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Abstract—Reactive power compensation is commonly used to increase technical specification therefore may not capture the actual needs.
network capacity, extend plant life, reduce and delay capital expenditure, Procurement typically create tender packages to ensure all equipment
provide voltage support and improve power quality.
on a project are aligned with the project requirement, and adds
Designing medium voltage capacitor banks balances the potentially
conflicting requirements of minimised cost, long life, infrequent mainte- volumes of requirements to the technical specification that may or
nance, ease of operation and fitness for purpose. may not be relevant to the real needs. Suppliers have their own
This article describes an approach that provides such a balance in the baggage, and prefer to offer something they have already developed.
context of mobile, outdoor enclosed capacitor banks for medium voltage Suppliers with some experience will understand that there has been
networks. The approach acknowledges the complex interaction between
environmental demands, electrical design and mechanical constraints.
some communication loss between the real needs and the tender
Acknowledging the realities of site conditions and field operations and package, and may offer what they believe to be the real needs. Given
adhering to established design requirements for all components result the sometimes vast package of tender documents, listed deviations
in durable, reliable equipment that provide the necessary functional from the specification may be restricted to what is thought to be
performance while reducing the lifetime cost of equipment. Site conditions key areas. Evaluation is often influenced by incorrect assumptions of
include the actual climatic and atmospheric conditions such as tropical
temperatures, dust and humidity and field operations include operators the true cost of offers, preferences for suppliers based on previous
that expect robust, simple operation and easy access for maintenance experience, or emphasis is placed on aspects that are not key to the
purposes. real needs. The result is an implementation that may not match project
The outcome of the design approach is a novel but sensible solution expectations, is not reliable or cannot be operated or maintained with
that is easy to transport and install and is based on readily available
core components that will guarantee a long service life.
ease.
Fig. 1. The ideal project procurement cycle Each project or application may have slightly different require-
ments and some aspects may be more important than others. We
believe the following are the most important needs for enclosed
A need for compensation is identified on a project. The technical capacitor banks:
performance requirements are captured accurately and concisely by
1) Do the job:
the responsible engineer, and the procurement department combines
these requirements with the commercial and other project expec- a) Deliver reactive power in an environment or situation
tations into a tender document. Suppliers review the requirements, where outdoor or indoor open type equipment is not desir-
and offer exactly what has been specified, with a limited number of able or practical. Enclosed solutions are required in case
clearly identified deviations from the tender documents. An unbiased, where the physical environment may not suit open type
analytical evaluation is performed and the successful supplier delivers solutions, or where there is a need for rapid deployment
a solution that nearly exactly matches the original requirements. Op- with minimal site work, or where space constraints make
erations and maintenance staff have no problems with the equipment open type solutions impractical.
for the expected life of the project. b) Control the amount of reactive power delivered on the
Actual life is somewhat different, as shown in figure 2. The real basis of network conditions such a power factor, harmonic
need may not be understood or identified clearly. The engineer may levels, or any number of other factors such as voltage
have specific preferences for an outcome, or may pre-empt and level, load level and operator instructions.
therefore try to compensate for deficiencies in suppliers’ offers. The 2) Do it safely:
0MPEBD1-1 2
Q (Mvar), S (MVA)
b) Provide flexible controls based on internal, local grid and
remote conditions. 4
5) Be easy to maintain: 3
a) Extend the time between maintenance periods as much as
2
possible.
b) When work needs to be done on the equipment, provide 1
easy access.
0
c) Standardise replacement parts as much as possible to
reduce maintenance spares. 2/6/15 4/6/15 6/6/16 8/6/15 10/6/15
d) Plan the complete equipment life cycle from manufactur-
Fig. 3. Corrected and uncorrected reactive and apparent power
ing to removing from service.
These topics will be discussed and our approach to each will be This preliminary simulation of how the capacitor bank will react
explained in more detail below. to actual load variations is vital in determining the overall amount of
III. F UNCTIONAL REQUIREMENTS reactive power and the number and size of steps. Careful selection
of step sizes and control algorithm make it possible in almost all
There are many reasons for installing reactive power compensation
cases to use three steps or less, while minimising the number of
such as increasing power transfer capability, reducing upstream
switching operations. Knowing how many switching operations can
losses, connection agreement requirements for power factor and
be expected during the planning stage is very useful in reviewing
voltage support in steady state or for short periods. All of these are
performance once the equipment is installed.
possibly in conjunction with a requirement for reducing or at least
A compact and powerful presentation of the impact of power factor
not increasing harmonic distortion in the network.
correction is shown in figure 4. The relationship between apparent
A. Enclosed, outdoor power and power factor for the uncompensated and compensated
cases are shown, with a clear indication of the resulting reduction
Reactive power solutions can be designed for indoor or outdoor
in demand.
use, inside enclosures or open type. At medium voltage levels, there
are often functional features that force solutions to be designed for
1.0
enclosed, outdoor application. Examples of such features are:
1) Lack of space inside existing or planned switch-rooms, 5 MVA at 0.995 power factor
2) Physical environment that makes open type equipment non- 0.9 6.1 MVA at 0.8 power factor
Power factor
of 3.5 Mvar in total is required to limit reactive power to less than This simple example amply illustrates the merits of a design
0.5 Mvar. approach that includes detuning reactors in all applications.
At this stage, the size and number of steps are known, and the
C. Avoiding harmonic concerns detuning reactor has been selected. It is now possible to calculate
the electrical ratings of the equipment in the context of applicable
Once the basic ratings and configuration of the compensating
standards and the electrical environment. This topic is covered in
equipment are known, attention can turn to another crucial design
detail in the further reading. In summary:
requirement: avoiding or managing the impact of harmonic distortion.
• The capacitor bank is to be rated to withstand the continuous
Capacitors are unique among electrical equipment as deploying them
in the network changes the network behaviour fundamentally by voltage stress resulting from fundamental frequency over volt-
causing parallel or series resonance between the capacitance and a age, harmonic distortion and the voltage rise effect of the series
typical inductive network impedance. reactor.
• The reactor must be rated to withstand the current spectrum that
The effects of harmonic distortion cannot be discussed in sufficient
detail here and the reader is referred to some additional information it will be subjected to, including all harmonic currents. Notably
in section IX. The topic can be summarised as follows: the losses, including those arising from harmonic current, must
Capacitor banks (and especially where there is more than one be accounted for.
step connected in parallel) are often supplied with series reactors. From an electrical design perspective, these two parameters (volt-
These reactors have the effect of reducing the peak amplitude age rating of capacitor units and current rating of reactor) are the
and frequency of switching transient to ensure that capacitors and most important and most commonly incorrect ratings in the entire
associated switchgear can cope with switching events. Such reactors application.
are referred to as damping reactors. These reactors are typically air
core, light, are relatively compact and have low losses. Damping IV. S AFETY
reactors are therefore somewhat easier to incorporate into an enclosed Safe operation of equipment entails a number of topics such as the
capacitor bank design. protection of the individual steps against failures in the equipment
Damping reactors, however, do not address the potentially destruc- itself, protecting the capacitor bank as a whole against internal or
tive impact of harmonic amplification, and specifying banks with external failure, protection of operators against exposure to potentially
such reactors is a false economy. Unless detailed harmonic impact lethal voltages, and interfacing with site-specific safety requirements.
studies have been done and it is clear that there will be no significant
non-linear load in the network and that network conditions will never
change, it is highly recommend to specify so-called detuning reactors A. Protection of each step
with each step. Each step of the capacitor bank needs to be protected. The extent
Detuning reactors ensure that no harmonic resonance can occur and type of protection will depend on what is practical and the risk
when the steps are connected. Use of the reactors normally results in of any failure to detect faults.
somewhat reduced harmonic distortion levels in the network, and they It is best practice to implement sensitive unbalance protection at
also limit the impact of switching transients. In enclosed applications all times to detect failed elements and prevent case rupture. In most
the reactors are normally dry type, iron core devices and are therefore applications it is preferable to arrange the step in an ungrounded
relatively heavy, with greater losses than damping reactors. These double star configuration. This allows cost-effective sensitive unbal-
drawbacks are compensated by good design and product selection, ance current protection, and blocks zero sequence currents through
and will almost always result in a more robust, safer and reliable the step.
solution.
Voltage distortion (% V1)
20
No PFC
Damped PFC
Detuned PFC
10
0
(a) (b) (c)
THD 3 5 7 9 11 13 15 17 19
Harmonic order Fig. 6. Three options for protection of capacitor steps
Fig. 5. Harmonic spectra with no, damped and detuned PFC There is a lower limit on the reactive power rating of capacitor
units that will provide reliable internal fuse operation. In such cases,
Figure 5 illustrates the high and potentially destructive voltage a scheme as shown in figure 6(a) is used. Voltage transformers are
distortion that may occur when capacitor banks are used with no connected across each phase and the resulting unbalance voltage is
reactors or damping reactors. In this case, amplification of the seventh used in a special relay that can detect individual fuse operation.
harmonic occurs to the extent that any equipment connected to that This scheme provides the additional benefit that capacitor units
busbar is likely to fail or malfunction. A detuned bank with the can be discharged very rapidly after de-energisation. The voltage
same reactive power output, however, results in a slight reduction transformers must be designed to cope with the relatively high energy
of harmonic distortion. dissipation that occurs when the bank is discharging.
0MPEBD1-1 4
The common current unbalance scheme is shown in figure 6(b). in all cases to ensure that switchgear is used that has a proven track
In this scheme, a special relay is used for detecting small changes in record of not restriking.
the neutral point current.
Short circuit protection is normally provided by suitably rated fuses C. Safety of the operator
on the line side of each step. These fuses protect the contactor and
remainder of the step against internal faults, and make it possible to The first step to operator safety is to make human interaction
use contactors that are not able to withstand system fault currents to with the equipment inherently safe. This is done in several ways:
switch the capacitor steps. mechanical timed interlocks that ensure access to live parts is not
possible, smart control that prevent user actions that can cause
Where banks are too large to be switched by means of contactors,
damage to equipment and smart system supervision that ensure that
a circuit breaker can be used control the step. In such cases it is
minimal human interaction is necessary to operate the equipment.
necessary to include line side current transformers to detect faults, as
shown in figure 6(c). There are advantages to such line side current Each customer, and each site, has specific safety requirements and
transformers: more sophisticated protection can be provided in the policies. This important interface point needs to be described and
form of thermal protection of the detuning reactor, voltage protection clearly documented: it is not sufficient for a supplier to provide what
of the step capacitors, line side unbalance, over- and under current, is considered good practice or for the customer to make a vague
as well as the required sensitive star point unbalance protection. statement about operator safety.
The interlocking diagram in figure 8 provides a useful framework
and also demonstrates clearly which part of the safety system is in
B. Protection of the complete system which party’s hands. In this scheme using captive key interlocks, an
The primary interface to the external network takes place in the upstream breaker is tripped which releases key A. This key is inserted
high voltage section of the enclosed bank. Here access is provided and turned in a timed release mechanism, ensuring that no operation
to terminate the incoming cable from the upstream network and can be made on the capacitor bank before a certain discharge time.
functional integration with the necessary protection functions and After this time, key B is released.
safety interlocks are provided.
As shown in figure 7 this section can contain a number of Client scope Supplier scope
components determined by the end user requirements and existing Bolt Timed release Bolt Bolt
equipment. For example, the upstream feeder may contain a circuit
breaker and then it may not be necessary to incorporate a breaker in
this section. A A B B C
D D C
Internally mounted equipment must be secured for transport. The derated capacity, or equipment failure. Temperature is also
typical enclosed capacitor bank contains a number of heavy iron important in cold climates – much of the equipment cannot
core reactors and several capacitor units and other fragile and/or operate below a certain temperature.
high inertia components. Adequate internal bracing for transport is As mentioned above, detuning reactors are highly recom-
essential and where such bracing is for transport purposes only it mended for purposes of avoiding harmonic resonance, however
should be easy to remove it once the equipment is located on site. these reactors can be substantial sources of heat. The enclosed
bank is mounted outside and subject to heating from sunlight
B. Storage and potentially high ambient temperature air for extended
periods. These internal and external heat sources can cause high
Enclosed capacitor banks may need to be put in storage if delivered
temperatures inside the enclosure to rise significantly, to levels
earlier than required or when removed temporarily from service or
beyond the rated capability of the components.
in the process of relocation. Storage is normally relatively benign,
A common solution is to ensure cooling of the internal com-
however important aspects need to be considered:
ponents by forced ventilation, with vents for air to enter and
If the equipment is to be transported to a storage location, even
exit the enclosure. At high ambient temperatures a very large
on the same site, due consideration should be given to transport
volume of air has to pass through the enclosure to ensure
preparation and bracing. Standard container dimensions for handling
sufficient cooling. This results in a paradox: vents must be large
once again greatly facilitates collection from site and delivery to the
and allow efficient air flow, but must also keep rain, vermin and
storage location.
dust out of the enclosure.
Long term storage may result in ingress of dust and vermin that
2) The equipment is dusty, dirty, or vermin-infested. Dusty, dirty
will make it difficult to place the equipment in service again without
equipment results in insulation breakdown, local hot spots and
a major overhaul. A fully sealed enclosure will avoid this problem.
flashovers. To avoid dust ingress, air filters can be placed
In some climates moisture may accumulate in the enclosure and
over air inlets. In a dusty, hot environment, these filters may
result in degradation of insulation, especially of the dry type iron core
require frequent maintenance. Such maintenance is essential if
reactors that are used in the steps. With the exception of the high
the designed air flow is to be maintained.
voltage capacitor units inside the enclosure, none of the components
As the filters are often mounted under cowls that prevent
are intended to be exposed to moisture. The most common solutions
water ingress, it is difficult to notice the condition of the
to this problem are the use of desiccant or space heaters inside
filters, and these can easily be neglected. This can result in
the enclosures. Both of these have complications: desiccant requires
underperformance and even failure of the bank. Cowls also
replacement, implying some level of maintenance during storage,
inherently restrict air flow.
while space heaters require a power source which may be problematic
in typical storage situations. An alternative approach is to seal the enclosure completely on all
The capital cost of the equipment, sensitivity of components to sides, to provide a real dust-free and moisture free internal environ-
moisture and the potential cost to re-enter service warrant care during ment, and to manage to the temperature by means of heat exchangers.
storage. It is recommended to monitor humidity inside the enclosure The sun and ambient temperature loading of the enclosure is reduced
so the extent of condensation is known, that the enclosure is sealed by means of thermal cladding applied to the inside of the enclosure,
during storage, limiting the amount of moist air exchanges, and if ensuring the components can be operated at a constant, comfortable
necessary, the internal moisture is managed by means of space heaters temperature in a clean environment — ideal for a long operating life.
or moisture extraction. The completely sealed approach is inherently vermin proof and the
thermal cladding provides the additional benefit of noise mitigation.
C. Site environment VI. O PERATIONAL REQUIREMENTS
Conditions on site can vary considerably, from arid desert envi- Once equipment is installed and in service, the real need is
ronments with large temperature variations during the day, to highly to provide the operator with full control of the equipment in a
humid, warm tropical enviroments and to sub-zero environments. simple and clear manner. The enclosed capacitor bank must be
Altitude can range from near sea level to high altitude, and seismic easy to use whether it is in automatic mode, manually operated or
and wind loading may be important considerations. Rainfall and controlled remotely either by a remote control system common in
the likelihood of lightning strikes need to be taken into account. energy distribution utilities or by the plant-wide control system in an
It is important to give a detailed description of site location and industrial application.
conditions, as well as any specific requirements for design that may Figure 9 indicates an approach that gathers all the necessary
exist in local regulations. In many cases, air-borne dust can be information regarding the status of the enclosed bank and presents
conductive so it is vital that it should be kept out of the enclosure. that information to operators through a single interface.
Suppliers of enclosed capacitor banks must take all these condi- Accepting delivery of the equipment on site, placing it in the
tions into account and should be able to prove that their design can correct location and making it ready for operation is a very important
withstand the conditions. Designs are generally standardised as much aspect of handing the enclosed capacitor bank over to the end user.
as possible in order to reduce design and manufacturing costs and to Proper coordination in the form of mechanical and civil drawings,
improve quality management, however good designers will be able supported by instructions and training of the relevant personnel
to demonstrate that appropriate measures have been taken to ensure are essential at this stage. From a design perspective, making the
correct operation under the specific conditions on site. equipment easy to transport, off-load on site and place it in position
There are two related, important aspects to the design of enclosed will make the lives of operators, and hence the use of and caring for
capacitor banks that often cause problems for end users: the equipment much easier.
1) The equipment is not kept cool enough. Service life of capacitor
units, reactors, switchgear, in fact all equipment used in the VII. M AINTENANCE REQUIREMENTS
enclosed capacitor bank requires operation under a specific Enclosed bank specifications often state the requirement that
ambient temperature. High temperatures result in rapid failure, equipment can be accessed via doors or lift-off panels. This is a
0MPEBD1-1 6
VIII. C ONCLUSION
Earthing
Auto Specifying, procuring, and owning an outdoor enclosed bank is
Breaker status similar in some respects to other medium voltage equipment like
Fuse status outdoor switchgear or transformers. Unlike such equipment, there
System are few standards to guide the end user in the process of procuring
Manual Door position
Controller or owning it and therefore special care and thought should be given
Temperature to this process to avoid pitfalls.
Lighting Isolation This note provides designers and specifiers of such equipment with
Remote
key aspects of functionality, safety, operability, maintainability and
PFC steps
longevity to consider.