By the end of this chapter you should be able to:
State which idealisations of Chapter 41 are relaxed here.
Resolve the no-load current into its working and magnetising components.
Draw and explain the no-load phasor diagram.
Explain why the no-load power factor is typically 0.1 to 0.2 lagging.
Compute R0 and X0 of the exciting branch.
Separate hysteresis from eddy-current loss by a two-frequency test.
Explain why the magnetising current is non-sinusoidal.
Explain the cause and magnitude of switching inrush.
What the Ideal Model Left Out
Chapter 41 assumed a loss-free core of infinite permeability. Both assumptions now go.
Hysteresis and eddy currents (Chapters 6 and 7) dissipate real power in the iron. That power must be drawn from the supply, so part of the no-load current is in phase with \(V_1\).
Real iron needs a real MMF to carry the flux. A genuine current is needed to magnetise the core, lagging \(V_1\) by 90° and in phase with the flux it produces.
The No-Load Current
With the secondary open, the primary draws a small current \(I_0\), called the no-load or exciting current. It does two jobs at once.
It supplies the iron loss in the core — real power, so this part is in phase with \(V_1\).
It provides the MMF to establish the flux — reactive, so this part lags \(V_1\) by 90°.
A small copper loss \(I_0^{2}R_1\) also occurs, but since \(I_0\) is only a few percent of full-load current, this is entirely negligible — which is why the whole of \(W_0\) is taken as iron loss.
Typical magnitudes: \(I_0\) is 2 to 6 % of full-load current in a power transformer, and rather more in small units. Chapter 46 will use exactly this measurement as the open-circuit test.
Resolving \(I_0\) into Two Components
If \(\phi_0\) is the angle by which \(I_0\) lags \(V_1\), the two components are obtained by resolving along and perpendicular to \(V_1\).
Also called the active, iron-loss or core-loss component. In phase with \(V_1\).
Also called the reactive or wattless component. Lags \(V_1\) by 90°, in phase with \(\Phi\).
The whole of the no-load calculation follows from two meter readings — \(I_0\) from an ammeter and \(W_0\) from a wattmeter — together with the applied voltage.
Problem. A 230 V, 50 Hz transformer takes a no-load current of 0.6 A at a power of 60 W. Find the no-load power factor, the two components, and the exciting-branch parameters.
Power factor.
Components.
Check.
Exciting-branch parameters.
Comment. A useful shortcut for \(R_0\) avoids computing \(I_w\) at all:
A power factor of 0.43 is high for a transformer — this is a small unit, in which the iron loss is a relatively large fraction of the volt-amperes drawn. Example 42.2 shows what a power transformer looks like.
The No-Load Phasor Diagram
The diagram is built in a fixed order, and it is worth learning that order rather than the picture.
- Draw the flux \(\Phi\) as the horizontal reference. Everything in the magnetic circuit refers to it.
- The induced EMFs lag the flux by 90°, from \(e = -N\,\mathrm{d}\Phi/\mathrm{d}t\). Draw \(E_1\) and \(E_2\) pointing downward.
- \(V_1\) must balance \(E_1\), so \(V_1 = -E_1\) points upward, leading the flux by 90°.
- Set out \(I_\mu\) in phase with \(\Phi\) and \(I_w\) in phase with \(V_1\).
- Their sum is \(I_0\), lagging \(V_1\) by \(\phi_0\).
For a step-down transformer \(E_2 \lt E_1\), as drawn. Both point the same way, since both windings link the same flux — their relative direction is a matter of winding sense, which is what the dot convention of Chapter 41 records.
Why the Power Factor Is So Low
The magnetising component is much larger than the working component, because a transformer is designed to have low iron loss but must still carry a substantial flux.
The better the core steel, the worse the no-load power factor — an improvement in the material reduces \(I_w\) without reducing \(I_\mu\).
This is not a defect. The no-load current is small in absolute terms, so its poor power factor scarcely matters — and at any appreciable load it is swamped by the load component. It matters only for a transformer left energised but unloaded, which is why distribution transformers on lightly loaded feeders are a recognised source of reactive burden on a network.
Problem. The 2200/220 V, 50 kVA transformer of Chapter 41 draws 1.2 A at 500 W on the HV side when the secondary is open. Find the no-load power factor, the components, \(R_0\) and \(X_0\), and express \(I_0\) as a percentage of full-load current.
Full-load current and the ratio.
Power factor.
Components.
Exciting branch.
Comment. The power factor is 0.189, against 0.435 for the small transformer of Example 42.1 — and \(I_\mu\) is now 98.2 % of \(I_0\). The no-load current is almost purely magnetising.
Note also that \(X_0 \ll R_0\), by a factor of more than five. In the parallel exciting branch the smaller impedance carries the larger current, so this is simply the same fact restated in circuit terms.
The Exciting Branch
The two components can be represented by two circuit elements in parallel across the supply. This is the exciting or no-load branch, and it is the first piece of the equivalent circuit that Chapter 44 completes.
\(R_0\) is a fictitious resistance that dissipates exactly the iron loss. No such resistor exists in the machine.
\(X_0\) is the magnetising reactance, representing the reluctance the flux must be driven through.
Both are large — thousands of ohms — because the branch is meant to draw only a small current.
\(X_0\) depends on the permeability, which varies along the B-H curve, so it changes with the applied voltage. Measure it at half voltage and a different value results.
\(R_0\) is better behaved, since \(V_1^{2}/W_0\) holds while the loss follows \(B^{1.6}\) to \(B^{2}\) — but it is not exactly constant either.
This is why the open-circuit test of Chapter 46 is always performed at rated voltage. The values are correct at the operating point and nowhere else.
Problem. The transformer of Example 42.2 has a full-load copper loss of 700 W. Using the iron loss found there, compute the efficiency at half load and full load at unity power factor, and find the load at which efficiency is greatest.
The two losses behave differently. From Chapter 41, the flux is fixed by the supply, so the iron loss is constant at 500 W. The copper loss varies as the square of the load fraction \(x\):
Half load, \(x = 0.5\).
Full load, \(x = 1\).
Maximum efficiency. From Chapter 33, variable loss equals constant loss:
Comment. Note that the whole calculation rests on the iron loss being the same at every load — which is true only because the flux is fixed by the supply. A transformer's iron loss can therefore be measured with no load connected at all, and this is precisely what the open-circuit test does.
The maximum-efficiency condition is Chapter 33's, unchanged. It carries over because it depends only on the shape of the loss expression — one constant term and one proportional to the square of the load — and not on whether the machine rotates.
Separating Hysteresis and Eddy Loss
The wattmeter reads the total iron loss. The two components can be separated by testing at two frequencies, exactly as the retardation test of Chapter 39 separated iron from friction.
From Chapters 6 and 7, at constant \(B_m\):
So plotting \(W_0/f\) against \(f\) gives a straight line whose intercept is \(A\) and slope is \(B\).
The voltage must be varied with the frequency to hold \(B_m\) constant, since \(B_m \propto V/f\). Test at constant volts per hertz.
Problem. A transformer gives an iron loss of 500 W at 2200 V, 50 Hz and 210 W at 1100 V, 25 Hz. Separate the hysteresis and eddy-current losses at 50 Hz.
Check the flux density is the same.
Form \(W_0/f\).
Slope and intercept.
The two losses at 50 Hz.
Check at 25 Hz.
Comment. Hysteresis accounts for 68 % of the iron loss and eddy currents 32 % — a typical split for a well-laminated core, and the reason Chapter 40 stressed that CRGO steel, which attacks the hysteresis loop, mattered as much as thinner laminations.
Notice how the proportion shifts with frequency. At 25 Hz hysteresis is \(170/210 = 81\) % of the loss, because \(P_h \propto f\) while \(P_e \propto f^{2}\). Eddy loss dominates at high frequency, which is why high-frequency transformers use ferrite rather than laminated steel.
The Non-Sinusoidal Magnetising Current
One assumption has been made silently throughout: that \(I_\mu\) is sinusoidal. It is not.
- The applied voltage is sinusoidal, so — from \(V_1 \approx E_1 = -N_1\,\mathrm{d}\Phi/\mathrm{d}t\) — the flux must be sinusoidal.
- But the relation between flux and current is the B-H curve of Chapter 5, which is non-linear and hysteretic.
- To produce a sinusoidal flux through a non-linear characteristic, the current must be non-sinusoidal.
The magnetising current comes out peaked, because near the peak of the flux wave the core is entering saturation and disproportionately more current is needed.
Fourier analysis shows a strong third harmonic, typically 10 to 40 % of the fundamental, together with smaller fifth and seventh.
The consequences are serious in three-phase working, where third harmonics in the three phases are all in phase with one another and cannot circulate in a star connection without a neutral — which is a principal reason for the delta winding of Chapter 48.
For single-phase analysis the effect is handled by using the equivalent sinusoidal current — a sine wave of the same RMS value — which is what \(I_\mu\) has meant throughout this chapter. The approximation is good because the harmonics contribute little to the RMS total.
Switching Inrush
Everything so far describes the steady state. The instant of switching on is quite different, and produces the largest current a healthy transformer ever draws.
Since \(\Phi = \frac{1}{N_1}\int v\,\mathrm{d}t\), the flux depends on when the supply is connected.
Switch at voltage peak and the flux starts from zero exactly as the steady state requires — no transient at all.
Switch at voltage zero and the flux must integrate from zero over a full half cycle, reaching \(2\Phi_m\).
Add residual flux left in the core from the previous switch-off, and the demand rises further still.
The core saturates heavily, its permeability collapses towards that of air, and the current becomes enormous.
Problem. The transformer of Example 42.2 is designed for \(B_m = 1.1\) T with saturation at about 2.0 T. It is switched on at a voltage zero with a residual flux of \(0.5\Phi_m\). Estimate the flux demanded, and compare a typical inrush peak of ten times full-load peak current with the normal magnetising current.
Flux demanded.
The core cannot carry it. Beyond saturation the incremental permeability falls towards that of free space, so the extra flux must be driven through what is effectively air — and the current required rises out of all proportion.
Normal magnetising current, peak.
Full-load current, peak.
Inrush at ten times full-load peak.
Comment. The switching inrush is roughly two hundred times the current the transformer draws when quietly energised, and about ten times its full-load current — comparable with a short circuit.
Two practical consequences follow. Protective relays must be made to discriminate between inrush and a genuine fault, which is done by detecting the strong second-harmonic content that inrush has and a fault does not. And the transformer's windings must withstand the resulting mechanical forces, which is one reason for the bracing discussed in Chapter 40.
The inrush decays over several cycles as the winding resistance damps the transient — typically within 0.1 s for a small unit but taking seconds for a large one, where the resistance is proportionally smaller.
Summary and Key Formulas
Relaxing the loss-free core and infinite permeability gives a real no-load current \(I_0\), typically 2 to 6 % of full-load current.
\(I_0\) resolves into \(I_w = I_0\cos\phi_0\), supplying the iron loss, and \(I_\mu = I_0\sin\phi_0\), producing the flux.
In the phasor diagram \(\Phi\) is the reference, \(E_1\) and \(E_2\) lag it by 90°, \(V_1 = -E_1\) leads it by 90°, and \(I_0\) lies between \(V_1\) and \(\Phi\).
The no-load power factor is low, 0.1 to 0.2, because \(I_\mu \gg I_w\). Better core steel makes it worse.
The exciting branch is \(R_0 = V_1^{2}/W_0\) in parallel with \(X_0 = V_1/I_\mu\). Neither is truly constant.
The iron loss is constant at all loads, since the flux is fixed by the supply — which is what makes an open-circuit test valid.
Testing at two frequencies at constant \(V/f\) separates the losses, since \(W_0/f = A + Bf\).
The magnetising current is non-sinusoidal and peaky, rich in third harmonic, because the flux must be sinusoidal through a non-linear B-H curve.
Switching inrush can reach 8 to 12 times full-load current, because switching at a voltage zero with residual flux demands up to \(2.5\Phi_m\).
| Quantity | Formula | Notes |
|---|---|---|
| No-load power factor | \(\cos\phi_0 = \dfrac{W_0}{V_1I_0}\) | typically 0.1–0.2 |
| Working component | \(I_w = I_0\cos\phi_0 = \dfrac{W_0}{V_1}\) | in phase with \(V_1\) |
| Magnetising component | \(I_\mu = I_0\sin\phi_0\) | in phase with \(\Phi\) |
| Resultant | \(I_0 = \sqrt{I_w^{2} + I_\mu^{2}}\) | useful check |
| No-load power | \(W_0 = V_1I_0\cos\phi_0\) | = iron loss |
| Core-loss resistance | \(R_0 = \dfrac{V_1}{I_w} = \dfrac{V_1^{2}}{W_0}\) | fictitious |
| Magnetising reactance | \(X_0 = \dfrac{V_1}{I_\mu}\) | varies with voltage |
| Iron-loss split | \(\dfrac{W_0}{f} = A + Bf\) | at constant \(V/f\) |
| Hysteresis, eddy | \(P_h = Af,\quad P_e = Bf^{2}\) | — |
| Worst-case switching flux | \(2\Phi_m + \Phi_r\) | at voltage zero |
Common Mistakes
Swapping \(\cos\) and \(\sin\). \(I_w = I_0\cos\phi_0\) is the power component; \(I_\mu = I_0\sin\phi_0\) is the larger one.
Computing \(R_0\) as \(V_1/I_0\). It is \(V_1/I_w\), equivalently \(V_1^{2}/W_0\).
Putting \(R_0\) and \(X_0\) in series. They are in parallel, both across \(V_1\).
Treating \(W_0\) as including copper loss. At 5 % of full-load current the copper loss is 0.25 % of its full-load value — negligible.
Expecting the iron loss to change with load. The flux is fixed by the supply, so it does not.
Running a two-frequency test at constant voltage. The voltage must scale with frequency to hold \(B_m\) fixed.
Assuming \(X_0\) is a constant. It depends on permeability and so on the voltage.
Drawing \(I_0\) close to \(V_1\). With a power factor of 0.19 it lies close to \(\Phi\), nearly 80° from \(V_1\).
Believing the magnetising current is sinusoidal. It is peaked and rich in third harmonic.
Confusing inrush with a fault. Inrush carries a strong second harmonic; a fault does not.
Chapter Review
Find \(\cos\phi_0\) first from \(W_0/V_1I_0\); both components and both parameters follow at once.
P42.1 A 440 V transformer takes 1.0 A at 150 W on no load. Find the power factor and both components.
Show answer
\[\cos\phi_0 = \frac{150}{(440)(1.0)} = 0.3409, \qquad \sin\phi_0 = 0.9401\]\[I_w = 0.3409~\mathrm{A}, \qquad I_\mu = 0.9401~\mathrm{A}\]P42.2 For P42.1, find \(R_0\) and \(X_0\).
Show answer
\[R_0 = \frac{V_1^{2}}{W_0} = \frac{(440)^{2}}{150} = 1291~\Omega\]\[X_0 = \frac{440}{0.9401} = 468.0~\Omega\]P42.3 A 3300 V transformer has \(I_w = 0.15\) A and \(I_\mu = 0.90\) A. Find \(I_0\), the power factor and the iron loss.
Show answer
\[I_0 = \sqrt{(0.15)^{2} + (0.90)^{2}} = \sqrt{0.8325} = 0.9124~\mathrm{A}\]\[\cos\phi_0 = \frac{0.15}{0.9124} = 0.1644, \qquad W_0 = (3300)(0.15) = 495~\mathrm{W}\]P42.4 A transformer gives 400 W at 500 V, 50 Hz and 168 W at 250 V, 25 Hz. Separate the losses at 50 Hz.
Show answer
\(V/f\) is 10 in both cases, so \(B_m\) is unchanged.\[\frac{400}{50} = 8.0, \qquad \frac{168}{25} = 6.72\]\[B = \frac{8.0 - 6.72}{25} = 0.0512, \qquad A = 8.0 - 2.56 = 5.44\]\[P_h = (5.44)(50) = 272~\mathrm{W}, \qquad P_e = (0.0512)(2500) = 128~\mathrm{W}\]P42.5 A 100 kVA transformer has an iron loss of 900 W and a full-load copper loss of 1600 W. Find the load for maximum efficiency and that efficiency at unity power factor.
Show answer
\[x = \sqrt{\frac{900}{1600}} = 0.75 \quad\Longrightarrow\quad 75~\mathrm{kVA}\]\[\eta_{\max} = \frac{75\,000}{75\,000 + 1800} = 97.66\,\%\]P42.6 A transformer draws 2.5 A on no load. Its full-load current is 50 A. Express \(I_0\) as a percentage, and find the no-load copper loss as a fraction of the full-load value.
Show answer
\[\frac{2.5}{50} = 5\,\%\]This is why the no-load copper loss is neglected and \(W_0\) taken entirely as iron loss.\[\frac{I_0^{2}R_1}{I_{1}^{2}R_1} = (0.05)^{2} = 0.0025 = 0.25\,\%\]P42.7 Explain why the no-load power factor of a transformer is so low, and why improving the core steel makes it lower still.
Show answer
Because \(\cos\phi_0 = I_w/I_0\) and the magnetising component \(I_\mu\) is far larger than the working component \(I_w\). The core must carry a substantial flux — needing real MMF — while the iron loss is deliberately kept small.Better steel makes it worse because it reduces the hysteresis loop area, and hence \(I_w\), without much reducing the MMF needed to drive the flux. \(I_w\) falls, \(I_\mu\) does not, so the ratio falls.
This is not a defect. The absolute value of \(I_0\) is what matters, and it is small. At any real load the current is dominated by the load component and the overall power factor is that of the load.
P42.8 Why is the magnetising current non-sinusoidal, and why does this matter in three-phase systems?
Show answer
The applied voltage is sinusoidal, so from \(v \approx -N\,\mathrm{d}\Phi/\mathrm{d}t\) the flux must be sinusoidal. But flux and current are related by the non-linear, hysteretic B-H curve. Producing a sinusoidal flux through a non-linear characteristic requires a non-sinusoidal current — peaked, because near the flux peak the core enters saturation and disproportionately more current is needed.Fourier analysis shows a strong third harmonic, typically 10–40 % of the fundamental.
In three-phase systems the third harmonics of the three phases are all in phase with one another. They therefore cannot circulate in a star connection without a neutral, and their suppression distorts the flux and the phase voltages. Providing a delta winding gives them a path in which to circulate, which is a principal reason for the delta connection.
P42.9 Explain the cause of switching inrush and why it is worst at a voltage zero.
Show answer
Flux is the integral of the applied voltage: \(\Phi = \frac{1}{N_1}\int v\,\mathrm{d}t\). The steady-state flux wave must lag the voltage by 90°, so it is at its negative peak when the voltage passes through zero going positive.If the transformer is switched on at a voltage zero, the flux must start from whatever is in the core (zero, or the residual) and integrate over a full half cycle, reaching \(2\Phi_m\) — twice its normal peak. With residual flux of, say, \(0.5\Phi_m\) the demand becomes \(2.5\Phi_m\).
The core cannot carry this; it saturates deeply, its permeability collapses towards that of air, and the current needed rises to 8–12 times full load.
Switching at the voltage peak is the benign case: the flux then starts from zero exactly as the steady state requires, and there is no transient at all.
P42.10 How can a protective relay distinguish inrush from an internal fault, given that both give a large current?
Show answer
By the harmonic content. Inrush current is the result of one-sided saturation, so its waveform is strongly asymmetrical and contains a large second harmonic — commonly 15–25 % of the fundamental. A genuine internal fault produces a substantially sinusoidal current with very little second harmonic.Differential relays therefore use second-harmonic restraint: the trip is blocked while the second-harmonic content exceeds a set fraction.
The distinction matters because the two demand opposite responses. An inrush is harmless and decays in a few cycles, so tripping would be a nuisance; a fault must be cleared at once.
MCQ 1. The no-load current of a power transformer is typically:
(a) 0.1 % of full load (b) 2–6 % (c) 20 % (d) 50 %Show answer
(b) 2–6 % of full-load current.MCQ 2. The working component of the no-load current supplies:
(a) the flux (b) the iron loss (c) the copper loss (d) the loadShow answer
(b) the iron loss. It is in phase with \(V_1\).MCQ 3. The magnetising component is in phase with:
(a) \(V_1\) (b) \(E_1\) (c) the flux (d) the load currentShow answer
(c) the flux, which it produces, and it lags \(V_1\) by 90°.MCQ 4. The no-load power factor of a transformer is typically:
(a) unity (b) 0.8 lagging (c) 0.1–0.2 lagging (d) 0.9 leadingShow answer
(c) 0.1–0.2 lagging, because \(I_\mu \gg I_w\).MCQ 5. The core-loss resistance is given by:
(a) \(V_1/I_0\) (b) \(V_1/I_\mu\) (c) \(V_1^{2}/W_0\) (d) \(W_0/V_1^{2}\)Show answer
(c) \(V_1^{2}/W_0\), which equals \(V_1/I_w\).MCQ 6. \(R_0\) and \(X_0\) are connected:
(a) in series (b) in parallel (c) in the secondary (d) across the loadShow answer
(b) in parallel, both across the supply voltage.MCQ 7. The iron loss of a transformer as the load increases:
(a) rises (b) falls (c) stays constant (d) rises as the squareShow answer
(c) stays constant, because the flux is fixed by the supply.MCQ 8. In a two-frequency test, plotting \(W_0/f\) against \(f\) gives an intercept equal to:
(a) the eddy coefficient (b) the hysteresis coefficient (c) the total loss (d) zeroShow answer
(b) the hysteresis coefficient \(A\); the slope gives the eddy coefficient \(B\).MCQ 9. The magnetising current is non-sinusoidal because:
(a) the voltage is distorted (b) the B-H curve is non-linear (c) the load is unbalanced (d) of eddy currentsShow answer
(b) the B-H curve is non-linear. A sinusoidal flux through it needs a peaked current.MCQ 10. Switching inrush is worst when the transformer is energised at:
(a) voltage peak (b) voltage zero (c) current peak (d) any instant equallyShow answer
(b) voltage zero, when the flux must integrate to \(2\Phi_m\) or more.
State which assumptions of the ideal transformer are relaxed in this chapter and which are retained.
Explain the two jobs done by the no-load current and resolve it into components.
Draw the no-load phasor diagram, explaining the order in which it is constructed.
Explain why the no-load power factor is low and why better core material lowers it further.
Derive \(R_0\) and \(X_0\) and explain why neither is truly constant.
Describe the two-frequency test and derive the relation it depends on.
Explain why the magnetising current is non-sinusoidal and what follows in three-phase systems.
Explain switching inrush, its magnitude, and how protection discriminates against it.
The secondary has been open throughout. Chapter 43 closes it and applies a load, which restores the last two idealisations: the windings have resistance \(R_1\) and \(R_2\), and not all the flux links both windings, giving leakage reactance \(X_1\) and \(X_2\).
The consequence is that \(V_1\) no longer equals \(E_1\), nor \(V_2\) equal \(E_2\). Instead
The primary current becomes \(\mathbf{I}_1 = \mathbf{I}_0 + \mathbf{I}_2'\), where \(\mathbf{I}_2'\) is the load component that balances the secondary ampere-turns. The exciting branch derived here does not disappear — it simply becomes one part of a larger circuit, and the phasor diagram of this chapter becomes the no-load corner of the on-load diagram.
Chapter 44 then folds everything into the equivalent circuit, using the referring rule of Chapter 41 to bring the secondary quantities across.