Satisfactory performance of substation equipment is critical for any utility company. During their service life such assets transition from new to being aged by having one or more developing failure modes, and if left unattended eventually reaching the point of failure itself. The need is then to have the capability to identify the time frames for these transition stages. TB 858 describes Asset Health Index (AHI) methodologies for all significant asset types. These AHIs should be the first step towards focused outcomes. Firstly, they can be used to create asset specific plans for maintenance, refurbishment and asset replacement. Secondly, they can provide resilience information on a functional basis through a network. Each is part of the asset management credo that all assets should have lifetime management plans to meet business objectives.

Table of content

1. Introduction

1.1. Goal of this Working Group and the Technical Brochure
1.2. The role of health indices within asset life planning
1.3. Drivers for the development of an AHI process
1.4. AHI within an asset management process
1.5. AHI and the ageing asset base
1.6. Dealing with unexpected failures
1.7. Experience developing AHI

2. Processes used in asset health indexing

2.1. AHI processes described in publications
2.2. Asset health index terminology
2.3. Failure mode, effects and analysis
2.4. Extent of an AHI review and restricted assessments
2.5. Translating into the scale code
2.6. Working with scale codes
2.7. Assembling the AHI
2.8. Chapter conclusions – creating an asset health index

3. The generic methodology

3.1. Step 1: Identify the assets and decide on review levels
3.2. Step 2: Perform FMEA
3.3. Step 3: Assess individual asset performance
3.4. Step 4: Identify the condition indicators to be used
3.5. Step 5: Collect inspection data
3.6. Step 6: Evaluate current condition relative to key failure modes
3.7. Step 7: Aggregate analyses for AHI
3.8. Step 8: Identify mitigation actions
3.9. Assembling the final AHI

4. Applied methodology

4.1. Steps common for all asset categories
4.2. Transformers and reactors
4.3. Circuit breakers
4.4. Disconnectors and earthing switches
4.5. Instrument transformers
4.6. GIS
4.7. Other substation primary equipment
4.8. Control and protection
4.9. Auxiliary systems
4.10. Buildings and structures

5. Assembling sets of AHI outcomes and displaying results

5.1. Issues when combining sets involving different asset types
5.2. Examples – part 1
5.3. Potential methods for aggregation of health scores
5.4. Sanity checking – POF back calculation, expected condition issues
5.5. Conclusions relating to aggregation

6. Conclusion
Appendix A. Definitions, abbreviations and symbols

A.1. General terms
A.2. Specific terms

Appendix B. Links and references
Appendix C. Additional explanation specific to chapter 5

C.1. Characteristics of combinable health indices
C.2. Mathematics of probability

Appendix D. CIGRE publications

D.1. UK TSO
D.2. USA TSO
D.3. OEM – International group of transformer experts
D.4. A2 brochure TB 761 condition assessment of power transformers

Appendix E. Collaborative developments

E.1. UK DNO

Appendix F. Utility developments

F.1. Canadian TSO
F.2. USA utility
F.3. Indian power system
F.4. Japanese utility
F.5. Transmission power lines in Africa

Appendix G. WG members experiences

G.1. UK and USA TSO together with collaborating service provider
G.2. Belgian TSO
G.3. Dutch TSO
G.4. Dutch service provider
G.5. German TSO
G.6. German DSO
G.7. German OEM
G.8. Estonian utility
G.9. Japanese OEM
G.10. Japanese utility
G.11. Russian service provider
G.12. Indonesian utility – AHI for a tropical climate

Additional informations

Publication type Technical Brochures
Reference 858
Publication year
Publisher CIGRE
Study committees
Working groups WG B3.48
File size 12 MB
Pages number 168
Price for non member 300 €
Price for member Free

Authors

J. BEDNARIK, Convenor (IE), A. WILSON, Secretary (GB), J. SMIT, B3.AA4 Advisor (NL)

G. BALZER (DE), R. CLERC (FR), P. CREGO (ES), L. DARIAN (RU), A. GOYVAERTS (BE), N. KAISER (DE), C. KOMIYA (JP), A. LIVSHITZ (US), H. MANNINEN (EE), L. MCCARTNEY (IE), T. MCGRAIL (US), E.  MORALES CRUZ (US), S. NOGUCHI (JP), A. PURNOMOADI (ID), P. STEFFENS (DE), B. VAN MAANEN (NL), T. WEHRSTEDT (DE), P. WERDELMANN (DE) 

Corresponding Members
R. CORNELL (US), M. VERRIER (AU), A. KURZ (DE)

Keywords

Asset Health Index, AHI, Failure Mode Effects Analysis, FMEA, Substation Equipment Condition Assessment, Diagnostic Indicators, Power Transformer Reliability, Circuit Breaker Maintenance, Gas Insulated Switchgear, GIS, Dissolved Gas Analysis, DGA, Predictive Maintenance, Dielectric Dissipation Factor, DDF, Reliability Centred Maintenance, RCM

Asset health indices for equipment in existing substations
Asset health indices for equipment in existing substations