Exploring The IEEE C37.234 Guide For Protective Relay Application To Power System Buses
Exploring The IEEE C37.234 Guide For Protective Relay Application To Power System Buses
Exploring The IEEE C37.234 Guide For Protective Relay Application To Power System Buses
Abstract—This paper summarizes the IEEE C37.234-2009 protection systems. This includes reconfigurable buses, such as
Guide for Protective Relay Applications to Power System Buses. double-bus single-breaker configuration, breaker substitution,
In the Guide, concepts of power bus protection are discussed. main and transfer bus, etc., where the zones of protection shift as
Consideration is given to availability and location of breakers,
current transformers, and disconnectors as well as bus switching the bus is reconfigured, thus requiring the bus protection system
scenarios, and their impact on the selection and application of bus to adapt accordingly for optimum selectivity.
protection. A number of bus protection schemes are presented; The Guide reviews the most common bus protection schemes
their adequacy, complexity, strengths and limitations with respect and presents their relative advantages given specific bus con-
to a variety of bus arrangements are discussed; specific application figuration, switching flexibility and performance requirements
guidelines are provided for a variety of situations. Breaker failure
protection is discussed as pertaining to bus protection. Means of for the protection system. This includes schemes ranging from
securing bus protection schemes against corrupted relay input differentially-connected overcurrent relays to microprocessor-
signals are also included. based differential schemes with dynamic zone selection.
Index Terms—Breaker failure protection, bus, check zone, cur- After reviewing relay input sources—current transformers,
rent transformers, differential bus protection, dynamic bus replica, voltage transformers, and position sensing schemes for breakers
electric power substation, high impedance differential, partial dif- and disconnect switches, the Guide elaborates on each bus pro-
ferential, percentage differential, protective relaying, stub bus pro- tection method in more detail by examining the operating prin-
tection, voltage trip supervision, zone interlocked bus protection.
ciple, providing general setting guidelines and listing general
requirements for current transformers.
I. INTRODUCTION The Guide also discusses specific bus protection application
issues including, but not limited to, partial differential protec-
tion, applications with paralleled current transformers, current
LECTRIC power system buses are points of common con-
E nection for source and load circuits. As such, buses are es-
sential in maintaining power system integrity. Unnecessary iso-
transformer column ground fault protection, voltage trip su-
pervision, dynamic bus selection for double-bus single-breaker
buses, bus protection under a breaker substitution configura-
lation of a power bus by its protection system can considerably
tion, stub bus configuration, or configuration with paralleled
alter the topology of the power grid and, even without other con-
buses, breaker failure application for reconfigurable buses, and
tingencies, can lead to system stability problems. Therefore, the
treatment of in-zone out-of-service elements that provide a
security of bus protection schemes is of paramount importance.
ground path for short circuit currents.
At the same time the proximity and connection of various
The Guide incorporates informative Annexes with setting cal-
power apparatus within the perimeter of a substation and their
culations examples for high-impedance and differentially con-
exposure to secondary effects of a short circuit require fast iso-
nected overcurrent schemes, as well as a logic design example
lation of all bus faults.
for a double-bus single-breaker bus.
The IEEE C37.234 bus protection guide [1] provides appli-
The purpose of the Guide is to assist utility engineers and
cation guidelines for selecting and engineering bus protection
industrial and commercial plant engineers in selecting and en-
schemes for typical bus configurations using a variety of pro-
gineering proper bus protection.
tection philosophies to meet the requirements of security, de-
The purpose of this paper is to summarize the 120-page doc-
pendability, and speed of operation.
ument and highlight its main points.
The document reviews many typical bus configurations and
explains typical switching operations and their impact on the bus
II. BUS CONFIGURATIONS
Manuscript received March 10, 2010. Paper no. TPWRD-00175-2010. It is essential to understand the various bus arrangements be-
B. Kasztenny is with Schweitzer Engineering Laboratories, Inc., Markham, fore selecting an appropriate protection scheme for a given bus
ON L3R 5A4, Canada (e-mail: [email protected]). configuration.
Color versions of one or more of the figures in this paper are available online
at http://ieeexplore.ieee.org. There are six major bus configurations in common use:
Digital Object Identifier 10.1109/TPWRD.2010.2048128 1) single bus;
Copyright © 2010 IEEE. Reprinted from IEEE Transactions on Power Delivery, 2010.
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Fig. 4. Differentially connected overcurrent scheme.
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Fig. 7. Fault bus scheme.
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C. Time-Coordinated Relays That Overlap the Bus Zone
When there is a lack of a dedicated bus protection scheme,
faults in the bus zone are cleared by time-coordinated relays that
overlap the bus zone. Examples include relying upon remote
zone 2 step distance relays to time out and trip for a bus fault
beyond the protected line. Or, in radial applications, simply a
time coordinated overcurrent element on the source breaker to
the bus.
Selectivity can be enhanced (the remote line terminals are not
tripped) if, either a local forward element with offset to include
the origin of the impedance plane, or a local reverse element,
starts a timer that is coordinated with the remote overreaching
distance zone timers to trip each network element of the bus.
This scheme has poor speed performance compared to most Fig. 8. Case of a breaker with CTs on one side. Line-side CT (top) and bus-side
of the dedicated bus protection schemes. CT (bottom).
In a non-redundant bus protection scheme, these techniques
are relied upon for backup protection of the bus.
partial differential overcurrent or time coordinated relaying may
be used. If CTs are available on every network element around
V. CONSIDERATIONS FOR BUS SCHEME SELECTION
the bus, differential relays may be applied. Some differential
The factors to consider in selecting a bus protection scheme schemes such as high-impedance differential require a dedicated
for a particular application include: set of CTs to make up the differential circuit. If the CT circuits
• bus configuration; are shared with other protection systems, a low impedance dif-
• availability and location of CTs; ferential scheme such as differentially connected overcurrent or
• characteristics of available CTs; percentage-restrained differential relays may be selected.
• availability and location of VTs; With electromechanical relays, the differential current is
• performance requirements; summed by physical connection of all of the CTs in the
• cost and complexity. differential circuit. It is desirable to not place additional
electromechanical relays in the circuit in order to limit the
A. Bus Configuration burden. Most microprocessor-based relays have isolated CT
The station arrangement has a major influence on how the inputs and negligible burden such that it is possible to use a
bus protection system is designed. In the context of selecting the CT circuit in a low impedance differential scheme for other
type of bus protection the most important distinction is between relaying schemes. In these relays, the differential current is
fixed and switchable bus arrangements. obtained mathematically internal to the relay. This makes it
In fixed bus arrangements, the configuration of the bus zones possible to improve the zones of protection in an existing
and circuit breakers and their associated network elements con- substation with available CTs or reduce the number of CTs
nected to them are fixed. There is no need to reconfigure the required in new installations.
zones of protection and the CTs that are associated with each.
However, under special conditions such as a breaker with CTs C. Characteristics of Available CTs
on only one side of the breaker (Fig. 8), it may be beneficial to In differential relay applications where the differential current
make some of the associations dynamic, even for fixed bus con- is made up by physical summation of the CT circuits, matching
figurations. For example, in the case of a bus-side CT in Fig. 8 the ratio of the CTs can also present a problem. If CTs of suitable
one may dynamically remove the CT from the bus zone mea- common ratio are not available, a bus protection system that can
surements if the breaker is opened, and by doing so shift the tolerate mismatched ratios would be selected. Microprocessor-
boundary of the bus zone from the CT to the breaker, thus elim- based bus differential relays accept high ratio mismatch.
inating the blind spot between the CT and the breaker. This logic The ratings of the CTs can also influence the choice of the bus
can be used to clear bus faults between the CT and the breaker protection system. CTs with too low an accuracy rating or too
without reliance on the breaker failure function initiated by the low a ratio versus the available fault current can make certain
network element protection. types of bus protection systems not suitable. For example, if
In switchable bus arrangements, circuit breakers and their as- there is not adequate margin between the secure voltage setting
sociated network elements can be connected to more than one of a high impedance differential relay and the lowest voltage
bus by disconnect switches (Fig. 3). Thus, some means of re- rating of the CTs in the scheme, a high impedance relay might
configuring the bus protection is required. not be able to trip dependably due to the CT clamping the
voltage in the circuit too low. A simple percentage restrained
B. Availability and Location of CTs differential relay may not have adequate security, if any of the
The availability of CTs to define the bus zones is an impor- CTs is rated in such a way that it saturates too much during
tant consideration. If CTs are not available on every network external faults. An advanced differential relay with a CT satu-
element, full differential protection is not possible. In this case, ration detector may be required.
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D. Availability of VTs the power system in loss of loads, and in simultaneously taking
out multiple transmission paths. Some bus protection schemes
Zone interlocked directional blocking schemes typically will
have inherently greater security than others. Simple differen-
require VTs for polarizing the directional elements.
tial overcurrent and partial differential schemes have low in-
Voltage elements are also sometimes applied to enhance se-
herent security. Zone interlocked systems have better security.
curity in bus differential applications where the zones of pro-
Percentage restrained differential systems have higher security.
tection are switched (switchable bus arrangements). Differen-
The best security performance can be achieved with advanced
tial current without a corresponding unbalance, undervoltage or
percentage restrained differential relays with CT saturation de-
change in the voltage indicates an error in associating currents
tector functions and other features to enhance security such as
to bus protection zones instead of a short circuit on the bus.
voltage trip supervision, CT trouble detection or a check zone,
and with high impedance differential systems.
E. Performance Requirements
Bus protection systems can be evaluated based upon perfor- F. Cost and Complexity
mance criteria. These include: Cost is often a consideration in determining the appropriate
• selectivity; protection system as long as performance criteria are met. The
• speed; cost of the protection system itself is only one of the costs to be
• sensitivity; evaluated. A complete list includes:
• security. • cost of protective relays and cabling that make up the
1) Selectivity: Bus protection systems generally require high system;
levels of selectivity. The impedance of the protected circuit, • cost of instrument transformers required to implement the
fault current levels, and time delay can achieve selectivity in protection system;
other applications. These factors do not apply to bus applica- • cost of engineering studies to verify adequate performance
tions, and therefore, an inherent selectivity of the protection of the protection system;
system is required by appropriate shaping of the bus zone mea- • cost of testing and validation of the protection system.
suring and tripping boundaries. That is why some form of dif- Complexity can introduce hidden costs. For example, even
ferential protection is often chosen. Zone interlocked schemes though zone interlocked systems make use of the relays on each
achieve selectivity by logic. of the network elements and therefore do not require dedicated
2) Speed: Various schemes can have different levels of bus protection system equipment: they can be much more com-
performance. Zone interlocked schemes include a delay to plex than a dedicated differential system to design, set, and com-
coordinate with the receipt of blocking signals. Traditional mission.
percentage restrained relays tend to be somewhat slower than Simple differential overcurrent relays may make use of a
advanced percentage restrained relays with high-speed algo- low cost overcurrent relay, but the engineering studies required
rithms. High impedance differential relays tend to be very fast to verify a high level of security can be quite expensive. This
since the voltage reaches tripping levels in fractions of a cycle, scheme is only economical if the end user does not require a
and no intentional delay is needed for security or selectivity. high level of security and/or speed.
The ultimate speed requirements of the bus protection system In many cases a tradeoff is possible between the amount of
are determined by system stability, power quality, and equip- engineering effort and the cost of equipment required.
ment through-fault withstand. The Guide includes a bus scheme selection matrix that can be
3) Sensitivity: Normally, sensitivity is not a very critical re- used to help evaluate the applicability of various bus protection
quirement of bus protection systems. Typically, high impedance systems based upon several criteria.
faults are not likely due to the fact that the bus work is sur-
rounded by solidly grounded structures.
VI. RELAY INPUT SOURCES
Impedance grounding will decrease ground fault levels. In
this case, the difference between phase fault levels and ground Bus protection schemes require inputs to measure parameters
fault levels can require a bus protection system that includes of the bus to be protected. These include current transformers to
higher sensitivity for ground faults. measure the current entering the bus from the branch network
Differential relays, due to the fact that they operate on the elements surrounding the bus. With this respect the Guide re-
difference current and not the through current in the circuit views performance, engineering rules and classification of CTs
tend to have higher sensitivity than other protection systems using both the ANSI and IEC classification schemes.
such as distance or overcurrent-based systems. High impedance Voltage transformers are necessary in schemes that require di-
differential relays have much higher sensitivity than percentage rectional information. Bus voltage can also be used to enhance
restrained differential relays. Zone interlocked systems can security in switchable bus arrangements where the CTs are dy-
achieve the required sensitivity if all of the relays that protect namically assigned to each bus zone. With this respect the Guide
the network elements have adequate sensitivities such as by reviews typical voltage trip supervision schemes such as nega-
using negative-sequence or neutral overcurrent elements rather tive-sequence overvoltage or phase undervoltage.
than phase overcurrent elements. Breaker and disconnect switch positions around the bus may
4) Security: Security is paramount for bus protection. Trip- also be required. The Guide discusses requirements for these
ping of a bus for an external fault can have a significant effect on various input sources for application with bus protection. Fig. 9
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Fig. 9. Position filtering scheme for a power switch.
TABLE I
“IF NOT OPENED THEN CLOSED” FILTERING LOGIC
this single breaker and single CT, and in order to maintain pro-
tection selectivity, it needs to dynamically adjust its bus zones
illustrates a typical monitoring application while Table I sum- of protection to follow the changing bus configuration.
marizes one of the possible filtering logic schemes. As a result it is necessary to provide a logical scheme that
dynamically assigns individual network element currents to ap-
VII. APPLICATION CONSIDERATIONS propriate differential measuring zones, and upon operation of a
The Guide includes detailed discussion on many application given bus differential zone decides which breakers to trip. This
considerations relating to different bus protection schemes. Sec- logical scheme is often referred to as a dynamic bus replica.
tions are included for: Consider a sample double-bus single-breaker bus of Fig. 10.
• partial differential protection; Two zones of bus protection are required for optimum selec-
• combined bus and transformer protection; tivity. Z1 protecting BUS 1 is associated with the CT-1 and
• protection of buses with directly connected grounding CT-5 currents and with the CB-1 and CB-4 breakers. Z2 pro-
transformers; tecting BUS 2 is associated with the CT-2, CT-3 and CT-4 cur-
• application of auxiliary current transformers; rents and with the CB-2, CB-3 and CB-4 breakers. Furthermore,
• application with paralleled current transformers; upon a failure of CB-1 the CB-4 breaker needs to be tripped for
• application of auxiliary tripping relays; optimum selectivity, while upon a failure of CB-2, the CB-3 and
• automatic reclosing after bus faults; CB-4 breakers need to be tripped.
• dynamic bus replica; Logical signals signifying the assignment of a given current to
• voltage trip supervision; a given zone of protection as well as routing of trip commands to
• check zone; individual breakers, are typically derived using position of dis-
• application of CT trouble detection; connect switches, but other switching devices can be involved
• reliable, selective tripping at the differential zone in special cases as well. This includes breakers, breaker by-pass
boundary; switches and even grounding switches.
• CT column ground fault protection; The concept of dynamic association of currents and breakers
• in-service transfer of network elements and breaker substi- to bus zones of protection allows the following applications:
tution; • dynamic association of currents to zone of protection for
• in-zone grounds; optimum selectivity for reconfigurable buses;
• stub bus considerations; • dynamic routing of trip commands to individual circuit
• breaker failure considerations; breakers for optimum selectivity for reconfigurable buses;
• backup protection. • enhanced applications with breakers having CTs on one
Consider for example the concept of a dynamic bus replica. side only and with bus couplers;
Bus configurations may include network elements that can be • effective merging of individual bus zones during transfers
switched between different bus sections via disconnect switches of in-service network elements while temporarily paral-
with no fault current interrupting capabilities. These network leling buses via disconnect switches;
elements typically incorporate a single breaker with associated • adjustments of bus zones of protection for breaker substi-
current transformer(s). The bus protection system works with tution configurations;
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• treatment of temporary grounds within the bus differential 2) double-bus single-breaker application example (logic de-
measuring zone; sign—Annex B);
• routing of breaker failure trip commands for reconfigurable 3) setting example for differentially connected overcurrent
buses; bus protection (sample setting rules—Annex C).
• status supervision for disconnect switches and breakers. In addition, a comprehensive bibliography list related to bus
The Guide explains and illustrates the above aspects of the protection is compiled in Annex D.
dynamic bus replica in detail.
Implementation of the dynamic bus replica differs consid- IX. SUMMARY
erably between analog relays, particularly electro-mechanical, Selecting and engineering a bus protection scheme calls for
and microprocessor-based relays. considering a number of factors and making a number of trade-
Microprocessor-based relays provide for dynamic bus replica offs between the required performance and existing constraints.
by associating currents, zones and breakers logically in their The 2009 IEEE C37.234 Guide for Protective Relay Appli-
software. The physical signals of both currents and trip circuits cations to Power System Buses offers a set of selection criteria
are wired permanently to the bus protection system terminals for bus protection schemes depending on the bus arrangement,
and are not switched physically. availability, and characteristic of instrument transformers and
performance requirements.
VIII. ANNEXES It provides help to protection engineers by both explaining
the basic principles and elaborating on a number of practical
There are three informative annexes included in the Guide application issues.
to provide examples to illustrate several applications. These
include: REFERENCES
1) high-impedance bus differential application example (set- [1] IEEE C37.234 Guide for Protective Relay Applications to Power
ting calculations—Annex A); System Buses. 2009.
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