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IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 20, NO.

1, JANUARY 2005 271

Selection of Station Insulators With Respect to


Ice and Snow—Part II: Methods of Selection and
Options for Mitigation
M. Farzaneh, Chairman and Principal Author (Contributors in Alphabetical Order), T. Baker, A. Bernstorf,
J. T. Burnham, T. Carreira, E. Cherney, W. A. Chisholm, R. Christman, R. Cole, J. Cortinas, C. de Tourreil,
J. F. Drapeau, J. Farzaneh-Dehkordi, S. Fikke, R. Gorur, T. Grisham, I. Gutman, J. Kuffel, A. Phillips, G. Powell,
L. Rolfseng, M. Roy, T. Rozek, D. L. Ruff, A. Schwalm, V. Sklenicka, G. Stewart, R. Sundararajan, M. Szeto,
R. Tay, and J. Zhang

Abstract—In locations exposed to freezing conditions over the II. SELECTION OF INSULATORS WITH RESPECT TO
station service life, additional measures for selecting adequate ATMOSPHERIC ICE AND POLLUTION
station insulators at distribution and transmission voltage levels
should be taken. This second part of the paper describes the selec- A. Based on Outdoor Environment Observations
tion process and mitigation options, based on the environmental In most affected regions, the number of significant freezing
parameters, as discussed in Part I. These include insulator size,
shape, surface material, surface quality, electric field improve-
rain events is limited to fewer than five per year and on-site
ment, and orientation. monitoring of parameters is necessary to limit travel. Important
parameters that have been studied in field programs include
Index Terms—Climate, contamination, flashover, fog, high
voltage, ice, insulator coordination, snow, station insulators. • the relationship of ice and pollution build-up to wind di-
rection [14];
• the electrical conductivity of freezing rain, based on
I. INTRODUCTION 0.2-mm samples in tipping bucket rain gauges [15];
• the electrical conductivity of ice samples accreted on ref-
M ANY utilities in cold climates experience flashovers on
station insulators, when covered with ice or snow. In
certain conditions, the electrical strength falls below service
erence cylinders and on exposed insulators [14], [15];
• the dripping water conductivity from field-exposed insu-
voltage wet or polluted flashover strength because of the severity lators [1];
of the ice or snow deposits, combined with the associated dura- • the leakage current across energized insulators under
tion of exposure. freezing conditions [16].
Despite these problems and the considerable efforts made by These studies have provided important guidance for the devel-
a number of industrial and academic researchers [1]–[11], no opment of realistic test and calculation methods. The Task Force
international guidelines for the selection of insulators under ice encourages further collection of ice samples (ice caps and ici-
and snow conditions have yet been established. Meanwhile, a cles separately) for dimensions, weight and conductivity anal-
recent IEEE position paper [12] has recommended guidelines ysis. Comparison between the ice monitoring devices and real
for insulator icing test methods and procedures. insulators are also very important. This is to extend the industry
knowledge of field exposure conditions.
The main purpose of the present paper, within the framework
of a new IEEE Task Force on Icing Performance of Station Insu- B. Based on Laboratory Icing Tests
lators, is to recommend criteria for selecting and/or improving
This section is based on the philosophy of a recently issued
the electrical performance of station insulators in cold climates.
CIGRE Review [17]. In this publication, about 400 references
Part I [13] described the physics and chemistry of important
on pollution issues are available and potentially useful for icing,
aspects of insulation flashover under icing conditions. The pri-
as there are some similarities between the two.
mary objective of this second part is to apply this background
External insulation should be properly selected and dimen-
to the selection process and to recommend mitigating options.
sioned for an acceptable risk of flashover. It may be worthwhile
The selection of the insulators means the recommended type,
to do a probabilistic, or risk-of-failure, assessment. Presently,
profile, and material. two general approaches (deterministic and probabilistic) exist
for such a purpose. The deterministic approach is used more fre-
quently, but the more complicated probabilistic approach gives
more information.
1) Deterministic Approach: A short description of a deter-
Manuscript received March 1, 2004. Paper no. TPWRD-00111-2004.
The authors are with the IEEE Task Force on Insulator Icing Methods. ministic approach for pollution dimensioning can be found in
Digital Object Identifier 10.1109/TPWRD.2004.839728 [17]. In this paper, we apply this approach for dimensioning
0885-8977/$20.00 © 2005 IEEE
272 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 20, NO. 1, JANUARY 2005

Fig. 2. Illustration for design based on the probabilistic approach.

Fig. 1. Illustration for design based on the deterministic approach [17]. flashover of the candidate insulation options and selecting those
with an acceptable performance. With reference to Fig. 2, the
with respect to ice. The deterministic method has been widely risk for flashover can be calculated as follows.
used for the design of many electrical and mechanical com- • It is assumed that the insulators are energized at a voltage
ponents, apparatus, and systems. Components are then de- with constant amplitude, corresponding to the maximum
signed according to material selection and dimensioning (in- continuous operating voltage.
cluding profile). In our case, the insulation level is based on • The variation of the ice environmental stress (conductivity
a worst-case analysis and safety factors to cover unknowns. It of the dripping water in this case) at the site of interest
is assumed that there is a definitive maximum of ice conduc- is represented by the probability density function “ ,”
which is expressed in terms of the site severity “ .” These
tivity (dripping water) that may stress the insulator, shown as
data normally come from service measurements, or can be
the environment “S” curve in Fig. 1. It is also assumed that
calculated as described in Part I of this paper.
the insulation strength can be described by a minimum with-
• A cumulative distribution function “ ” describes
stand dripping water conductivity below which flashover is not
the strength of the insulation, that is, the probability for
possible. The minimum insulation withstand dripping water
flashover as a function of the same measure of site severity
conductivity is then selected so that it exceeds the maximum
“ ,” as was used to describe the ice environmental stress
stress by a safety margin which is chosen to cover only un-
(conductivity of dripping water in this example). This data
certainties in the designer’s evaluation of the strength and the comes from laboratory tests. For a number of insulators
stress parameters. in parallel, (1) below gives the total risk.
Ice stress can be defined by different parameters, e.g., by the • The multiplication of the f and P functions gives the prob-
thickness alone, by the electrical conductivity alone or by the ability density for flashover of the insulator at the given
product of conductivity and ice weight per meter of dry arcing site, and the area under this curve expresses the risk for
distance [18]. The level of bridging of the insulator sheds by flashover.
icicles in this case is assumed to be 100%. The flashover probability of “m” parallel insulation points
The following problems exist with this approach. exposed to the same conditions is
i) The ice severity, insulator withstand voltage and the de-
gree of bridging are all probabilistic values. (1)
ii) The selected margin depends on the judgement of the
design engineer and has, therefore, no statistical signifi- where -flashover probability of a single insulation point.
cance. Fig. 3 illustrates the change in flashover probability associ-
iii) Only a single insulator is considered in this approach; ated with 10, 100, or 1 000 insulators in parallel, using (1) above,
but, in the actual substation design, many such insulators and (7) of Part I of the paper [13]. In this case, the exposure is
are connected in parallel. expressed as equivalent salt deposit density ( g/cm ) for two
2) Probabilistic Approach: In the probabilistic approach, different line-to-ground voltage stresses.
the main parameters are considered as statistical variables, Practical applications of the probabilistic approach for di-
defined by mean values and dispersions, as opposed to the mensioning are described in [45], [46], and with respect to ice
deterministic method, where the parameters are assumed to be in [47].
constant. Descriptions of this approach for insulator selection
under pollution can be found in [17], [45], [46]. C. Based on Mathematical Models
The statistical dimensioning of insulators entails the selec- Using mathematical models is one of the useful ways of es-
tion of the dielectric strength of an insulator, with respect to timating the critical flashover voltage of ice-covered insulators
the voltage and environmental stresses, to fulfill a specific per- which then can be converted in flashover probability data, for
formance requirement. This is done by evaluating the risk of example.
FARZANEH et al.: SELECTION OF STATION INSULATORS WITH RESPECT TO ICE AND SNOW—PART II 273

where and are the arc length and diameter of the insulator
string, respectively; is the thickness of the ice layer; is the
arc root radius; is the surface conductivity of the ice layer,
and may be expressed as follows:
(5)
It was also found that arc constant , arc reignition constant ,
and arc root radius are influenced by air pressure [22], while
the arc reignition constant is affected by insulator diameter.
Using a triangular ice sample, a short post-type insulator and
a short insulator string, all the parameters were experimentally
determined as follows:

(6)

(7)
(8)

(9)
(10)
Fig. 3. Risks of flashover as a function of insulator length.
(11)

where and are the sea-level pressure (101.3 kPa) and the
pressure at high altitude, respectively; and (in cm) is the in-
sulator diameter.
Fig. 4. Model of flashover on an ice surface. Thus, with all the necessary parameters determined, the math-
ematical model ((2) and (3)) may be used for predicting the
According to [19]–[21], the arc on an ice surface may be con- flashover voltage of ice-covered insulators with different diam-
sidered as a local arc in series with a residual ice layer, as is the eters and at various air pressures.
case with pollution (Fig. 4). As an application, this model was first applied to a short string
Therefore, the equation for this circuit model may be ex- of five IEEE standard insulators covered with 2 cm of ice at the
pressed as follows: standard air pressure [21]. These insulators are slightly modi-
fied ANSI Class 52-3 porcelain discs, developed originally to
(2) calibrate clean fog test methods and also used in icing tests. As
shown in Fig. 5, there is good agreement between the flashover
where (in V) and (in A) are the peak values of the applied
voltage calculated from the mathematical model and the labora-
voltage and leakage current; and are the arc constants;
tory results. In this case the calculated critical flashover voltage
(in V) is the arc electrode voltage drop; (in cm) is the length
was considered as % obtained during the flashover tests.
of the arc; (in ), hereafter called residual resistance, is
Previous experience showed that the model is also suitable
the resistance of the part of the ice that is not bridged by the arc.
for modeling cold-fog flashover on 6–15 m of leakage distance
Under AC conditions, to maintain an arc propagating on a di-
[19]. Recent studies at Chicoutimi (UQAC) indicated that the
electric surface, (2) and the arc re-ignition conditions expressed
mathematical model can be extended to extra-high voltage in-
by (3) must be satisfied
sulation (up to 4 m of dry arcing distance) with good preci-
(3) sion. The flashover voltage obtained by modeling can then be
converted into the flashover probability at maximum operating
where and are re-ignition constants. voltage (right curve in Fig. 2). The distribution of ice severity is
Equations (2) and (3) can be used to calculate the critical still needed for the statistical calculation of the risk for flashover.
flashover voltage of ice-covered insulators, if the arc constants,
arc reignition constants, and the residual resistance are deter- III. RECOMMENDATIONS FOR INCREASING INSULATOR
mined. RELIABILITY UNDER ICING CONDITIONS
In [19], it was shown that, for an insulator string covered with A. New Design
a semi-cylindrical ice layer, may be calculated as follows:
The improvement of electrical performance of insulators
under icing conditions requires specific design modifications
that were not addressed in typical designs for areas of heavy
(4)
pollution. One of the main differences resides in the fact that for
274 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 20, NO. 1, JANUARY 2005

Fig. 5. Critical flashover voltage of five IEEE standard insulators covered with Fig. 6. 3ALT shed profile post insulators (a) without ice (b) with ice.
ice, as a function of applied water conductivity (at standard air pressure).

20% improvement of insulation performance under the highest


moderate to heavy ice accretion, a significant proportion of the
icing severity investigated. However, more studies would be
leakage distance is no longer effective because it is bypassed
needed to confirm this improvement under heavier ice accre-
by the icicles or ice layer. New designs for high-performance
tions and high icing rate.
insulators under icing conditions should focus on
• prevention of ice bridging across sheds, through large B. Mitigation Methods
shed-to-shed separation, for example using alternating
sheds, creepage extenders, or booster sheds; The probability of flashover for snow- or ice-covered station
• protection of leakage distance, sometimes achieved natu- insulators is higher than for overhead line insulators under the
rally through a conical shape; same conditions. This is essentially due to the fact that
• reduction of total ice accumulation, often through reduced i) the voltage stress is higher in the case of station post than
insulator diameter [23]; line insulators;
• promotion of natural ice shedding through smooth surface ii) the shed spacing of post insulators is generally smaller
finish or semiconducting glaze; than that of line insulators, thus ice bridging is more
• promotion of uniform electric field distribution through likely to happen [27], [28];
well-designed metallic end fittings and grading rings, or iii) the diameter of post insulators is larger, which causes the
using resistive glaze (RG) insulators. leakage resistance under similar icing conditions to be
A recent study undertaken by UQAC and Hydro-Quebec led lower [23];
to the selection of a new design for station insulators that was iv) there are many parallel post insulators concentrated in
recently installed in a new 735 kV substation [24]–[26], (Fig. 6). relatively small areas subjected to the same conditions,
The study revealed that a specific so-called 3ALT shed profile which significantly raises the probability of flashover
design could contribute to improve the electrical performance during the same “ice event.”
up to some extent of icing severity. In this work, several 3ALT Increased insulator reliability in ice or snow conditions may
profiles were investigated and the flashover performance was in principle be achieved by increasing the dry arcing distance,
different for different designs. However, for the heaviest ice ac- reducing flashover probability due to parallel insulators, or pre-
cretion, results showed that the influence of the shed profile is venting icicle or snow bridging. In few special cases, methods
no longer significant. involving ice or snow melting can be used.
The effect of semiconducting glaze on porcelain insulators 1) Increase of Dry Arcing Distance: For reliable operation
was then investigated and quite promising results were revealed. of insulators under ice and snow conditions, the most effective
It was observed that the presence of the semiconducting glaze measure consists in using a sufficiently long dry arcing distance,
interacts with the deposition process of the ice along the length selected on the basis of withstand stress, measured with suitable
of the insulation. The ice deposits were more fragile and less laboratory test methods, or selected on the basis of service ex-
cohesive, and there were also a more uniform distribution of perience under the worst ice and snow conditions [12]. This so-
air gaps. The semiconductive glaze also inhibited the forma- lution is economical only in areas with high occurrence of ice
tion and propagation speed of the developing arc to some extent. or snow flashovers, but it is not always technically applicable.
The more fragmented deposit alongside with the longer duration 2) Reduction of Flashover Probability: Flashover proba-
of leakage current during the development of flashover led to a bility under ice or snow conditions can be reduced by decreasing
FARZANEH et al.: SELECTION OF STATION INSULATORS WITH RESPECT TO ICE AND SNOW—PART II 275

the number of parallel insulation points in areas with heavy ice some saturation for longer exposure times. For stations where
or snow conditions, reducing operating voltage during critical pollution monitoring, i.e., ESDD measurements, leakage cur-
ice and snow conditions, and making the voltage distribution rents or discharge activity are monitored, it is possible to identify
along the insulators more uniform. trigger levels for high-pressure insulator washing, prior to any
a) Reduction of Parallel Insulation Points: As fol- icing events. It is important to use deionized water for this main-
lows from formula (1), at maximum operating voltage under tenance, with a conductivity of less than 20 S/cm, to ensure
ice conditions, the flashover probability for one insulator is that the overall risk is reduced rather than increased. Insulator
%, while the probabilities for 20 and 50 parallel washing in freezing conditions with water of conductivity 300
insulators are respectively % and %, S/cm will virtually guarantee flashovers from the remaining
under the same ice event. ice on the insulator surfaces. IEEE Standard 957 [40] describes
b) Reducing the Operating Voltage: When possible, re- appropriate modifications to insulator washing methods for
ducing the operating voltage during critical ice or snow con- freezing conditions. Composite insulators could also ben-
ditions is an effective means for increasing insulator reliability efit from winter washing but high-pressure methods that do not
[29], [30]. damage the insulators require special development and training.
In the previous example, in the case of 50 parallel insulators, 3) Prevention of Icicle or Snow Insulator Bridging: Glaze
reduction of the operation voltage by 5% results in a decrease of with icicles on vertical insulator assemblies is the most dan-
the flashover probability from % (maximum opera- gerous type of ice, with a high flashover probability [41]–[43].
tion voltage) to %, whereas a 10% voltage reduction This is due to the fact that, in this kind of setting, the insulator
results in a decrease of the flashover probability to %. shed spaces tend to be bridged by icicles, resulting in the short-
c) Making the Voltage Distribution Uniform [30]: A ening of the effective insulator leakage path. This can be pre-
significant improvement of the electric field strength can be vented by using a special insulator shed design, or booster sheds.
achieved through a better design of the grading ring [31] on a) Special Insulator Shed Design: For post insulators, it
the voltage end of the insulator or on both ends in the case of is possible to use designs with alternating shed diameters. The
EHV and especially composite insulators. The grading rings difference between the shed diameters, and their spacing, must
for higher voltages could also partially protect sensitive parts be sufficiently large to prevent ice bridging.
of insulators from ice accretion. This, however, could be both b) Booster Sheds: The use of booster sheds [29], [38],
positive and negative for the insulator performance and can be [44] may also prevent ice bridging, and consequently increase
investigated only by ice-covered energized insulators. Also, the insulator withstand voltage level in heavy icing conditions.
semiconducting glaze porcelain insulators [32]–[37], provide In designing for how the booster sheds will be attached, one
a resistive current of approximately 1 mA. This steady current has to make sure that the glaze on the insulator surface will not
makes voltage distribution more uniform, which delays the be damaged. According to [29], a 20% increase in withstand
initiation of arc. Semi-conducting glaze post insulators showed voltage of 110 kV post insulators with 3 booster sheds, and a
the highest withstand voltage under icing conditions among 40% increase for 400 kV post insulators with 9 booster sheds,
various insulators, including conventional porcelain and non- were obtained.
ceramic types [27], [28]. However, booster sheds tend to interfere with natural
d) Increasing the Surface Impedance: Test results with washing, so more frequent cleaning or washing of insulators
silicone coatings on ceramic insulators have shown some im- is necessary. It is also possible to use the booster sheds during
provement in performance for certain types of insulators [28], winter periods and remove them during the rest of the year.
[38], especially those that have a large sheltered leakage distance. 4) Ice or Snow Melting: High-powered heat lamps have
Some of this improvement actually comes from the better pol- been used at two utilities to melt ice on insulators and other
lution performance, i.e., from the order-of-magnitude increase station components. This approach has high operating costs
in surface impedance when ice is applied to pre-contaminated but has proved to be economic and effective in the case of
surfaces [32]. Generally, the use of silicone coatings has proved substations near waterfalls.
useful for situations with high contamination and moderate ice Washing ice-covered insulators under voltage using hot pres-
accretion [39] but may have limited benefit for conditions leading surized water was tested with good results in laboratory condi-
to full ice bridging. It is important to test this approach because tions [29]. However, using this method in actual conditions can
silicone coating has proved to be one of the most practical ways be very complex, because wetting unwashed ice-covered insu-
to upgrade existing station apparatus, housings and bushings that lators can initiate a flashover.
have a history of flashovers during freezing rain events [39].
Polymer insulators also have high surface impedance, and IV. CONCLUSION
these have been developed for HV station applications. How- This second part of the paper has provided a basis for the
ever, the projected icing performance of many existing designs selection process and mitigation options for station insulators,
is not favorable. Compared to ceramic posts, ice bridging is like bus supports and apparatus housings, and this based on the
more easily achieved and the ice remains on polymer surfaces environmental parameters discussed in Part I.
longer during melting. Both factors increase the duration of ex- Three general methods for the proper selection and dimen-
posure and risk of flashover. sioning of insulators under icing conditions were proposed.
e) Insulator Washing: The build-up of insulator surface These are based on deterministic, probabilistic, and mathemat-
contamination tends to be linear with duration of exposure with ical model approaches.
276 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 20, NO. 1, JANUARY 2005

The idea of the deterministic method is to estimate a with- [16] Y. Beauséjour. Caractérization du comportement électrique d’iso-
stand voltage of the iced insulator within a certain acceptable lateurs 735 kV en milieu naturel. presented at Colloquium
on Icing, ACFAS Conference. [Online]. Available: http://ice-
margin of safety between this withstand value and the maximum volt.uqac.uquebec.ca/cigele
ice stress. In the probabilistic method, the main parameters are [17] Polluted Insulators: A Review of Current Knowledge, Jun. 2000. CIGRE
considered as variables, whereas they are assumed to be con- TF 33.04.01, Tech. Brochure, no. 158.
[18] W. A. Chisholm, J. Kuffel, and M. Farzaneh, “The icing stress product:
stant in the deterministic method. This means that the selection A measure for testing and design of outdoor insulators in freezing condi-
of the insulator strength with respect to the voltage and envi- tions,” in Proc. 2nd Int. Workshop on High Voltage Engineering, Japan,
ronmental stresses must meet a specific performance require- 2000. session 8.
[19] M. Farzaneh, J. Zhang, and X. Chen, “Modeling of the AC arc discharge
ment. As for the third approach, the mathematical model of- on ice surfaces,” IEEE Trans. Power Del., vol. 12, no. 1, pp. 325–338,
fers a useful input for the calculation of the flashover voltage, Jan. 1997.
which then can be used as a part of the deterministic or proba- [20] M. Farzaneh, I. Fofana, C. Tavakoli, and X. Chen, “Dynamic modeling
bilistic methods. The Task Force encourages further laboratory of DC arc discharge on ice surfaces,” IEEE Trans. Dielectr. Electr. Insul.,
vol. 10, no. 3, pp. 463–474, Jun. 2003.
and field experiments on flashover data to improve the existing [21] J. Zhang and M. Farzaneh, “Computation of AC critical flashover
mathematical models. voltage of insulators covered with ice,” in Proc. Int. Conf. Power System
Finally, recommendations were made for new design and mit- Technology, vol. 1, Beijing, China, Aug. 1998, pp. 524–528.
[22] M. Farzaneh, Y. Li, J. Zhang, L. Shu, X. Jiang, W. Sima, and C. Sun,
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[23] R. Chaarani, “Étude de l’influence des caractéristiques des isolateurs sur
ACKNOWLEDGMENT leurs performances électriques dans des conditions de givrage,” Ph.D.
dissertation, Univ. Quebec Chicoutimi, Chicoutimi, QC, Canada, Apr.
The Chairman would like to thank Dr. W. A. Chisholm 2003.
especially for his enthusiasm, dedication, and contributions, [24] M. Farzaneh and S. Brettschneider, “Étude de la tension de tenue des
to T. Grisham for helping with IEEE administration and to isolateurs de postes en présence de glace atmosphérique en vue d’un
choix approprié de type et configuration d’isolateurs de postes à 735
Dr. I. Gutman for links to the IEC 60 815 revision process. kV,” in Hydro-Québec, 2001, p. 62.
[25] J. F. Drapeau, “Amélioration de la tenue diélectrique des équipements de
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