A
transformer is a static electrical device that transfers
energy by
inductive coupling between its winding
circuits. A varying
current in the
primary winding creates a varying
magnetic
flux in the transformer's
core
and thus a varying magnetic flux through the
secondary winding.
This varying magnetic flux
induces a varying
electromotive force (emf) or
voltage
in the secondary winding.
Transformers range in size from thumbnail-sized used in microphones
to units weighing hundreds of tons interconnecting the
power grid. A wide range of transformer designs
are used in electronic and electric power applications. Transformers are
essential for the
transmission,
distribution, and utilization of
electrical energy.
Basic principles[edit]
The ideal
transformer
Ideal transformer circuit diagram
Consider the ideal, lossless, perfectly-coupled transformer shown in
the circuit diagram at right having primary and secondary windings with N
P
and N
S turns, respectively.
The ideal transformer induces secondary voltage
ES =
VS
as a proportion of the primary voltage
VP =
EP
and respective winding turns as given by the equation
- ,
where,
- - VP/VS = EP/ES
= a is the voltage ratio and NP/NS
= a is the winding turns ratio, the value of these ratios being
respectively higher and lower than unity for step-down and step-up
transformers,[3][4][a][b]
- - VP designates source impressed voltage,
- - VS designates output voltage, and,
- - EP & ES designate
respective emf induced voltages.[c]
Any
load impedance
connected to the ideal transformer's secondary winding causes current
to flow without losses from primary to secondary circuits, the resulting
input and output
apparent power therefore being equal as given by
the equation
- .
Combining the two equations yields the following ideal transformer
identity
- .
This formula is a reasonable approximation for the typical commercial
transformer, with voltage ratio and winding turns ratio both being
inversely proportional to the corresponding current ratio.
The load impedance
is defined in terms of secondary circuit voltage and current as follows
- .
The apparent impedance
of this secondary circuit load
referred to the primary winding
circuit is governed by a squared turns ratio multiplication factor
relationship derived as follows
[6][7]
- .
Induction law[edit]
The transformer is based on two principles: first, that an electric
current can produce a
magnetic field and second that a changing magnetic field
within a coil of wire induces a voltage across the ends of the coil
(electromagnetic induction). Changing the current in the primary coil
changes the magnetic flux that is developed. The changing magnetic flux
induces a voltage in the secondary coil.
Referring to the two figures here, current passing through the
primary coil creates a magnetic field. The primary and secondary coils
are wrapped around a core of very high
magnetic permeability,
usually
iron,
[d]
so that most of the magnetic flux passes through both the primary and
secondary coils. Any secondary winding connected load causes current and
voltage induction from primary to secondary circuits in indicated
directions.
Ideal transformer and induction law
The voltage induced across the secondary coil may be calculated from
Faraday's law of induction, which states that:
where
Vs =
Es is the
instantaneous voltage,
Ns is the number of turns in
the secondary coil, and dΦ/dt is the
derivative[e]
of the magnetic flux Φ through one turn of the coil. If the turns of
the coil are oriented perpendicularly to the magnetic field lines, the
flux is the product of the
magnetic flux density
B and the area
A through which it cuts. The area is
constant, being equal to the cross-sectional area of the transformer
core, whereas the magnetic field varies with time according to the
excitation of the primary. Since the same magnetic flux passes through
both the primary and secondary coils in an ideal transformer,
[6]
the instantaneous voltage across the primary winding equals
Taking the ratio of the above two equations gives the same voltage
ratio and turns ratio relationship shown above, that is,
- .
The changing magnetic field induces an emf across each winding.
[8]
The primary emf, acting as it does in opposition to the primary
voltage, is sometimes termed the
counter emf.
[9]
This is in accordance with
Lenz's
law, which states that induction of emf always opposes development
of any such change in magnetic field.
As still lossless and perfectly-coupled, the transformer still
behaves as described above in
the ideal transformer.
Polarity[edit]
Instrument transformer, with polarity dot and X1 markings on LV side
terminal
A
dot convention is often used in
transformer circuit diagrams, nameplates or terminal markings to define
the relative polarity of transformer windings. Positively-increasing
instantaneous current entering the primary winding's dot end induces
positive polarity voltage at the secondary winding's dot end.
[10][11][12][f][g]
The real
transformer[edit]
Real transformer deviations
from ideal[edit]
The ideal model neglects the following basic linear aspects in real
transformers:
- Core losses collectively called magnetizing current losses
consisting of:[15]
- Hysteresis losses due to nonlinear application of the voltage
applied in the transformer core
- Eddy current losses due to joule heating in core proportional to the
square of the transformer's applied voltage.
- Whereas the ideal windings have no impedance, the windings in a real
transformer have finite non-zero impedances in the form of:
- Joule losses due to resistance in the primary and secondary windings[15]
- Leakage flux that escapes from the core and passes through one
winding only resulting in primary and secondary reactive impedance.
Leakage flux[edit]
Leakage flux of a transformer
The ideal transformer model assumes that all flux generated by the
primary winding links all the turns of every winding, including itself.
In practice, some flux traverses paths that take it outside the
windings.
[16]
Such flux is termed
leakage flux, and results in
leakage inductance in
series with the mutually
coupled transformer windings.
[9]
Leakage flux results in energy being alternately stored in and
discharged from the magnetic fields with each cycle of the power supply.
It is not directly a power loss (see
Stray losses below), but results in inferior
voltage regulation, causing the secondary voltage to not
be directly proportional to the primary voltage, particularly under
heavy load.
[16]
Transformers are therefore normally designed to have very low leakage
inductance. Nevertheless, it is impossible to eliminate all leakage flux
because it plays an essential part in the operation of the transformer.
The combined effect of the leakage flux and the electric field around
the windings is what transfers energy from the primary to the secondary.
[17]
In some applications increased leakage is desired, and long magnetic
paths, air gaps, or magnetic bypass shunts may deliberately be
introduced in a transformer design to limit the
short-circuit current it will supply.
[9]
Leaky transformers may be used to supply loads that exhibit
negative resistance, such as
electric
arcs,
mercury vapor lamps,
and
neon
signs or for safely handling loads that become periodically
short-circuited such as
electric
arc welders.
[18]
Air gaps are also used to keep a transformer from saturating,
especially audio-frequency transformers in circuits that have a DC
component flowing through the windings.
[19]
Knowledge of leakage inductance is for example useful when
transformers are operated in parallel. It can be shown that if the
percent impedance (Z) and associated winding leakage
reactance-to-resistance (X/R) ratio of two transformers were
hypothetically exactly the same, the transformers would share power in
proportion to their respective volt-ampere ratings (e.g. 500
kVA unit in parallel
with 1,000 kVA unit, the larger unit would carry twice the current).
However, the impedance tolerances of commercial transformers are
significant. Also, the Z impedance and X/R ratio of different capacity
transformers tends to vary, corresponding 1,000 kVA and 500 kVA units'
values being, to illustrate, respectively, Z ~ 5.75%, X/R ~ 3.75 and Z ~
5%, X/R ~ 4.75.
[20][21]
Equivalent circuit[edit]
Referring to the diagram, a practical transformer's physical behavior
may be represented by an
equivalent circuit model, which can incorporate an ideal
transformer.
[22]
Winding joule losses and leakage reactances are represented by the
following series loop impedances of the model:
- Primary winding: RP, XP
- Secondary winding: RS, XS.
In normal course of circuit equivalence transformation,
RS
and
XS are in practice usually referred to the
primary side by multiplying these impedances by the turns ratio squared,
(
NP/
NS)
2 = a
2.
Real transformer equivalent circuit
Core loss and reactance is represented by the following shunt leg
impedances of the model:
- Core or iron losses: RC
- Magnetizing reactance: XM.
RC and
XM are collectively termed
the
magnetizing branch of the model.
Core losses are caused mostly by hysteresis and eddy current effects
in the core and are proportional to the square of the core flux for
operation at a given frequency.
[23]
The finite permeability core requires a magnetizing current
IM
to maintain mutual flux in the core. Magnetizing current is in phase
with the flux, the relationship between the two being non-linear due to
saturation effects. However, all impedances of the equivalent circuit
shown are by definition linear and such non-linearity effects are not
typically reflected in transformer equivalent circuits.
[23]
With
sinusoidal supply, core flux
lags the induced emf by 90°. With open-circuited secondary winding,
magnetizing branch current
I0 equals transformer
no-load current.
[22]
The resulting model, though sometimes termed 'exact' equivalent
circuit based on
linearity assumptions, retains a number of
approximations.
[22]
Analysis may be simplified by assuming that magnetizing branch
impedance is relatively high and relocating the branch to the left of
the primary impedances. This introduces error but allows combination of
primary and referred secondary resistances and reactances by simple
summation as two series impedances.
Transformer equivalent circuit impedance and transformer ratio
parameters can be derived from the following tests:
Open-circuit test,
[h]
short-circuit test, winding resistance test, and
transformer ratio test.
Basic transformer
parameters and construction[edit]
Effect of
frequency[edit]
Transformer
universal emf equation
If the flux in the core is purely
sinusoidal, the relationship for either winding
between its
rms voltage Erms of
the winding, and the supply frequency
f, number of turns
N,
core cross-sectional area
a in m
2 and peak magnetic
flux density
Bpeak in Wb/m
2 or T (tesla) is
given by the universal emf equation:
[15]
If the flux does not contain even
harmonics the following equation can be used for
half-cycle average voltage Eavg of any
waveshape:
The time-derivative term in Faraday's Law shows that the flux in the
core is the
integral with respect to time of the applied
voltage.
[25]
Hypothetically an ideal transformer would work with direct-current
excitation, with the core flux increasing linearly with time.
[26]
In practice, the flux rises to the point where
magnetic saturation of the core
occurs, causing a large increase in the magnetizing current and
overheating the transformer. All practical transformers must therefore
operate with alternating (or pulsed direct) current.
[26]
The emf of a transformer at a given flux density increases with
frequency.
[15]
By operating at higher frequencies, transformers can be physically more
compact because a given core is able to transfer more power without
reaching saturation and fewer turns are needed to achieve the same
impedance. However, properties such as core loss and conductor
skin
effect also increase with frequency. Aircraft and military
equipment employ 400 Hz power supplies which reduce core and winding
weight.
[27]
Conversely, frequencies used for some
railway electrification systems
were much lower (e.g. 16.7 Hz and 25 Hz) than normal utility
frequencies (50 – 60 Hz) for historical reasons concerned mainly with
the limitations of early
electric traction motors. As such, the transformers used to
step-down the high over-head line voltages (e.g. 15 kV) were much
heavier for the same power rating than those designed only for the
higher frequencies.
Power transformer over-excitation condition caused by decreased
frequency; flux (green), iron core's magnetic characteristics (red) and
magnetizing current (blue).
Operation of a transformer at its designed voltage but at a higher
frequency than intended will lead to reduced magnetizing current. At a
lower frequency, the magnetizing current will increase. Operation of a
transformer at other than its design frequency may require assessment of
voltages, losses, and cooling to establish if safe operation is
practical. For example, transformers may need to be equipped with 'volts
per hertz' over-excitation
relays to protect the transformer from overvoltage at higher
than rated frequency.
One example of state-of-the-art design is traction transformers used
for
electric multiple unit and
high speed train service operating across the,country border
and using different electrical standards, such transformers' being
restricted to be positioned below the passenger compartment. The power
supply to, and converter equipment being supply by, such traction
transformers have to accommodate different input frequencies and voltage
(ranging from as high as 50 Hz down to 16.7 Hz and rated up to 25 kV)
while being suitable for multiple AC asynchronous motor and DC
converters & motors with varying harmonics mitigation filtering
requirements.
Large power transformers are vulnerable to insulation failure due to
transient voltages with high-frequency components, such as caused in
switching or by lightning.
[28]
Energy losses[edit]
An ideal transformer would have no energy losses, and would be 100%
efficient. In practical transformers, energy is dissipated in the
windings, core, and surrounding structures. Larger transformers are
generally more efficient, and those rated for electricity distribution
usually perform better than 98%.
[29]
Experimental transformers using
superconducting windings achieve
efficiencies of 99.85%.
[30]
The increase in efficiency can save considerable energy, and hence
money, in a large heavily loaded transformer; the trade-off is in the
additional initial and running cost of the superconducting design.
As transformer losses vary with load, it is often useful to express
these losses in terms of no-load loss, full-load loss, half-load loss,
and so on.
Hysteresis and
eddy
current losses are constant at all loads and dominate
overwhelmingly at no-load, variable winding
joule losses
dominating increasingly as load increases. The no-load loss can be
significant, so that even an idle transformer constitutes a drain on the
electrical supply and a running cost. Designing transformers for lower
loss requires a larger core, good-quality
silicon steel, or even
amorphous steel for the core and thicker
wire, increasing initial cost so that there is a
trade-off
between initial cost and running cost (also see
energy efficient transformer).
[31]
Transformer losses arise from:
- Winding joule losses
- Current flowing through winding conductors causes joule
heating. As frequency increases, skin effect and proximity effect causes
winding resistance and, hence, losses to increase.
- Core losses
-
- Hysteresis losses
- Each time the magnetic field is reversed, a small amount of energy
is lost due to hysteresis within the core. According to Steinmetz's
formula, the heat energy due to hysteresis is given by
- ,
and,
- hysteresis loss is thus given by
- where, f is the frequency, η is the hysteresis coefficient and βmax
is the maximum flux density, the empirical exponent of which varies
from about 1.4 to 1 .8 but is often given as 1.6 for iron.[31][32][33]
- Eddy current losses
- Ferromagnetic materials
are also good conductors and a core made from such a
material also constitutes a single short-circuited turn throughout its
entire length. Eddy currents therefore circulate within the
core in a plane normal to the flux, and are responsible for resistive heating of the core material.
The eddy current loss is a complex function of the square of supply
frequency and inverse square of the material thickness.[31]
Eddy current losses can be reduced by making the core of a stack of
plates electrically insulated from each other, rather than a solid
block; all transformers operating at low frequencies use laminated or
similar cores.
- Magnetostriction related transformer hum
- Magnetic flux in a ferromagnetic material, such as the core, causes
it to physically expand and contract slightly with each cycle of the
magnetic field, an effect known as magnetostriction, the frictional energy of
which produces an audible noise known as mains
hum or transformer hum.[3][34]
This transformer hum is especially objectionable in transformers
supplied at power frequencies[i]
and in high-frequency flyback transformers associated with PAL system CRTs.
- Stray losses
-
- Leakage inductance is by itself largely lossless, since energy
supplied to its magnetic fields is returned to the supply with the next
half-cycle. However, any leakage flux that intercepts nearby conductive
materials such as the transformer's support structure will give rise to
eddy currents and be converted to heat.[35]
There are also radiative losses due to the oscillating magnetic field
but these are usually small.
- Mechanical vibration and audible noise transmission
- In addition to magnetostriction, the alternating magnetic field
causes fluctuating forces between the primary and secondary windings.
This energy incites vibration transmission in interconnected metalwork,
thus amplifying audible transformer hum.[36]
Core
form and shell form transformers[edit]
Core form = core type; shell form = shell type
Closed-core transformers are constructed in 'core form' or 'shell
form'. When windings surround the core, the transformer is core form;
when windings are surrounded by the core, the transformer is shell form.
Shell form design may be more prevalent than core form design for
distribution transformer applications due to the relative ease in
stacking the core around winding coils.
[37]
Core form design tends to, as a general rule, be more economical, and
therefore more prevalent, than shell form design for high voltage power
transformer applications at the lower end of their voltage and power
rating ranges (less than or equal to, nominally, 230 kV or 75 MVA). At
higher voltage and power ratings, shell form transformers tend to be
more prevalent.
[37][38][39][40]
Shell form design tends to be preferred for extra high voltage and
higher MVA applications because, though more labor intensive to
manufacture, shell form transformers are characterized as having
inherently better kVA-to-weight ratio, better short-circuit strength
characteristics and higher immunity to transit damage.
[40]
Construction[edit]
Laminated steel
cores[edit]
Laminated core transformer showing edge of laminations at top of photo
Power transformer inrush current caused by residual flux at switching
instant; flux (green), iron core's magnetic characteristics (red) and
magnetizing current (blue).
Transformers for use at power or audio frequencies typically have
cores made of high permeability
silicon steel.
[41]
The steel has a permeability many times that of
free space and the core thus serves to greatly
reduce the magnetizing current and confine the flux to a path which
closely couples the windings.
[42]
Early transformer developers soon realized that cores constructed from
solid iron resulted in prohibitive eddy current losses, and their
designs mitigated this effect with cores consisting of bundles of
insulated iron wires.
[43]
Later designs constructed the core by stacking layers of thin steel
laminations, a principle that has remained in use. Each lamination is
insulated from its neighbors by a thin non-conducting layer of
insulation.
[44]
The universal transformer equation indicates a minimum cross-sectional
area for the core to avoid saturation.
The effect of laminations is to confine eddy currents to highly
elliptical paths that enclose little flux, and so reduce their
magnitude. Thinner laminations reduce losses,
[45]
but are more laborious and expensive to construct.
[46]
Thin laminations are generally used on high-frequency transformers,
with some of very thin steel laminations able to operate up to 10 kHz.
Laminating the core greatly reduces eddy-current losses
One common design of laminated core is made from interleaved stacks
of
E-shaped steel sheets capped with
I-shaped pieces, leading to its name of 'E-I
transformer'.
[46]
Such a design tends to exhibit more losses, but is very economical to
manufacture. The cut-core or C-core type is made by winding a steel
strip around a rectangular form and then bonding the layers together. It
is then cut in two, forming two C shapes, and the core assembled by
binding the two C halves together with a steel strap.
[46]
They have the advantage that the flux is always oriented parallel to
the metal grains, reducing reluctance.
A steel core's
remanence means that it retains a static magnetic
field when power is removed. When power is then reapplied, the residual
field will cause a high
inrush current until the effect of the remaining magnetism
is reduced, usually after a few cycles of the applied AC waveform.
[47]
Overcurrent protection devices such as
fuses must be selected to allow this harmless inrush
to pass. On transformers connected to long, overhead power transmission
lines, induced currents due to
geomagnetic disturbances
during
solar storms can cause saturation of the
core and operation of transformer protection devices.
[48]
Distribution transformers can achieve low no-load losses by using
cores made with low-loss high-permeability silicon steel or
amorphous (non-crystalline) metal
alloy. The higher initial cost of the core material is offset over
the life of the transformer by its lower losses at light load.
[49]
Solid cores[edit]
Powdered iron cores are used in circuits such as switch-mode power
supplies that operate above mains frequencies and up to a few tens of
kilohertz. These materials combine high magnetic permeability with high
bulk electrical
resistivity. For frequencies
extending beyond the
VHF band, cores made from non-conductive magnetic
ceramic
materials called
ferrites are common.
[46]
Some radio-frequency transformers also have movable cores (sometimes
called 'slugs') which allow adjustment of the
coupling coefficient (and
bandwidth) of tuned
radio-frequency circuits.
Toroidal cores[edit]
Small toroidal core transformer
Toroidal transformers are built around a ring-shaped core, which,
depending on operating frequency, is made from a long strip of
silicon steel or
permalloy
wound into a coil, powdered iron, or
ferrite.
[50]
A strip construction ensures that the
grain boundaries are optimally aligned, improving the
transformer's efficiency by reducing the core's
reluctance. The closed ring shape eliminates air
gaps inherent in the construction of an E-I core.
[18]
The cross-section of the ring is usually square or rectangular, but
more expensive cores with circular cross-sections are also available.
The primary and secondary coils are often wound concentrically to cover
the entire surface of the core. This minimizes the length of wire
needed, and also provides screening to minimize the core's magnetic
field from generating
electromagnetic interference.
Toroidal transformers are more efficient than the cheaper laminated
E-I types for a similar power level. Other advantages compared to E-I
types, include smaller size (about half), lower weight (about half),
less mechanical hum (making them superior in audio amplifiers), lower
exterior magnetic field (about one tenth), low off-load losses (making
them more efficient in standby circuits), single-bolt mounting, and
greater choice of shapes. The main disadvantages are higher cost and
limited power capacity (see
Classification parameters below). Because of
the lack of a residual gap in the magnetic path, toroidal transformers
also tend to exhibit higher inrush current, compared to laminated E-I
types.
Ferrite toroidal cores are used at higher frequencies, typically
between a few tens of kilohertz to hundreds of megahertz, to reduce
losses, physical size, and weight of inductive components. A drawback of
toroidal transformer construction is the higher labor cost of winding.
This is because it is necessary to pass the entire length of a coil
winding through the core aperture each time a single turn is added to
the coil. As a consequence, toroidal transformers rated more than a few
kVA are uncommon. Small distribution transformers may achieve some of
the benefits of a toroidal core by splitting it and forcing it open,
then inserting a bobbin containing primary and secondary windings.
Air cores[edit]
A physical core is not an absolute requisite and a functioning
transformer can be produced simply by placing the windings near each
other, an arrangement termed an 'air-core' transformer. The air which
comprises the magnetic circuit is essentially lossless, and so an
air-core transformer eliminates loss due to hysteresis in the core
material.
[9]
The leakage inductance is inevitably high, resulting in very poor
regulation, and so such designs are unsuitable for use in power
distribution.
[9]
They have however very high
bandwidth, and are frequently
employed in radio-frequency applications,
[51]
for which a satisfactory coupling coefficient is maintained by
carefully overlapping the primary and secondary windings. They're also
used for
resonant transformers such as
Tesla coils where they can achieve reasonably low loss in spite of the
high leakage inductance.
Windings[edit]
Windings are usually arranged concentrically to minimize flux leakage.
The
conducting material used for the
windings depends upon the application, but in all cases the individual
turns must be electrically insulated from each other to ensure that the
current travels throughout every turn.
[52]
For small power and signal transformers, in which currents are low and
the potential difference between adjacent turns is small, the coils are
often wound from
enamelled magnet wire,
such as Formvar wire. Larger power transformers operating at high
voltages may be wound with copper rectangular strip conductors insulated
by oil-impregnated paper and blocks of
pressboard.
[53]
Cut view through transformer windings. White: insulator. Green spiral:
Grain oriented silicon steel. Black: Primary winding made of
oxygen-free copper. Red: Secondary
winding. Top left: Toroidal transformer. Right: C-core, but E-core would
be similar. The black windings are made of film. Top: Equally low
capacitance between all ends of both windings. Since most cores are at
least moderately conductive they also need insulation. Bottom: Lowest
capacitance for one end of the secondary winding needed for low-power
high-voltage transformers. Bottom left: Reduction of
leakage inductance would lead to increase of
capacitance.
High-frequency transformers operating in the tens to hundreds of
kilohertz often have windings made of braided
Litz
wire to minimize the skin-effect and proximity effect losses.
[25]
Large power transformers use multiple-stranded conductors as well,
since even at low power frequencies non-uniform distribution of current
would otherwise exist in high-current windings.
[53]
Each strand is individually insulated, and the strands are arranged so
that at certain points in the winding, or throughout the whole winding,
each portion occupies different relative positions in the complete
conductor. The transposition equalizes the current flowing in each
strand of the conductor, and reduces eddy current losses in the winding
itself. The stranded conductor is also more flexible than a solid
conductor of similar size, aiding manufacture.
[53]
The windings of signal transformers minimize leakage inductance and
stray capacitance to improve high-frequency response. Coils are split
into sections, and those sections interleaved between the sections of
the other winding.
Power-frequency transformers may have
taps at intermediate points on the winding, usually
on the higher voltage winding side, for voltage adjustment. Taps may be
manually reconnected, or a manual or automatic switch may be provided
for changing taps. Automatic on-load
tap
changers are used in electric power transmission or distribution, on
equipment such as
arc furnace transformers, or
for automatic voltage regulators for sensitive loads. Audio-frequency
transformers, used for the distribution of audio to public address
loudspeakers, have taps to allow adjustment of impedance to each
speaker. A
center-tapped transformer is often used in the
output stage of an audio power
amplifier
in a
push-pull circuit.
Modulation transformers in
AM transmitters are very similar.
Dry-type transformer winding insulation systems can be either of
standard open-wound 'dip-and-bake' construction or of higher quality
designs that include
vacuum pressure impregnation (VPI),
vacuum
pressure encapsulation (VPE), and
cast coil encapsulation processes.
[54]
In the VPI process, a combination of heat, vacuum and pressure is used
to thoroughly seal, bind, and eliminate entrained air voids in the
winding polyester resin insulation coat layer, thus increasing
resistance to corona. VPE windings are similar to VPI windings but
provide more protection against environmental effects, such as from
water, dirt or corrosive ambients, by multiple dips including typically
in terms of final epoxy coat.
[55]
Cooling[edit]
Cutaway view of liquid-immersed construction transformer. The
conservator (reservoir) at top provides liquid-to-atmosphere isolation
as coolant level and temperature changes. The walls and fins provide
required heat dissipation balance.
To place the cooling problem in perspective, the accepted rule of
thumb is that the life expectancy of insulation in all
electric machines including all transformers is halved for
about every 7°C to 10°C increase in operating temperature, this life
expectancy halving rule holding more narrowly when the increase is
between about 7°C to 8°C in the case of transformer winding cellulose
insulation.
[56][57][58]
Small dry-type and liquid-immersed transformers are often self-cooled
by natural convection and
radiation
heat dissipation. As power ratings increase, transformers are often
cooled by forced-air cooling, forced-oil cooling, water-cooling, or
combinations of these.
[59]
Large transformers are filled with
transformer oil that both cools and insulates the windings.
[60]
Transformer oil is a highly refined
mineral
oil that cools the windings and insulation by circulating within
the transformer tank. The mineral oil and
paper insulation system has been
extensively studied and used for more than 100 years. It is estimated
that 50% of power transformers will survive 50 years of use, that the
average age of failure of power transformers is about 10 to 15 years,
and that about 30% of power transformer failures are due to insulation
and overloading failures.
[61][62]
Prolonged operation at elevated temperature degrades insulating
properties of winding insulation and dielectric coolant, which not only
shortens transformer life but can ultimately lead to catastrophic
transformer failure.
[56]
With a great body of empirical study as a guide,
transformer oil testing including
dissolved gas analysis provides
valuable maintenance information. This can translate in a need to
monitor, model, forecast and manage oil and winding conductor insulation
temperature conditions under varying, possibly difficult, power loading
conditions.
[63][64]
Building regulations in many jurisdictions require indoor
liquid-filled transformers to either use dielectric fluids that are less
flammable than oil, or be installed in fire-resistant rooms.
[65]
Air-cooled dry transformers can be more economical where they eliminate
the cost of a fire-resistant transformer room.
The tank of liquid filled transformers often has radiators through
which the liquid coolant circulates by natural convection or fins. Some
large transformers employ electric fans for forced-air cooling, pumps
for forced-liquid cooling, or have
heat exchangers for water-cooling.
[60]
An oil-immersed transformer may be equipped with a
Buchholz relay, which, depending on severity of gas
accumulation due to internal arcing, is used to either alarm or
de-energize the transformer.
[47]
Oil-immersed transformer installations usually include fire protection
measures such as walls, oil containment, and fire-suppression sprinkler
systems.
Polychlorinated biphenyls have
properties that once favored their use as a
dielectric
coolant, though concerns over their
environmental persistence led
to a widespread ban on their use.
[66]
Today, non-toxic, stable
silicone-based
oils, or
fluorinated hydrocarbons may be used where the
expense of a fire-resistant liquid offsets additional building cost for a
transformer vault.
[65][67]
PCBs for new equipment was banned in 1981 and in 2000 for use in
existing equipment in United Kingdom
[68]
Legislation enacted in Canada between 1977 and 1985 essentially bans
PCB use in transformers manufactured in or imported into the country
after 1980, the maximum allowable level of PCB contamination in existing
mineral oil transformers being 50 ppm.
[69]
Some transformers, instead of being liquid-filled, have their
windings enclosed in sealed, pressurized tanks and cooled by
nitrogen
or
sulfur hexafluoride gas.
[67]
Experimental power transformers in the 500-to-1,000 kVA range have
been built with
liquid nitrogen or
helium
cooled
superconducting windings, which, compared
to usual transformer losses, eliminates winding losses without affecting
core losses.
[70][71]
Insulation drying[edit]
Construction of oil-filled transformers requires that the insulation
covering the windings be thoroughly dried of residual moisture before
the oil is introduced. Drying is carried out at the factory, and may
also be required as a field service. Drying may be done by circulating
hot air around the core, or by vapor-phase drying (VPD) where an
evaporated solvent transfers heat by condensation on the coil and core.
For small transformers, resistance heating by injection of current
into the windings is used. The heating can be controlled very well, and
it is energy efficient. The method is called low-frequency heating (LFH)
since the current is injected at a much lower frequency than the
nominal of the power grid, which is normally 50 or 60 Hz. A lower
frequency reduces the effect of the inductance in the transformer, so
the voltage needed to induce the current can be reduced.
[72]
The LFH drying method is also used for service of older transformers.
[73]
Bushings[edit]
Larger transformers are provided with high-voltage insulated
bushings made of polymers or porcelain.
A large bushing can be a complex structure since it must provide
careful control of the
electric field gradient without
letting the transformer leak oil.
[74]
Classification
parameters[edit]
Transformers can be classified in many ways, such as the following:
- Power capacity: From a fraction of a volt-ampere (VA) to
over a thousand MVA.
- Duty of a transformer: Continuous, short-time, intermittent,
periodic, varying.
- Frequency range: Power-frequency, audio-frequency, or radio-frequency.
- Voltage class: From a few volts to hundreds of kilovolts.
- Cooling type: Dry and liquid-immersed - self-cooled, forced
air-cooled; liquid-immersed - forced oil-cooled, water-cooled.
- Circuit application: Such as power supply, impedance
matching, output voltage and current stabilizer or circuit isolation.
- Utilization: Pulse, power, distribution,
rectifier,
arc furnace, amplifier output, etc..
- Basic magnetic form: Core form, shell form.
- Constant-potential transformer descriptor: Step-up,
step-down, isolation.
- General winding configuration: By EIC
vector group - various possible two-winding combinations of the
phase designations delta, wye or star, and zigzag or interconnected star;[j]
other - autotransformer, Scott-T, zigzag grounding transformer winding.[75][76][77][78]
- Rectifier phase-shift winding configuration: 2-winding,
6-pulse; 3-winding, 12-pulse; . . . n-winding, [n-1]*6-pulse; polygon;
etc..
For more details, see
Transformer types or specific main articles, as shown.
A wide variety of transformer designs are used for different
applications, though they share several common features. Important
common transformer types include:
Applications[edit]
Transformers are used to increase voltage before transmitting
electrical energy over long distances through
wires. Wires
have
resistance which
loses energy through joule heating at a rate corresponding to square of
the current. By transforming power to a higher voltage transformers
enable economical transmission of power and distribution. Consequently,
transformers have shaped the
electricity supply
industry, permitting generation to be located remotely from points
of
demand.
[83]
All but a tiny fraction of the world's electrical power has passed
through a series of transformers by the time it reaches the consumer.
[35]
Transformers are also used extensively in
electronic products to step-down the supply voltage to
a level suitable for the low voltage circuits they contain. The
transformer also electrically isolates the end user from contact with
the supply voltage.
Signal and audio transformers are used to couple stages of
amplifiers
and to match devices such as
microphones
and
record players to the input of
amplifiers. Audio transformers allowed
telephone
circuits to carry on a
two-way
conversation over a single pair of wires. A
balun
transformer converts a signal that is referenced to ground to a signal
that has
balanced voltages to ground, such as between
external cables and internal circuits.
History[edit]
Discovery
of induction phenomenon[edit]
Faraday's experiment with induction between coils of wire
[84]
The principle behind the operation of a transformer, electromagnetic
induction, was discovered independently by
Michael Faraday and
Joseph
Henry in 1831. However, Faraday was the first to publish the
results of his experiments and thus receive credit for the discovery.
[85]
The relationship between emf and magnetic flux is an equation now known
as
Faraday's law of
induction:
- .
where
is the magnitude of the emf in volts and Φ
B is the
magnetic flux through the circuit in
webers.
[86]
Faraday performed the first experiments on induction between coils of
wire, including winding a pair of coils around an iron ring, thus
creating the first
toroidal closed-core transformer.
[87]
However he only applied individual pulses of current to his
transformer, and never discovered the relation between the turns ratio
and emf in the windings.
Induction coils[edit]
Faraday's ring transformer
Induction coil, 1900, Bremerhavn, Germany
The first type of transformer to see wide use was the
induction coil, invented by Rev.
Nicholas Callan of
Maynooth College, Ireland in 1836. He
was one of the first researchers to realize the more turns the secondary
winding has in relation to the primary winding, the larger the induced
secondary emf will be. Induction coils evolved from scientists' and
inventors' efforts to get higher voltages from batteries. Since
batteries produce
direct current (DC) rather than AC, induction
coils relied upon vibrating
electrical contacts that regularly
interrupted the current in the primary to create the flux changes
necessary for induction. Between the 1830s and the 1870s, efforts to
build better induction coils, mostly by trial and error, slowly revealed
the basic principles of transformers.
Early devices for
use with alternating current[edit]
By the 1870s, efficient
generators producing
alternating current (AC) were available,
and it was found AC could power an induction coil directly, without an
interrupter.
In 1876, Russian engineer
Pavel Yablochkov invented a lighting system based on a
set of induction coils where the primary windings were connected to a
source of AC. The secondary windings could be connected to several
'electric candles' (arc lamps) of his own design.
[88]
[89]
The coils Yablochkov employed functioned essentially as transformers.
[88]
In 1878, the
Ganz factory, Budapest, Hungary, began
manufacturing equipment for electric lighting and, by 1883, had
installed over fifty systems in Austria-Hungary. Their AC systems used
arc and incandescent lamps, generators, and other equipment.
[90]
Lucien Gaulard and John Dixon Gibbs first exhibited a
device with an open iron core called a 'secondary generator' in London
in 1882, then sold the idea to the
Westinghouse
company in the United States.
[43]
They also exhibited the invention in Turin, Italy in 1884, where it was
adopted for an electric lighting system.
[91]
However, the efficiency of their open-core bipolar apparatus remained
very low.
[91]
Early series circuit
transformer distribution[edit]
Induction coils with open magnetic circuits are inefficient at
transferring power to
loads. Until about 1880, the paradigm for AC power
transmission from a high voltage supply to a low voltage load was a
series circuit. Open-core transformers with a ratio near 1:1 were
connected with their primaries in series to allow use of a high voltage
for transmission while presenting a low voltage to the lamps. The
inherent flaw in this method was that turning off a single lamp (or
other electric device) affected the voltage supplied to all others on
the same circuit. Many adjustable transformer designs were introduced to
compensate for this problematic characteristic of the series circuit,
including those employing methods of adjusting the core or bypassing the
magnetic flux around part of a coil.
[91]
Efficient, practical transformer designs did not appear until the
1880s, but within a decade, the transformer would be instrumental in the
War of Currents, and in seeing AC distribution systems
triumph over their DC counterparts, a position in which they have
remained dominant ever since.
[92]
Shell form transformer. Sketch used by Uppenborn to describe ZBD
engineers' 1885 patents and earliest articles.
[91]
Core form, front; shell form, back. Earliest specimens of ZBD-designed
high-efficiency constant-potential transformers manufactured at the Ganz
factory in 1885.
Stanley's 1886 design for adjustable gap open-core induction coils
[93]
Closed-core
transformers and parallel power distribution[edit]
In the autumn of 1884,
Károly Zipernowsky,
Ottó Bláthy and
Miksa
Déri (ZBD), three engineers associated with the Ganz factory, had
determined that open-core devices were impracticable, as they were
incapable of reliably regulating voltage.
[94]
In their joint 1885 patent applications for novel transformers (later
called ZBD transformers), they described two designs with closed
magnetic circuits where copper windings were either a) wound around iron
wire ring core or b) surrounded by iron wire core.
[91]
The two designs were the first application of the two basic transformer
constructions in common use to this day, which can as a class all be
termed as either core form or shell form (or alternatively, core type or
shell type), as in a) or b), respectively (see images).
[37][95][96][38]
The Ganz factory had also in the autumn of 1884 made delivery of the
world's first five high-efficiency AC transformers, the first of these
units having been shipped on September 16, 1884.
[97]
This first unit had been manufactured to the following specifications:
1,400 W, 40 Hz, 120:72 V, 11.6:19.4 A, ratio 1.67:1, one-phase, shell
form.
[97]
In both designs, the magnetic flux linking the primary and secondary
windings traveled almost entirely within the confines of the iron core,
with no intentional path through air (see
Toroidal cores below). The new transformers were
3.4 times more efficient than the open-core bipolar devices of Gaulard
and Gibbs.
[98]
The ZBD patents included two other major interrelated innovations: one
concerning the use of parallel connected, instead of series connected,
utilization loads, the other concerning the ability to have high turns
ratio transformers such that the supply network voltage could be much
higher (initially 1,400 to 2,000 V) than the voltage of utilization
loads (100 V initially preferred).
[99][100]
When employed in parallel connected electric distribution systems,
closed-core transformers finally made it technically and economically
feasible to provide electric power for lighting in homes, businesses and
public spaces.
[101][102]
Bláthy had suggested the use of closed cores, Zipernowsky had suggested
the use of
parallel shunt connections, and Déri had performed the
experiments;
[103]
Transformers today are designed on the principles discovered by the
three engineers. They also popularized the word 'transformer' to
describe a device for altering the emf of an electric current,
[101][104]
although the term had already been in use by 1882.
[105][106]
In 1886, the ZBD engineers designed, and the Ganz factory supplied
electrical equipment for, the world's first
power
station that used AC generators to power a parallel connected
common electrical network, the steam-powered Rome-
Cerchi
power plant.
[107]
Although
George Westinghouse had bought Gaulard
and Gibbs' patents in 1885, the
Edison
Electric Light Company held an option on the US rights for the ZBD
transformers, requiring Westinghouse to pursue alternative designs on
the same principles. He assigned to
William Stanley the task of developing a device for
commercial use in United States.
[108]
Stanley's first patented design was for induction coils with single
cores of soft iron and adjustable gaps to regulate the emf present in
the secondary winding (see image).
[93]
This design
[109]
was first used commercially in the US in 1886
[92]
but Westinghouse was intent on improving the Stanley design to make it
(unlike the ZBD type) easy and cheap to produce.
[109]
Westinghouse, Stanley and associates soon developed an easier to
manufacture core, consisting of a stack of thin 'E‑shaped' iron
plates,insulated by thin sheets of paper or other insulating material.
Prewound copper coils could then be slid into place, and straight iron
plates laid in to create a closed magnetic circuit. Westinghouse applied
for a patent for the new low-cost design in December 1886; it was
granted in July 1887.
[103][110]
Other early
transformers[edit]
In 1889, Russian-born engineer
Mikhail Dolivo-Dobrovolsky
developed the first
three-phase transformer at the
Allgemeine
Elektricitäts-Gesellschaft ('General Electricity Company') in
Germany.
[111]
In 1891,
Nikola Tesla invented the
Tesla
coil, an air-cored, dual-tuned resonant transformer for generating
very
high voltages at high-frequency.
[112][113]