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relay protection training

Experiences in relay protection training

Keywords: relay protection training, relay protection experiments

Relay protection plays roles of protection, measurement, and control in power systems, mainly applied in projects such as power plants, substations, and distribution stations.

It has a wide scope of use and many application sites. Therefore, it is a very important secondary electrical device in the power system. Before equipment goes into operation, products need commissioning and testing. Only after meeting project requirements can they be put into normal service.

During my studies and work I was fortunate to participate in complete system training on relay protection. Today I briefly organize my experiences for reference.

Relay Protection Testing

Table of Contents

Protection Relay Training — theory part

Understand basic knowledge

It is necessary to understand the industry’s basic knowledge in advance and learn the principles of protection operation.

For example, common protections include three-stage overcurrent protection, differential protection, overload protection, overvoltage protection, loss-of-excitation protection, etc. You need to understand the protection logic and principles of these common protection functions.

Only by understanding these can we lay the foundation for later product familiarity.

Know the products

There are many types of relay protection products. Different protection objects and different voltage levels have different protection products.

For example, for transformers, common products include transformer differential protection, transformer backup protection, transformer non-electrical-quantity protection, etc.

For generator sets, common ones include generator differential protection, generator backup protection, and generator rotor-grounding protection. Therefore, different products are applied in different places and protect different objects, so we need to have certain knowledge and understanding of the products and refer to industry technical standards.

It is also worth noting that products from different manufacturers operate somewhat differently, so you must strictly follow the manufacturer’s manual and drawings.

Learn to read power schematic diagrams

It is very necessary to learn to read secondary electrical schematic diagrams, because secondary control diagrams are not as intuitive as primary diagrams. You must understand the principles, recognize product symbols, and understand numbering to read them. By reading the schematics, you can better prepare for subsequent experiments.

Relay Protection Schematic

Learn to use relay protection test sets

Relay protection experiment regulations require that experimental equipment must meet standards and regulations, operate normally, have corresponding calibration/verification certificates with valid periods, and receive regular maintenance.

Relay Protection Tester

Example:

In the current protection experiment of relay protection, taking a 10 kV line relay protection device as an example, the electrical schematic clearly marks the wiring relationships of the current transformer (CT), relay, trip circuit, and signal circuit.

Current Transformer (CT) Polarity

In practice, if wiring is not done according to the schematic and the CT secondary winding polarity is mistakenly reversed, the protection device will sample current in the opposite direction and show the experimental anomaly of “device refuses to operate during a fault.”

his situation is caused by not performing CT polarity testing. Under normal circumstances, current enters the like-named terminal and exits the unlike-named terminal. After checking against the schematic and correcting the CT polarity wiring, repeating the experiment can achieve accurate operation of the protection device.

protection relay testing training— experimental part

The experimental part of relay protection is very important. Experiments must be conducted according to specifications; only then will the product meet commissioning conditions. If incorrect operations occur during experiments, such as non-standard procedures or improper operations, the product may be directly damaged, or the product may fail to meet operational requirements during service, creating safety hazards for future equipment operation.

Relay protection accuracy experiment For relay protection

The first task is to perform accuracy experiments, i.e., what we commonly call relay calibration. The accuracy experiment directly reflects the product’s sampling accuracy, mainly including voltage and current. By testing the device with a relay protection test set, the values can be directly and intuitively read from the relay.

The injected quantities from the relay protection tester must be within the allowable error range of the values displayed by the device to be considered qualified. Sometimes, if the displayed values deviate significantly, you can adjust and calibrate the device itself to correct the accuracy.

Relay protection function experiments

This part mainly covers the protection functions of the relay protection, using experimental equipment to debug the protection relay.

To complete this functional experiment, a reliable relay protection test set must be used. The relay protection tester must inject quantities to the electromechanical protections to complete the test.Steps are as follows:

First understand which protection function tests must be done for this product.

Often relay protection products contain many functions; testing every single one would not only waste time, but some protection functions will not be commissioned in actual operation. Therefore, it is unnecessary to test everything.

Relay Protection Testing System

Follow relay protection training and operate in accordance with the relay protection product instructions.


Before doing the experiment, the product parameters need to be set. This includes enabling/disabling protection functions, setting protection thresholds, CT ratio, PT ratio, etc. After the protection device parameter settings are completed, the protection experiments can be performed.

Refer to the protection operation logic diagram in the product manual


The relay protection manual will describe the protection function operation logic and corresponding descriptions. Conducting experiments according to the logic diagram can ensure reliable device operation.

Relay Protection Logic Diagram

The above are my personal views and are for reference only. However, in the process of learning about and understanding relay protection, I personally feel that transformer differential protection experiments are relatively difficult.

First, you must learn to calculate the setting values for transformer differential protection. A common method is as follows:

Transformer Differential Protection Setting Calculation

Rated Current Calculation:

CT Secondary Connection Branch Current:

Second Harmonic Current:

Minimum Pickup Current of Biased Differential Protection:

Differential Operating Current:

Calculate the secondary rated value using transformer capacity and CT ratio, then enter it into the protection device to complete a series of setting values. Then use a relay protection test set to perform experiments, simulate internal transformer faults, and obtain experimental data.
I hope my personal experience is helpful to you.

FAQ for Relay Protection Training & Test

Q1: What core content is covered in relay protection training?

A1: The training mainly includes basic principles of relay protection, ANSI standard protection functions (50/51 overcurrent, 87 differential, 21 distance, earth fault protection, etc.), wiring of CT/PT secondary circuits, protection setting calculation, equipment parameter configuration, on-site troubleshooting and standard secondary injection testing operations.

Q2: Who is this relay protection training suitable for?

A2: It targets substation maintenance technicians, EPC project electrical engineers, power grid operation staff, factory electrical maintenance personnel, new technical sales and after-sales engineers engaged in power testing & protection equipment.

Q3: What is secondary injection testing in relay protection tests?

A3: It is the most mainstream verification method for protection relays. Professional relay testers simulate fault current and voltage signals to inject into the relay, checking whether the device can correctly identify faults, execute trip logic and match preset protection curves.

Q4: What standard items must be tested during routine relay protection inspection?

A4: Key test items include pickup action value, tripping time delay, protection characteristic curve, communication connection (IEC61850/Modbus/103 protocol), CT loop anomaly detection, trip output contact reliability and fault event recording function.

Q5: How long is the general cycle for on-site relay protection testing?

A5: For medium & high voltage substation protection devices, the industry standard maintenance test cycle is 1~5 years; low-voltage distribution relays shall be inspected and tested according to the enterprise’s internal power maintenance management regulations.

Q6: What common faults will be taught in the troubleshooting part of the training?

A6: It covers false tripping caused by wrong protection settings, refusal to trip under actual short-circuit faults, CT wiring errors leading to protection failure, relay hardware aging and damage, communication interruption between the relay and SCADA system, and grounding faults of secondary control circuits.

Q7: What equipment is required to finish relay protection function testing?

A7: The core device is a relay protection tester (secondary injection test set). Auxiliary tools include digital multimeters, insulation resistance testers, wiring pliers and locking tools for power cut operation.

Q8: Can trainees independently complete relay setting and testing after the training?

A8: Basic training enables trainees to finish conventional feeder, motor and transformer relay parameter setting and simple single-device testing. For complex power grid protection coordination and whole-station linkage test, follow-up technical guidance and project practice are recommended.

Q9: What safety rules must be followed during relay protection live testing?

A9: Strictly implement lockout-tagout power isolation procedures before testing; confirm the secondary circuit will not cause reverse charging to primary equipment; mark test wiring clearly to avoid short-circuit or open-circuit faults on CT/PT loops, which may damage transformers and voltage transformers.

Q10: What is the difference between relay protection offline training and on-site practical training?

A10: Offline courses focus on theoretical principles, specification interpretation and software parameter configuration; on-site training combines real substation equipment to practice wiring, fault simulation, live troubleshooting and tester operation, which is more applicable to actual engineering projects.

Q11: Why is relay short circuit protection the key module in training and testing?

A11: Short circuit faults bring the biggest impact to power equipment. Relay short circuit protection is the primary means to cut off fault current rapidly. Training and targeted testing can guarantee the relay trips reliably during short-circuit accidents and prevent equipment burnout or power system accidents.

Q12: Can old electromagnetic relays and new numerical protection relays use the same testing methods?

A12: The core secondary injection testing principle is consistent. Electromagnetic relays mainly test coil action and contact output; intelligent numerical relays add more items like firmware version verification, background communication and fault waveform recording detection.

Q13:What are the standards for protective relay testing?

Protective relay testing mainly follows domestic and international standards including the IEC 60255 series, IEEE C37 series, and GB/T 14598 which is identically adopted from IEC.

About Author
Leno Zhang
Hello, I'm Leno Zhang. I have 15 years of experience in the power relay protection industry with extensive pre-sales and after-sales project experience. Our company specializes in various complete sets of relay protection and automation equipment. I can assist customers in solving all practical on-site project challenges and provide optimal integrated solutions.
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