509 ITM

Back Deck
March 31st, 2011
 509 ITM
Intelligent Transformer Monitor
Front Panel

Large Back-lit LCD

2 line,16 alphanumeric character LCD
for clear information display

Integrated Overlay Buttons

Large improved layout for an easy to
use tactile feel

Relay LED Indication

Customizable names with bright LEDs
for clear alarm indication

USB and RS-232 Ports

USB 2.0 and RS-232 ports for device
setup with ITM Manager
 Back Panel
Relay Outputs Module Input Ports
8 relays controlled by 8 Modular inputs for
a matrix logic for maximum flexibility in
maximum flexibility in monitoring inputs
control and alarm
functions

RS-485 Output
Digital output for
MODBUS, DNP, and
IEC 60870
communications RS-485 Aux Input
Digital input for direct
Analog Outputs winding monitoring
4 programmable, and other advanced
magnetically isolated, sensors
current loops for
integration with
SCADA systems
 Side Panel

Ethernet Port
For IEC61850 and other protocols
over Ethernet and for remote
USB 2.0 Port monitoring via web browser
For logged data download and
upload of new configuration files
via USB flash drive
(No PC required)

Fiber Optic Port

Standard ST connector for digital
(RS-485) communications, now
featuring echo and repeat capability
 509 ITM
Features, Benefits,
Advantages
509 ITM System Overview
To SCADA

Output (AC/DC)
Input (pot) Input (RTD)

509 ITM Configuration and Maintenance

Course 7
Why ITM and Qualitrol?
Some of the Device Inputs.

Oil Temperature : e.g. AKM345 GEN2

Oil Level Indicator Direct Winding Simulation: 
e.g. AKM345 DW

Direct Winding  temperature via  Ambient Temperature
Fibre

Rapid Pressure Detection e.g. RPRR
 509ITM System Overview
Hardware Features
• The complete transformer monitoring system can monitor
parameters such as:
– Liquid Temperatures (Main Tank Top or Bottom, Load Tap Changer)
– Winding Temperatures
– Ambient Temperatures
– Winding Current
– Cooling Bank Currents
– A variety of parameters from transducers such as Tank Pressure, or
Dissolved Gas in Oil analysis

9
 509 ITM System Overview
Hardware Features
• Sixteen (16) inputs to monitor RTD, CT, voltage, or digital inputs
• Eight (8) form C adjustable relays (DOs) to operate:
– Cooling equipment
– Signal alarms
– Provide trip functions, depending on transformer conditions
• Four (4) DC output Loops (AOs) for SCADA system use
– 0-1ma or 4-20 ma
• Digital communication ports
– RS-232
– RS-485
• Mounting
– Can be mounted outdoors (heater available inside enclosure)
– In the transformer control cabinet
– In a 19 inch control rack
• Powered by a universal power supply
– 90-264 VAC 47-63 Hz single phase power
– 40-290 VDC

10
 509 ITM System Overview
Software Applications
• 509 ITM Manager Software – Used for configuration
and calibration

11
 Inputs
Up to 16 Configurable Inputs – 32 with QUALITROL Advantage
Fiber •Completely configurable to your specification
Ability to customize each input to take any of the •Field upgradable for future monitoring needs
following:
•Clip on CT is isolated from CT circuit surges
•RTDs (10 or 100 OHM)
•Easy installation of all external sensors (non
•CTs (for calculated winding temperature) intrusive sensors, universal power supply and
•Fiber optic direct winding temperature sensors mounting kits)
(16)
Customer Benefit
•CTs (for AC current measurement)
One device that meets all application needs
•Potentiometer (for level gauges) while still being quick and easy to install.
•0-1mA or 4-20mA input
•Switch contact detection (powered or dry)
•AC voltage (0-140V or 0-320V)
•DC Voltage (0-100mA or 0-10V)
•Tap position
 Input Modules

Input
Selection

CT Input
Module Setup
Type
Selection
and Name Calculated
Winding
Custom Setup
Scaling of
Input
 Communication
Communication Ports
•RS-232 (for setup/local communication)
•USB 2.0 (1 for setup, 1 for data download)
•RS-485 4 wire (for protocols)
•Fiber optic with echo and repeat (protocols)
•Ethernet (web interface, protocols)

Protocols
•DNP 3.0
•IEC 61850, IEC 60870
•MODBUS

QUALITROL Advantage
•Up-to-date communication features and
protocols for integration into any data network

Customer Benefit
Wide array of communication options to ensure
the remote accessibility of information
 Mounting Options
Weather Proof Enclosure
NEMA 3R (vented), UV stabilized, Corrosion proof

Panel Mount
For mounting in control cabinet

19” Rack Mount

Adaptor plate for mounting a panel mount in a 19”
rack

Shock & Vibration Mount

Special mounting for high vibration applications

QUALITROL Advantage
•Flexible mounting options for any application

Customer Benefit
Easily mount device where most convenient
during installation
 Display
Local Easy to Read Display
Easy to read, two line, 16 alphanumeric
character LCD display with back light
Character size: 0.38” (9.66mm) high x 0.19”
(4.84mm) wide

Scrolling Current Measurements

Locally scrolls current measurements without
touching the device

QUALITROL Advantage
•Easy to read key information at a glance
•Many settings can be changed via key pad

Customer Benefit
Most common features and information are
available locally without a PC
 Fan Bank Control
Fan Bank Switching
Alternates first-on cooling fan bank
every 24 hrs.

QUALITROL Advantage
Equalize use and wear on fan banks

Customer benefit
Extended fan motor life, reduced repair
costs

A B
 Fan Bank Control
Fan Bank Exercising
Activates fans on regular schedule
independent of temperature or alarm set
points – setup available on each relay

QUALITROL Advantage
For off-season or intermittently used fan
banks to reduce seizure due to non-use,
debris, nesting animals, icing, etc.

Customer Benefit
Reliable cooling when needed and
reduced maintenance costs
 TransLife™
TransLife™
Provides a dashboard of key
transformer life information including
consumed life, historical temperatures,
and predictive loading temperature
estimations for each individual winding

QUALITROL Advantage
•Know the critical information about
your transformer’s life at a glance
•Critical forecast allows for predictive
loading based on the current operating
conditions

Customer Benefit
Provides the key transformer operating
characteristics that determine the health
of the transformer in a simple
dashboard style giving you the
information you need, not just data
 Event Recorder
Event Recorder QUALITROL Advantage
•Data download possible without PC (flash drive)
•Up to 8 separate event triggers (logic matrix
controlled) •Reduce time to troubleshoot alarms with total
system snap shot records
•Selectable record type: time and date or total
system snapshot
Customer Benefits
•USB flash drive download via side port
Simplify root cause analysis after alarms
•Data download in MS Excel® format

Record Type

Matrix logic
event triggers
 Seasonal Set Point
Seasonal Set Point
•Adjusts the set point to compensate for
changing seasonal weather conditions.
•Example: for the warmer summer months
when the cooling system is not as efficient due
to higher ambient temperatures, one might
enter a Seasonal Set point value of 70°C for a
cooling bank that is normally set to actuate at
80° C

QUALITROL Advantage
Save time by automatically enabling different
set points based on the date/time of year

Customer Benefit
Efficiently optimize set points for varying
cyclical weather conditions based on the
date/time of year
 Ambient Temperature Forecast
Ambient Temperature Forecast
•Measures ambient temperature for a specified
amount of time and allows you to adjust the set
point for relay operation during forecasted
periods of high temperatures
•Similar to Seasonal Set Point feature except
that the Seasonal Set Point is used for a
specific period of time, such as summer, while
the Ambient Temperature Forecast is used for a
specific condition, for example, a heat wave

QUALITROL Advantage
Save time by automatically enabling different
set points based on prolonged ambient
conditions

Customer Benefit
Efficiently optimize set points for varying
cyclical weather conditions based on ambient
conditions
509 ITM Translife Improvement
509 ITM Expansion
 Overview

• 509 expansion module now available

• 16 fully flexible Inputs now available on the
509 ITM
• The protocol and communication settings
will be set at the factory
• New 509 expansion module now available
to quote as new and for retrofit
509 ITM Exp.
Features, Benefits,
Advantages
 Back Panel 509 ITM
Relay Outputs Module Input Ports
8 relays controlled by 8 Modular inputs for
a matrix logic for maximum flexibility in
maximum flexibility in monitoring inputs
control and alarm
functions

RS-485 Output
Digital output for
MODBUS, DNP, and
IEC 60870
communications RS-485 Aux Input
Digital input for direct
Analog Outputs winding monitoring
4 programmable, and other advanced
magnetically isolated, sensors
current loops for
integration with
SCADA systems
 Back Panels 509 + Exp
Module Input Ports
8 Modular inputs on each for maximum flexibility in monitoring inputs on each panel

The Expansion Module communicates to the 509ITM unit through a digital

cable/wiring and has the same input power supply range as the 509 ITM unit
 Exp Module Option

• For those applications requiring more than eight input modules Qualitrol offers an Expansion
Module that will accept an additional eight input modules doubling the input capability of the 509
ITM unit.
• The Expansion Module uses the same input modules described in the hardware section of the
manual IST 099-1 and all the software features of the standard input modules apply to these
additional inputs (e.g. controlling relays, data logging, driving output current loops, etc.).
• The Expansion Module communicates to the 509 ITM unit through a digital cable/wiring and has
the same input power supply range as the 509 ITM unit.

• NOTE: When first applying power to the 509ITM and Expansion Module it may take up to 45
seconds for the microprocessors to establish communications before the input modules installed
on the Expansion Module to take affect (e.g. on the LCD display, control relays, etc.) in the
509ITM unit.

• NOTE: After establishing communications any changes in the Expansion Module inputs will be
reflected in the 509 ITM within 15 seconds. Therefore if the measurement of any parameter is
time critical, Qualitrol recommends installing that input module directly in the 509 ITM.
 Inputs
Up to 16 Configurable Inputs – 32 with QUALITROL Advantage
Fiber •Completely configurable to your specification
Ability to customize each input to take any of the •Field upgradable for future monitoring needs
following:
•Clip on CT is isolated from CT circuit surges
•RTDs (10 or 100 OHM)
•Easy installation of all external sensors (non
•CTs (for calculated winding temperature) intrusive sensors, universal power supply and
•Fiber optic direct winding temperature sensors mounting kits)
(16)
Customer Benefit
•CTs (for AC current measurement)
One device that meets all application needs
•Potentiometer (for level gauges) while still being quick and easy to install.
•0-1mA or 4-20mA input Customer able to utilize a further 8 flexible
inputs to a total of 16 on the 509 ITM.
•Switch contact detection (powered or dry)
•AC voltage (0-140V or 0-320V)
•DC Voltage (0-100mA or 0-10V)
•Tap position
 Input Modules

Input
Selection

CT Input
Module Setup
Type
Selection
and Name Calculated
Winding
Custom Setup
Scaling of
Input
 Expansion Communication

The protocol for the All digital

509 ITM to communications
communicate with from the 509 ITM
the expansion unit to the
module and hot expansion module
spot modules is and hot spot
always Modbus. modules is done
through the
The protocol and auxiliary RS485
communication communications
settings will be set port on the back of
at the factory. the 509 ITM unit
(TB2 – 14, 15 &
16).
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Panel mount 2.00

[50.8] TOP VIEW SHOWN WITH
COVER REMOVED

Fiberglass enclosure mounting

 509 ITM
Cooling Monitor
 509 ITM Cooling Monitor
Advanced Cooling Monitor
Tracks all transformer cooling system parameters to alert you of potential problems:
•Monitors inrush and steady-state current of the fan banks and pump motors
•Measures differential temperature between sides of the cooling radiators to determine cooling
system efficiency
•Monitors oil flow through the cooling system
•Can alarm on excessive actuations or total run time, key indicators for preventive maintenance

QUALITROL Advantage
Detect damaged fan or pump motors, cooling system efficiency losses and blocked cooling lines

Customer Benefit
Prior to experiencing dangerous temperature levels, replace or repair key cooling system parts
based on predictive maintenance alarms
 509 ITM
Load Tap Changer
Monitor
 509 ITM LTC Monitor
LTC Monitor
Tracks all of the parameters of a load tap system to alert you of potential system problems:
•Monitors tap position, tap counts, make and break currents, motor actuations, and motor currents
•Monitors the differential temperature of the tap changer with respect to the main tank
•Two alarm priorities to signal if any or all parameters exceed selected set points
•Provides alarms for excessive actuations or total run time

QUALITROL Advantage
•Alerts you of incorrect loading and multiple tap counts signifying incorrect operation
•Detect coking of the tap contacts based on differential temperature (main tank vs. LTC tank)
•Alerts for prompting maintenance based on run time and excessive actuations

Customer Benefit
Prior to experiencing dangerous failures, replace or repair LTCs based on predictive maintenance
alarms
 509 DW
Intelligent Transformer Monitor
with Direct Winding
 509DW ITM with Direct Winding
Intelligent Transformer Monitor with Direct Winding
•Real time comparison of calculated (what it should be) and direct
winding (what it really is) temperatures to automatically alarm on
potential problems
•Maximize cooling efficiency with more accurate hot spot
temperature measurement
•Safely optimize loading without compromising transformer life
(more accurate winding temp)
•Avoid emergency shutdowns by monitoring long-term, gradual
transformer deterioration

QUALITROL Advantage
•Alerts you of discrepancies in calculated and direct winding
temperatures indicating incorrect operation

Customer Benefit
Know that the direct winding temperature is valid based on other
operating conditions such as load and cooling system status –
immediately be alerted if it is not
System Overview
What 505 / 509 ITM can do for you!
Deliver Reward
• Shorten problem resolution
• Increase 
Review with  Range of 
productivity/efficiency of  customer communication 
transformer tools & features
More efficient

Meet Need
Need to 
Unique to  simplify Single product 
customer multiple tools

Missed  Trafo 
Improved Trafo 
warnings
Health
Unique to 
Manage Risks customer
Guarantees engineers  Address Reason
get health information  Instant update on how 
and take actions quickly  Transformer is performing 
Questions?
 QUALITROL509 Record

509 ETM introduced: 1999

Units Installed (As Of February 2010): ~10000

Partial Customer List:

43
Back-Up
 Relay Outputs
8 Relay Outputs QUALITROL Advantage

•10A – 120-240VAC; 30VDC •Most versatile control of cooling systems,

•Form C relays
•Customer configurable output control with
matrix relay logic using OR, AND, and
MINUS expressions
alarms, and trip signals available
Customer Benefit
Real time device with continuous monitoring
and control based on preset conditions

Relay
Selection Cooling
Equipment
Exerciser

Matrix Logic
Control
Matrix relay logic
Up to 4 individual inputs with separate set point, hysteresis
and actuation direction can be used with AND, OR, and
MINUS logic in order to control a relay
 Analog Outputs
4 Current loop (Analog) Outputs QUALITROL Advantage

•0-1mA or 4-20mA customer selectable
•Magnetically isolated for maximum
resistance to stray current surges
•Customer configurable output control
(direct signal, max, differential)
•Flexible analog outputs for integration into
SCADA systems
Customer Benefit
Real time device with continuous monitoring

Current loop
Selection
Custom range

Matrix Logic
Control
Weatherproof Enclosure
Panel Mount
19” Rack Mount
 Indicators and Interface
Local Control Interface
8 large buttons for easy use, even with gloves

Relay Status Indicators

8 LEDs for relay status with custom labels

QUALITROL Advantage
•Clear indication of alarm/relay status
•Easy to use local interface for information and
settings

Customer Benefit
Quick display and interpretation of the most
critical information on site
 ITM Manager
ITM Manager
Next generation software:
•Simplifies setup with tab based setup
•Improved interface
•Offline setup
•New interactive and searchable help
features entire user manual

QUALITROL Advantage
Added flexibility for setup and use as an
evolution of the user friendly software of
the previous generation Remotes
interface

Customer Benefits
Retraining not required to integrate new
monitor, documentation easily accessed
within the software for reference when
questions arise
 Integrated Data Logging
Data Logging
•Logs up to 20 separate parameters
•Selectable sample and store rate from 1min to
24 hrs (with sample types: MIN, MAX, AVG)
•Memory capable of storing 8 parameters at 1 hr
rate for 19 months
•32MB of non-volatile flash memory,
automatically rewriting oldest data when
memory runs out
•USB flash drive download via side port
•Data download in MS Excel® format

QUALITROL Advantage
•Data download possible without PC (flash drive)
•Keep data for long term trending in your most
remote areas without communications

Customer Benefits
Simplify root cause analysis after alarms and Time left before
long term trending for predictive maintenance memory overwritten
509 ITM Cooling Monitor
509 ITM LTC Monitor Alarms
LTC Monitor Tap Position Values
 509 Test Specifications
Agency Approvals
•CE
•Hydro Quebec Accepted

Electrical Immunity
•Dielectric Isolation (Hi-Pot): 2500VAC 60 seconds
to ground
•Surge Withstand Capability (SWC): IEEE C37.90.1
•Conducted/Radiated Emissions: IEC 61000-6-1
•Conducted/Radiated Radio Frequency Immunity:
IEC 61000-6-2
•Special 5kV impulse model available

Safety:
•IEC 61010-1
 Environment Specifications
Temperature
•Operating: -40C to +72C
•Storage: -50C to +80C

Humidity
•5%-90% (non-condensing)

Shock & Vibration

•10 G’s half sine, in 3 orthogonal planes
 Overview

• Advanced Thermal Modeling of Transformer

Temperatures
• Superior Temperature Control for Higher Loading
• Integrated Load Tap Changer Temperature
Monitoring
• Integrated Cooling Monitor
• Networked Substation Monitor
• Diagnostic Tool for Condition-based Maintenance
 Benefits

• Transformer Insulation and Cooling Equipment

Life are Extended
• Heavier Loading Increases Revenue or Defers
Capital Expenditures
• Condition Based Maintenance Reduces Utility
Operating Costs
• Remote Supervision Reduces Costly Personnel
Travel to Remote Stations
• Easy to Retrofit Sensors Reduce Installation Cost
• High Reliability
 Benefits

Transformer Life and Cooling Equipment Life are Extended

• Fan Bank Switching
• Low Temp Lockout
– Prevent Static Discharge
– High Viscosity Oil Issues
• “Pre-Cooling” - Early cycle start based on heavy load
• Fan Exerciser to keep fans from Seizing
• Ambient Temperature Set-Back
• Temperature differential, Top-bottom oil
• Paper insulation life is extended
– Advanced winding temperature algorithms
 Benefits
Heavier Loading for Increased Revenue
• Highest Accuracy in the Market: +/- 0.5%
– Reduces variability. Load with assurance to the highest level.
• Cooling Seasonal Setback
• Pre-Cooling based upon Load
• Adaptive Alarm Setpoints
– Automatically compensate for temp extremes during previous
customer selectable time period
• Accuracy Held Across Full Environmental and Power
Supply Extremes
 Benefits
Condition Based Maintenance

• Differential Temperature Monitoring for Load Tap

Changers
– Increase maintenance intervals
– Detect Contact problems real time

• Life Consumption calculations optimize insulation

dielectric testing intervals
– Prioritize maintenance/replacement interval

• Identify Cooling equipment Problems Real-Time

 Benefits
• Remote Supervision Reduces Costly Personal
Travel
• Communication Ports
• RS-232 (for setup/local communication)
• USB 2.0 (1 for setup, 1 for data download)
• RS-485 4 wire (for protocols)
• Fiber optic with echo and repeat (protocols)
• Ethernet (web interface, protocols)

• Protocols
• DNP 3.0
• IEC 61850, IEC 60870
• MODBUS
 Benefits
• Easy to Install and Use
– Universal RTD probes fit all existing wells.
– Surface mount RTD´s for equipment without wells.
– Clamp on CT´s.
– Weather proof enclosure available.
– Universal power supply
– Easy to use windows based software.
 Benefits
• High Reliability
– IEEE Surge with stand
• IEEE C37.90.1

– RF immunity
• IEC 61000-6-1 and 61000-6-2

– -40 to +72 °C Operating Temp Range

– Self Diagnostics of Processor System
• Fail safe / non Fail safe selectable for critical relays
 Summary
• Affordable Multifunction Transformer Monitor
• Standalone or Integrate to SCADA Systems
• Increased accuracy
• Improved thermal modeling capability
• Improved Diagnostics
• Improved Reliability