IEEE STD C57.637

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IEEE Guide for the Reclamation of

Mineral Insulating Oil and Criteria for


Its Use

IEEE Power and Energy Society

Sponsored by the
Transformers Committee

IEEE
3 Park Avenue IEEE Std C57.637™-2015
New York, NY 10016-5997 (Revision of
USA IEEE Std 637-1985)

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IEEE Std C57.637™-2015
(Revision of
IEEE Std 637-1985)

IEEE Guide for the Reclamation of


Mineral Insulating Oil and Criteria for
Its Use

Sponsor

Transformers Committee
of the
IEEE Power and Energy Society

Approved 26 October 2015

IEEE-SA Standards Board

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Abstract: Covered in this guide are: mineral insulating oil commonly defined as transformer oil;
definitions and descriptions of reclaiming procedures; the test methods used to evaluate the
progress and end point of the reclamation process; and recommended criteria for the suitable use
of reclaimed oils. The use of oil in new apparatus under warranty is not covered in this guide.

Keywords: IEEE C57.637, mineral insulating oil, petroleum mineral oil dielectric fluid,
reclamation, reconditioning, transformer mineral oil dielectric fluid

The Institute of Electrical and Electronics Engineers, Inc.


3 Park Avenue, New York, NY 10016-5997, USA

Copyright © 2015 by The Institute of Electrical and Electronics Engineers, Inc.


All rights reserved. Published 20 November 2015. Printed in the United States of America.

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Participants
At the time this IEEE guide was completed, the IEEE Guide for the Reclamation of Mineral Insulating Oil
and Criteria for Its Use Working Group had the following membership:

James A. Thompson, Chair


David Sundin Vice Chair

Derek Baronowski C. Clair Claiborne Alan Peterson


Claude Beuchemin James Graham Bob Rasor
Paul Boman Mark McNally Ed Tenyenhuis
Juan Castenellos Susan McNelly Ryan Thompson
Donald Cherry Vasanth Vailoor

The following members of the individual balloting committee voted on this guide. Balloters may have
voted for approval, disapproval, or abstention.

Javier Arteaga James Graham Joe Nims


Roberto Asano Randall Groves Lorraine Padden
Peter Balma Bal Gupta Bansi Patel
Thomas Barnes Ajit Gwal Christopher Petrola
W. J. (Bill) Bergman Roger Hayes Alvaro Portillo
Wallace Binder Jeffrey Helzer Tom Prevost
Thomas Bishop Philip Hopkinson Timothy Charles Raymond
Thomas Blackburn John John Jean-Christophe Riboud
William Boettger Laszlo Kadar John Roach
Paul Boman John Kay Michael Roberts
Chris Brooks Gael Kennedy Oleg Roizman
Paul Buchanan Sheldon Kennedy John Rossetti
Paul Cardinal James Kinney Thomas Rozek
Juan Castellanos Neil Kranich Bartien Sayogo
Donald Cherry Jim Kulchisky Ewald Schweiger
C. Clair Claiborne Saumen Kundu Charles Simmons
Craig Colopy John Lackey Jerry Smith
Willaim Darovny Chung-Yiu Lam Brian Sparling
Alan Darwin Thomas La Rose David Stankes
Dieter Dohnal Thomas Lundquist David Sundin
Gary Donner J. Dennis Marlow Ed Tenyenhuis
Charles Drexler Mark McNally David Tepen
Fred Elliott Susan McNelly James A. Thompson
Jorge Fernandez Daher Daleep Mohla John Vergis
Joseph Foldi Daniel Mulkey Jane Verner
George Frimpong Jerry Murphy David Wallace
Doaa Galal Ryan Musgrove David Wallach
Frank Gerleve Arthur Neubauer Kipp Yule
Edwin Goodwin James Ziebarth

vi
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When the IEEE-SA Standards Board approved this guide on 26 October 2015, it had the following
membership:

John D. Kulick, Chair


Jon Walter Rosdahl, Vice Chair
Richard H. Hulett, Past Chair
Konstantinos Karachalios, Secretary

Masayuki Ariyoshi Joseph L. Koepfinger* Stephen J. Shellhammer


Ted Burse David J. Law Adrian P. Stephens
Stephen Dukes Hung Ling Yatin Trivedi
Jean-Philippe Faure Andrew Myles Philip Winston
J. Travis Griffith T. W. Olsen Don Wright
Gary Hoffman Glenn Parsons Yu Yuan
Michael Janezic Ronald C. Petersen Daidi Zhong
Annette D. Reilly

*Member Emeritus

vii
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Contents

1. Overview .................................................................................................................................................... 1
1.1 Scope ................................................................................................................................................... 1
1.2 Purpose ................................................................................................................................................ 1

2. Normative references.................................................................................................................................. 1

3. Definitions .................................................................................................................................................. 3

4. Classification of service-aged oils and criteria for reuse ............................................................................ 5


4.1 General classification of service-aged oils .......................................................................................... 5
4.2 Suggested limits for classes of service-aged oils ................................................................................. 5
4.3 Economic factors ................................................................................................................................. 6
4.4 Sources of oil to be reclaimed.............................................................................................................. 7
4.5 Precautions .......................................................................................................................................... 7
4.6 Worker protection measures ................................................................................................................ 8
4.7 Criteria for reuse of reclaimed oil ........................................................................................................ 8

5. Types of reconditioning and reclamation processes ..................................................................................10


5.1 Overview ............................................................................................................................................10
5.2 Gases and water—vacuum dehydration..............................................................................................11
5.3 Water and solids .................................................................................................................................11
5.4 Adsorption of soluble contaminants ...................................................................................................12
5.5 Types of pressure percolation .............................................................................................................16
5.6 Regenerative fuller’s earth system......................................................................................................18
5.7 Modern oil processing systems ...........................................................................................................19
5.8 Locations ............................................................................................................................................21
5.9 Choice of methods ..............................................................................................................................21

6. Oil tests and their significance...................................................................................................................22

Annex A (informative) Trade names of askarel (PCB) products...................................................................26

Annex B (informative) Bibliography.............................................................................................................28

viii
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IEEE Guide for the Reclamation of
Mineral Insulating Oil and Criteria for
Its Use

IMPORTANT NOTICE: IEEE Standards documents are not intended to ensure safety, security, health,
or environmental protection, or ensure against interference with or from other devices or networks.
Implementers of IEEE Standards documents are responsible for determining and complying with all
appropriate safety, security, environmental, health, and interference protection practices and all
applicable laws and regulations.

This IEEE document is made available for use subject to important notices and legal disclaimers.
These notices and disclaimers appear in all publications containing this document and may
be found under the heading “Important Notice” or “Important Notices and Disclaimers
Concerning IEEE Documents.” They can also be obtained on request from IEEE or viewed at
http://standards.ieee.org/IPR/disclaimers.html.

1. Overview

1.1 Scope

The scope of this guide covers mineral insulating oil commonly defined as transformer oil; definition and
description of reclaiming procedures; the test methods used to evaluate the progress and end point of the
reclamation process, and what criteria recommended for the use of reclaimed mineral oils are considered
suitable. This guide does not cover the use of mineral oil in new apparatus under warranty.

1.2 Purpose

The purpose of this guide is to provide detailed procedures for reclaiming used mineral insulating oils by
chemical and mechanical means, making them suitable for reuse as insulating fluids, and to describe the
essential properties suggested for reuse in each class of equipment and the recommended test methods.

2. Normative references
The following referenced documents are indispensable for the application of this document (i.e., they must
be understood and used, so each referenced document is cited in text and its relationship to this document is

1
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IEEE Std C57.637-2015
IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

explained). For dated references, only the edition cited applies. For undated references, the latest edition of
the referenced document (including any amendments or corrigenda) applies.

ASTM D88, Standard Test Method for Saybolt Viscosity. 1

ASTM D92, Standard Test Method for Flash and Fire Points by Cleveland Open Cup Tester.

ASTM D97, Standard Test Method for Pour Point of Petroleum Products.

ASTM D445, Standard Test Method for Kinematic Viscosity of Transparent and Opaque Liquids (and
Calculation of Dynamic Viscosity).

ASTM D831, Standard Test Method for Gas Content of Cable and Capacitor Oils.

ASTM D877, Standard Test Method for Dielectric Breakdown Voltage of Insulating Liquids Using Disk
Electrodes.

ASTM D892, Standard Test Method for Foaming Characteristics of Lubricating Oils.

ASTM D924, Standard Test Method for Dissipation Factor (or Power Factor) and Relative Permittivity
(Dielectric Constant) of Electrical Insulating Liquids.

ASTM D971, Standard Test Method for Interfacial Tension of Oil Against Water by the Ring Method.

ASTM D974, Standard Test Method for Acid and Base Number by Color-Indicator Titration.

ASTM D1275B, Standard Test Method for Corrosive Sulfur in Electrical Insulating Oils.

ASTM D1298, Standard Test Method for Density, Relative Density, or API Gravity of Crude Petroleum
and Liquid Petroleum Products by Hydrometer Method.

ASTM D1500, Standard Test Method for ASTM Color of Petroleum Products (ASTM Color Scale).

ASTM D1524, Standard Test Method for Visual Examination of Used Electrical Insulating Oils of
Petroleum Origin in the Field.

ASTM D1533, Standard Test Method for Water in Insulating Liquids by Coulometric Karl Fischer
Titration.

ASTM D1534, Standard Test Method for Approximate Acidity in Electrical Insulating Liquids by Color-
Indicator Titration.

ASTM D1816, Standard Test Method for Dielectric Breakdown Voltage of Insulating Liquids Using VDE
Electrodes.

ASTM D2112, Standard Test Method for Oxidation Stability of Inhibited Mineral Insulating Oil by
Pressure Vessel.

ASTM D2161, Standard Method for Conversion of Kinematic Viscosity to Saybolt Universal Viscosity or
to Saybolt Furol Viscosity.

ASTM D2440, Standard Test Method for Oxidation Stability of Mineral Insulating Oil.

1
ASTM publications are available from the American Society for Testing and Materials (http://www.astm.org/).

2
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IEEE Std C57.637-2015
IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

ASTM D2668, Standard Test Method for 2,6-di-tert-Butyl-p-Cresol and 2,6-di-tert-Butyl Phenol in
Electrical Insulating Oil by Infrared Absorption.

ASTM D2864, Standard Terminology Relating to Electrical Insulating Liquids and Gases.

ASTM D2945, Standard Test Method for Gas Content of Insulating Oils.

ASTM D3487, Standard Specification for Mineral Insulating Oil Used in Electrical Apparatus.

ASTM D3612, Standard Method for Analysis of Gases Dissolved in Electrical Insulating Oil by Gas
Chromatography.

ASTM D4059, Standard Test Method for Analysis of Polychlorinated Biphenyls in Insulating Liquids by
Gas Chromatography.

ASTM D4768, Standard Test Method for Analysis of 2,6-Ditertiary-Butyl Para-Cresol and 2,6–Ditertiary-
Butyl Phenol in Insulating Liquids by Gas Chromatography.

ASTM D5222, Standard Specification for High Fire-Point Mineral Electric Insulating Oils.

ASTM D6786, Standard Test Method for Particle Count in Mineral Insulating Oil Using Automatic Optical
Particle Counters.

ASTM D6871, Standard Specification for Natural (Vegetable Oil) Ester Fluids Used in Electrical
Apparatus.

IEEE Std C57.104™, IEEE Guide for the Interpretation of Gases Generated in Oil-Immersed
Transformers. 2, 3

IEEE Std C57.106™, IEEE Guide for Acceptance and Maintenance of Insulating Oil in Equipment.

3. Definitions
For the purposes of this document, the following terms and definitions apply. The IEEE Standards
Dictionary Online should be consulted for terms not defined in this clause. 4

The definitions contained in this guide pertain to terms that are used in conjunction with electrical
insulating fluids and are consistent with general usage (see ASTM D2864).

additive: A chemical compound or compounds added to an insulating fluid for the purpose of imparting
new properties or altering those properties which the fluid already has.

antioxidant: See:oxidation inhibitor

askarel: A generic term for a group of synthetic, fire-resistant, chlorinated, aromatic hydrocarbons used as
electrical insulating liquids. They have a property under arcing conditions such that any gases produced
will consist predominantly of noncombustible hydrogen chloride with lesser amounts of combustible gases.
There have been many trade names used for askarel fluids, from different manufacturers. See Annex A.

2
The IEEE standards or products referred to in this clause are trademarks of the Institute of Electrical and Electronics Engineers, Inc.
3
IEEE publications are available from the Institute of Electrical and Electronics Engineers, Inc., 445 Hoes Lane, Piscataway, NJ
08854, USA (http://standards.ieee.org/).
4
IEEE Standards Dictionary Online subscription is available at:
http://www.ieee.org/portal/innovate/products/standard/standards_dictionary.html.

3
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IEEE Std C57.637-2015
IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

Most countries have prohibited their manufacture and restricted their use by the early 1980s because of
bioaccumulation and health concerns.

high molecular weight hydrocarbon (HMWH): A specially refined paraffinic hydrocarbon-based less-
flammable insulating liquid and coolant for use in fire-resistant indoor and outdoor transformers, which
generally conforms to ASTM D5222 when new. Because of their chemical similarity to conventional
mineral insulating oil, HMWH fluids can be handled, processed, and reclaimed using the same techniques
described in this guide. Refer to the instructions offered by the HMWH manufacturer for specific
recommendations.

inhibitor: Any substance that when added to an electrical insulating fluid retards or prevents undesirable
reactions. See oxidation inhibitor.

natural ester insulating fluid: A specially refined and formulated seed-oil (vegetable oil) based dielectric
fluid for insulating and cooling electrical equipment for indoor and outdoor installations, which generally
conforms to ASTM D6871 when new.

oxidation inhibitor: Any substance added to an insulating fluid to improve its resistance to oxidation.
Inhibitors, such as 2,6-ditertiary-butyl para-cresol (DBPC) or 2,6-ditertiary-butyl phenol (DPC), are
sometimes added to mineral insulating oil to improve their stability. This may include any substance added
to an insulating fluid to improve its resistance to deleterious attack in an oxidizing environment.

polychlorinated biphenyl PCB: A group of chemical compounds characterized by two phenyl (6 carbon)
rings with two or more chlorine atoms. When mixed with solvents, PCB fluids were generically called
askarel fluids. PCB fluids were widely used as nonflammable dielectric fluids from the 1930s through the
1970s. Most countries had forbidden their manufacture and use by the early 1980s because of
bioaccumulation and health concerns. See: askarel.

reclamation: The restoration of oil to a useful state by the removal of contaminants and products of
degradation such as polar, acidic, or colloidal materials from used electrical insulating liquids by chemical
or adsorbent means.

NOTE—The methods listed under reconditioning are usually performed in conjunction with reclaiming. Reclaiming
typically includes treatment with clay or other adsorbents. 5

re-refining: The use of primary refining processes on used electrical insulating liquids to produce liquids
that are suitable for further use as electrical insulating liquids. This is a much more intensive technique than
reclamation. As such, re-refining is outside the scope of this guide.

NOTE—Techniques may include a combination of distillation and acid, caustic solvent, clay or hydrogen treating, and
other physical and chemical means.

reconditioning: The removal of insoluble contaminants, moisture, and dissolved gases from used electrical
insulating liquids by mechanical means.

NOTE—The typical means employed are settling, filtering, centrifuging, and vacuum drying or degassing.

silicone oil: A specially formulated polydimethyl siloxane less-flammable insulating fluid and coolant for
use in fire-resistant indoor and outdoor transformers.

synthetic ester insulating fluid: A specially formulated polyol ester based less-flammable insulating fluid
and coolant for use in fire-resistant indoor and outdoor transformers.

5
Notes in text, tables, and figures of a standard are given for information only and do not contain requirements needed to implement
this standard.

4
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IEEE Std C57.637-2015
IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

4. Classification of service-aged oils and criteria for reuse

4.1 General classification of service-aged oils

The functional limits of oil properties in different apparatus vary with the type and design so that the
acceptable limits for oils that can remain in service are dependent upon the requirements of the specific
apparatus. Suggested limits for oil remaining in service at various voltage classes are given in IEEE Std
C57.106™. It is therefore impossible to indicate the significance of specific tests and recommended test
limits for all possible existing applications of in-service insulating oil. It should also be recognized that no
one test can be used as the sole criterion of the condition of oil in service. It is possible, however, to
summarize the value and importance of current tests and to suggest methods of treatment for the oil being
examined, such methods being based on current industry experience.

4.2 Suggested limits for classes of service-aged oils

The suggested limits for mineral oil after equipment filling but before energizing, at various voltage
classes, are given in IEEE Std C57.106. It is not intended that oil be removed from service when a single
property limit is exceeded or that the oil be left in service until all property values are outside the stated
limits. Each case should be examined individually and manufacturer’s advice may be considered.

Oils that do not meet the suggested limits for continued service in their respective voltage classes may be
considered for reuse in similar apparatus operating at a lower voltage class if they meet the limits for that
class, or they may be suitable for reconditioning (Group I) or reclamation (Group II). Suggested limits for
oils in these groups are contained in Table 1. Oils that do not meet the suggested limits for Group II should
be discarded unless the reclamation process in use can restore the oils to the limits given in Table 2. Table 2
provides suggested requirements for reclaimed mineral oil for use in transformers prior to filling the
equipment. Properly reclaimed oil meeting the minimum requirements of Table 2 may contain excessive
quantities of water and dissolved gases for use in some transformers and should, therefore, be subjected to
additional processing during filling, such as vacuum dehydration if required, to comply with the apparatus
manufacturer’s specification limits for water.

Table 1 —Suggested limits for oil to be reconditioned or reclaimed


ASTM test
ASTM test property Group I Group II
method
Acid number maximum, mg KOH/g 0.2 0.5 D974

Interfacial tension, minimum, mN/m 24 16 D971

The most appropriate method for disposal of rejected oils will depend upon local conditions and the volume
of oil to be discarded. In all cases caution should be exercised to ensure that the disposal method is in
compliance with applicable environmental laws or regulations.

NOTE—Information on suggested limits for in-service oils Group I by voltage class may be found in IEEE Std
C57.106.

5
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IEEE Std C57.637-2015
IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

Table 2 —Suggested property requirements of reclaimed oil for transformersa, b

ASTM test property Limit ASTM test method

Physical

Flash point, minimum, °C 140c D92

Pour point, minimum, °C –40d D97

Specific gravity, 15/15 °C, maximum 0.91 D1298

Viscosity, maximum, cSt at 40 °C (mm2/s) 12.0 D88 or D445

Color, maximum 1.5 D1500

Visual examination Clear D1524

Interfacial tension, minimum, mN/m 35 D971

Electrical

Dielectric breakdown voltage, 60 Hz, kV, minimum 30 D877

Power factor at 60 Hz, 100 °C, maximum, % 1 D924

Chemical

Acid number, maximum, mg KOH/g 0.05 D974

Oxidation inhibitor, maximum %, by weight 0.3 D2668

Oxidation stability, minimum, minutes 150 D2112


Oxidation Stability
D2440
164h
% sludge, maximum 0.25

Total acid no, maximum, mg KOH/g 0.50

Water, maximum, ppm 35 D1533

a
Before processing, the test ASTM D1275B should be performed for the presence of corrosive sulfur, especially for transformers
built, or refilled, after 1990. If the oil contains corrosive sulfur according to method ASTM 1275B, it is possible that some damage
has occurred in paper-insulated components of the transformer. Consult the transformer manufacturer before proceeding.
b
The mineral insulating oil should be tested for PCB in accordance with ASTM D4059.
c
145 °C flash point may be desired for 65 °C rise transformers.
d
In certain regions it is common practice to specify a lower or higher pour point, depending upon climatic conditions.

NOTE—Information on suggested test limits for oil in transformers and reactors after filling but before energizing may
be found in IEEE Std C57.106.

4.3 Economic factors

The economic factors associated with the reconditioning or reclaiming of used mineral insulating oils will
vary significantly and depends on the type of processes used as indicated in this guide. The following
factors, but not limited to, should be considered in determining if reconditioning and/or reclaiming used
mineral insulating oil may be economically justifiable:

a) Cost and availability of materials


b) Cost of collection and storage of oil

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c) Cost and availability of new oil versus cost of reprocessing the insulating oil
d) Total cost of process versus quality of end product
e) Factoring the life extension of the cellulose due to reduced acids in the cellulose
f) Cost associated with compliance with applicable environmental laws or regulations
g) Disposition of service-aged or contaminated materials, or both
h) Equipment maintenance and amortization
i) Labor and transportation costs
j) Laboratory cost
k) Loss of oil during processing
l) Value of service-aged oil when used for other purposes

4.4 Sources of oil to be reclaimed

Suggested sources of oil for reclamation include transformers, reactors, voltage regulators, circuit breakers,
and reclosers. Insulating fluid from cables, capacitors, generators, or devices filled with non-mineral
insulating oil are not included in the scope of this guide. It is common practice to collect and store
reclaimable oil from a variety of sources until a sufficient quantity is accumulated to reclaim as a batch.
The nature of contaminants remaining in such pooled oil after reclamation is much more unpredictable than
those from a single source, so the reuse of this pooled oil should be restricted to apparatus with less
stringent oil requirements.

CAUTION

Service-aged insulating oils generally contain contaminants as the result of their decomposition, or derived
from the construction materials from within the apparatus. The reclamation process may not adequately
remove these contaminants and may also remove some of the desirable natural components found in new
oil. Furthermore, any adverse effects due to the contaminants may not be demonstrated by standard
laboratory tests. Therefore, reclaimed oil should not be used in new equipment under warranty. New
equipment should be filled with new oil conforming to IEEE Std C57.106 and ASTM D3487.

4.5 Precautions

4.5.1 Introduction

Care should be taken in the selection of oil for reclaiming so that it is not contaminated with any of the
substances listed in this section.

4.5.2 Askarel (PCBs)

Oil containing askarel, or polychlorinated biphenyls (PCBs) should be handled in accordance with
applicable laws or regulations. See Annex A for a list of askeral (PCBs) tradenames.

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IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

4.5.3 Silicone fluids

Oil containing traces of silicone fluids can foam excessively and therefore should not be reclaimed. (See
Clause 6 and ASTM D892.

4.5.4 Other fluids

Fluids with original properties not conforming to ASTM D3487 should not be pooled.

4.5.5 Suspended carbon

Oil containing significant amounts of suspended carbon should generally be processed separately.

4.5.6 Corrosive sulfur

Oil should be tested for corrosive sulfur prior to processing. See Table 2 and ASTM D1275B.

4.6 Worker protection measures

a) Naphthenic-based mineral insulating oils may contain polyaromatic hydrocarbons (PAHs),


including benzene at greater than 0.1 percent. For PAHs OSHA has set permissible exposure limits
(PELs) based on 8-hour, time-weighted average exposure. See OSHA Standard 1910.1000 Table Z-
1. For analytic methods see NIOSH Method 5026, NIOSH Manual of Analytical Methods
(NMAM).
b) Heated mineral insulating oils may contain oil mist. For mineral oil mists OSHA has set
permissible exposure limits (PELs) based on 8-hour, time-weighted average exposure. See OSHA
Standard 1910.1000 Table Z-1. For analytic methods see NIOSH Method 5515 and NIOSH
method 5506, NIOSH Manual of Analytical Methods (NMAM).
c) For instance in the United States, information on personal protective measures from these
compounds may be found in OSHA’s primary personal protective equipment standards located in
Title 29 of the Code of Federal Regulations (CFR), part 1910 subpart I.

4.7 Criteria for reuse of reclaimed oil

4.7.1 Makeup or replacement oil for transformers and reactors which are out of warranty

Oils in transformers and reactors are usually subjected to elevated operating temperatures and deteriorate
primarily by oxidation. This can result in the lowering of dielectric properties and interfacial tension, an
increase in acid number, and the formation of sludge. The rate of deterioration varies in different apparatus
depending upon factors such as temperature, the availability of oxygen, and variations in materials of
construction.

Oil from transformers and reactors, unlike oil from oil circuit breakers or load tap changers, generally does
not contain carbon or other products resulting from the arcing process. Therefore, oil to be reclaimed for
use in transformers or reactors should, for the most part, only be from the apparatus to be filled or from
similar apparatus. Oil from transformers or reactors containing significant quantities of arcing products, oil

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from oil circuit breakers and load tap changers, and pooled oils should generally not be reclaimed for use in
transformers and reactors.

The rate of oil oxidation in transformers and reactors varies, so it is usually desirable to add an oxidation
inhibitor to reclaimed oil. 2,6-ditertiary-butyl para-cresol and 2,6-ditertiary-butyl phenol have been used in
concentrations up to 0.3% by weight to extend the life of the oil.

Suggested requirements for reclaimed oil for use in transformers and reactors are given in Table 2. Properly
reclaimed oil meeting the minimum requirements of Table 2 may contain excessive quantities of water and
dissolved gases for use in some transformers and reactors and should, therefore, be subjected to additional
processing during filling, such as vacuum dehydration if required, to comply with the apparatus
manufacturer’s specification limits for water.

NOTE—Information on suggested test limits for reclaimed oil in transformers and reactors after filling but before
energizing may be found in IEEE Std C57.106.

4.7.2 Makeup or replacement oil for oil circuit breakers

The requirements of insulating oil for use in oil circuit breakers are different from those for insulating oil in
transformers. See Table 3. Modern oil circuit breakers require low viscosity, low pour-point oil since a
large percentage of them are used outdoors and, in many cases, at low temperatures. All circuit breakers are
free breathers (open to the atmosphere through a breathing device) which allows the admittance of humid
air. In the case of older circuit breakers where use of high-viscosity oil is deemed necessary, caution and
judgment should be exercised. The resultant effects of oil mixing and the addition of inhibitors upon
thermal and viscous properties should be considered.

Although it has been customary to recondition or reclaim circuit-breaker oil in much the same manner as
oil from transformers, the problem is somewhat different. Whereas oxidation and sludging are usually the
principal problem in transformer oil, such is not the case with circuit-breaker oil because circuit breakers
normally operate at, or near, ambient temperatures instead of at elevated temperatures. In a circuit breaker,
the chief function of the insulating oil is to quench the arc. In so doing, thermal cracking occurs and minute
particles of carbon form. These particles, coupled with moisture, can lower the dielectric breakdown
voltage of the oil.

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Table 3 —Suggested test limits for reclaimed oil in circuit breakers, reclosers,
and load tap changing compartments after filling, but before energizing

Property Limit ASTM test method

Physical

Flash point, minimum, °C 140 D92

Pour point, minimum, °C –40a D97

Viscosity, maximum, cSt at 40 °C (mm2/s) 12.0 D88 or D445

Color maximum 2.0 D1500

Interfacial tension at 25 °C, minimum, mN/m 25 D971

Electrical

Dielectric breakdown voltage 60 Hz, 30 D877

kV, minimum 1 mm (0.039 in) gap 35 D1816

Chemical

Acid number maximum, mg KOH/g 0.15 D974


a
In certain sections of the United States and Canada, it is common practice to specify a lower or higher pour
point, depending upon climatic conditions.

5. Types of reconditioning and reclamation processes

5.1 Overview

Reclamation involves the use of methods and processes which result in a beneficial change in the oil
composition. Table 4 shows the various oil-purification practices and lists the types of contaminants
removed by the various processes. In terms of mineral oil reclamation, Table 1 provides suggested
guidelines that include the tests for interfacial tension and acid number which are the measures of the
contaminants relating to acids and sludge. A description of the method and material used follows.

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Table 4 —Oil-purification practices


Types of contamination removed
Oil-purification practices Volatile
Solids Free water Soluble water Air and gas Other
acids
(1) Vacuum dehydrator No Yes Yes Yes Most No
(2) Mechanical filter (blotter or
Yes Partial Partial No No No
filter press)
(3) Centrifuge Yes Yes No No No No

(4) Coalescing filter Yes Yes No No No No

(5) Precipitation settling Yes Yes No No No No

(6) Contact process Yes Yes Yes No Yes Yes

(7) Percolation by gravity Yes Yes Partial No Yes Yes

(8) Percolation by pressure Yes Yes Partial No Yes Yes


(9) Activated carbon sodium
Yes No No No Yes Yes
silicate process
(10) Trisodium phosphate
Yes No No No Yes Yes
process

5.2 Gases and water—vacuum dehydration

The vacuum dehydrator is an efficient means of reducing the gas and water content of an insulating oil to a
very low value. There are several types of vacuum dehydrators in use today. The guiding principle of each
is the same; that is, the oil is exposed to a high vacuum and heat for a short interval of time. In one method
the exposure of the oil is accomplished by spraying the oil through a nozzle into a vacuum chamber. In
another type of vacuum dehydrator the oil is allowed to flow over a series of baffles inside a vacuum
chamber thus forming thin films so that a large surface is exposed to the vacuum. If the oil contains solid
matter, it is advisable to pass it through some kind of filter before processing it in the vacuum dehydrator,
since solid contaminants may plug the nozzle of one type of dehydrator or even pass through either type
without being removed from the oil.

The operation of vacuum dehydrators is continuous. In addition to removing water, vacuum dehydrators
will degas the oil and remove the more volatile acids. The other acids, however, will be relatively
unaffected so the overall acidity of an oil will not be much improved by the vacuum dehydration method.
In either type of dehydrator some means of automatically recirculating a very wet oil should be provided as
a safety device to prevent an excessive water content in the outgoing oil.

5.3 Water and solids

5.3.1 Blotter or filter press

The blotter press and similar filter-press devices are based upon the principle of forcing oil under pressure
through a series of porous materials, usually paper. Filters of this type are capable of removing carbon,
water, and sludge when they are in suspension, but cannot remove them effectively when carbon or sludge
is in colloidal form. These devices will not remove air and they tend to aerate the oil.

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The water-removing ability of the filter is dependent upon the dryness of the filter medium, and,
consequently, suitable ovens should be provided to dry it before use. When filtering oil containing water,
the filter medium rapidly comes into equilibrium with the water content of the oil and from that time on the
filtered oil may contain water up to equilibrium at the temperature and relative humidity at which the
filtering is done. Since the amount of dissolved water at saturation increases markedly with increasing
temperature, filtering at low temperature is more effective in removing water. There is no satisfactory
method of directly determining when the filter medium is too wet for further use, other than measuring the
water content of the outgoing oil. Chief reliance has been placed upon inspection of the medium, an
increase in input pressure, or a lowering in the dielectric strength of the filtered oil. Means are available
that permit a continuous indication of the water content of the outgoing oil. When the oil being processed
contains much contamination, it is necessary to change the filter medium at frequent intervals. Bag filters
can be used to remove gross contamination down to 1 micron. The bag type filters have a very large
particulate-holding capacity.

5.3.2 Centrifuge

Centrifuges are a mechanical means for separating free and suspended contaminants such as carbon, water,
sludge, and oil. In general, the centrifuge can handle a much greater concentration of contamination than
most other means. It is not usually used for bulk cleaning of contaminated oil. The centrifuge cannot
remove dissolved water or finely divided carbon, thus the oil leaving the centrifuge may be saturated with
water at the temperature and relative humidity of operation. The centrifuge is not designed to treat the oil
chemically.

In oil-reclamation processes, the centrifuge or filter separator can be used in conjunction with other
reclamation equipment.

5.3.3 Coalescing filter

A coalescing filter functions somewhat similarly to a centrifuge, but with no moving parts. Coalescing
filters are made of fiberglass and are contained in circular tanks. The fiberglass traps small water droplets
and increases differential pressure across the filter medium, thus forcing the droplets of water together and
extruding water in the form of large water drops at the outer surface of the fiberglass element. The water
drops are retained within a water-repellent separator screen and collect by gravity at the bottom of the filter
while dry oil passes through the separator screen. They are suitable for unattended and automatic operation.
They are usually used as a prefilter for vacuum treatment or clay treatment of oils to remove free water.

5.3.4 Precipitation or settling

Precipitation is a very useful and the least expensive way to rid oil of some free water, sludge, and solid
contamination heavier than the oil. Even very dirty oil can be reclaimed to a degree after a period of rest.
Water is drained periodically from the bottom, while oil is decanted from the top layer. The effectiveness of
removing the moisture from the oil is temperature dependent. The warmer the oil, the more moisture will
remain in suspension.

5.4 Adsorption of soluble contaminants

Adsorption is a process in which one substance attracts and holds the other substance tenaciously to its
surface area. Most of the contaminants in oil, including water, are polar in nature and are therefore easily
adsorbed.

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Several types of materials are readily available as adsorbents, such as fuller’s earth, attapulgite, activated
alumina, and molecular sieves.

5.4.1 Materials

5.4.1.1 Fuller’s earth

The term fuller’s earth as used today refers to a class of naturally occurring adsorbent clays, rather than to a
specific mineralogical specie. The main constituent in this class is attapulgite clay, mined principally in
south Georgia and north Florida. Specifically, attapulgite clay has been found most satisfactory for
purifying transformer oils because it has the ability to neutralize acids, adsorb polar compounds, and
decolorize to a clear oil.

What makes attapulgite unique is its crystalline structure. As mined, the clay is a hydrated magnesium
aluminum silicate. During processing, the clay is crushed, heat activated, ground, screened, and bagged.
The temperature of the heat activation or drying stage determines the degree of internal porosity. This
porosity contributes to the clay’s high surface area and hence adsorption capacity. High temperature
activation produces a low volatile matter (LVM) clay. This is the most active material that strongly adsorbs
water, has high acid adsorption, but less than optimum decolorizing efficiency. Lower temperature
activation produces a regular volatile matter (RVM) clay characterized by lower water-adsorbing capacity,
but greater de-colorization efficiency, than LVM while acid neutralization is about the same.

It has been found that extruding an attapulgite clay will further enhance its adsorbing powers over a non-
extruded clay. An extruded clay is designated AA. For transformer-oil reclamation, only two available
designations are generally applicable—AARVM for maximum decoloring in a moisture-free system, or
AALVM for good acid removal from an oil containing high moisture.

Choice of clay particle size or mesh size is a function of the type of reclamation equipment in use.
Percolation towers use granular clays while contact systems use powdered clays. Usually a 30/60 mesh
AALVM clay is employed for bulk treating transformer oil in clay towers equipped with a prefilter to
remove water. However, depending on production flow rates, oil viscosity, and allowable contact time, a
smaller mesh size (50/80) is also used because of its higher external surface area. Thus 50/80 RVM and
50/80 LVM are available for bulk oil purifiers.

In contact treating of oil, 100 and higher RVM or 100 and higher LVM are alternate choices, again
depending on flow rates, viscosity of oil, etc.

Activated attapulgite clay can neutralize sizeable quantities of acid as shown in Figure 1. The amount of
acid removed, correlated as the acid number, depends on many factors since adsorption is a dynamic
equilibrium process. Temperature, flow rates, viscosity of oil, residence time, and initial level of acid all
affect the rate and capacity of adsorption. Hence, Figure 1 should be used as a guideline for typical
expected values only.

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EXAMPLE: Assume that a spent oil has an acid (neutralization) number of (0.2
mg/KOH)/g of oil. To reduce the acid (neutralization) number to 0.05, approximately
0.29 kg (0.64 lb) of attapulgite clay will be required for each gallon of oil treated.

Figure 1 —Adsorption by attapulgite clay 6

5.4.1.2 Alumina or bauxite

Activated bauxite consists principally of hydrated aluminum oxide and is activated by thermal treatment
alone. It is then a hard, durable, thermally resistant adsorbent and can be regenerated and reused longer
than clays.

The activated bauxite is available in bulk in various mesh sizes and is used for percolation filtering of oils.

5.4.1.3 Molecular sieves

Molecular sieves are a group of unique crystalline adsorbents capable of separating substances based on their
molecular size. These adsorbents are uniformly porous and have a strong affinity for water. Molecular sieves
belong to a class of materials known as zeolites. The zeolites are aluminosilicates with the unusual characteristic
of being able to undergo dehydration with essentially no change in crystal structure. The type 4A is used with
transformer oil and has an unusual affinity for polar compounds, particularly water.

The molecular sieve 4A is available in bulk quantities and can be regenerated. It is significantly more expensive
than the other adsorbent materials.

6
Reprinted with permission of BASF Corporation, Florham Park, New Jersey, 07924

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5.4.2 Contact process

The contact process for reclaiming oil makes use of 200-mesh (77 mesh/cm) clay and relatively high
operating temperatures. This process makes the most efficient use of the clay and produces a uniform
product. The degree of reclaiming depends on the amount of clay used and the condition of the oil.

In a typical commercial apparatus, oil to be reclaimed is introduced into a heated mixing chamber as a
measured amount of clay is fed in through a hopper. The mixture is stirred as heat is applied, and the
process continues until the desired temperature is reached. The time involved in this operation is
approximately half an hour. The oil is then dropped into a tank before it is pumped through a filter
especially built to accommodate the clay. Much of the oil ordinarily retained in the earth is extracted by the
application of compressed air to the filter.

Figure 2 —Schematic diagram of gravity-percolation refining apparatus

This type of apparatus should not be used to process oil containing di-butyl para-cresol (DBPC), as this
material, when catalyzed by clay, will begin to decompose at 100 °C.

5.4.3 Percolation by gravity

Gravity percolation makes use of gravity—as the hydrostatic head of a column of oil—to force the oil
through a column of adsorbent, such as clay. A typical gravity system, shown schematically in Figure 2

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consists of three tanks on different levels. The upper tank is used as a dirty-oil reservoir, the middle tank as
the filter containing the clay, and the lower tank as a blending tank for the filtered oil. The middle tank is
equipped with a strainer-type bottom covered by a filter cloth supporting a 1.8 m (6 ft) high bed of clay. A
float valve controls the flow of oil from the dirty-oil storage tank so that a constant head of approximately
4.6 m (15 ft) to the filter plate is provided. Once the process is started it continues in operation with very
little attention other than periodic sampling.

The output of gravity percolation is a graded one starting with over-treated oil and ending with oil in
approximately the same condition as before treatment. To obtain a uniform product, blending is necessary.
By this method, the oil can be treated to any desired degree. The rate of flow is slow, being about
2
407 L/h-m2 (10 gal/h-ft ) filter bed area for an installation such as the one described above. The slow flow
rate results in long contact time with the filter medium which permits efficient use of the adsorbent.

5.4.4 Percolation by pressure

Pressure percolation is similar to gravity percolation in general principle except that the oil is forced
through the adsorbent by a pump. Pressure percolators are commercially available and all have a chamber
to hold a container such as a bag or cartridge filled with the adsorbent. The chamber is designed so that oil
is admitted around the outside of the adsorbent pack and should pass through the adsorbent before leaving
the chamber.

These machines are capable of processing large volumes of oil in a relatively short time. Since the amount
of adsorbent is relatively small with respect to the amount of oil, frequent changes of the adsorbent are
required.

An advantage of such machines is that they may be brought to the job site and used directly on apparatus
whose oil is to be reclaimed.

5.5 Types of pressure percolation

In these examples clay is indicated as the adsorbent. Other materials may be used.

5.5.1 Bulk filters

Large pressure tanks have a fine mesh screen across the bottom and are filled with granular clay through an
open-top cover. In operation, the hot oil flows through layers of clay slowly by gravity or by pressure from
an inlet oil pump. The process thus may make use of gravity or pressure percolation. See Figure 3.

The clay may be placed in large baskets for easy removal with a lifting device, or shoveled out through a
side opening, or, in some instances, the entire pressure tank can be tilted for dumping the spent cake.

The cost of operation of bulk filters is lower than that of cartridge types.

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Figure 3 —Bulk clay filters

Figure 4 —Three-clay tower system

5.5.2 Deep bed filtration

Today’s trend is toward slender columns packed with loose clay by means of vacuum or conveyors with
spent cake discharged through a bottom opening cover.

This design ensures long contact time of oil flowing from top to bottom, minimizes channeling, and
provides the greatest improvement of oil conditions in a single pass. Two or three such columns or towers,
piped in series, provide for a better utilization of clay (Figure 4). Only the first tower in series is replaced

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with new clay and switched into the final tower position. In this manner, an almost continuous run with a
consistent quality of effluent can be obtained.

Each tower contains from 227 kg (500 lb) to 1361 kg (3000 lb) of clay. Even in mobile operation, the tanks
contain 91 kg (200 lb)—454 kg (1000 lb) each.

5.5.3 Throw-away and repackable cartridges

Granular types of clay are packaged in throw-away canisters, holding 4.5 kg (10 lb)—13.6 (30 lb) of
material, which are placed inside pressure-filter tanks. Protective antimigration filter cloth wrap is either
inside the element or wrapped around the center tube. See Figure 5.

Throw-away cartridges and canisters are relatively expensive and can be justified only in emergencies or
when a marginal condition of the oil requires removal of a trace contaminant. The limited amount of clay
cannot be effective on very contaminated oil.

Repackable cartridges or canisters are less costly and are usually of a larger size, holding as much as 22.7
kg (50 lb) or more of clay each. After use, the canisters are removed and the clay replaced with new, dry
material. In most cases this is more economical than the throw-away cartridges.

Figure 5 —Fuller’s earth cartridge filters

5.6 Regenerative fuller’s earth system

Fuller’s earth systems have been produced that can “clean” or “regenerate” spent fuller’s earth that has
been used to reclaim oxidized transformer oil and has become saturated to the point it will no longer absorb
contaminants. These systems use a blend of fuller’s earth and activated alumina. Regenerative clay systems
remove more inhibitor than lower process temperatures systems. Furans are also stripped in most types of
clay filtering equipment as the furanic compounds are polar.

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These “regenerative” systems use high heat to vaporize as much of the oil as possible that is trapped within
the fuller’s earth. Reportedly the towers can be regenerated up to 300 times before the pores of the fuller’s
earth are so plugged with residue that the earth must be dumped and the towers reloaded. With each
“regeneration” of the fuller’s earth, there is increasing residue left in the earth so the intervals between
regeneration decrease and the regeneration period increases. The hot exhaust gasses produced during
regeneration are usually quite odorous and a catalytic converter is used to reduce the odor levels. Current
concerns with this exhaust gas and possible carcinogens being formed are being investigated. Care must be
taken to make sure any oil processed by regenerative systems is free of PCBs.

5.7 Modern oil processing systems

5.7.1 Normal systems

A flow diagram (Figure 6) shows a modern, multipurpose system. In most cases the equipment is installed
on a trailer unit so that it can be moved to the transformer site for reclamation, or to new transformer
locations for installation. Also, oil reclamation and upgrading systems may be used as stationary systems.

5.7.2 On-line energized systems

The practice of reclamation of transformer oil or desludging of a severely aged transformer is not as
common a practice as it was during the 1970s. Desludging or reclaiming oil in on-line energized systems
requires specialized equipment and very highly trained operators. Energized processes are seldom done
over 138 kV. The only exception would be the application of an on-line dryer. On-line systems used today
focus on removing moisture and gasses from on-line energized transformers by processing the oil in a
device external to the transformer.

The practice of reclamation of transformer oil with the equipment energized requires utilizing proper
equipment and well-trained personnel or experts in the field. These systems are in common practice today
and are typically of two types. One system uses absorptive media such as specially prepared filter elements
or a regenerative desiccant. The other system uses vacuum dehydration and degasification to remove
moisture and reduce gas levels. Either type of system must have safeguards to make sure the oil level
within the energized transformer does not change and that no bubbles are injected or created in the
transformer.

The absorptive media–type system usually has monitoring devices to indicate when the media must be
changed. The vacuum dehydrator/degassifier exhausts the removed moisture to atmosphere and does not
require absorptive media. The ratio of gasses continues and can be used for diagnosis. The on-line system
simply maintains the gas levels at a point where the transformer can usually remain on line. Absorptive
media or regenerative desiccant systems have no effect on gas. Absorptive media systems usually have a
lower initial cost, but can have higher operating costs due to replacing the absorptive media.

Vacuum dehydrator/degassifier systems have a higher initial cost, but lower operating costs as they do not
use absorptive media. Although this is a practice that is successfully being used, some equipment
manufacturers and operators recommend against reclamation of oil in energized equipment due to the
difficulty in controlling risks. There are system conditions which can impact the reliability and safety of
energized reclamation, including potential problems resulting from lightning or switching surges occurring
during reclamation.

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Figure 6 —Typical flow diagram for modern, oil-reclamation system

A typical modern reclamation system for such application includes as a minimum: a combination of an oil
and electric heater, or both, deep-bed adsorbent towers, vacuum dehydration, and a final filter with a
nominal pore size of one-half micron.

Proper safety precautions are required to protect operating personnel. This includes specially designed
commercial equipment to safeguard against certain possible hazards. There is a risk of damage or failure of
the apparatus to be serviced. One risk centers on the possible bubble formation in the system. A properly
designed system uses double protection against this possibility through proper use of a gas trap and vacuum
degassification.

A second possibility concerns stirred-up contamination in the transformer due to movement of particulate
matter and chemical contaminants which will reduce the dielectric strength. This concern is minimized in a
properly designed system.

As a precaution, a proper evaluation of various transformer applications reveals that not every unit should
be a candidate for energized reclamation. Costs for reclaiming are weighted high in the disposal of the
spent clay. Oil and oil clay must be disposed of after they can no longer remove adequate contaminants to
improve the oil. These costs are compounded for mobile systems by the need to drum up the spent clay and
provide legal disposal.

Specific criteria dictate whether a given transformer should not undergo oil treatment while energized. The
following criteria would recommend against reclamation of the oil in these transformers while they are
energized:

a) When dissolved gas-in-oil analysis reveals certain combustible concentrations, then repair and
degassification would first be required. See IEEE Std C57.104™.
b) Oil tests reveal cloudy oil or sediment containing iron oxide, bits of insulation, or sludge. Insulation tests
should determine the effect of these items on the integrity of the insulation system.
c) When free water or high-moisture content has been found in the unit, insulation tests would come first.

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d) Transformers (>35 years old) when coupled with general poor condition of the units.
e) Transformers rated 345 kV and higher.
f) Transformers with forced-oil cooling introduce a greater risk when processed with the forced
cooling system energized.

5.8 Locations

5.8.1 Centralized reclamation site for pooled oil

This method is used by utilities and large industries where large amounts of oil can be received after it is
collected. It consists of a tower filled with an adsorbent material such as fuller’s earth, storage tanks for the
pooled oil and the reclaimed oil, and the necessary pumps and plumbing required to circulate the used oil
through the system. This type of reclamation can be done by either gravity or pressure percolation. This
equipment is usually custom built for the particular job.

5.8.2 Mobile reclamation of pooled oil

The method is similar to 5.8.1 except that the treating unit is mobile and can be transferred from one source
of pooled oil to another. This system normally employs a pressure percolation method. Equipment for this
method is commercially available.

5.8.3 Reclamation of oil in transformers and associated devices using mobile equipment

In this method, oil is withdrawn from the bottom of the unit, heated, and pumped through an adsorbent bed
such as fuller’s earth, filtered, degassed, and dehydrated before it is returned to the top of the unit. The
process is continuous and is concluded when the oil meets prescribed test values. The processing
equipment is commercially available.

NOTE—Vacuum oil purifiers are most commonly used for these applications.

5.9 Choice of methods

Vacuum oil purifiers are frequently used. However the choice of reclamation methods that will prove the
most practical and economical for a given system depends upon the geographical characteristics of the
power system, the existing facilities available for application to such work, and the facts concerning the
various types of refining equipment and methods previously described.

For example, on a compact system with large quantities of deteriorated oil, or on a system where oil
reconditioning has been done in the past at a central location, the gravity-percolation method of reclaiming
has many advantages in requiring a minimum amount of new equipment, attention, and labor. On a system
where the oils requiring attention are widely scattered in location, service outages are difficult to obtain,
and spare equipment is at a premium, some type of portable pressure percolator may be indicated for
reclaiming in the field by recirculating the oil in the equipment.

Irrespective of the type of clay treatment used, additional processes should also be incorporated with the
treatment.

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a) The oil should be put through some device for removing free water before it contacts the clay to
prevent water from wetting the clay. Water will cause at least partial and possible complete
blocking of the clay, thus making it necessary to discard that batch of clay.
b) The oil coming out of the clay treater should be put through a completely automatic dehydrator
equipped with positive means and safeguards for preventing water from being present in the
finished product. This is particularly important when recirculating the oil in a transformer.
c) The oil should be passed through a one-half micron particle final filter prior to returning to the
transformer, to filter out any remaining clay, lint, fine-ground iron, or other contaminants passed
through the process equipment. These particle contaminants reduce the dielectric strength of the oil
and therefore the dielectric integrity of the equipment.
d) Processing hot oil through fuller’s earth above 70 °C can reduce the oxidation stability of the oil.
Increasing the temperature above this value will additionally reduce the concentration of any
oxidation inhibitor. Therefore, it is desirable to add an oxidation inhibitor to reclaimed oil in
concentrations up to 0.3% by weight.

6. Oil tests and their significance


There are many established ASTM tests of practical significance which have been applied to insulating oil,
such as dielectric breakdown voltages, power factor, and interfacial tension. See ASTM D877, ASTM
D1816, ASTM D924, and ASTM D971.

Additional tests to detect the presence of deleterious products of oxidation or contamination (especially
traces of PCBs) in service-aged oils also seem appropriate.

Table 5 —ASTM test methods


Test ASTM method
(1) Color D1500
(2) Visual appearance D1524
(3) Flash point D92
(4) Interfacial tension D971
(5) Pour point D97
(6) Specific gravity D1298
(7) Viscosity D445, D2161
(8) Gas content D2945, D3612
(9) Oxidation inhibitor content D4768,D2668
(10) Water content D1533
(11) Acid number D974, D1534
(12) Oxidation stability D2112, D2440
(13) PCBs in oil by gas chromatography D4059
(14) Dielectric breakdown voltage D877, D1816
(15) Power factor D924
(16) Foaming characteristics of (lubricating) oils D892
(17) Gas content of cable and capacitor oils D831
(18) Corrosive sulfur D1275B

In Table 5 the list of tests and their significance is recommended for classification purposes and to determine
the suitability for use of reclaimed oils. Tests should be made using the latest revisions of accepted standards
or tentative standards approved by ASTM. These tests and their significance are as follows:

1) Color—D1500. A low color number is an essential requirement for inspection of assembled


apparatus in the tank. An increase in the color number during service is an indication of
deterioration of the mineral insulating oil.

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2) Visual appearance—D1524. The color and condition of a service-aged oil may be estimated during
a field inspection by this method, thus assisting in the decision whether or not the oil is suitable for
continued service or should be reprocessed in some manner. Unusual changes in color or
contamination with particulate matter may be detected.
3) Flash point—D92. The flash point of oil is the temperature to which the material should be heated
to give off sufficient vapor to form a flammable mixture with air under the conditions of the test. A
low flash point indicates the presence of hazardous, volatile combustible contaminants in the
insulating oil. The safe operation of the apparatus requires an adequately high flash point.
4) Interfacial tension—D971. The interfacial tension between an electrical insulating oil and water is a
measure of the molecular attractive force between their unlike molecules at the interface. It is
expressed in milli-Newtons per meter. This test provides a means of detecting soluble polar
contaminants and products of deterioration. Soluble-contamination or oil-deterioration products
generally decrease the interfacial tension value.
5) Pour point—ASTM D97. The temperature at which insulating oil will just flow under the prescribed
conditions is known as the pour point. The viscosity characteristics of the oil can affect this value.
Presently, the pour point has little significance as far as contamination or deterioration is
concerned, but may be useful for type identification and for determining the type of equipment in
which it can be used.
If, in the future, oils containing pour depressant additives are used, a significant increase in pour
point during use could indicate a deterioration of the additive itself.
6) Specific gravity—D1298. The specific gravity (relative density) of an insulating oil is the ratio of
the weights of equal volumes of oil and water at 15 °C or 60 °F. The specific gravity of a mineral
insulating oil influences the heat transfer rates and may be pertinent in determining suitability for
use in specific applications. In certain cold climates, ice may form in de-energized transformers
exposed to temperatures below 0 °C, and the maximum specific gravity of the oil used in such
equipment should be a set value that will ensure that ice will not float in the oil at any temperature
the oil might attain. It can also be used as a quick check for gross contamination with other fluids,
that is, silicones or PCBs.
7) Viscosity—D445 and D2161. The viscosity of an oil is its resistance to uniformly continuous flow
without turbulence, inertia, or other forces. Viscosity influences the heat transfer and, consequently,
the temperature rise of apparatus. The higher the viscosity, the lower the heat transfer rate will be.
At low temperature, the resulting higher viscosity influences the speed of moving parts, such as
those in power circuit breakers, switchgear, load tap changer mechanisms, pumps, and regulators.
Viscosity controls mineral insulating-oil processing conditions, such as dehydration,
degassification and filtration, and oil-impregnation rates. High viscosity may adversely affect the
starting up of apparatus in cold climates; for example, spare transformers and replacements.
Viscosity is not usually affected by contamination or deterioration unless there has been extreme
cracking or oxidation of the oil.
8) Gas content—D2945 and D3612. The gas content of an insulating oil may be defined as the volume
of gas per 100 volumes of oil. In evaluating service-aged oil, this test normally has little
significance in determining the quality or serviceability of the oil. It will have significance to the
operator of apparatus where low gas content is required.
a) Method D2945. This method determines the total dissolved gas content of low and medium
viscosity, 100 SUs at 100 °F or lower (20 cSt at 40 °C), electrical insulating fluids using a vacuum
degassing operation. No determination of the composition of the gas is made.
b) Method D3612. This method determines the total dissolved gas content and composition of
dissolved gases in the electrical insulating oils having a viscosity of 100 SUs at 100 °F (20 cSt at
40 °C) or lower. The dissolved gases are separated from the oil by a vacuum degassing operation
and are then analyzed by gas chromatography. This test is usually used for diagnostic tests on
operating equipment.

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IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

9) Oxidation inhibitor content—D4768 and D2668. Oxidation inhibitors are added to mineral
insulating oil to retard the formation of oil sludge and acidity under oxidative conditions. They are
used particularly in systems partially or freely exposed to air during service life. Inhibitor
effectiveness is a function of base oil type, freedom from contamination, and concentration.
Consequently, methods are provided to assay concentration of inhibitor in insulating oil. Certain
un-aged oils may contain naturally occurring substances which have not been added to the oil, yet
will yield a positive test within the limits of detectability. Depending upon the sensitivity of the
apparatus used for method D2668, similar false indications may also be obtained. Two inhibitors in
use are: 2,6-ditertiary-butyl para-cresol and 2,6-ditertiary-butyl phenol. It is anticipated that other
oxidation inhibitors will be accepted.
10) Water content (Karl Fischer method)—D1533. A low water content of mineral insulating oil is
necessary to achieve adequate electrical strength and low dielectric loss characteristics, to
maximize the insulation system life, and to minimize metal corrosion.
11) Acid number—D974; and Approximate acidity field test—D1534. The acid number for service-aged
oils is in general a measure of the acidic constituents of the oil. It may be pertinent if compared to
the value of the new product, to detect contamination by substances with which the oil has been in
contact, to reveal a tendency toward chemical change or deterioration, or to indicate chemical
changes in additives. It may be used as a general guide for determining when an oil should be
replaced or reclaimed, provided suitable rejection limits have been established and confirmation is
received from other tests. The tests for field use are not intended to replace standard laboratory
tests, but rather are intended as screening tests to minimize the number of field samples submitted
to the laboratory. They permit approximate evaluations of the amount of acid and polar constituents
and hence of the degree of deterioration, or contamination, or both, of the oil. However, they are
only semi-quantitative and any decision to replace or reclaim an oil should be confirmed by
laboratory tests.
12) Oxidation stability—D2112 and D2440. The resistance to oxidation of mineral insulating oils may
be indicated by a) the percentage of insoluble matter formed in a prescribed length of time, b) the
amount of acidity formed in a prescribed length of time, and c) the length of time required for the
oil to react with a given volume of oxygen, when a sample of oil is heated and oxidized under
prescribed conditions. The development of oil sludge and acidity resulting from oxidation during
storage, processing, and long service life should be held to a minimum. This minimizes electrical
conduction and metal corrosion, maximizes insulation system life and electrical breakdown
strength, and ensures satisfactory heat transfer. These tests are generally applicable to new or
reclaimed insulating oils, or both, and D2112 is intended specifically for inhibited oils. Numerical
correlation between results from these laboratory tests and years of service or sludge accumulation
in transformers has yet to be established.
13) PCBs in oil by gas chromatography—D4059. This method quantitatively measures the amount of
PCBs present in oils. If PCBs are found to be present, the oil should be handled or disposed of in
the manner prescribed by law.
14) Dielectric breakdown voltage—D877 and D1816. The dielectric breakdown voltage of an
insulating liquid is of importance as a measure of its ability to withstand electric stress without
failure. It is the voltage at which breakdown occurs between two electrodes under prescribed test
conditions. It serves primarily to indicate the presence of contaminating agents such as water, dirt,
or conducting particles in the liquid, one or more of which may be present when low dielectric
breakdown is found by testing. However, a high dielectric breakdown voltage does not indicate the
absence of all contaminations. Two methods are recognized for measuring the dielectric breakdown
voltage of an oil (D877 and D1816). Method D877 frequently used to assess the quality of service-
aged oil. Method D1816 is a method for use on oil being processed into apparatus and is finding
increased usage for oil contained in apparatus. This method is used for the acceptance testing of
new, unprocessed oil as received from a vendor.
15) Power factor—D924. Power factor (dissipation factor) is a measure of the dielectric losses in an oil.
A high value is an indication of the presence of contaminants or deterioration products such as
oxidation products, metal soaps, and charged colloids.

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16) Foaming characteristics of (lubricating) oils—D892. Very small traces of silicone oils of the types
used as insulating oils dissolved in mineral insulating oil can lead to foaming of the oil during
vacuum dehydration and filling of equipment. This test, while not designed for insulating oils, may
give some measure of the propensity of the oil to foam.
17) Gas content of cable and capacitor oils—D831. Gas bubbles can have an adverse effect on the
insulating properties of an oil. This method determines the gas content of electrical insulating oils
of low and medium viscosities.
18) Corrosive sulfur—D1275B. Mineral insulating oils may contain substances that cause corrosion
under certain conditions. This method detects the presence of free (elemental) sulfur and corrosive
sulfur compounds.

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Annex A

(informative)

Trade names of askarel (PCB) products

Trade names of Askarel (PCB) products include:

 Askarel
 ALC
 Apirolio (Italy)
 Aroclor
 Aroclor-B
 Asbestol
 ASK
 Caffaro
 Capacitor 21
 Chlorextol
 Chlorinol
 Chlorphen
 Clophen (Germany)
 Clorinol
 Diaclor
 DK (Italy)
 Dykanol
 EEC-18
 Elemex
 Eucarel
 Fenclor (Italy)
 Hyvol
 Inclorx
 Inerteen
 Kenechlor
 Kennechlor
 Magvar
 MCS-1489
 Montar

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IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

 Nepolin
 NoFlamol
 Nonflammable Liquid
 Phenoclor (France)
 Pydraul
 Pyralene (France)
 Pyranol
 Pyrochlor (UK)
 Santotherm
 Santotherm-FR (Japan)
 Santovac 1 and 2
 Solvol
 Sorol (USSR)
 Therminol FR

Taken from U.S. Air Force Technical Letter 96-2, “Elimination of liquid polychlorinated biphenyls (PCBs)
prioritization guidance.” See also http://www.epa.gov/osw/hazard/tsd/pcbs/pubs/aroclor.htm.

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IEEE Guide for the Reclamation of Mineral Insulating Oil and Criteria for Its Use

Annex B

(informative)

Bibliography

Bibliographical references are resources that provide additional or helpful material but do not need to be
understood or used to implement this standard. Reference to these resources is made for informational use
only.

[B1] Code of Federal Regulations Title 40 Part 761 (40CFR761) Polychlorinated biphenyls (PCBs)
manufacturing, processing, distribution in commerce, and use prohibitions.
[B2] IEEE Std C57.93™, IEEE Guide for Installation and Maintenance of Liquid-Immersed Power
Transformers. 7, 8
[B3] IEEE Std C57.140™, IEEE Guide for the Evaluation and Reconditioning of Liquid Immersed Power
Transformers.
[B4] Oommen, T. V., and E. M. Petrie, “Particle contamination levels in oil-filled large power
transformers,” IEEE Transactions on Power Apparatus and Systems, vol. PAS-102, no. 5, pp. 1459–1465,
May 1983.
[B5] Oommen, T. V., “Corrosive and non-corrosive sulfur in transformer oils,” Electrical Electronics
Insulation Conference and Electrical Manufacturing and Coil Winding Conference, pp. 309–311, Oct.
1993.
[B6] Oommen, T. V., G. K. Frimpong, and J. M. Walden, “Certain high charging polymeric materials in
transformer oil,” Proceedings of the 1998 IEEE 6th International Conference on Conduction and
Breakdown in Solid Dielectrics, 1998, pp. 353–356, June, 1998.
[B7] Oommen, T. V., and S. R. Lindgren, “Bubble evolution from transformer overload,” IEEE/PES
Transmission and Distribution Conference and Exposition, Vol. 1, pp. 137–142, Nov. 2001.
[B8] Rouse, T., “Mineral insulating oil in transformers,” IEEE Electrical Insulation Magazine, Vol. 14,
No. 3, pp. 6–16, May/June 1998.
[B9] Smith, J. R., and P. K. Sen, “Corrosive sulfur in transformer oil,” Industry Applications Society
Annual Meeting (IAS), pp. 1–4, Oct. 2010.

7
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8
IEEE publications are available from the Institute of Electrical and Electronics Engineers, Inc., 445 Hoes Lane, Piscataway, NJ
08854, USA (http://standards.ieee.org/).

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