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Electric Power Systems Research 76 (2005) 5866

Experiences on pollution level measurement in Mexico


Gerardo Montoya-Tena, Ramiro Hernandez-Corona , Isaas Ramrez-Vazquez
Instituto de Investigaciones Electricas, Reforma 113 Cuernavaca, Mor., Mexico

Received 4 March 2004; received in revised form 6 April 2005; accepted 11 April 2005
Available online 7 July 2005

Abstract

The pollution on overhead insulators is influenced by the pollutant type as well as by the climate of the site. In Mexico, due to its orography
and diversity of lands, there are several areas where the failures on the overhead insulation are mainly caused by the pollution. Since the
decade of 1980s, various studies have been performed to solve or at least alleviate such transmission and distribution power line pollution-
related problems. This paper presents a description of several studies conducted by the Mexican Electrical Research Institute Instituto de
Investigaciones Electricas (IIE) together with the Mexican electrical utility Comision Federal de Electricidad (CFE), from the elaboration
of a contamination map to the development of a system for measuring leakage current, which is used as a tool for the in-service diagnostic of
insulators installed on lines of transmission.
2005 Elsevier B.V. All rights reserved.

1. Introduction ing material, as the flashover withstand voltage. The flashover


withstand voltage of a contaminated insulator is lower than
Since the second half of the 20th century, demand for that of a clean insulator, under the same climate conditions,
electrical energy has grown more quickly than generation. In so the flashover risk increases.
order to satisfy the demand of the user, electrical companies The problems of contamination on electrical insulators
had to implement several measures to improve the efficiency take place when the environment that surrounds them con-
of their electrical systems. Some of these measures were the tains diverse substances, especially saline and industrial ones,
nominal voltage increase on both transmission and distribu- which are deposited on insulators, forming a polluting layer
tion systems and the reduction of the failures on the overhead on their surface. In dry conditions, this layer does not cause
insulators used in lines and substations. With the application great problems, but under the presence of light rain, humid-
of these measures, several problems arose. One of these prob- ity, dew or fog, the dielectric characteristics of the insulator
lems was the effect that overhead insulators undergo due to surface are decreased, allowing the flow of leakage current
the action of polluted environments. In fact, the first investi- (LC) between the insulator electrodes (Fig. 1).
gations defined the contamination as one of the most frequent The LC can increase itself until causing a failure on the
causes of failure on overhead insulators [1]. At present, con- high-tension electrical system. The probability and speed
tamination is one of the main failure causes on the electrical of this failure type depends on the type and material of
systems of most countries. the insulator, the climate of the area, the type and level of
The contamination mechanically degrades the insulators contamination, as well as the voltage under which the insu-
and affects some of the electrical characteristics of the insulat- lator is working. Other effects that the contamination causes
are the corrosion and the erosion of the insulator. On poly-

meric insulators, other phenomena, both from the formation
Corresponding author.
of dry bands and the establishment of the pyrolysis effect,
E-mail addresses: gmontoya@iie.org.mx (G. Montoya-Tena),
rhc@iie.org.mx (R. Hernandez-Corona), iramirez@iie.org.mx must be taken into account to analyze the insulator perfor-
(I. Ramrez-Vazquez). mance.

0378-7796/$ see front matter 2005 Elsevier B.V. All rights reserved.
doi:10.1016/j.epsr.2005.04.003
G. Montoya-Tena et al. / Electric Power Systems Research 76 (2005) 5866 59

Fig. 1. Contaminated insulator showing leakage current marks on its surface.

2. Alternatives considered around the world is avoided, and consequently, the maintenance is only per-
formed before a failure on the insulator may occur. It is clear
Around the world, different research works about the pol- that the selection of the methodology for the diagnostic must
lution flashover process on insulators have been developed. carefully be selected and be validated. In Mexico, the LC as
From these works, alternatives to decrease the effects caused a tool for diagnostic on transmission lines is used [5].
by the pollution on insulators have been obtained. The inves-
tigation lines for solving the pollution problem have mainly 2.1. Insulator material and design
been focused on the search for new materials, coatings or
insulator profiles [24]. The design of insulators for use under contaminated envi-
For controlling the pollution problem, two alternatives ronments has been based on the properties of the insulating
have been established: design and maintenance (Fig. 2). In materials as well as on knowledge and experience gained
the first alternative, the insulator type and material are cho- during the development of the electrical industry.
sen according to the pollution level in the area in which
the insulator is to be used. In the second alternative, effi- 2.1.1. Porcelain and glass
cient maintenance plans are designed. These alternatives vary Initially, glass and porcelain, also known as ceramic insu-
depending both on the type and amount of pollutant deposited lations, were the most commonly used materials for manufac-
on the insulator and on the feasibility of their application. turing of insulators. Both their dielectric characteristics and
Nowadays, due to the necessity of a greater efficiency on ease of molding resulted in all insulators being made from
the application of resources, the diagnostic of insulator in these materials for many years. The problem with this type
real time has great relevance, since excessive maintenance of insulation is that the leakage distance (LD) of a ceramic
insulator is fixed and depends on its profile. Therefore, when
a longer LD is required for polluted areas, there are two possi-
bilities to meet such requirement: one is adding insulator units
to the insulator string and another is increasing the specific
leakage distance (SLD) by using another insulator profile,
as for example, super-anti-fog insulator instead of standard
one. However, both alternatives cause the insulator to become
increasingly heavier, which sometimes imposes a mechanical
restriction on the application of ceramic insulators in exist-
ing transmission structures. Another disadvantage of ceramic
insulators, especially those manufactured of glass, is their low
resistance to vandalism.
There are zones where contamination is so heavy that
it requires heroic solutions in order to maintain continu-
Fig. 2. Investigation lines. ity of electrical service. In these zones, a SLD of about
60 G. Montoya-Tena et al. / Electric Power Systems Research 76 (2005) 5866

Fig. 3. Polymeric insulator.

60 mm/kV for the insulator is usually recommended. In most


of cases, this recommendation is applied at substations by
Fig. 4. Hydrophobicity effect on polymeric insulators.
increasing the length of the insulator string, namely adding
insulator units, in order to obtain the required SLD. In oth-
ers cases, when it is not possible to increase the length
For this reason, polymeric insulators may have longer life
of the insulator string, using insulators with very large LD
and better performance than ceramic insulators, in wetted
(super-anti-fog profiles) is the most viable option, as it
and polluted conditions.
is carried out on transmission lines with vertical insulator
strings.
2.1.3. Composite grease and hydrophobic coatings
The performance of ceramic insulators in a contaminated
2.1.2. Polymeric insulators environment can considerably be improved by the use of
Polymeric insulators were first installed in Germany in hydrophobic coatings, mainly made from silicone, either in
the mid-1960s. Polymeric insulators are also known as non- the form of grease or film, applied on the conventional insu-
ceramic or synthetic insulators and have several advantages lator. This practice has been satisfactorily used in order to
over ceramic insulators, such as lightweight, good perfor- decrease the flashover risk by contamination for more than
mance under contamination conditions, facility of handling 30 years. However, this alternative is relatively expensive
and installation, higher resistance to vandalism and a high and requires periodic maintenance to remove and reapply the
mechanical resistance having less weight. The main disad- coating. The frequency of this activity can vary from months
vantage of these insulators is that their aging directly affects to several years, depending on the type and level of contami-
their in-service life. For this reason, in some countries these nation and the environmental conditions. At the present time,
insulators have not been used as a general practice. There- the use of grease has practically been replaced by the appli-
fore, their specifications and criteria of selection are not well cation of films.
defined.
To date, there are several very mature technologies for
2.2. Maintenance
the manufacture of polymeric insulators, placing the applica-
tion of these insulators in a more solid position. Currently, the
In many cases, a good insulator profile design may reduce
experience in the market has shown the development of poly-
the number of outages caused by pollution. Nevertheless, in
meric insulators into three main areas: suspension insulators
areas with severe contamination environments or low rain
(transmission), distribution insulators and post-type insula-
probability, maintenance of the insulators is required. This
tors for line (Fig. 3).
maintenance is normally made into one of the following
One of the main properties of polymeric insulators is
ways:
superficial hydrophobicity, which has an important effect on
their performance. On a hydrophobic surface, water forms (a) periodic washing of live or dead line;
drops and hence it does not allow a continuous film of water to (b) periodic cleaning done by hand on dead line;
form on the insulator (Fig. 4). This property reduces the leak- (c) periodic cleaning, using dry abrasive material on live or
age current magnitude flowing on the insulator surface and dead line;
the probability of formation of dry bands is also decreased. (d) massive replacement of insulators.
G. Montoya-Tena et al. / Electric Power Systems Research 76 (2005) 5866 61

is difficult or where the pollutant is strongly adhered to the


insulator surface. For washing done by hand, biodegradable
solvents have been used to remove easily the contaminant
accumulated on the insulator over a period of up to several
years.

2.2.3. Cleaning using abrasive material


The insulator cleaning on either live or dead line by means
of abrasive material jet is also effective, efficient and eco-
nomic, in order to remove from the insulator surface pollutant
deposits or hardened composite greases. Abrasive materials
used commonly are fine lime dust, milled cob and nut peel,
which are sufficiently abrasive for cleaning the insulator with-
out damaging its surface.
The technicaleconomic part for every insulator cleaning
Fig. 5. Insulation washing on live line.
alternative must be analyzed. For the case of polymeric insu-
2.2.1. Insulator washing lators, the cleaning alternative must be discussed with the
Washing by water jet has shown itself to be the most eco- insulator manufacturer, since the insulator surface may be
nomic method to remove pollution from the insulator surface. damaged if water jet pressure is too high or a solvent is used.
Washing is very effective when the pollutant deposited on the
insulator is either dust, salt, dirt or acid, because these pol- 2.3. Diagnostics of insulators in polluted zones
lutants do not adhere strongly themselves to the insulating
surface. In some areas, the natural washing performed by The complexity of the contamination problem requires
rain is sufficient in order to prevent flashover on the insulator monitoring the surface state of the insulator at the normal
due to contamination. Nevertheless, in regions where rain is conditions under which it operates. At present, different in-
not frequent, it is necessary to wash the insulator during the service diagnostic techniques are being applied to the practice
dry seasons. in order to measure directly or indirectly the pollution sever-
The frequency of washing depends on the contamination ity on insulators. Then, this pollution severity is correlated
level, the environmental conditions and the insulator profile. with the pollution flashover risk. If there is flashover risk,
Where frequent washing is required, mainly in substations, it insulation replacement or maintenance activities are carried
is economically recommended to install a system of pipes in out.
towers or systems with permanent nozzles to facilitate wash- Different techniques for determining the contamination
ing (Fig. 5). severity on insulators have been developed and applied for
The insulators must be washed before they accumulate many years in different countries. Some of these techniques
critical contamination levels. This can be determined by are: ESDD, surface conductance, leakage current and surface
means of: resistance.
Selection of the diagnostic technique depends on pollu-
(a) experience of pollution flashover occurred over the last tant kind, insulator type and, mainly, cost associated with
years; the diagnostic equipment. The ESDD technique is very well
(b) measurements of equivalent salt deposit density (ESDD) known and has been used by the IIE in several projects in
on witness insulators installed near the transmission line; order to determine the pollution levels on insulators installed
(c) surface discharges observed on the insulator during crit- in different zones of the country. This technique is expensive
ical conditions; and requires much time and, furthermore, it cannot be used
(d) presence of radio interference; for some pollutant types.
(e) measurements of leakage current on the insulators The surface resistance technique considers that it is possi-
installed on the transmission line. ble to determine the flashover risk as a function of the value of
the surface resistance on a witness insulator energized at low
2.2.2. Cleaning done by hand voltage and exposed to the same pollution and environmental
Cleaning insulators by hand is effective in removing con- conditions as the insulators of the transmission line. Based
tamination deposits from insulator surface. However, it is on laboratory results, it has been established that insulators
a tedious, time-consuming and expensive process. Further- naturally polluted on transmission lines have a high flashover
more, in most cases this process requires de-energization of risk if the surface resistance decreases to some hundreds of
the transmission or distribution line. In Mexico and other kilo-Ohms. One disadvantage of this method is the variabil-
countries, this practice is normally used on insulators where ity of results obtained, which depend on the pollutant type
washing by water jet cannot be performed, because the water and the hardware used to connect the witness insulator at low
jet system may be near energized equipment, where the access voltage.
62 G. Montoya-Tena et al. / Electric Power Systems Research 76 (2005) 5866

Since the 1980s, the IIE, together with the CFE, has
conducted several research projects about the pollution phe-
nomenon on overhead insulators. One of the first projects
performed was the development of a guide to optimize the
selection and use of overhead insulators exposed to contam-
inated conditions. Twenty test stations were built in several
locations throughout the country to continuously monitoring
insulators used on distribution and transmission lines. One
of the main results obtained was the elaboration of a pollu-
tion map of the Mexican Republic. Another important result
was the establishment of the advantages and disadvantages
of methods used for measuring the contamination level [6]:
method of ESDD for insulator evaluation in field and method
of the clean fog chamber for insulation evaluation in labora-
tory [7]. The method of dust collectors was also considered
in this project.
Fig. 6. Leakage current system. In 1993, eight new test stations were built, using only
distribution type insulators [8]. In this project, the surface
On the other hand, pollutant accumulation depends on the resistance method was evaluated as a tool to determine the
magnitude of the electric field distributed on the surface of pollution level on the overhead insulators. A mathematical
the insulator. This effect is practically null on an insulator model to compute the surface resistance value of the polluted
energized at low voltage (hundreds of volts). layer during the following 4 h, from the measured values,
Due to the disadvantages of the method of surface resis- was developed [9]. The disadvantage of this methodology is
tance, a diagnostic methodology to determine the critical that the surface resistance is measured on a witness insulator
contamination condition on insulators at nominal voltage was energized at low voltage, and not on insulator holding to high
developed. This methodology is based on the measurement voltage conductor of the distribution line (Fig. 7).
of leakage current on the transmission line insulator, namely In 1995, a measurement system of leakage current
on insulator strings energized at line voltage. In Mexico, this (SIPICO) for diagnosing state of the insulator installed on
technique has been validated by the IIE both in field and lab- transmission lines was designed and developed. By apply-
oratory. ing this system, maintenance tasks are only carried out when
A system to record the number and magnitude of the values of leakage current representing a flashover risk are
peaks of leakage current was designed and developed by the measured [10,11]. From this way, continuity of the electrical
IIE. The system was evaluated at the salt fog chamber of service is maintained. During the years in which the system
the laboratory using different insulator profiles. Later, it was has been working, it has demonstrated its effectiveness for
installed on some transmission lines having pollution prob- the diagnostic of insulators (Fig. 8).
lems. The results obtained from laboratory and field show In 1996, research projects to evaluate the performance of
that, as the number of the peaks of leakage current increases, hydrophobic coatings, new insulator profiles and polymeric
the flashover risk also increases. Hence, the technique can be materials in polluted conditions were developed [12]. In these
used to monitor the operational state of the insulator under projects, it was concluded that the standardized tests cannot
pollution and moisture conditions. At present, the Mexican
electrical utility CFE has installed 39 leakage current systems
on its 115 kV, 230 kV and 400 kV transmission lines (Fig. 6).
According to the analysis of the leakage current data
recorded by the system, it helps to determine when main-
tenance works must be performed on the transmission line
insulators, in order to avoid an outage by pollution.

3. Studies carried out in Mexico

The severity of the contamination level directly depends


as much on the climatology as on the type of pollutant of the
region. Consequently, in Mexico there are different pollution
types and levels, due to its orography and diverse climates.
For this reason and according to failures statistics, pollution
is the second cause of transmission line outages in Mexico. Fig. 7. Measurement of surface resistance.
G. Montoya-Tena et al. / Electric Power Systems Research 76 (2005) 5866 63

Fig. 8. System of leakage current installed on a transmission line.

be used to determine the long-term performance of polymeric


insulators, and therefore, it was necessary to develop a test
method to evaluate the aging on such insulators.
Also, an insulating support made of silica-filled epoxy
resin (polymeric concrete) was designed and manufactured,
in order to replace the pin usually used by insulators on dis-
tribution networks (Fig. 9). The results obtained from the
prototype tests showed that this new insulation design pro-
vides excellent performance. Nowadays, this technology has
been transferred to a company that commercializes this prod-
uct. Fig. 9. Base made of polymeric concrete.
In 1998, the IIE found that leakage current depends not
only from the ESDD but also on the non-soluble deposit
damaged insulators in a relatively short time with respect to
density (NSDD) of the pollutant layer [13]. A preliminary
the test time of 5000 h recommended by IEC 61109. This
correlation between the leakage current and the NSDD and
means that is necessary to modify the standard continuous
ESDD for a pin post-type insulator was obtained, as shown
5000 h salt fog test to determine the long-term performance
in Fig. 10. Each curve shows the performance of the insulator
of polymeric insulators.
for different NSDD values as a function of the ESDD values.
It can be observed that the LC values increase as the NSDD
values increase.
In 1999, the leakage current monitoring system was modi-
fied according to experience gained in field. The new version
of the system can monitor 16 insulator strings instead of 8
strings, display graphs of leakage current in real time and
show the number of the peaks of leakage current classified
by magnitude range. Therefore, this version is more adequate
for performing tests in laboratory.
During 2000, the IIE developed a methodology to evaluate
accelerated aging of polymeric insulators. The methodol-
ogy is mainly based on polluting the insulators with several
substances, such as kaolin, lime, fertilizer and natural field
pollutants. Once the insulators are polluted, they are evaluated
inside a salt fog chamber by applying cycles of salt fog, clean
fog, drying and constant voltage [14]. The results showed
clear evidence of tracking, erosion, chalking and puncture on Fig. 10. Correlation between leakage current (LC) and equivalent salt
the insulators (Fig. 11). Flashover takes place on the early deposit density (ESDD), for different non-soluble values (NSDD).
64 G. Montoya-Tena et al. / Electric Power Systems Research 76 (2005) 5866

Fig. 11. Cracks formed on different zones of one insulator evaluated by the method developed by the IIE.

In 2003, the IIE applied visual corona and electrical field silicone greases. During the last few years, in zones with
techniques to check out the operational state of the polymeric extremely severe pollution problems, other alternatives have
insulators installed on 230 and 400 kV Mexican transmission been used, as for example, aerodynamic insulator profiles
lines [1518]. These techniques were applied live using the (flat type), hydrophobic coatings and polymeric insulators.
following equipment: DayCor II Corona Camera for visual The application of this last alternative has decreased both the
corona and Polymeric Insulator Tester for electrical field [18]. number of line outages from pollution and the need for pre-
The camera DayCor II shows the position, type and mag- ventive maintenance. All these actions have been monitored
nitude of corona activity, which may mean degradation or by means of the leakage current system.
damage on the insulator. The insulator tester graphically illus-
trates the position in which the electric field distribution along 4.1. Insulators with longer LD
insulator string is changed by a damage or conductive defect
on the insulator. The alternative of profiles with longer LD is used on
The obtained results from the visual corona and electri- several Mexican transmission lines. Since the performance
cal field measurements showed that the polymeric insulators of these insulator types depend on their geometry and on
were in good operational conditions, because no corona was weather conditions, it was necessary to evaluate different pro-
observed and electrical field distribution was normal. Based files having the same leakage distance, in order to choose the
on these results, it was concluded that both techniques may best one.
be applied to periodically monitor the operational state of the The evaluations were carried out at the IIE laboratory,
polymeric insulators. using a pollutant similar to that found at the zones where
the insulators would be installed. Four insulator types were
evaluated: standard, flat, anti-fog and super-anti-fog. The per-
4. Alternatives used in Mexico formed tests allowed the establishment of the specific leakage
distance required by the insulator for the pollution level of
In Mexico, the reliability of transmission lines under pol- each zone simulated in the laboratory. For example, for the
luted conditions has been maintained by means of some of Monterrey zone, an insulator with 50 mm/kV specific leakage
the alternatives used all around the world, which were already distance is required.
described in this paper. Nevertheless, there is no unique and
definitive solution for the different pollutant levels and types 4.2. Hydrophobic coatings
that may be found in certain places. Hence, sometimes, it is
necessary to combine alternatives for solving the pollution In Mexico, hydrophobic coating application on ceramic
problem. insulators (glass and porcelain) increased transmission line
The most common alternatives that have been applied reliability and decreased maintenance costs, because washing
in Mexico are insulator profiles having longer LD (anti-fog was not required for a longer time. Although this alterna-
type), insulation washing or replacement and application of tive has shown to be effective during many years and has
G. Montoya-Tena et al. / Electric Power Systems Research 76 (2005) 5866 65

been the most frequent used along the country, its applica- work, the contamination problem does not have a unique and
tion is very expensive. Another disadvantage is that the useful simple solution.
life of the coating is unknown, so the coating is periodically There are several alternatives to solve the problems caused
replaced, and therefore, the associated costs of this alternative by pollution. Among the main ones are the increase of the
are increased. SLD, the use of coatings and the installation of polymeric
insulators. The combination among different alternatives is
4.3. Polymeric insulators necessary in order to diminish the electric network outages
caused by very severe contamination. Such combinations
In the 1970s and early 1980s, the first generations of must be analyzed by means of cost-benefit criterion.
polymeric insulators installed on Mexican transmission lines Additionally, it is necessary to use live-line diagnostic
caused many outages, due to deficient design of the insula- techniques to know the operational state of the insulator,
tors. For this reason, from 1981 to 1995, polymeric insulators especially in very high pollution zones. From this way, main-
had not been considered as an alternative solution for the pol- tenance can be optimized and the electrical system reliability
lution problem. can be maintained.
During the 1990s, the technology of polymeric insulators In Mexico, both leakage current and ESDD techniques
matured. The application of this new insulator generation in are combined to monitor the pollution level on transmission
the field all around the world has shown good performance, lines.
mainly in very polluted zones where conventional insulation The leakage current technique has demonstrated to be an
either has presented failures or cannot be used due to its phys- effective tool for diagnosing the pollution level on overhead
ical limitations. insulators.
Based on the mentioned above, in 1995 the IIE together
with CFE started a project to install silicone rubber poly-
meric insulators on a 230 kV transmission line exposed to References
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