Insulation Coordination

Substation Phase-Phase Switching-Overvoltage Coordination

Phase-phase insulation between busbars, breaker and disconnector terminals, grading rings and bushings. The alpha and V+/V test methods, the IEC symmetric α = 0.5 BSL test, and the equivalent stress Vz = (1−KL)V+ + KLVp that gives the required phase-phase clearance and BSL — with gap geometry (bus vs ring-ring) and arrester operation strongly shaping the result.

Reading time ≈ 40 min

Section 1

Phase-Phase Coordination Inside the Station

The companion note covered phase-ground switching-overvoltage coordination in substations. This note takes the same probabilistic method to the phase-phase insulation of a station — estimating the required phase-phase clearance and BSL, and the effect of gap geometry, the \(V_+\)/\(V_-\) split and arresters.

Phase-phase insulation matters a great deal in a station because there are many phase-to-phase air gaps: between busbars, breaker and disconnector terminals, grading rings, bushing terminals, supported bus fittings and conductor-to-conductor arrangements.

Section 2

Two Ways to Describe Phase-Phase Strength

As on lines, phase-phase strength is described two ways — the same insulation, two forms. The alpha method fixes the voltage split and is the basis of the IEC standard test; the \(V_+\)–\(V_-\) method separates the polarities and is the convenient form for probabilistic calculation.

Section 3

The Alpha Method

Opposite-polarity voltages are applied to the two phases. A fraction of the total \(V_p\) goes positive on one phase, the rest negative on the other; \(\alpha\) is held constant while \(V_p\) is raised to flashover:

\[ V_+ = \alpha\,V_p, \quad V_- = (1-\alpha)\,V_p \qquad \text{CFO}_p = k_{gp}\,\frac{3400}{1 + 8/S} \]
\(S\)
phase-phase spacing (m)
\(k_{gp}\)
phase-phase gap factor (alpha method)
\(\text{CFO}_p\)
phase-phase critical flashover voltage

Section 4

The IEC Phase-Phase BSL Test

IEC defines the phase-phase BSL with the alpha method at \(\alpha = 0.5\) — a symmetrical test, equal and opposite on the two terminals:

\[ \alpha = 0.5 \;\Rightarrow\; V_+ = V_- = \frac{\text{BSL}_p}{2} \]
What the standard test applies

A phase-phase BSL of \(\text{BSL}_p = 1267\) kV is verified by applying +633.5 kV to one terminal and −633.5 kV to the other at the same instant.

Section 5

The V⁺/V⁻ Method

Hold a constant \(V_-\) on one phase and raise \(V_+\) on the other until flashover. The positive CFO falls linearly with the negative voltage:

\[ \text{CFO}_+ = \text{CFO}_0 - K_L\,V_- \qquad \text{CFO}_0 = k_g\,\frac{3400}{1 + 8/S} \]
\(\text{CFO}_0\)
phase-phase CFO with one electrode grounded (\(V_- = 0\))
\(K_L\)
slope — contribution of the negative phase
\(k_g\)
gap factor for the one-electrode-grounded test

When \(V_- = 0\) the second phase is effectively at ground, so \(\text{CFO}_+ = \text{CFO}_0\) — a one-electrode-grounded gap, which is why the gap factor here is simply written \(k_g\).

Section 6

What Kₗ Means — and When It Is 1

\(K_L\) is how strongly the negative phase contributes. \(K_L = 1\) means the total phase-phase voltage controls the gap; \(K_L < 1\) means the split between positive and negative components matters. The dividing line:

  • \(K_L \approx 1\) for small air gaps below ~2–3 m, or nominal voltages below ~500 kV — no need to separate \(V_+\) and \(V_-\), the total \(V_p\) is enough.
  • \(K_L < 1\) for larger external EHV air clearances — the split matters.
\(K_L = 1\) as a conservative assumption

Using \(K_L = 1\) as a simplifying assumption is conservative where the actual gap has \(K_L < 1\), because it assumes the negative component contributes fully to the equivalent stress — inflating it and producing larger clearances. It is therefore a safe choice below EHV, but it is not a physical property of the gap: a real EHV gap has \(K_L < 1\) and a smaller true stress.

Section 7

Station Gap Factors

Station gaps are short — the long conductor-to-conductor span used for transmission lines is not appropriate here. For station bus clearances the 10 m conductor–conductor case is the relevant one; for breakers, the ring–ring grading-ring spacing applies. The two configurations used in the examples:

Table 1 — Phase-phase gap parameters for the two key station configurations.
Configuration\(K_L\)\(k_g\)\(\sigma_f/\text{CFO}_0\)Represents
Conductor–conductor, 10 m0.671.350.035Short bus clearances
Ring–ring0.701.530.05Circuit-breaker grading rings

Other tabulated geometries include rod–rod (smaller grading rings, lower-voltage fittings), supported busbar fittings, asymmetrical rod–conductor gaps, and jumper–shield-ring gaps for EHV.

Section 8

From CFO₀ to CFOₚ

The probabilistic calculation produces \(\text{CFO}_0\) (one-electrode-grounded), but the standard BSL is based on \(\text{CFO}_p\) (the symmetric \(\alpha = 0.5\) test). For \(\alpha = 0.5\) they are linked by:

\[ \text{CFO}_p = \frac{2\,\text{CFO}_0}{1 + K_L} \]
The design chain

Every phase-phase station calculation follows \(\text{CFO}_0 \rightarrow \text{CFO}_p \rightarrow \text{BSL}_p\) — solve for \(\text{CFO}_0\) from the stress, convert to \(\text{CFO}_p\), then to the standard BSL.

Section 9

The Equivalent Stress Vz

The same key simplification as on lines. Flashover occurs when \(V_+ > \text{CFO}_0 - K_L V_-\), i.e. \(V_+ + K_L V_- > \text{CFO}_0\). Define:

\[ V_z = V_+ + K_L\,V_- = (1 - K_L)\,V_+ + K_L\,V_p \;\Rightarrow\; \text{flashover when } V_z > \text{CFO}_0 \]

The second form — in terms of \(V_+\) and \(V_p\) — is the practical one for EMTP®/PSCAD post-processing, because both are read directly from the transient study. For small gaps \(K_L = 1\) and it collapses to \(V_z = V_p\).

Section 10

The Phase-Phase SOV Distribution

Three voltages relate by \(V_p = V_+ + V_-\); collect \(V_p\) and \(V_+\) (the latter is already needed for phase-ground), then \(V_- = V_p - V_+\). If both are Gaussian, \(V_z\) is Gaussian with:

\[ \mu_z = (1-K_L)\mu_+ + K_L\mu_p \] \[ \sigma_z = \sqrt{(1-K_L)^2\sigma_+^2 + K_L^2\sigma_p^2 + 2K_L(1-K_L)\rho_{p+}\sigma_p\sigma_+} \]
\(\rho_{p+}\)
correlation of \(V_p\) and \(V_+\), normally 0.8–1.0

Taking the conservative \(\rho_{p+} = 1.0\) simplifies the spread to \(\sigma_z = (1-K_L)\sigma_+ + K_L\sigma_p\). Where studies are thin, the 2% phase-phase value is estimated from its phase-ground counterpart, \(E_{2p} \approx 1.55\,E_2\) (e.g. \(E_2 = 1.8\) pu → \(E_{2p} \approx 2.8\) pu).

Time-instant warning

The maximum phase-phase and maximum phase-ground SOVs do not necessarily occur at the same instant. Ideally collect at both relevant times; in practice engineers take each maximum at its own time and treat them as coincident. This is not exact but is conservative — and for the highest SOVs that drive the risk, the two maxima often coincide anyway.

Section 11

The Station Phase-Phase SSFOR

The substation estimating method assumes all correlations are 1.0, reversed parameters are not used, and the number of parallel insulations is taken as \(n = 1\). Because \(n = 1\), the method keeps both the strength scatter \(\sigma_f\) and the stress scatter \(\sigma_0\) — it cannot assume a near-vertical strength curve as the many-tower line case does. For Gaussian stress and strength:

\[ Z_e = \frac{\text{CFO}_0 - \mu_z}{\sqrt{\sigma_z^2 + \sigma_f^2}} \qquad \text{SSFOR} = \tfrac{1}{2}\bigl[\,1 - F(Z_e)\,\bigr] \]

The \(\tfrac{1}{2}\) appears because only one polarity orientation is considered, the reverse being neglected.

Section 12

Solving for Clearance and BSL

Given a target SSFOR, first find \(Z_e\). For \(\text{SSFOR} = 1/100\), \(F(Z_e) = 1 - 2(0.01) = 0.98\), so \(Z_e \approx 2.054\). Solve the \(Z_e\) equation for \(\text{CFO}_0\) (a short iteration, since \(\sigma_f\) depends on \(\text{CFO}_0\)), then convert:

\[ S_p = \frac{8}{\dfrac{3400\,k_g}{\text{CFO}_0} - 1} \qquad \text{CFO}_p = \frac{2\,\text{CFO}_0}{1+K_L}, \quad \text{BSL}_p = \text{CFO}_p\Bigl(1 - 1.28\,\tfrac{\sigma_f}{\text{CFO}_p}\Bigr) \]

For \(\sigma_f/\text{CFO}_p = 0.05\), \(\text{BSL}_p = 0.936\,\text{CFO}_p\). Note the basis: the tabulated scatter \(\sigma_f/\text{CFO}_0\) (Table 1) is referenced to \(\text{CFO}_0\), while the BSL step uses \(\sigma_f/\text{CFO}_p\); keep the basis consistent throughout and convert if a precise value is needed. The phase-phase station design SSFOR usually ranges from 0.10/100 to 1.0/100, with \(1.0/100\) the de-facto standard unless a more conservative requirement applies.

Section 13

Example 4 — Bus and Breaker Gaps

A 500/500 kV system, \(1\,\text{pu} = 449\) kV (the phase-to-ground crest of the 550 kV highest system voltage, \(1\,\text{pu} = \sqrt{2/3}\,U_m\) — not the 500 kV nominal line-to-line RMS), phase-phase SOV \(E_{2p} = 2.8\) pu with \(\sigma_p/E_{2p} = 0.10\), positive SOV \(E_2^+ = 1.8\) pu with \(\sigma_+/E_2^+ = 0.10\), \(\rho_{p+} = 1.0\), \(\text{SSFOR} = 1/100\). Using the 10 m conductor–conductor gap (\(K_L = 0.67\), \(k_g = 1.35\), \(\sigma_f/\text{CFO}_0 = 0.035\)):

\[ \text{CFO}_0 = 2.50\ \text{pu} = 1122.5\ \text{kV} \;\Rightarrow\; S_p = 2.59\ \text{m} \quad(\text{computer: } 2.59\ \text{m}) \]

Now the ring–ring breaker gap (\(K_L = 0.70\), \(k_g = 1.53\), \(\sigma_f/\text{CFO}_0 = 0.05\)):

\[ S_p = 2.27\ \text{m}, \quad \text{CFO}_p = 1354\ \text{kV}, \quad \text{BSL}_p = 0.936\times 1354 = 1267\ \text{kV} \;(\text{computer: } 1268) \]

So the required phase-phase BSL is \(\text{BSL}_p \approx 1267\) kV — verified by the IEC \(\alpha = 0.5\) test as \(+633.5\) / \(-633.5\) kV.

Section 14

Altitude

The examples are at sea level. Above sea level the required phase-phase spacing increases, corrected by the same atmospheric methods used for phase-ground: the required actual-site \(\text{CFO}_A\) is fixed by the design, the standard \(\text{CFO}_S\) must rise, and the clearance \(S_p\) grows accordingly.

Section 15

Arresters and Phase-Phase SOVs

If the SOVs are high enough for at least one arrester to operate, the phase-phase SOVs fall — reducing both clearance and BSL. The phase-phase case is more involved than phase-ground because the stress carries both polarities. The procedure:

  1. Determine whether one or more arresters operate.
  2. Modify the SOV parameters for the affected phase(s), keeping the positive and negative distributions.
  3. For conservatism set \(\rho_{+-} = 1.0\), build the \(V_z\) distribution, and solve for clearance / BSL.

If arresters operate on both phases, the original and reversed cases become equal, so a desired total \(1/100\) is entered as \(0.5/100\) (and \(0.1/100\) as \(0.05/100\)).

Table 2 — How the arrester-operation assumption changes the result.
AssumptionEffect on the CalculationResult Trend
Case A — one phase arrester operatesOnly one polarity distribution is modifiedClearance / BSL usually reduced
Case B — both phase arresters operateOriginal and reversed cases become equal; target risk halved (input \(0.5/100\))Clearance / BSL may increase significantly

Example 5. The same 318 kV MCOV arrester (switching discharge 823 kV at 2 kA) modifies the positive phase but not the negative phase. With the ring–ring gap:

\[ S_p = 2.14\ \text{m}, \quad \text{BSL}_p = 1210\ \text{kV} \qquad(\text{vs } 1267\ \text{kV without arresters}) \]
The assumption dominates the answer

If arresters are conservatively assumed to operate on both phases (identical arrester-modified values, input \(0.5/100\)), the computer gives \(S_p = 2.83\) m and \(\text{BSL}_p = 1495\) kV — far more onerous. How arrester operation is assumed has a major effect on the phase-phase requirement.

Section 16

Workflow, Differences and Lessons

Table 3 — Phase-ground vs phase-phase station coordination.
ItemPhase-Ground StationPhase-Phase Station
Stress variable\(V_+\)\(V_z = (1-K_L)V_+ + K_L V_p\)
StrengthCFO, \(V_3\), BSL\(\text{CFO}_0\), \(\text{CFO}_p\), \(\text{BSL}_p\)
Gap factorusually \(k_g = 1.3\)strongly geometry-dependent
Standard testone phase to groundopposite-polarity, two terminals
Split matters?NoYes, if \(K_L < 1\)
Arrester effectmodifies phase-ground SOVmay modify one or both phases
EMTP® post-processing workflow
  1. Collect \(V_+\) and \(V_p\) from the EMT study, preferably at consistent instants.
  2. Select the gap geometry and read off \(K_L,\ k_g,\ \sigma_f/\text{CFO}\).
  3. Build \(V_z = (1-K_L)V_+ + K_L V_p\) and fit a Gaussian (\(\mu_z,\ \sigma_z\)) or read \(E_{2z}\).
  4. Choose the design SSFOR (typically 1/100, or 0.1/100), find \(Z_e\), and solve for \(\text{CFO}_0\).
  5. Get the spacing \(S_p\), then \(\text{CFO}_p = 2\text{CFO}_0/(1+K_L)\) and \(\text{BSL}_p\).
  6. Apply altitude correction; recalculate if arresters operate.

Document the time instants. When extracting \(V_+\), \(V_-\) and \(V_p\) from EMT simulations, record the instants used for the maxima — the maximum phase-ground and maximum phase-phase stresses may not occur at exactly the same instant.

Key lessons
  1. For large station air gaps the total phase-phase voltage alone is not enough — \(V_+\) and \(V_-\) matter separately.
  2. The equivalent stress \(V_z = V_+ + K_L V_-\) reduces it to one variable; for small gaps \(K_L \approx 1\) and \(V_z = V_p\).
  3. IEC phase-phase BSL is the symmetric \(\alpha = 0.5\) test (\(V_+ = V_-\)).
  4. 10 m conductor–conductor: \(K_L = 0.67,\ k_g = 1.35,\ \sigma_f/\text{CFO} = 0.035\). Ring–ring: \(K_L = 0.70,\ k_g = 1.53,\ \sigma_f/\text{CFO} = 0.05\).
  5. Arresters cut phase-phase clearance and BSL — but only if they actually operate on the relevant phase(s), and the assumption made dominates the result.
Equation Summary
Equivalent stress
\(\displaystyle V_z = V_+ + K_L V_- = (1-K_L)V_+ + K_L V_p\)
Flashover criterion
\(\displaystyle V_z > \text{CFO}_0\)
One-electrode-grounded CFO
\(\displaystyle \text{CFO}_0 = k_g\,\frac{3400}{1+8/S_p}\)
Phase-phase clearance
\(\displaystyle S_p = \frac{8}{\dfrac{3400\,k_g}{\text{CFO}_0} - 1}\)
Symmetric phase-phase CFO
\(\displaystyle \text{CFO}_p = \frac{2\,\text{CFO}_0}{1+K_L}\)
Phase-phase BSL
\(\displaystyle \text{BSL}_p = \text{CFO}_p\Bigl(1 - 1.28\,\frac{\sigma_f}{\text{CFO}_p}\Bigr)\)

Three-Part Technical Series

Substation Switching-Surge Insulation Coordination

A three-part series on substation switching-surge insulation coordination — phase-ground apparatus, clearances and arresters; phase-phase insulation; and the geometry, gap factors and IEC comparison that finalise the clearances.