A Primer on Power Factor Correction

By Gonzalo Sandoval and Cesar Chavez Soria, Inelap Jun 1, 2004 12:00 PM Improving power factor can reduce system and conductor losses, boost voltage levels, and free up capacity Power factor correction is a frequently misunderstood topic. Improper techniques can result in overcorrection, under-correction, and/or harmonic resonance, so it can be helpful to understand the process for determining the correct methods of sizing capacitors for various applications. It's also important for calculating the values of system and conductor losses, power factor improvement, voltage boost, and freed-up system capacity (kVA) you can expect to realize from their installation. The power triangle and its components. The term “factor” implies a proportional relationship between two quantities. In this case, power factor is the proportion of active power (P) to apparent power (S). A power triangle is used to represent the proportion and calculate the reactive power, using the Pythagorean Theorem (Fig. 1 below). Active power, also known as working power, is the energy converted into useful work. Apparent power, on the other hand, is the total energy consumed by a load or delivered by the utility. So power factor is the proportion of power converted into useful work to the total power consumed by the loads or delivered by the power source. The power not converted into useful work is called reactive power (Q). You need this power to generate the magnetic field in inductors, motors, and transformers.

Fig. 1. Power factor is the proportion of active power (p) to apparent power (s), as shown in this power triangle.

Suppose you have a load with a power factor of 0.95. What does this mean? Basically, it means that the load consumes 95% of the apparent power and converts it into work. But how much is reactive power? The answer, using the power triangle and the Pythagorean Theorem is calculated as follows: S2=P2+Q2 Q2=S2-P2 Q = sq rt (S2 - P2) Q = sq rt (1002 - 952) = 31.225 If PF is corrected to 1.0, then reactive power=0 and apparent power=SQRT (952+02)=95. This demonstrates an actual reduction of energy consumption and peak demand of 5% (100kVA95kVA=5kVA). Ideal power factor is unity (1.00), which means that the load is using 100% of the power to perform actual work. Why reactive power is undesirable. Although you need reactive power for all the magnetic devices found in any electrical system, it's nevertheless undesirable because it causes a low power factor. A low power factor means a higher apparent power, which translates into excessively high current flows and inefficient use of electrical power. These currents cause elevated losses in transmission lines, excess voltage drop, and poor voltage regulation. Additionally, the installation must have sufficient capacity to conduct both the active and the reactive power. Many utilities apply a penalty to users with a low power factor as a way to get reimbursed for supplying the total apparent power.

but this results in higher equipment costs when the power factor is low. unlike some other devices Fig. the capacitor bank (Qcap in Fig. P is the active power of the load. they have no moving parts. while the rest of the reactive power needed by the load will be supplied by the utility. but rather only the difference (Q1 2 Qcap). Consider Fig. and pf2 is the target power factor. How power factor correction releases system capacity. all the used for the same purpose. compensate to a unity power factor. it can supply all the reactive power needed A low demand of reactive power translates into a low consumption of apparent power to the utility. 2a) supplies reactive power to the load. 2a supplies reactive power to the load. 3 shows the release of power in per-unit of the active power in a facility. When power factor is low. 3. Fig. Capacitors are attractive because they're economical and easy to maintain. If you size and select the capacitor bank to so the facility doesn’t have to draw this reactive power from the utility. as shown by the power triangle of Fig. but rather only the difference (Q1-Qcap). Prior to the installation of a capacitor bank. so the facility doesn't have to draw this reactive power from the utility. A low demand of reactive power translates into a low consumption of apparent power to the utility. the reactive power supplied by the bank will be its rated kVARs (or MVARs). 2. switchgear. This graph of the release of the power system in per-unit of active power in a facility demonstrates that you get the maximum release in those cases where the existing power factor is low and the target power factor is high. . 2b) is supplied by the utility. such as near or equal to one. factor to a quantity less than 1. reactive power (noted as “Q1” in Fig. thus by the load.1/pf2) where R is the release of system capacity. After installation of power factor correction capacitors. Equipment like transformers. It demonstrates that the maximum release occurs in those cases where the existing power factor is low and the target power factor is high. the potential capacity to be released for the facility is greater than for high power factor. so the apparent power is high. Fig. reactive power needed by the load. the capacitor supplies the bank “Qcap” in Fig. so the apparent power (S1 in Fig. and no reactive power is demanded from the utility. The added capacitor system. such as near or equal to one. Calculate the release of system capacity by using the following equation: %Ir = (1 . pf1 is the power factor without capacitor banks.The most common method for improving power factor is to add capacitors banks to the system. all the reactive power of the facility (Q1 in Fig.pf1/pf2) x 100 R = P (1/pf1 . If you design releasing capacity in the system. as shown by the power the capacitor bank to improve the power triangle of Fig. When you add a capacitor bank to your because both the active and the reactive power has to be supplied by the utility (noted as “S1”). and cables must be large enough to handle the total apparent power. 2b) is high because both the active and the reactive power have to be supplied by the utility.0. 2c. 2. Prior to the installation of a capacitor bank. Not only that. which releases capacity in the system. 2b) of the facility is supplied by the utility. 2c.

6% of its total capacity. the greatest current reductions from those systems occur when the original power factor is low and is improved to (or near) unity.98. The reduction of apparent power translates into reduced current because both are directly proportional. The losses are also smaller in the circuit that carries the current from the secondary to the main panel if the capacitor bank is installed close to the load. greatest reduction of losses in feeders occurs when the original power factor in the facility is low and is improved to (or near) unity. This graph shows that the is low and is improved to (or near) unity. the voltage could rise above its nominal Fig.5% of its total capacity). S=P÷pf=800kW÷0.98) = 159kVA This means you have reduced the transformer load to 816kVA. As shown in this graph of the percent of current reduction in circuit feeders when power factor is improved. How power factor correction reduces conductor losses. 5 show the reduction when you improve power factor. The greatest current reductions occur in those systems with a low power factor when the improvement is near or equal to one. 4 shows the percent of current reduction in the circuit feeders when the power factor is improved. Transformer losses are also reduced because the current through its windings is reduced by the capacitor bank. power factor can be corrected to unity and the current will have only the active component. The curves show the reduction in feeder losses The curves in Fig. 4. active and reactive. 5. The greatest reduction of in feeder losses when you improve power losses occurs when the original power factor in the facility factor. suppose an industrial facility has a 1MVA transformer and its load has a power factor of 0.82 and 800kW of power consumption. If the capacitor bank has sufficient capacity.82 .82=975kVA If you connect a capacitor bank in the secondary of the transformer to improve the power factor to 0.1/0. voltage drop in the facility also decreases because both are directly proportional. Before the use of the capacitor bank. so the improvement of the power factor also accomplishes a reduction in the system losses. With the reduction of current. the current has two components. Calculate the percentage of current reduction by using the following equation: This equation shows that the reduction obtained is a function of the power factor before and after the improvement. . the released capacity in the transformer is: R = 800 (1/0. which is 81.For example. Fig. The losses in conductors are equal to the product I2R. Fig. The transformer is therefore loaded at 975kVA (97. With the addition of the bank.

3V The corresponding reduction in current means that the apparent power demanded from the utility will be lower than without the capacitor bank. you must consider other factors. it might also help you get a refund if the corrected power factor is greater than the minimum value required by the utility. then the capacitor bank sized for the average value won't be sufficient for compensating the reactive power of the load when the active power reaches its maximum value. you can calculate the capacitor bank for the average operating condition.3%.pf22)/pf2)] (hereafter referred to as Equation B) where Pmax is the maximum active power in the facility and pf1Pmax is the power factor in the facility when the active power is Pmax. As a result. in kVAR or MVAR (P must be kW or MW). Using these two values.pf12-Pmax)/pf1-Pmax) . You should consider the average value of the active power (P) as well as the average power factor in the facility. neglecting short circuit resistance of the windings. the voltage will be: V2 = (750/0. If you install a 75kVAR capacitor bank on the secondary side of the transformer. If the reactive power requirement for the capacitor bank. Calculate the voltage rise in a central compensation scheme. Looking at the preceding equation (hereafter referred to as Equation A). is greater than the average value previously calculated using Equation A. Determining the capacitor kVAR requirement.value. of the capacitor bank needed to improve power factor from pf1 (actual power factor) to pf2 (target power factor) by using the following equation: Qcap = P x [(sq rt (1-pf12)/pf1) . Qcap is the rated reactive power of the capacitor bank at its rated voltage.063)/(750/0. you should select the capacitor based on the maximum active power and the actual power factor under that operating condition (Equation B). you need to re-calculate the reactive power requirement of the capacitor bank using the maximum active power in the system and the power factor measured under this operating condition. Taking this into account. This reduction of apparent power translates directly into energy savings because the power consumption from the utility feed is lower. If the utility penalizes you for a low power factor. then power factor correction will not only eliminate the penalty. But when active power isn't constant. Calculate the capacity. and V2 is the expected voltage after the power factor improvement. Zpu is the per-unit transformer impedance. You should also consider the worst case operating conditions (highest active power and lowest power factor).063-75) x 215 = 216. The power factor (pf1) is lower than the average value used in Equation A. by using the following equation: V2 = [(ST/ZPU)/(ST/ZPU .Qcap)] x V'1 where ST is the nominal apparent power of the transformer. V'1 is the voltage before the power factor improvement. you can see that either of two factors can cause the calculated value of reactive power of the capacitor bank to be less than the value required: • • The active power (P) is higher than the average value used in Equation A. Although its nominal secondary voltage is 220V. the power factor in the facility won't reach the target value. .(sq rt (1-pf22)/pf2)] When active power is constant. as calculated using Equation B. the voltage with load decreases to 215V. Equation A can now be expressed as: Qcap = Pmax [(sq rt (1 . Suppose a facility has a 750kVA transformer with an impedance of 6.(sq rt (1 . you can use this equation to calculate the reactive power of the capacitor bank. Calculating the kVAR requirement based on maximum active power. In this case.

The next consideration is to calculate the capacitor bank needed when the power factor is minimum. Once you've developed the equivalent electrical circuit. the capacitor bank kVAR previously determined using Equation A or Equation B won't be sufficient to compensate for the reactive power of the load when the power factor reaches its minimum value. You can do this by using simulation software or by doing the calculations by hand. With this kind of instrument. Equation B. It should also be able to monitor and record the waveform. However.Calculating the kVAR requirement based on minimum power factor. you'll need large simulation software on large and complex systems. it's relatively easy to determine the reactive power rating of the capacitor bank necessary for power factor improvement. . Automatic capacitor banks can ensure high power factor under widely varying operating conditions.pf12-min)/pf1min) . In this case. you should perform a voltage and current spectrum analysis to check for the presence of harmonics in the facility because they can cause severe damage to capacitors. When harmonics are present. the admittance of a parallel circuit is very low. Harmonic currents on the load side can excite the parallel circuit. then you can perform a frequency scan to determine the resonant point of the system. so a small voltage on the primary side of the transformer results in very large currents in the capacitor bank and the transformer when the frequency of the voltage is equal to the resonant frequency. because the capacitor bank will have the capacity for compensating for the maximum active power condition as well as minimum power factor condition. and harmonic distortion levels. and Equation C). Once you've calculated the capacitor bank size in kVAR or MVAR. the capacitor and the transformer form a parallel resonant circuit. Both situations will result in very high currents in the transformer and the capacitor bank. The waveform and spectrum analysis will provide an indication of any harmonic components present in the voltage and current. Beware of power system resonance. while the same elements form a series resonant circuit from the source point of view. as well as very distorted voltages in the secondary side of the transformer. To perform the survey correctly. and the power factor in the facility won't reach the target value. while the harmonic voltages in the primary side of the transformer can excite the series circuit. so a small current in the load side of the circuit results in very large currents in both paths (inductive and capacitive) when the frequency of the current is equal to the resonant frequency. The trend graphs will allow you to calculate the reactive power requirement for maximum active power and minimum power factor conditions. and power factor. Do so by using the following equation: Qcap = Ppf1min [(sq rt (1 . spectrum analysis. you should perform an electrical survey prior to installation of the capacitor bank. The impedance of a series circuit at its resonant frequency is very low. current. To avoid resonance. reactive and apparent power. If the system is small and relatively simple. At the resonant frequency. you should use only capacitors equipped with capacitor protection reactors. Determining the resonant frequency of the power system will require system modeling and analysis based on an equivalent electrical circuit. From the load point of view. active. you should be able to do a hand calculation of the resonant point fairly easily. such as voltage. If the two previously calculated values (average and maximum active power conditions) are less than the value calculated using Equation C.pf22)/pf2)] (hereafter referred to as Equation C) where pf1min is the minimum power factor measured in the facility and Ppf1min is the active power when the power factor is pf1min. with a time stamp. thus helping you to determine the best value of the bank. Note: The best value of capacitance will be the greater of all calculations above (Equation A.(sq rt (1 . use a power quality monitor that can record the trend of electrical parameters. you should select the capacitor based on the minimum power factor as calculated in Equation C.

and its associated software. John Houdek. provided editing assistance on this article. 519 .1992 (distortion based on the nominal system voltage) and calculate total demand distortion (TDD) defined in the same standard (distortion based on the rms value of the fundamental current component at maximum demand). electrical engineer and president of Allied Industrial Marketing in Milwaukee. Sandoval is an electrical engineer and Chavez is manager of electrical engineering at Inelap in Naucalpan. must be able to calculate total harmonic distortion (THD) for voltage according to the definition in IEEE Std. Mexico. These capabilities are a must.The power monitor. .