMS 0.10)R2 (300/1, TMS 0.20)R3 (600/1, TMS 0.25)
F1 — feeder end\(2800\) APSM 18.67 → 0.232 sPSM 9.33 → 0.613 sPSM 4.67 → 1.119 s
F2 — bus R\(4500\) APSM 15.0 → 0.503 sPSM 7.50 → 0.851 s
F3 — bus Q\(7500\) APSM 12.5 → 0.676 s
F4 — bus P\(12{,}000\) APSM 20.0 → 0.567 s

Bold entries are primary clearance; every other entry is graded backup. R3 at F1 takes \(1.119\) s, which is \(0.506\) s above R2 — far more than the minimum, as always happens when a relay backs up a fault two sections away.

Now read the last two rows, because they contain the result the study exists to expose:

\[ \begin{array}{lll} \text{Smallest fault, } 2800\ \text{A} & \text{cleared in } 0.232\ \text{s} \\ \text{Largest fault, } 12{,}000\ \text{A} & \text{cleared in } 0.567\ \text{s} \end{array} \]

The most severe fault in the entire system, at the bus where the incoming transformer and the switchgear are, is cleared two and a half times more slowly than the mildest one. That is the structural weakness of graded overcurrent, and Problems 10 and 11 are its two standard remedies.

The whole study is four evaluations of one function and two divisions. What makes it error-prone is not the arithmetic but the bookkeeping: which fault, which relay, which CT ratio. Tabulate the primary pickup of every relay before you start and every PSM becomes a single division in primary amperes, with no CT ratio left to apply twice.
AnswerR1: plug 100%, TMS 0.10, 0.232 s at F1. R2: plug 100%, TMS 0.20, 0.503 s at F2, margin 0.381 s. R3: plug 100%, TMS 0.25, 0.851 s at F2, margin 0.348 s — and 0.567 s for the 12 kA fault at its own bus
Problem 10Exam LevelHigh-Set Element

Fit an instantaneous high-set element to relay R3 of Problem 9. Set it above the fault level at bus Q with the customary \(1.3\) factor, round to a convenient value, and express the setting in secondary amperes and as a multiple of rated current. Then find how far along section P–Q the element actually reaches, and state the condition under which a high-set element is worth fitting at all.

Solution

The setting rule. The element must never see a fault beyond bus Q, or it would trip R3 instantaneously for a fault that belongs to R2 and destroy the grading just computed. The \(1.3\) factor covers DC offset in the measured quantity and the difference between the fault study and the network on the day:

\[ I_{\text{high-set}} \ge 1.3\times I_{f}\big|_{\text{bus Q}} = 1.3\times7500 = 9750\ \text{A} \;\longrightarrow\; \text{adopt } 10{,}000\ \text{A} \]

In relay terms:

\[ I_{sec} = \frac{10{,}000}{600} = 16.67\ \text{A} = 16.67\times I_{n} \quad\text{on a }1\ \text{A relay} \]

High-set elements are always quoted as a multiple of rated current for this reason; a setting of \(1667\%\) would be true and unreadable. Numerical relays accept up to about \(30 I_n\), and thermal withstand of the input circuit, not the algorithm, is what limits it.

How far it reaches requires the fault-current profile along P–Q, which the two given fault levels determine. Working per phase at \(33\) kV:

\[ V_{ph} = \frac{33{,}000}{\sqrt3} = 19{,}053\ \text{V}, \qquad Z_{s} = \frac{19{,}053}{12{,}000} = 1.588\ \Omega \]
\[ Z_{s}+Z_{PQ} = \frac{19{,}053}{7500} = 2.540\ \Omega \quad\Rightarrow\quad Z_{PQ} = 0.953\ \Omega \]

The source is \(1.67\) times stiffer than the line section it feeds, which is typical of a distribution feeder and is exactly the situation that limits a high-set element.

Solve for the fraction \(x\) of the section at which the current falls to the setting:

\[ I(x) = \frac{V_{ph}}{Z_s+x\,Z_{PQ}} = 10{,}000 \quad\Rightarrow\quad Z_s+x\,Z_{PQ} = 1.905\ \Omega \]
\[ x = \frac{1.905-1.588}{0.953} = \frac{0.318}{0.953} = 0.333 \]

The instantaneous element covers the first 33% of section P–Q. Beyond that point the graded curve of Problem 9 does the work, untouched.

What it buys. For the \(12\) kA fault at bus P — the fault the whole study identified as the badly protected one:

\[ t_{\text{graded}} = 0.567\ \text{s} \;\longrightarrow\; t_{\text{high-set}} \approx 0.02\ \text{s (one cycle)} \]
\[ \frac{I^2t\big|_{\text{graded}}}{I^2t\big|_{\text{high-set}}} = \frac{0.567}{0.02} = 28 \]

A twenty-eight-fold reduction in fault energy at the busbar, for the cost of one setting. Nothing else in a grading study offers that.

When it is worth fitting. The reach depends entirely on the ratio of section impedance to source impedance. Repeating the calculation for a longer section:

\[ \begin{array}{lll} Z_{PQ} = 0.953\ \Omega & x = 33\% & \text{worth fitting} \\ Z_{PQ} = 1.906\ \Omega & x = 17\% & \text{marginal} \\ Z_{PQ} = 2.858\ \Omega & x = 11\% & \text{not worth fitting} \end{array} \]

The result inverts the intuition. It is not the long feeder that suits a high-set element but the one whose fault level falls sharply from one end to the other relative to the source — and on a short feeder off a strong source, where the current at both ends is almost the same, the setting rule leaves no reach at all.

AnswerSet at \(10{,}000\) A = \(16.67 I_n\) secondary; it reaches 33% along P–Q and cuts the bus-P clearance from 0.567 s to one cycle, a 28-fold reduction in \(I^2t\)
Problem 11HardCurve As Remedy

Regrade the three relays of Problem 9 on the very inverse characteristic, keeping the same CT ratios, plug settings, faults and \(0.30\) s margin, and starting R1 at the TMS that reproduces its standard-inverse time of \(0.232\) s as closely as the \(0.05\) steps allow. Compare the two schemes at bus P and at the feeder end, and state what the change costs.

Solution

R1 on very inverse at F1. The characteristic is \(t = \mathrm{TMS}\times13.5/(M-1)\):

\[ M = 18.667, \qquad t_1 = \frac{13.5}{17.667} = 0.7642 \]
\[ \mathrm{TMS} = \frac{0.232}{0.7642} = 0.304 \;\longrightarrow\; \text{adopt } 0.30, \qquad t_{R1}\big|_{F1} = 0.30\times0.7642 = 0.229\ \text{s} \]

A very-inverse relay needs a TMS three times larger to give the same time at a high multiple — the curve sits much lower, so it must be scaled up further. TMS values are not comparable across characteristics.

R2, graded at F1:

\[ M = 9.333, \quad t_1 = \frac{13.5}{8.333} = 1.620, \quad \mathrm{TMS} = \frac{0.229+0.30}{1.620} = 0.327 \;\longrightarrow\; 0.35 \]
\[ t_{R2}\big|_{F1} = 0.35\times1.620 = 0.567\ \text{s}, \qquad \text{margin} = 0.338\ \text{s} \;\ge 0.30\ \checkmark \]

R2 at F2, then R3 graded there:

\[ M = 15, \quad t_{R2}\big|_{F2} = 0.35\times\frac{13.5}{14} = 0.35\times0.9643 = 0.338\ \text{s} \]
\[ M_{R3} = 7.5, \quad t_1 = \frac{13.5}{6.5} = 2.0769, \quad \mathrm{TMS} = \frac{0.338+0.30}{2.0769} = 0.307 \;\longrightarrow\; 0.35 \]
\[ t_{R3}\big|_{F2} = 0.35\times2.0769 = 0.727\ \text{s}, \qquad \text{margin} = 0.389\ \text{s} \;\ge 0.30\ \checkmark \]

The comparison at bus P, which is what the regrading was for:

\[ \text{VI: } M = 20, \quad t_{R3}\big|_{F4} = 0.35\times\frac{13.5}{19} = 0.35\times0.7105 = 0.249\ \text{s} \]
\[ \text{SI (Problem 9): } t_{R3}\big|_{F4} = 0.567\ \text{s} \quad\Rightarrow\quad \text{saving } 0.318\ \text{s} \]

The severe fault is now cleared in a quarter of a second instead of well over half. The fault energy at the busbar falls by \(56\%\), and the clearance is now inside the critical clearing times of Chapter 29 rather than outside them.

What it costs, which is at the other end of the curve:

\[ \begin{array}{llll} & \text{SI} & \text{VI} & \\ \text{R3 at } 12{,}000\ \text{A (its own bus)} & 0.567 & 0.249 & \text{VI faster by } 0.318\ \text{s} \\ \text{R3 at } 2800\ \text{A (backing up R1)} & 1.119 & 1.289 & \text{VI slower by } 0.170\ \text{s} \\ \text{R2 at } 2800\ \text{A} & 0.613 & 0.567 & \text{comparable} \end{array} \]

Very inverse trades backup speed at low multiples for primary speed at high ones. That is the correct trade here — the slow entry is a backup time on a fault two sections away, which nobody is relying on for stability — but it is a trade and not a free improvement.

The condition for the trade to pay. The steeper curve extracts more time separation from the same current ratio, so it pays whenever fault current changes strongly along the feeder. Here the ratio between bus P and the feeder end is \(12{,}000/2800 = 4.3\), which is large; on a feeder fed from a very stiff source, where that ratio might be \(1.2\), the very-inverse relays would need almost the same TMS as the standard-inverse ones and nothing would be gained.

Three remedies exist for the accumulated-time problem and they are not alternatives to one another. A high-set element (Problem 10) fixes the fault nearest the source and leaves the rest of the chain alone. A steeper characteristic shortens the whole chain but slows the backup. Unit protection abandons grading entirely and pays no time penalty anywhere — which is why the transformer in Problem 20 has a differential relay and the graded overcurrent behind it exists only as backup.
AnswerVI settings: R1 TMS 0.30, R2 0.35, R3 0.35, margins 0.338 and 0.389 s. Bus-P clearance falls from 0.567 s to 0.249 s, at the cost of R3's backup time at the feeder end rising from 1.119 s to 1.289 s
Problem 12RoutineDirectional Torque

A directional element develops torque \(T \propto VI\cos(\theta-\tau)\), where \(\theta\) is the angle by which the current lags the polarising voltage and \(\tau\) is the maximum-torque angle. The relay is set to \(\tau = 45^\circ\) and a forward fault produces a current lagging by \(70^\circ\). Find the torque as a fraction of maximum, repeat for the same fault seen from behind, state the angular limits of the forward zone, and find how much would be gained by moving the MTA to \(70^\circ\).

Solution

Forward fault. Substituting directly:

\[ \frac{T}{T_{\max}} = \cos(\theta-\tau) = \cos(70^\circ-45^\circ) = \cos25^\circ = 0.906 \]

Ninety-one per cent of the available torque, with the operating point \(65^\circ\) clear of the boundary. The element is decisively in its operating region.

Va (polarising ref) MTA tau = 45 deg Ia forward, 70 deg lag Ia reverse (180 deg away) OPERATE |theta - tau| < 90 RESTRAIN cos(70-45) = 0.906 of maximum torque
The operating half plane is bounded by the line at right angles to the MTA; a reverse fault lies 180° away and is always outside it

The same fault seen from behind. Reversing the direction of current flow through the relay reverses the current phasor, adding \(180^\circ\):

\[ \theta' = 70^\circ-180^\circ = -110^\circ \]
\[ \frac{T}{T_{\max}} = \cos(-110^\circ-45^\circ) = \cos(155^\circ) = -0.906 \]

Equal and opposite. That symmetry is exact and does not depend on \(\tau\): whatever the MTA, a reverse fault is always exactly as far into the restraining region as the corresponding forward fault is into the operating one, because \(\cos(\phi+180^\circ) = -\cos\phi\).

The angular limits of the forward zone. Torque is positive over a half plane:

\[ |\theta-\tau| < 90^\circ \quad\Rightarrow\quad -45^\circ < \theta < 135^\circ \]

A width of \(180^\circ\), bounded by a straight line through the origin at right angles to the MTA. Any plausible fault angle for a network — anywhere from \(15^\circ\) on a resistive distribution feeder to \(85^\circ\) on a transmission line — falls inside it with room to spare.

What an exact MTA would buy:

\[ \tau = 70^\circ \;\Rightarrow\; \frac{T}{T_{\max}} = \cos0^\circ = 1.000 \quad\text{against } 0.906 \;-\; \text{a gain of } 10\% \]

Ten per cent of torque, which is worth nothing. The reason the MTA is not simply set to the network angle is that \(\theta\) is not a fixed number: it varies with fault type, with the arc resistance in the fault, with the proportion of cable to overhead line in the path, and with how much of the impedance is transformer. A setting of \(45^\circ\) keeps every one of those cases within \(0.7\) of maximum torque, and the boundary — not the maximum — is what actually matters.

Where the boundary does matter. The one case worth checking is a fault with substantial arc resistance on a distribution feeder, where \(\theta\) can fall to \(20^\circ\) or below:

\[ \theta = 20^\circ,\ \tau = 45^\circ \;\Rightarrow\; \cos(-25^\circ) = 0.906 \quad\text{still safe} \]

Even a nearly resistive fault stays at \(91\%\). A directional element fails from loss of polarising voltage, not from being a few degrees off its maximum — which is what Problem 13 is about.

AnswerForward \(T/T_{\max} = \cos25^\circ = 0.906\); reverse \(-0.906\); forward zone \(-45^\circ < \theta < 135^\circ\); an exact MTA of \(70^\circ\) would gain only 10% of torque and lose tolerance of the fault-angle spread
Problem 13Exam LevelPolarising

A \(132\) kV line is fed through a source impedance of \(6\) Ω and has \(z = 0.4\) Ω/km. The directional relay at the sending end has a \(132{,}000/110\) VT. Show algebraically what the \(90^\circ\) connection does, then compare the polarising voltage available from \(V_a\) and from \(V_{bc}\) for (i) a solid A-to-earth fault at the relay and (ii) three-phase faults at \(0.5\), \(2\) and \(8\) km. State when memory polarising becomes unavoidable.

Solution

The connection, algebraically. With a balanced set \(V_a = V\angle0^\circ\), \(V_b = V\angle{-}120^\circ\), \(V_c = V\angle120^\circ\):

\[ V_{bc} = V_b-V_c = V\left[(-0.5-j0.866)-(-0.5+j0.866)\right] = -j\sqrt3\,V = \sqrt3\,V\angle{-}90^\circ \]

Quadrature with \(V_a\), and \(\sqrt3\) times larger. That \(90^\circ\) displacement names the connection; whether it is written as a lead or a lag depends only on whether \(V_{bc}\) or \(V_{cb}\) is taken, and the relay's characteristic angle is defined to absorb it either way. What matters physically is that the phase-A current element is polarised from the two phases the A-phase fault does not touch.

(i) A solid A-to-earth fault at the relay terminals. This is the case that decides the connection:

\[ \begin{array}{lll} V_a \to 0 & \text{secondary } 0\ \text{V} & \text{no polarising quantity at all} \\ V_{bc} \text{ unaffected} & \sqrt3\times\dfrac{76{,}210}{1200} = 110\ \text{V} & \text{full nominal} \end{array} \]

The phase voltage of the faulted phase is exactly the one quantity guaranteed to be destroyed by the fault the relay is trying to see. The two healthy phases are untouched, and their line voltage is at full rated secondary value.

(ii) Three-phase faults, where all three voltages collapse together. The relay-point phase voltage is the divider between source and line:

\[ V_{rel} = \frac{132{,}000}{\sqrt3}\times\frac{z\ell}{Z_s+z\ell} = 76{,}210\times\frac{0.4\ell}{6+0.4\ell} \]
\[ \begin{array}{llll} \ell = 0.5\ \text{km} & V_{rel} = 2458\ \text{V} & V_a\text{ sec } = 2.05\ \text{V} & V_{bc}\text{ sec } = 3.55\ \text{V} \\ \ell = 2\ \text{km} & 8966\ \text{V} & 7.47\ \text{V} & 12.94\ \text{V} \\ \ell = 8\ \text{km} & 26{,}508\ \text{V} & 22.09\ \text{V} & 38.26\ \text{V} \end{array} \]

A three-phase fault collapses every voltage in proportion, so the \(90^\circ\) connection buys only the factor \(\sqrt3\) here — real, but a factor and not a rescue. At \(8\) km both quantities are usable; at \(0.5\) km neither is.

Where the boundary falls. An electromechanical directional element needs about \(1\)\(2\) V of polarising voltage to develop reliable torque; a numerical relay needs a phasor estimate it can trust, which in practice means a few volts:

\[ V_{bc,\,sec} \ge 5\ \text{V} \;\Rightarrow\; \frac{\sqrt3\times76{,}210\times0.4\ell}{1200\,(6+0.4\ell)} \ge 5 \;\Rightarrow\; \ell \ge 0.71\ \text{km} \]

Inside about \(700\) m of the relay, a bolted three-phase fault leaves no usable polarising quantity of any kind — a genuine dead zone.

Memory polarising is the answer, and it is unavoidable for exactly this case. The relay stores the pre-fault positive-sequence voltage phasor and continues to rotate it at system frequency for a few cycles after the collapse:

\[ V_{pol}(t) = V_{pre}\,e^{\,j\omega t} \quad\text{for } t \lesssim 5\ \text{cycles} \]

The stored phasor has full pre-fault magnitude and the correct phase, so direction can be determined for a bolted three-phase fault at the relay terminals — something no live measurement can do. Its limitation is duration: after a few cycles the memory has drifted in frequency and must be abandoned, which is acceptable because a close-in three-phase fault is cleared in one or two cycles anyway.

Every polarising choice is an answer to the question "what survives the fault I am trying to detect?" For a single-phase fault, the healthy phases survive — hence \(V_{bc}\). For an earth fault needing direction, the residual voltage \(3V_0\) from a broken-delta VT winding or the transformer neutral current survives — and both exist only during an earth fault, which makes them ideal. For a bolted three-phase fault nothing survives, so the relay must remember.
Answer\(V_{bc} = \sqrt3\,V_a\angle{-}90^\circ\). For an A–E fault at the relay: \(V_a = 0\) but \(V_{bc} = 110\) V secondary. For three-phase faults at 0.5 / 2 / 8 km, \(V_{bc}\) = 3.55 / 12.94 / 38.26 V — memory polarising is unavoidable inside about 0.7 km
Problem 14Exam LevelRatio Matching

A \(50\) MVA, \(220/33\) kV, YNd11 transformer is to be given differential protection. The HV (star-side) CTs are connected in delta and the LV (delta-side) CTs in star, as the vector group requires. Standard HV ratios of \(150, 200, 250, 300\) and \(400/1\) are available; the LV CT is \(1000/1\). Find the rated currents, choose the HV ratio, compute the residual percentage mismatch, and combine it with a \(\pm10\%\) tap changer to state the minimum first bias slope the installation demands.

Solution

Rated currents on both sides.

\[ I_{HV} = \frac{50\times10^{6}}{\sqrt3\times220\times10^{3}} = 131.22\ \text{A}, \qquad I_{LV} = \frac{50\times10^{6}}{\sqrt3\times33\times10^{3}} = 874.77\ \text{A} \]

Their ratio is \(874.77/131.22 = 6.667 = 220/33\), as it must be. Checking that is the cheapest error trap in the whole calculation to close.

The delta connection multiplies by \(\sqrt3\). Three CT secondaries in delta deliver the difference of two phase currents, so what reaches the relay is

\[ I_{relay,\,HV} = \sqrt3\times\frac{I_{HV}}{N_{HV}} \]

This is the step most often forgotten, and forgetting it produces a mismatch of \(73\%\) of rated current rather than a few per cent. The delta is there to cancel the \(30^\circ\) of the Yd11 vector group and to trap zero-sequence current from an external earth fault on the star winding; the \(\sqrt3\) is a side effect that must be paid for in the ratio.

The LV side, star-connected, passes the phase current straight through:

\[ I_{relay,\,LV} = \frac{874.77}{1000} = 0.8748\ \text{A} \]

Take this as \(1\) per unit. Every quantity in Problems 15 and 16 is referred to it.

The ideal HV ratio is the one that makes the two equal:

\[ N_{HV}^{\text{ideal}} = \frac{\sqrt3\times131.22}{0.8748} = 259.8 \]

Not a standard ratio, which is the normal situation — this is why interposing CTs, relay taps and software scaling constants all exist.

Test the available ratios, expressing the mismatch as a fraction of the mean of the two secondary currents, since the mean is exactly what feeds the bias circuit:

\[ \begin{array}{lll} 150/1 & 1.5152\ \text{A} & +53.6\% \\ 200/1 & 1.1364\ \text{A} & +26.0\% \\ \mathbf{250/1} & \mathbf{0.9091\ A} & \mathbf{+3.85\%} \\ 300/1 & 0.7576\ \text{A} & -14.4\% \\ 400/1 & 0.5682\ \text{A} & -42.5\% \end{array} \]
\[ \text{e.g. } \frac{0.9091-0.8748}{\tfrac12(0.9091+0.8748)} = \frac{0.0343}{0.8919} = 0.0385 \]

Adopt \(250/1\). The residual mismatch is \(3.85\%\) — small, permanent, and present at every load and every through fault.

Add the tap changer. The CTs were matched at the nominal tap; at the extremes of a \(\pm10\%\) range the true transformer ratio departs from the matched value by that much, and the relay sees the departure as difference current:

\[ \varepsilon_{\text{total}} = \varepsilon_{CT}+\varepsilon_{tap} = 3.85\%+10\% = 13.9\% \]

The two add in the worst case because nothing constrains their signs to oppose.

The minimum first bias slope. The relay must restrain when it sees this mismatch at any through current, and the errors of the CTs themselves must be allowed on top:

\[ k_1 \;>\; \varepsilon_{\text{total}} + \varepsilon_{\text{CT class}} = 13.9\%+5\% = 18.9\% \;\longrightarrow\; \text{adopt } 25\% \]

Which is why the standard first slope is \(20\)\(30\%\) and not something smaller. The number is not a convention: it is the ratio mismatch, the tap range and the CT class added up, and a transformer with a \(\pm15\%\) tap range needs a correspondingly steeper first slope.

What a numerical relay does instead. With the delta and the ratio correction both done in software, the CT ratio can be chosen for the switchgear rather than the relay:

\[ I_{pu,\,HV} = \frac{\sqrt3\,I_{HV}/N_{HV}}{0.8748} \times \underbrace{\frac{0.8748}{0.9091}}_{\text{software factor }0.9623} \;=\; 1.000 \]

The mismatch is reduced to the accuracy of a floating-point constant, and the first slope then need only cover the tap changer and the CT class — which is how modern schemes reach \(20\%\) rather than \(30\%\).

Answer\(I_{HV} = 131.22\) A, \(I_{LV} = 874.77\) A; adopt HV CT \(250/1\) giving 0.909 A against 0.875 A, a mismatch of 3.85%; with the \(\pm10\%\) tap and CT class the first bias slope must exceed 18.9%, so 25% is adopted
Problem 15Exam LevelPercentage Bias

The transformer of Problem 14 has an impedance of \(10\%\) and is protected by a biased differential relay with \(I_s = 0.20\) pu, a first slope of \(25\%\) from a breakpoint at \(1\) pu of bias, and a second slope of \(70\%\) beyond \(4\) pu. Check the relay for

  1. a three-phase fault at the LV terminals inside the zone, fed only from the HV side;
  2. a \(12\) pu through fault during which one CT delivers only \(93\%\) of the true current;
  3. the same through fault with the tap changer at \(+10\%\) as well;

and find the largest CT error the setting tolerates at \(12\) pu of through current.

Solution

Write the characteristic once and evaluate it thereafter:

\[ I_{op} = I_s+k_1\left(I_b-1\right)+k_2\left(I_b-4\right) = 0.20+0.25(I_b-1)+0.70(I_b-4) \]
\[ \text{with each bracket taken as zero when negative,} \qquad I_{bias} = \tfrac12\left(|\vec I_1|+|\vec I_2|\right) \]

Above \(I_b = 4\) the fixed part is \(0.20+0.25\times3 = 0.95\) pu, so \(I_{op} = 0.95+0.70(I_b-4)\) — the form used in every part below.

2 4 6 8 10 2 4 6 8 10 12 internal fault (5.0, 10.0) inrush (4.5, 9.0) through fault (11.58, 0.84) inrush locus Idiff = 2 Ibias (200%) bias line: Is 0.2, 25% then 70% OPERATE RESTRAIN I_bias (pu) I_diff (pu)
The dual-slope bias line, the two fault points, and the inrush locus that no bias slope can escape

(i) Internal three-phase fault at the LV terminals. With no source on the LV side, all the fault current enters from HV and none leaves:

\[ I_F = \frac{1}{0.10} = 10.0\ \text{pu} \quad\Rightarrow\quad I_{diff} = 10.0, \qquad I_{bias} = \tfrac12(10.0+0) = 5.0 \]
\[ I_{op} = 0.95+0.70(5.0-4) = 1.65\ \text{pu} \]

\(10.0 \gg 1.65\): the relay operates with a factor of \(6.1\) in hand. Note that \(I_{bias}\) is half the fault current, not the fault current — a single-end infeed puts the operating point on the line \(I_{diff} = 2I_{bias}\), which is where Problem 16 begins.

(ii) Through fault of 12 pu with a 7% CT error. The two terminal currents are \(12.00\) and \(0.93\times12 = 11.16\) pu:

\[ I_{diff} = 12.00-11.16 = 0.84\ \text{pu}, \qquad I_{bias} = \tfrac12(12.00+11.16) = 11.58\ \text{pu} \]
\[ I_{op} = 0.95+0.70(11.58-4) = 0.95+5.31 = 6.26\ \text{pu} \]

\(0.84 \ll 6.26\): the relay restrains, with a factor of \(7.4\) of margin. This is the whole purpose of the second slope — the threshold has grown from \(1.65\) to \(6.26\) pu precisely because the through current, and therefore the CT error, has grown.

(iii) Add the tap changer. A \(+10\%\) tap and a \(7\%\) CT error both produce genuine difference current, and nothing forces their signs to oppose:

\[ I_{diff} = 12\times(0.07+0.10) = 2.04\ \text{pu}, \qquad I_{bias} = 12\times\left(1-\tfrac{0.17}{2}\right) = 10.98\ \text{pu} \]
\[ I_{op} = 0.95+0.70(10.98-4) = 5.84\ \text{pu} \quad\Rightarrow\quad 2.04 < 5.84 \;\checkmark \]

Still stable, by a factor of \(2.9\). The two worst error sources acting together at the worst through current is the condition a bias setting must survive, and it is the one to check.

The largest tolerable CT error. Let the error be a fraction \(e\) of the true current at \(12\) pu:

\[ I_{diff} = 12e, \qquad I_{bias} = 12\left(1-\tfrac{e}{2}\right) = 12-6e \]
\[ 12e = 0.95+0.70\left(12-6e-4\right) = 0.95+5.60-4.2e \]
\[ 16.2\,e = 6.55 \quad\Rightarrow\quad e = 0.404 = \mathbf{40.4\%} \]

Check: \(I_{diff} = 4.85\), \(I_{bias} = 9.57\), threshold \(0.95+0.70(5.57) = 4.85\) — equal, as required. A CT would have to lose forty per cent of the current before the scheme maloperated, which is a deeply saturated CT and not a merely inaccurate one.

The bias slope is not a sensitivity setting; it is an error budget. Each per cent of slope buys tolerance of one per cent of ratio error at every through current, and the two-slope shape exists because the error sources change character with current: ratio mismatch and the tap changer dominate below a few per unit and are proportional, while CT saturation dominates above and is not. Setting a single \(70\%\) slope everywhere would work but would raise the minimum internal-fault current the relay can detect by a factor of three.
AnswerInternal: \(I_{diff} = 10.0\) against \(I_{op} = 1.65\) — trips, factor 6.1. Through fault: 0.84 against 6.26 — restrains, factor 7.4. With tap: 2.04 against 5.84 — restrains. Largest tolerable CT error at 12 pu is 40.4%
Problem 16RoutineInrush Restraint

The transformer of Problems 14 and 15 is energised from the HV side and draws a magnetising inrush of \(9\) pu. Find the operating point and show that the relay trips. Then show that no bias slope up to \(100\%\) can prevent it, however far the inrush decays. Finally, size the second-harmonic restraint given that the inrush contains \(18\%\) second harmonic and a genuine internal fault contains under \(5\%\).

Solution

The operating point. Inrush enters one winding and leaves nowhere — it is magnetising current, not through current:

\[ I_{diff} = 9.0\ \text{pu}, \qquad I_{bias} = \tfrac12(9.0+0) = 4.5\ \text{pu} \]
\[ I_{op} = 0.95+0.70(4.5-4) = 1.30\ \text{pu} \quad\Rightarrow\quad 9.0 \gg 1.30 \;\;\text{— the relay trips} \]

A factor of \(6.9\) inside the operating region, which is more than the internal fault of Problem 15 had at its own bias current. On magnitude alone the two events are indistinguishable, because on magnitude alone they are the same event.

Why no slope can help. Because the current enters one side and leaves nowhere, the two quantities are locked together:

\[ I_{diff} = I, \qquad I_{bias} = \frac{I}{2} \quad\Rightarrow\quad I_{diff} = 2\,I_{bias} \]

The inrush locus is a straight line through the origin of slope \(200\%\). Any bias characteristic with a slope \(k \le 1\) lies below it everywhere, so the locus is inside the operating region at every point along its length.

Confirm it by decay. Inrush decays over several seconds; track the operating point down:

\[ \begin{array}{llll} I = 9.0 & I_b = 4.50 & I_{op} = 1.30 & \text{trips} \\ I = 4.0 & I_b = 2.00 & I_{op} = 0.45 & \text{trips} \\ I = 1.0 & I_b = 0.50 & I_{op} = 0.20 & \text{trips} \\ I = 0.3 & I_b = 0.15 & I_{op} = 0.20 & \text{trips} \\ I = 0.15 & I_b = 0.075 & I_{op} = 0.20 & \text{restrains at last} \end{array} \]

The relay does not fall out of the trip region until the inrush has decayed below the minimum pickup \(I_s\) itself — several seconds after energisation. Waiting it out is not an option, and raising \(I_s\) above the inrush would destroy the sensitivity to internal faults.

The discriminant is the waveform. Saturation clips the current for part of every cycle, so inrush is strongly distorted, while a genuine fault current is close to sinusoidal:

\[ \begin{array}{lll} \text{Inrush} & I_2/I_1 = 18\% & \text{(typically } 15\text{–}20\%) \\ \text{Internal fault} & I_2/I_1 < 5\% & \text{sinusoidal, with a DC offset but little harmonic} \end{array} \]
\[ \text{set the blocking threshold at } \frac{18+5}{2} \approx 12\% \;\longrightarrow\; \text{adopt } 15\% \]

The conventional \(15\%\) sits nearer the inrush end of the gap deliberately: failing to block on inrush is a nuisance trip on every energisation, while failing to trip on a fault whose second harmonic happens to be high is prevented by a separate unrestrained high-set differential element set well above any possible inrush.

Two refinements that follow. Inrush is not equal on the three phases — the switching instant is favourable for one and unfavourable for another — so one phase may show only \(8\%\) second harmonic while the others show \(20\%\). Cross-blocking therefore blocks all three phases when any one detects second harmonic. And a transformer run at high volts per hertz saturates too and also draws excess magnetising current, but its distortion is fifth harmonic rather than second, so overexcitation is blocked by a separate element:

\[ \begin{array}{lll} \text{Second harmonic} & \text{blocks inrush} & \text{threshold } 15\% \\ \text{Fifth harmonic} & \text{blocks overexcitation} & \text{threshold } 25\text{–}35\% \\ \text{Unrestrained high-set} & \text{overrides both} & \text{typically } 8\text{–}10\ \text{pu} \end{array} \]

The unrestrained element is the security release valve: above a current no inrush and no through fault can reach, the relay trips without consulting any harmonic or any bias.

AnswerInrush gives \(I_{diff}=9.0\), \(I_{bias}=4.5\) against a threshold of 1.30 pu — a trip. The locus \(I_{diff}=2I_{bias}\) has slope 200%, above any usable bias slope, so only second-harmonic restraint (set at 15%) can block it
Problem 17Exam LevelZone Settings

A \(220\) kV line A–B is \(150\) km long with \(z = 0.32\) Ω/km at \(80^\circ\). Two lines leave bus B: the shortest is \(90\) km and the longest \(210\) km, both with the same \(z\). The relay at A is fed by an \(800/1\) CT and a \(220{,}000/110\) VT. Set the three zones in primary and secondary ohms with their time delays, and verify both bounds on zone 2.

Solution

The line impedances, in primary ohms.

\[ Z_{AB} = 0.32\times150 = 48.0\ \Omega, \quad Z_{\text{short}} = 0.32\times90 = 28.8\ \Omega, \quad Z_{\text{long}} = 0.32\times210 = 67.2\ \Omega \]

All at \(80^\circ\). The angle never enters the reach calculation — a mho characteristic is set by its diameter along the line angle, and the angle only matters when load encroachment is checked in Problem 19.

The conversion factor, computed once and applied at the end:

\[ N_{VT} = \frac{220{,}000}{110} = 2000, \qquad Z_{sec} = Z_{pri}\times\frac{N_{CT}}{N_{VT}} = Z_{pri}\times\frac{800}{2000} = 0.40\,Z_{pri} \]

Do all the engineering in primary ohms — a reach is a distance along a line, and a distance is a thing you can check. Convert once, at the last step, only because that is the unit the relay's keypad accepts.

Zone 1 — \(80\%\) of the protected line, instantaneous:

\[ Z_1 = 0.80\times48.0 = 38.4\ \Omega\ \text{pri} = 15.36\ \Omega\ \text{sec}, \qquad t_1 = 0 \]

The \(20\%\) shortfall is the price of never over-reaching. There is no time delay to correct an over-reach with, so the errors of the CT, the VT, the relay and the line impedance data must all fit inside that margin.

Zone 2 — the line plus half the shortest adjacent line:

\[ Z_2 = Z_{AB}+0.5\,Z_{\text{short}} = 48.0+14.4 = 62.4\ \Omega\ \text{pri} = 24.96\ \Omega\ \text{sec}, \qquad t_2 = 0.35\ \text{s} \]

Both bounds on zone 2, which is the part of the question that carries the marks. The lower bound covers what zone 1 gave up:

\[ Z_2 \ge 1.2\,Z_{AB} = 1.2\times48.0 = 57.6\ \Omega \quad\Rightarrow\quad 62.4 > 57.6\ \checkmark \]

The upper bound stops it reaching past the zone 1 of the shortest line leaving bus B, which itself reaches \(80\%\) of that line:

\[ Z_2 < Z_{AB}+0.8\,Z_{\text{short}} = 48.0+23.04 = 71.04\ \Omega \quad\Rightarrow\quad 62.4 < 71.04\ \checkmark \]

Both hold, with \(4.8\) Ω of room below and \(8.6\) Ω above. If they had not — a very short adjacent line makes the window vanish — the remedy is not to violate one of them but to add a teleprotection channel, which turns zone 2 into an instantaneous trip without changing any reach.

Zone 3 — remote backup, the line plus \(120\%\) of the longest adjacent line:

\[ Z_3 = Z_{AB}+1.2\,Z_{\text{long}} = 48.0+80.64 = 128.64\ \Omega\ \text{pri} = 51.46\ \Omega\ \text{sec}, \qquad t_3 = 0.8\ \text{s} \]

The \(120\%\) here is the opposite of zone 1's \(80\%\), and for the opposite reason: a backup zone must certainly cover the whole of what it backs up, and the time delay makes over-reach harmless. Zone 3 is the setting most likely to encroach on load, which Problem 19 checks.

The complete schedule:

ZoneRulePrimary ΩSecondary ΩDelay
Zone 1\(0.8Z_{AB}\)\(38.40\)\(15.36\)instantaneous
Zone 2\(Z_{AB}+0.5Z_{\text{short}}\)\(62.40\)\(24.96\)\(0.35\) s
Zone 3\(Z_{AB}+1.2Z_{\text{long}}\)\(128.64\)\(51.46\)\(0.8\) s

Enter the secondary column; keep the primary column on the drawing, because it is the one that can be checked against a map.

AnswerZone 1: 38.40 Ω pri = 15.36 Ω sec, instantaneous. Zone 2: 62.40 = 24.96 Ω sec at 0.35 s, inside the window 57.6–71.04 Ω. Zone 3: 128.64 = 51.46 Ω sec at 0.8 s
Problem 18HardInfeed

Continue Problem 17. A second source is connected at bus B and, for a fault on the \(90\) km line B–C, contributes \(1.5\) times the current that flows through the relay at A. Find how far along B–C the zone 2 setting of \(62.4\) Ω actually reaches, find the setting that would restore the intended \(50\%\) coverage, and explain why that setting must not be used.

Solution

The apparent impedance with infeed. The relay at A measures its own voltage over its own current, but the drop along the faulted section beyond bus B is produced by the total current:

\[ V_A = I_A Z_{AB}+\left(I_A+I_B\right)Z_{Bx} \]
\[ Z_{app} = \frac{V_A}{I_A} = Z_{AB}+\left(1+\frac{I_B}{I_A}\right)Z_{Bx} = Z_{AB}+K\,Z_{Bx} \]

The infeed factor \(K\) multiplies only the section beyond the infeed point. Nothing multiplies \(Z_{AB}\), which is why zone 1 is untouched: there is no infeed inside the protected line.

The infeed factor:

\[ K = 1+\frac{I_B}{I_A} = 1+1.5 = 2.5 \]

The actual reach. Let the fault be \(d\) km along B–C, so \(Z_{Bx} = 0.32d\):

\[ 48.0+2.5\times0.32d = 62.4 \;\Longrightarrow\; 0.8d = 14.4 \;\Longrightarrow\; d = 18\ \text{km} \]
\[ \text{without infeed: } 48.0+0.32d = 62.4 \;\Longrightarrow\; d = 45\ \text{km} \]

Zone 2 has shrunk from \(50\%\) of line B–C to \(18/90 = 20\%\). The extra current from B makes the fault look further away than it is, so infeed always causes under-reach and never over-reach — a reassuring direction of error, and the reason the effect is tolerated rather than eliminated.

The setting that would restore 45 km:

\[ Z_2' = 48.0+2.5\times(0.32\times45) = 48.0+36.0 = 84.0\ \Omega\ \text{pri} = 33.6\ \Omega\ \text{sec} \]

And why it must not be used. Test it in the condition the setting must also survive — the source at B switched out, so \(K = 1\):

\[ 48.0+0.32d = 84.0 \;\Longrightarrow\; d = 112.5\ \text{km} \quad\text{along a } 90\ \text{km line} \]
\[ \text{overshoot past bus C} = 112.5-90 = 22.5\ \text{km} \;=\; 7.2\ \Omega\ \text{into the circuits beyond} \]

The relay at A would trip in \(0.35\) s for faults two lines away — an unselective operation on a network that has already lost a source, which is exactly when it can least afford one. A reach must be set for the weakest infeed condition and the reduced coverage accepted.

What is done about the shortfall. The purpose of zone 2 is not really to cover half of the adjacent line — it is to cover the last \(20\%\) of the protected line that zone 1 gave up, and infeed does not touch that:

\[ \begin{array}{lll} \text{Last }20\%\text{ of A–B} & \text{covered by zone 2 regardless of }K & \text{the actual requirement} \\ \text{First }50\%\text{ of B–C} & \text{reduced to }20\%\text{ by infeed} & \text{a bonus, not a duty} \\ \text{Remote backup for B–C} & \text{zone 3, likewise reduced} & \text{accepted} \end{array} \]

The genuine remedy for the last \(20\%\) of A–B is a teleprotection channel: the relay at B sees the fault in its own zone 1 and sends a permissive signal to A, which converts A's zone 2 into an instantaneous trip without changing any reach at all. On a \(220\) kV line that channel is standard equipment.

Infeed is the reason a distance relay's zone 2 and zone 3 reaches cannot be verified by a single fault study. Every switching state gives a different \(K\), and the setting must be right in all of them: chosen for the weakest infeed so the reach never becomes selective, and checked against the strongest infeed to see how much coverage is lost. A setting derived from the normal running arrangement alone is a setting that has been checked in one state out of dozens.
Answer\(K = 2.5\), so zone 2 reaches 18 km — 20% of line B–C instead of 50%. Restoring 45 km needs 84 Ω, which with the B source out would reach 112.5 km, 22.5 km past bus C; the reduced coverage must be accepted
Problem 19Exam LevelLoad Encroachment

The line of Problem 17 carries \(900\) A at \(0.92\) power factor lagging with the voltage depressed to \(0.85\) pu during a system disturbance. Find the apparent impedance in secondary ohms, the reach of the zone 3 mho circle along that direction, and the margin. Then find the load current at which zone 3 would operate, and state what a plain impedance characteristic of the same reach would have done.

Solution

The apparent load impedance. A relay measures phase voltage over phase current, whatever produced them:

\[ Z_{load} = \frac{0.85\times220{,}000/\sqrt3}{900} = \frac{107{,}965}{900} = 119.96\ \Omega\ \text{pri} = 47.98\ \Omega\ \text{sec} \]
\[ \angle Z_{load} = \cos^{-1}(0.92) = 23.07^\circ \]

A large impedance at a small angle — the signature of load. A fault, by contrast, is a small impedance at a large angle. Those two facts are the whole basis on which a distance relay tells them apart.

R (sec) X (sec) 10 20 30 40 50 60 70 80 10 20 30 40 50 bus B 19.2 sec load 47.98 at 23.1 deg mho reach here 28.08 Z1 15.36, instant Z2 24.96, 0.35 s Z3 51.46, 0.80 s 80 deg
The three mho circles on the R–X plane; the load point lies at 48 Ω where zone 3 reaches only 28 Ω

The mho circle's reach in the load direction. A mho characteristic is a circle through the origin whose diameter lies along the line angle, and the chord along any other direction is shorter by the cosine of the angle between:

\[ Z_{reach}(\phi) = Z_3\cos\!\left(\theta_{line}-\phi\right) = 51.46\cos\!\left(80^\circ-23.07^\circ\right) \]
\[ = 51.46\times\cos56.93^\circ = 51.46\times0.5457 = 28.08\ \Omega\ \text{sec} \]

The circle's \(51.46\) Ω of reach along the line angle has become \(28.08\) Ω in the direction load actually lies. That shrinkage in the load direction is the whole reason the mho shape exists.

The margin:

\[ \frac{47.98}{28.08} = 1.71 \quad\Rightarrow\quad \text{load is outside zone 3 by a factor of } 1.71 \]

Adequate, though not generous. A margin of \(1.5\) is usually taken as the minimum, and it is checked at exactly this condition — maximum load at depressed voltage — rather than at nominal voltage, because both effects push the load point inward at once.

The current at which zone 3 would operate. Invert the load impedance relation at the reach value:

\[ Z_{pri} = \frac{28.08}{0.40} = 70.19\ \Omega \quad\Rightarrow\quad I = \frac{107{,}965}{70.19} = 1538\ \text{A} \]

Seventy per cent more load, at the same depressed voltage and the same power factor, and the backup zone of a healthy line trips it. Since a system disturbance both depresses voltage and redistributes power onto surviving lines, this is not a hypothetical combination — it is the standard mechanism by which a local fault becomes a regional blackout.

What a plain impedance characteristic would have done. That characteristic is a circle centred on the origin, so its reach is \(Z_3\) in every direction:

\[ Z_{reach} = 51.46\ \Omega \;\;\text{in all directions} \quad\Rightarrow\quad 47.98 < 51.46 \;\;\text{— the load is INSIDE} \]

The same reach, the same line, the same load, and the relay trips a perfectly healthy circuit. It is also non-directional, so it would trip for faults behind the relay as well. Both defects come from the same source: a shape that responds to \(|Z|\) alone discards the angle, which is the only information distinguishing load from fault.

The quadrilateral, and why numerical relays use it. Resolving the load point into its components:

\[ R_{load} = 47.98\cos23.07^\circ = 44.15\ \Omega, \qquad X_{load} = 47.98\sin23.07^\circ = 18.80\ \Omega \]

A quadrilateral with a reactive reach of \(51.46\) Ω and a resistive reach set to \(20\) Ω excludes the load by a factor of \(2.2\) in the \(R\) direction while covering more arc resistance for genuine faults than the mho circle does. Setting the two reaches independently is exactly what a rotating disc could not do and a processor can, and it is why every modern transmission distance relay offers the shape.

Zone 3 exists to provide remote backup and is the zone most likely to cause a cascade. The two facts are not in tension by accident: the reach that makes it useful as backup is the reach that brings it closest to load. Modern practice is to keep zone 3 but to supervise it — with a load-encroachment blinder that carves the load region out of the characteristic, and with power-swing blocking that distinguishes the slow continuous movement of a swing across the R–X plane from the instantaneous jump of a fault.
Answer\(Z_{load} = 47.98\) Ω sec at \(23.07^\circ\); the mho zone 3 reaches only 28.08 Ω there, a margin of 1.71. Zone 3 would operate at 1538 A — and a plain impedance circle of the same 51.46 Ω reach would already enclose the load
Problem 20Exam LevelChoosing A Scheme

A fault on the LV terminals of a \(132/33\) kV transformer draws \(9\) kA. Four things could clear it: the transformer differential (relay \(1\) cycle), the remote \(132\) kV distance relay in zone 2 (\(0.35\) s), the graded HV overcurrent backup (\(0.851\) s, from Problem 9's chain), and the breaker-failure scheme (differential plus a \(200\) ms timer). Every breaker takes \(60\) ms. Compute the clearance time and the let-through \(I^2t\) for each, convert each to the minimum copper XLPE cable cross-section it implies (\(k = 143\)), and state what the comparison decides.

Solution

Clearance time is relay time plus breaker time, always — the fault current persists until the arc is finally extinguished, not until the trip contact closes:

\[ \begin{array}{lll} \text{Differential} & 0.020+0.060 & = 0.080\ \text{s} \\ \text{Breaker failure} & 0.020+0.200+0.060 & = 0.280\ \text{s} \\ \text{Distance zone 2} & 0.350+0.060 & = 0.410\ \text{s} \\ \text{Overcurrent backup} & 0.851+0.060 & = 0.911\ \text{s} \end{array} \]

The let-through energy, which is what actually damages plant:

\[ I^2t = (9000)^{2}\,t = 8.1\times10^{7}\,t \quad \text{A}^2\text{s} \]
\[ \begin{array}{lll} \text{Differential} & 6.48\times10^{6}\ \text{A}^2\text{s} \\ \text{Breaker failure} & 2.27\times10^{7} \\ \text{Distance zone 2} & 3.32\times10^{7} \\ \text{Overcurrent backup} & 7.38\times10^{7} \end{array} \]

A factor of \(11.4\) between the fastest and the slowest, for the same fault on the same plant. Time, not current, is the variable the protection engineer controls.

Convert to cable size, which turns the abstraction into a purchase order. The adiabatic equation for a cable's short-circuit withstand is \(I^2t = k^2S^2\):

\[ S = \frac{\sqrt{I^2t}}{k} = \frac{I\sqrt{t}}{143} \]
\[ \begin{array}{lll} \text{Differential} & S = 17.8\ \text{mm}^2 & \to 25\ \text{mm}^2 \\ \text{Breaker failure} & 33.3\ \text{mm}^2 & \to 35\ \text{mm}^2 \\ \text{Distance zone 2} & 40.3\ \text{mm}^2 & \to 50\ \text{mm}^2 \\ \text{Overcurrent backup} & 60.1\ \text{mm}^2 & \to 70\ \text{mm}^2 \end{array} \]

If the LV connection is a cable, the difference between the fastest and the slowest protection is the difference between a \(25\) mm² and a \(70\) mm² conductor — nearly three times the copper, on every phase, for the whole run.

What the comparison decides — and what it does not. The cable must withstand the slowest protection that could clear the fault, not the fastest, because backup exists precisely for the occasions when the fastest does not operate:

\[ S_{\text{required}} = 60.1\ \text{mm}^2 \;\longrightarrow\; 70\ \text{mm}^2, \quad\text{sized on the } 0.911\ \text{s backup} \]

Sizing on the differential's \(0.080\) s would leave a cable that survives every fault the differential clears and none that it does not, which converts one relay failure into a burnt cable. This is the arithmetic behind the rule that plant is rated on backup clearance time.

Where the differential's speed does pay. Not in the cable size, but in three other places:

\[ \begin{array}{ll} \text{Transformer damage} & \text{winding forces} \propto I^2 \text{ act for } 0.080\text{ s not } 0.911\text{ s} \\ \text{System stability} & 0.080\ \text{s is inside any critical clearing time; } 0.911\ \text{s is not} \\ \text{Voltage depression} & \text{four cycles is invisible to customers; a second is a regional event} \end{array} \]

The stability entry is usually decisive on a transmission transformer. Chapter 29's critical clearing times run to a few hundred milliseconds at best, so a \(0.911\) s clearance is not slow protection — it is a loss of synchronism.

The resulting scheme, which is what every transformer of this size actually has:

\[ \begin{array}{lll} \text{Main} & \text{biased differential} & \text{unit, instantaneous, absolutely selective} \\ \text{Local backup} & \text{breaker-failure timer } 200\ \text{ms} & \text{covers breaker failure only} \\ \text{Remote backup} & \text{graded overcurrent, distance zone 2/3} & \text{covers everything, slowly} \\ \text{Plant rating} & \text{sized on } 0.911\ \text{s} & \text{because backup must be survivable} \end{array} \]

Four layers, three of which are expected never to operate. That is not redundancy for its own sake: each layer covers a failure mode the one above cannot, and the ordering is exactly the dependability-versus-security trade of Section 36-1 resolved in favour of dependability, as transmission practice requires.

The whole of this sheet is one calculation repeated: how long does the fault last, and what does that cost? CT sizing decides whether the relay sees the fault at all. Pickup and TMS decide when it acts. Grading decides who acts first. Unit protection removes the time penalty for the plant that cannot afford it. Every setting in Problems 1 to 19 is an entry in the same ledger, and Problem 20 is the ledger totalled.
Answer0.080 / 0.280 / 0.410 / 0.911 s, giving \(I^2t\) of 6.48 / 22.7 / 33.2 / 73.8 \(\times10^{6}\) A²s and cable sizes of 25 / 35 / 50 / 70 mm². The cable is sized on the 0.911 s backup; the differential's speed is bought for stability, not for copper
Practice

Practice Problems

Use the IEC standard-inverse characteristic \(t = \mathrm{TMS}\times0.14/(M^{0.02}-1)\) unless another is named, and a grading margin of \(0.30\) s. Work each on paper before opening the answer. The answer is given so you can check yourself; the method is deliberately not.

  1. P1. An \(800/1\) A class \(5\mathrm{P}20\) CT has \(R_{ct} = 4\) Ω and a pilot loop of \(1.5\) Ω. Find the knee-point voltage required for a numerical relay of \(0.15\) Ω burden.

    Show answer
    \(V_k \ge 20\times1\times(4+1.5+0.15) = \mathbf{113}\) V. Problem 1.
  2. P2. Repeat P1 for an electromechanical relay of \(8\) VA on the same \(1\) A secondary, and give the ratio of the two cores.

    Show answer
    \(R_b = 8/1^2 = 8\) Ω, so \(V_k \ge 20\times13.5 = \mathbf{270}\) V — 2.39 times the numerical case. Problem 1.
  3. P3. A standard-inverse relay on a \(500/1\) CT has plug \(125\%\) and \(\mathrm{TMS} = 0.25\). Find its operating time for a \(6000\) A fault.

    Show answer
    Pickup \(625\) A, \(M = 9.6\), \(t_1 = 3.025\), \(t = \mathbf{0.756}\) s. Problem 5.
  4. P4. Repeat P3 on the very-inverse characteristic with the same settings, and say why the answer is not simply proportional.

    Show answer
    \(t = 0.25\times13.5/8.6 = \mathbf{0.392}\) s — 48% faster. The two curves have different exponents, so the ratio between them depends on \(M\) and is not a constant. Problem 6.
  5. P5. Relay P (CT \(200/1\), plug \(100\%\), \(\mathrm{TMS} = 0.10\)) protects a feeder; relay Q (CT \(400/1\), plug \(100\%\)) is immediately upstream. A fault at the far end of P's section gives \(2400\) A. Find P's time and the smallest TMS in steps of \(0.05\) that gives Q its margin, with Q's actual margin.

    Show answer
    \(t_P = 0.275\) s; Q needs \(\mathrm{TMS} = 0.150\) (computed \(0.1498\), rounded up), giving \(t_Q = 0.576\) s and a margin of \(\mathbf{0.301}\) s. Problem 9.
  6. P6. A directional element has an MTA of \(30^\circ\) and a forward fault current lagging the polarising voltage by \(65^\circ\). Find the torque as a fraction of maximum.

    Show answer
    \(\cos(65^\circ-30^\circ) = \cos35^\circ = \mathbf{0.819}\), and the reverse case is \(-0.819\). Problem 12.
  7. P7. A \(25\) MVA, \(132/33\) kV Dy11 transformer has HV CTs of \(150/1\) in star and LV CTs of \(800/1\) in delta. Find the two relay currents and the percentage mismatch.

    Show answer
    \(I_{HV} = 109.35\) A → \(0.729\) A; \(I_{LV} = 437.39\) A → \(\sqrt3\times437.39/800 = 0.947\) A. Mismatch \(\mathbf{26.0\%}\) of the mean — far too large; correct it with an interposing CT or a software ratio constant. Problem 14.
  8. P8. A differential relay has \(I_s = 0.2\) pu, a \(30\%\) slope from \(1\) pu to \(4\) pu and \(60\%\) beyond. Check its stability for a \(10\) pu through fault in which one CT reads \(6\%\) low.

    Show answer
    \(I_{diff} = 0.60\), \(I_{bias} = 9.70\), threshold \(0.2+0.9+0.6(5.7) = \mathbf{4.52}\) pu. Stable, with a factor of 7.5. Problem 15.
  9. P9. The same relay sees a \(10\) pu inrush on energisation. What is the operating point, and what stops it tripping?

    Show answer
    \(I_{diff} = 10\), \(I_{bias} = 5\), threshold \(1.70\) pu — it trips. Only second-harmonic restraint stops it; the locus \(I_{diff} = 2I_{bias}\) is above every usable slope. Problem 16.
  10. P10. A \(132\) kV line is \(100\) km with \(z = 0.4\) Ω/km. With a \(300/1\) CT and a \(132{,}000/110\) VT, find zone 1 in primary and secondary ohms.

    Show answer
    \(Z_{line} = 40\) Ω, zone 1 \(= 0.8\times40 = \mathbf{32}\) Ω pri; \(N_{VT} = 1200\), so \(32\times300/1200 = \mathbf{8.0}\) Ω sec. Problem 17.
  11. P11. Zone 2 on that line is set to \(56\) Ω primary. A source at the remote bus contributes three times the relay current. How far into the adjacent line does zone 2 reach?

    Show answer
    \(K = 4\), so \(40+4(0.4d) = 56 \Rightarrow d = \mathbf{10}\) km, against \(40\) km with no infeed. Problem 18.
  12. P12. That relay's zone 3 is \(30\) Ω secondary on a mho characteristic at \(75^\circ\). The line carries \(600\) A at \(0.95\) power factor and nominal voltage. Is the load enclosed?

    Show answer
    \(Z_{load} = 127.0\) Ω pri \(= 31.75\) Ω sec at \(18.2^\circ\); mho reach there \(= 30\cos(56.8^\circ) = 16.42\) Ω. Outside, margin \(1.93\). Problem 19.
Challenge

Challenge Problems

Three problems that need an idea rather than a formula — a different measuring principle, a topology that breaks the grading procedure, and a real disagreement between a study and a fault record.

  1. C1 — The scheme that turns CT saturation into an advantage. A \(132\) kV busbar has eight circuits, all with identical \(1200/1\) CTs of \(R_{ct} = 3.5\) Ω, each with a pilot loop of \(5\) Ω, and a maximum through-fault level of \(30\) kA. An ordinary biased differential relay cannot be made stable: one CT saturating while the others do not produces a spurious difference of many kiloamperes. Devise a scheme that is stable under the assumption that one CT saturates completely, set it, find its primary fault setting, and find the peak voltage it must survive on an internal fault.

    Show answer

    The idea: make the relay circuit high impedance instead of low. A biased relay tries to distinguish a real difference from a spurious one by comparing magnitudes. Instead, assume the worst — that one CT has saturated to a short circuit, contributing nothing but its own winding and lead resistance — and ask what voltage then appears across the relay. If the relay's impedance is much higher than that path, almost all of the spurious current takes the saturated CT's path rather than the relay's, and the relay stays silent.

    The stability voltage. With the saturated CT modelled as \(R_{ct}+R_{lead}\) to earth, the whole through-fault secondary current develops across it:

    \[ V_s = \frac{I_f}{N}\left(R_{ct}+R_{lead}\right) = \frac{30{,}000}{1200}\times(3.5+5.0) = 25\times8.5 = 212.5\ \text{V} \]

    Set the relay above it: \(V_{set} = 220\) V. The scheme is then stable for any external fault up to \(30\) kA even with total saturation, which is a far stronger guarantee than any bias slope offers.

    The CT requirement follows immediately, and it is the price paid: for the healthy CTs to drive the relay on an internal fault,

    \[ V_k \ge 2V_{set} = 440\ \text{V} \]

    Every CT on the busbar must be identical, of matching ratio, and of at least this knee point — which is why busbar CTs are specified as a set and why adding a ninth circuit is a protection project rather than a cable job.

    The stabilising resistor. A relay setting of \(20\) mA at \(220\) V requires

    \[ R_{stab} = \frac{220}{0.020} = 11{,}000\ \Omega, \qquad \text{power at setting } = \frac{220^2}{11{,}000} = 4.4\ \text{W} \]

    The primary fault setting is the relay current plus the magnetising current every CT draws at the setting voltage — all eight of them, since each is a shunt path across the relay. With \(I_e = 30\) mA each at \(220\) V:

    \[ I_{primary} = N\left(I_{relay}+n\,I_e\right) = 1200\left(0.020+8\times0.030\right) = 1200\times0.26 = 312\ \text{A} \]

    Just \(1.0\%\) of the through-fault level. The scheme is simultaneously stable at \(30\) kA and sensitive at \(312\) A — a combination no biased scheme achieves, and the reason high-impedance differential has protected busbars for sixty years.

    The peak voltage on an internal fault, which is the sting. Now the CTs are driving into \(11\) kΩ:

    \[ V_f = \frac{I_f}{N}\left(R_{ct}+R_{lead}+R_{stab}\right) = 25\times11{,}008.5 = 275{,}200\ \text{V (theoretical)} \]

    The CTs saturate long before that, and the classical estimate of the actual peak of the resulting distorted waveform is

    \[ V_{peak} = 2\sqrt{2V_k\left(V_f-V_k\right)} = 2\sqrt{2\times440\times274{,}760} = 31{,}100\ \text{V} \]

    Thirty-one kilovolts across the relay panel wiring, which no \(2\) kV-rated CT circuit can survive. The scheme is therefore never installed without a non-linear resistor (a metrosil) in parallel with the relay: nearly open-circuit below about \(1\) kV so it does not affect the setting, and conducting heavily above it so the peak is clamped to \(2\)\(3\) kV.

    The general lesson. Every protection principle is an assumption about what can be trusted. Biased differential assumes the CTs are approximately right and grows its threshold with the error; high-impedance differential assumes one of them is completely wrong and designs so that it does not matter. The second is more secure, and pays for it with identical CTs, a heavy knee-point requirement and a metrosil.

  2. C2 — Grading a ring that will not stay radial. A \(33\) kV ring runs A → B → C → D → A with a single infeed at A. Every section has a breaker at each end. Explain why the grading procedure of Problem 9 cannot be applied to the ring as it stands, show how directional elements convert it into a form that can, and state precisely which relays need a directional element and which do not — and then explain what happens to the whole scheme when a second source is connected at C.

    Show answer

    Why the procedure fails. The grading procedure of Problem 9 rests on one assumption: that each relay has a well-defined downstream neighbour and that fault current can only flow one way through it. In a ring, current at any point flows either way depending on where the fault is. The relay at B on section B–C sees current flowing B→C for a fault on that section, and current flowing C→B for a fault on section A–B fed the long way round. It cannot be graded against a neighbour, because which relay is its neighbour depends on the fault.

    Opening the ring, on paper. Imagine the ring opened at the source bus A. It becomes two radial feeders fed from A:

    \[ \begin{array}{ll} \text{Clockwise chain} & A \to B \to C \to D \\ \text{Anticlockwise chain} & A \to D \to C \to B \end{array} \]

    Each chain is graded from its far end backwards by exactly the procedure of Problem 9. Every section therefore carries two independent settings, one for each direction of current flow, and the relay at each end of each section belongs to a different chain.

    Which relays need a directional element. The rule is precise and follows from the two chains: a relay needs a directional element if and only if it can see fault current in both directions.

    \[ \begin{array}{lll} \text{The two relays at A} & \text{non-directional} & \text{current can only leave the source} \\ \text{All six remaining relays} & \text{directional} & \text{each looks into the ring from both sides} \end{array} \]

    The two relays at the source bus are the exception because no fault current can flow into A from the ring — there is nothing behind them to feed it. They are also the last relays in both chains, so they carry the longest times, which is the ring's equivalent of Problem 9's incomer problem.

    The times grade around the ring in both directions and must close consistently. Each chain accumulates its own set of times, and the relay at A in each direction ends up slowest. A four-bus ring with a \(0.3\) s margin needs three grading steps per chain, so the relays at A require of order \(1.0\) s. On a large ring this is the same accumulation problem as on a radial feeder, made worse by there being twice as many relays.

    What a second source at C does. It breaks the construction completely, and this is the substance of the question. With sources at A and C:

    \[ \begin{array}{ll} \text{The relays at A are no longer non-directional} & \text{current can now flow into A} \\ \text{The relays at C become the ends of new chains} & \text{four chains, not two} \\ \text{Every fault is fed from both sides} & \text{so both ends of every section must trip} \end{array} \]

    The ring no longer opens into two radial feeders under any imaginary cut, because a cut at A leaves the source at C still feeding both ways. The graded directional overcurrent scheme can be forced to work with sufficient effort — the usual approach is to grade for the worst single-source condition and accept over-slow clearance in the other — but the honest answer is that a ring with two or more sources is where graded overcurrent is abandoned.

    What replaces it. Distance protection, whose selectivity is a property of the measurement rather than of a stopwatch: zone 1 at each end trips instantaneously for a fault in the middle \(60\%\) of every section regardless of which way the current flows or how many sources are running, and a teleprotection channel converts the remaining ends into instantaneous trips too. That is precisely why a \(33\) kV ring with one source has graded directional overcurrent and a \(220\) kV meshed network has distance protection on every circuit.

  3. C3 — The zone 1 that under-reached. A distance relay on a \(220\) kV double-circuit line has its zone 1 set to \(80\%\). A recorded single-phase-to-earth fault at \(70\%\) of the line was not cleared by zone 1; the disturbance record shows the relay measured an impedance corresponding to \(87.5\%\) of the line, and the fault went to zone 2 time. Testing shows the relay reaches only \(64\%\) on an earth loop and the full \(80\%\) on a phase loop. Identify the cause, prove it quantitatively, and rank three other candidates by how much they could contribute.

    Show answer

    The decisive clue is that the phase loops are correct and only the earth loops under-reach. Anything affecting the CT, the VT, the relay's impedance calculation or the line data would move both. Only one setting appears in the earth loop and not in the phase loop: the residual compensation factor \(k_0\).

    The earth loop, derived. For an A-to-earth fault at distance \(\ell\) along a line with a single-end feed, the loop voltage is

    \[ V_a = \ell\left[I_a Z_1+I_0\left(Z_0-Z_1\right)\right] = \ell\,I_a Z_1\left[1+\frac{Z_0-Z_1}{3Z_1}\right] = \ell\,I_a Z_1\left(1+k_0^{\text{true}}\right) \]

    using \(I_a = 3I_0\) for a single-end feed. The relay computes

    \[ Z_{meas} = \frac{V_a}{I_a+k_0^{\text{set}}\,3I_0} = \frac{V_a}{I_a\left(1+k_0^{\text{set}}\right)} = \ell Z_1\,\frac{1+k_0^{\text{true}}}{1+k_0^{\text{set}}} \]

    The proof. If \(k_0\) is set too low, the denominator is too small, the measured impedance is too large, and the relay believes the fault is further away than it is:

    \[ \frac{\text{apparent reach}}{\text{intended reach}} = \frac{1+k_0^{\text{set}}}{1+k_0^{\text{true}}} = \frac{0.64}{0.80} = 0.80 \]

    Solving with the true value \(k_0 = 1.0\), which corresponds to \(Z_0/Z_1 = 4\) — a perfectly ordinary figure for a double-circuit line:

    \[ 1+k_0^{\text{set}} = 0.80\times2.0 = 1.60 \quad\Rightarrow\quad k_0^{\text{set}} = 0.60 \quad\Rightarrow\quad \frac{Z_0}{Z_1}\bigg|_{\text{assumed}} = 3(0.6)+1 = 2.8 \]

    The relay was set with \(Z_0/Z_1 = 2.8\) when the line's true ratio is \(4.0\) — the textbook "about three" applied to a line whose zero-sequence impedance had never been measured. Check it against the record: \(70\%\) of the line measured as \(70\times(2.0/1.6) = 87.5\%\), exactly the reported figure. The diagnosis is confirmed by the data, not merely consistent with it.

    The three other candidates, ranked.

    Zero-sequence mutual coupling from the parallel circuit — the strongest alternative, and it would also affect earth loops alone. On a double-circuit line the mutual \(Z_{0m}\) is \(50\)\(70\%\) of the self, and current in the parallel circuit shifts the measured impedance by up to \(\pm30\%\). Why it is not the cause here: the sign and size of the error depend on the parallel circuit's loading and switching state, so it could not produce a repeatable \(64\%\) under test with the line out of service.

    Arc resistance — adds a purely resistive component, moving the point right on the R–X plane and out of a mho circle near the reach limit. Could account for a few per cent of apparent under-reach at \(70\%\) of the line, but it affects phase loops too and disappears in a bolted test.

    CVT transient — the capacitive divider's stored energy delays the secondary voltage by a cycle or two after a collapse, and the direction of the resulting error is over-reach, not under-reach. Ruled out by the sign alone.

    The remedy and the lesson. Measure \(Z_0\) on the line and re-enter \(k_0\); the reach returns to \(80\%\) with no other change. The lesson is that \(k_0\) is the only distance setting derived from a quantity nobody measures — \(Z_1\) comes from conductor geometry and is reliable, while \(Z_0\) depends on soil resistivity, the earth wire and the parallel circuit, and is routinely assumed. An under-reaching earth loop with a correct phase loop is \(k_0\) until proved otherwise.

Self-Test

Multiple-Choice Questions

  1. MCQ 1. A relay of \(5\) VA is connected to a \(1\) A CT. Its burden in ohms is:
    (a) \(0.2\)   (b) \(1\)   (c) \(5\)   (d) \(25\)

    Show answer
    (c). \(R_b = \mathrm{VA}/I_{sn}^2 = 5/1 = 5\) Ω. Option (a) is the answer for a \(5\) A CT, and confusing the two is the commonest slip in CT sizing — the same relay is 25 times heavier on a 1 A secondary. Problem 1.
  2. MCQ 2. A \(5\mathrm{P}20\) CT is connected to a burden heavier than its rated one. Its effective accuracy limit factor:
    (a) stays at 20   (b) rises   (c) falls   (d) depends on the primary current

    Show answer
    (c). \(\mathrm{ALF}_{\text{eff}} = V_k/[I_{sn}(R_{ct}+R_{lead}+R_b)]\) — more ohms, less multiple. (b) is right for a lighter burden, which is the useful direction; (a) is the wrong belief that a nameplate class is unconditional. Problem 2.
  3. MCQ 3. The transient dimensioning factor for a circuit with \(X/R = 12\) is:
    (a) \(1.2\)   (b) \(12\)   (c) \(13\)   (d) \(\sqrt{12}\)

    Show answer
    (c)\(K_{td} = 1+X/R\). The \(1\) is the symmetrical component and the \(X/R\) is the DC contribution; dropping it (b) is a \(8\%\) error and is harmless, but treating the whole factor as small (a) is an order of magnitude. Problem 3.
  4. MCQ 4. Three star-connected CTs feed a relay in the residual lead. On a solid phase-to-phase fault the relay sees:
    (a) the fault current   (b) \(\sqrt3\) times it   (c) a third of it   (d) zero

    Show answer
    (d). The residual is \(I_a+I_b+I_c = 3I_0\), and a phase-to-phase fault has no zero-sequence component at all. That is exactly why the residual relay can be set below load current. Problem 4.
  5. MCQ 5. On the IEC standard-inverse curve, a relay operating at exactly its plug setting:
    (a) operates in the TMS time   (b) operates in \(0.14\) s   (c) never operates   (d) operates instantaneously

    Show answer
    (c). At \(M = 1\) the denominator \(M^{0.02}-1\) is zero and \(t\to\infty\). This is why the pickup must sit genuinely below the minimum fault current, not merely at it — a multiple below about \(1.5\) is useless however generous the TMS. Problem 5.
  6. MCQ 6. Raising a relay's plug setting while leaving the TMS alone makes it, for a fixed fault current:
    (a) faster   (b) slower   (c) unchanged   (d) faster at high multiples and slower at low ones

    Show answer
    (b). A higher pickup means a smaller multiple for the same current, and the curve is monotonically decreasing in \(M\)\(19.6\%\) slower in Problem 8's case. Answer (c) is the belief that the two settings are independent knobs, which is the error that invalidates grading studies. Problem 8.
  7. MCQ 7. In a grading study the margin between two relays is checked:
    (a) at each relay's own section-end fault   (b) at the fault common to both   (c) at the source bus   (d) at rated current

    Show answer
    (b) — the fault at the boundary between them, which is the only fault both relays actually see together. Checking at (a) compares two different faults and can produce a scheme that appears graded and is not. Problem 9.
  8. MCQ 8. A high-set instantaneous element on an upstream relay is set at:
    (a) \(1.3\times\) the fault level at the downstream bus   (b) \(1.3\times\) full load   (c) the downstream relay's pickup   (d) the fault level at its own bus

    Show answer
    (a). It must never see a fault beyond the next bus, or the graded chain collapses; the \(1.3\) covers DC offset and study error. (d) would leave it with no reach at all, and (b) is a plain overcurrent setting that would trip on every downstream fault. Problem 10.
  9. MCQ 9. A directional element with an MTA of \(45^\circ\) declares "forward" over a range of current angles of width:
    (a) \(45^\circ\)   (b) \(90^\circ\)   (c) \(180^\circ\)   (d) \(360^\circ\)

    Show answer
    (c). Torque is positive over \(|\theta-\tau| < 90^\circ\), a half plane of total width \(180^\circ\) bounded by a straight line through the origin. The MTA only places the half plane; it does not narrow it. Problem 12.
  10. MCQ 10. The \(90^\circ\) connection polarises the phase-A directional element from:
    (a) \(V_a\)   (b) \(V_{ab}\)   (c) \(V_{bc}\)   (d) \(3V_0\)

    Show answer
    (c) — the line voltage of the two healthy phases, which survives an A-to-earth fault at the relay terminals while \(V_a\) collapses to zero. Option (d) is the polarising quantity for a directional earth-fault element, which is a different relay. Problem 13.
  11. MCQ 11. Magnetising inrush produces an operating point on the line:
    (a) \(I_{diff} = I_{bias}\)   (b) \(I_{diff} = 2I_{bias}\)   (c) \(I_{diff} = 0.5I_{bias}\)   (d) \(I_{diff} = 0\)

    Show answer
    (b). The current enters one winding and leaves nowhere, so \(I_{bias} = \tfrac12(I+0) = I/2\) while \(I_{diff} = I\). A locus of slope \(200\%\) lies above every usable bias slope — which is the proof that harmonic restraint is not optional. Problem 16.
  12. MCQ 12. Infeed at the remote bus causes a distance relay's zone 2 to:
    (a) over-reach   (b) under-reach   (c) be unaffected   (d) become non-directional

    Show answer
    (b). The extra current makes the drop beyond the bus larger than the relay's own current explains, so the fault appears further away: \(Z_{app} = Z_{AB}+K Z_{Bx}\) with \(K > 1\). The direction of error is reassuring, but it means the reach must be set for the weakest infeed and the lost coverage accepted. Problem 18.
Reference

Key Formulas

StatementRelationNotes
Burden in ohms\(R_b = \mathrm{VA}/I_{sn}^{2}\)25× heavier on a 1 A CT than a 5 A one
CT sizing\(V_k \ge \mathrm{ALF}\times I_{sn}(R_{ct}+R_{lead}+R_b)\)Specify the next standard core above
Effective accuracy limit\(\mathrm{ALF}_{\text{eff}} = V_k/[I_{sn}(R_{ct}+R_{lead}+R_b)]\)Nameplate class holds at rated burden only
Transient dimensioning\(V_k \ge (1+X/R)\,I_s\,R_{tot}\)Order of magnitude above the steady-state figure
Residual connection\(I_{res} = I_a+I_b+I_c = 3I_0\)Zero for load and for phase faults
Plug setting multiplier\(\mathrm{PSM} = I_f/\left[(\text{CT ratio})\times\text{plug}\times I_{sn}\right]\)Denominator is the primary pickup
IEC inverse family\(t = \mathrm{TMS}\times k/(M^{\alpha}-1)\)SI (0.14, 0.02), VI (13.5, 1), EI (80, 2), LTI (120, 1)
Inverting for TMS\(\mathrm{TMS} = t_{\text{req}}\big/t_1(M)\), round up\(t_1(M)\) is the time at \(\mathrm{TMS}=1\)
Grading interval\(0.3\)\(0.4\) s (0.25–0.3 all-numerical)Breaker + overshoot + tolerance + safety
High-set element\(I > 1.3\,I_f\big|_{\text{next bus}}\)Reach depends on \(Z_{\text{section}}/Z_{\text{source}}\)
Directional torque\(T \propto VI\cos(\theta-\tau)\)Forward over \(|\theta-\tau| < 90^\circ\)
The \(90^\circ\) connection\(V_{bc} = \sqrt3\,V_a\angle{\mp}90^\circ\) polarises \(I_a\)Survives an A–E fault at the relay
Percentage bias\(I_{diff} > I_s+k\,I_{bias}\), \(I_{bias} = \tfrac12(|\vec I_1|+|\vec I_2|)\)First slope 20–30%, second 70–100%
Delta-connected CTs\(I_{relay} = \sqrt3\,I_{ph}/N\)On the star side of a star–delta transformer
Inrush locus\(I_{diff} = 2I_{bias}\), slope 200%Above any bias slope — needs 2nd harmonic, 15%
Primary to secondary ohms\(Z_{sec} = Z_{pri}\,N_{CT}/N_{VT}\)Convert once, at the last step
Distance zones\(0.8Z_L\); \(Z_L+0.5Z_{\text{short}}\); \(Z_L+1.2Z_{\text{long}}\)0 / 0.35 s / 0.8 s; zone 2 window \(1.2Z_L\) to \(Z_L+0.8Z_{\text{short}}\)
Infeed\(Z_{app} = Z_{AB}+K Z_{Bx}\), \(K = 1+I_B/I_A\)Always under-reach; set for the weakest infeed
Mho reach off the line angle\(Z(\phi) = Z_{set}\cos(\theta_{line}-\phi)\)The shrinkage in the load direction is the point
Earth-loop compensation\(k_0 = (Z_0-Z_1)/3Z_1\)Under-set \(k_0\) under-reaches the earth loops only
High-impedance stability\(V_s = (I_f/N)(R_{ct}+R_{lead})\), \(V_k \ge 2V_s\)Assumes total saturation of one CT
Let-through energy\(I^2t = k^2S^2\), \(k = 143\) Cu/XLPEPlant is rated on backup clearance time
Diagnostics

Common Mistakes

  1. Converting a VA burden with the wrong secondary rating. \(R_b = \mathrm{VA}/I_{sn}^2\), so a \(2.5\) VA relay is \(0.1\) Ω on a \(5\) A CT and \(2.5\) Ω on a \(1\) A one — a factor of twenty-five in the knee-point calculation. The pilot loop is likewise twice the route length, and on a \(5\) A secondary it is three-quarters of the whole burden — Problem 1.

  2. Treating a CT's nameplate class as unconditional, and sizing it on the symmetrical fault current. \(5\mathrm{P}20\) is a promise at the CT's rated burden; on a heavier loop the same CT is a \(5\mathrm{P}17\), with no alarm and no symptom until a fault arrives. And the transient requirement is \((1+X/R)\) times the steady-state one, which on a transmission circuit is a factor of ten to fifteen — Problems 2 and 3.

  3. Applying the CT ratio twice, or not at all. Compute every PSM in both primary and secondary terms and require them to agree; they must, because the ratio cancels. Disagreement is the signature of this error, and it is the commonest arithmetic slip in the subject — Problem 5.

  4. Checking the grading margin at each relay's own section-end fault. The margin is checked at the fault both relays see, which is the one at the boundary between them. Comparing two different faults can certify a scheme that is not graded at all — Problem 9.

  5. Rounding the TMS to the nearest step, or changing a plug setting and leaving the study alone. Always round up: the margin being protected was assembled from four contributions each of which is already a minimum. And raising a plug slows the relay at every fault while lowering the TMS to compensate speeds it at every other fault, including the low multiples where it is backup — Problems 7 and 8.

  6. Omitting the \(\sqrt3\) of a delta CT connection. Three secondaries in delta deliver the difference of two phase currents. Forgetting it turns a \(4\%\) ratio mismatch into a \(73\%\) one, and no bias slope will hold that — Problem 14.

  7. Believing that a steeper bias slope can block magnetising inrush. Inrush enters one winding and leaves nowhere, so its locus is \(I_{diff} = 2I_{bias}\) — a slope of \(200\%\), above anything usable. Only second-harmonic restraint distinguishes it from an internal fault — Problem 16.

  8. Enlarging zone 2 to recover the coverage infeed took away, and checking load encroachment at nominal voltage. With the remote source out, the enlarged reach runs past the next bus and trips for faults two lines away; and a system disturbance depresses voltage and raises load at once, which is exactly the combination that walks the load point into zone 3 — Problems 18 and 19.

Looking Ahead

Every setting on this sheet has now been computed twice — once in the units the physics uses and once in the units the relay accepts — and the pattern is worth naming. The CT decides whether the fault is visible; the pickup decides whether the relay responds; the time multiplier and the grading margin decide who acts first; and where the accumulated time is unaffordable, the graded principle is abandoned for a unit or impedance measurement that has no time penalty at all. Nothing in Problems 1 to 20 was a new physical idea. All of it was Chapter 36's four measuring principles — magnitude, direction, difference and impedance — reduced to numbers on a settings sheet.

Set 38 turns from the relay to the substation it lives in. The earthing grid that Problem 4's residual current flows through has to carry it without producing a lethal step or touch potential, which is a soil-resistivity calculation rather than a circuit one; the insulation coordination that decides the arrester rating depends on the earthing arrangement of Set 22; and the busbar layout decides how many circuits a single fault can remove — which is the question every zone boundary in this sheet was drawn to answer.