PEFGInvestigated. Engineered. Defensible.
Start a Conflict Check
Dwg PEFG-SVC-09 Entity PEFG, PLLC Rev A
Switchgear · Circuit Breakers · Protective Relaying

Switchgear, Breaker & Protection Failure Analysis

Investigation of medium- and low-voltage switchgear failures, breakers that failed to interrupt, and protection that operated when it should not have, or did not operate when it should. The relay usually recorded the answer. The work is reading that record correctly and making the physical evidence agree with it.

Jay Prigmore II, Ph.D., P.E., Principal Engineer, PEFG

By Jay Prigmore II, Ph.D., P.E. Last reviewed · Prepared and reviewed by a licensed Professional Engineer

Three questions every switchgear failure raises

  • Where did the fault start? Which protection zone, which compartment, which phase, established from what each set of current transformers did and did not see.
  • Did the protection do what it was designed to do? Pickup, timing, zone-selective interlocking, bus differential, and breaker clearing time, compared against the settings and the coordination study of record.
  • Why did the insulation fail at that location? Design, manufacture, installation, maintenance, contamination, or an external event. Most disputes turn on this question.

Correct protection operation limits the damage; it does not explain the initiation. A matter in which “the relay worked” often becomes a design, manufacturing, or maintenance dispute rather than ending.

Failure modes investigated

  • Bus and insulation failures: tracking, partial discharge, contamination and moisture, and failures at bus supports, bushings, and conductor penetrations.
  • Clearance and installation errors: cables and leads routed inside the manufacturer’s minimum air gap, where partial discharge degrades insulation over months before it fails.
  • Connection failures: overheated bolted joints, stab and finger clusters, and terminations.
  • Instrument transformer and control wiring faults: VT and CT failures, open CT secondaries, reversed polarity, and test switches left short of fully closed.
  • Circuit breaker failures: failure to trip, failure to interrupt, mechanism and trip-coil failures, and vacuum or SF6 interrupter degradation.
  • Relay misoperation: settings errors, logic errors in ZSI and transfer schemes, CT saturation, and firmware or configuration changes.
  • Transfer and tie schemes: unintended transfers, failed transfers, and paralleling events on double-ended lineups.

Reading the relay record

Modern protective relays keep event reports and oscillography that record current and voltage on every phase through the fault, sample by sample. Read correctly, they establish when the fault began, how it evolved between phases, which devices saw it, and how long clearing took. Read carelessly (with CT inputs mapped to the wrong location, or an event report confused with the sequence-of-events log), they produce confident conclusions that do not survive the other side’s expert.

The as-found setting file matters as much as the event report. It has to be exported before anyone re-commissions the equipment, and compared both to the coordination study and to what the relay actually did. Where the maintenance history is in dispute, whether the last relay test was primary or secondary injection can decide the question.

A published case study: medium-voltage switchgear bus fault

From a case study Jay Prigmore authored for a co-presented 2024 IEEE IAS Electrical Safety Workshop tutorial. A teaching example, not a client matter.

At about 1 a.m., one side of a double-ended medium-voltage switchgear lineup tripped on an 86 lockout. The load transferred to the alternate source and none was lost. The event log showed a zone-selective interlocking (ZSI) bus trip.

The relay record did most of the locating. Only the two relays on the incoming main saw fault current, about 13.5 kA RMS recorded by both, while the tie and feeder relays did not, which places the fault inside that bus zone. The waveforms show the fault beginning as a line-to-line A-C fault and developing into a bolted three-phase fault within about 2 ms. The relay asserted the ZSI trip in roughly 70 ms and the main breaker opened in another 50 to 60 ms, for total clearing near 120 to 130 ms. The slightly longer declaration time is consistent with the relay determining fault direction while bus voltage had collapsed to near zero on all three phases. The protection operated as designed.

The physical evidence then had to agree with the record, and explain it. Arcing was found where the voltage-transformer leads come off the main bus, with damage consistent with an A-C initiation. The root cause was a cable installed longer than the manufacturer’s specified length. The extra length forced it to curl to within an inch of the energized medium-voltage bus, inside the minimum air gap the manufacturer requires.

Partial discharge across that reduced gap degraded the cable insulation continuously for about 15 months, until the insulation could no longer withstand the voltage difference and the fault initiated. The arc flash was the result of a cable that did not maintain the manufacturer’s minimum clearance. Comparing the installation against the manufacturer’s specified cable length and air gap (and not the damaged unit alone) is what moved the analysis from where the fault started to why.

Standards the analysis draws on

  • IEEE C37.20.2 (metal-clad switchgear) and IEEE C37.20.7 (testing of arc-resistant switchgear).
  • IEEE C37.04 and C37.09: circuit breaker rating structure and test procedures.
  • IEEE C37.2 (device function numbers), IEEE C37.90 (relays), and IEEE 242 (Buff Book) for protection and coordination.
  • NFPA 70B: maintenance of electrical equipment; NFPA 921 where a fire resulted.

What to secure first

  • Event reports and oscillography from every relay on the lineup, not only the one that tripped.
  • As-found setting files and logic, exported before anything is reset.
  • The coordination study of record and its superseded revisions.
  • Breaker and relay test records, including the test method used.
  • The manufacturer’s installation instructions and drawings (specified cable lengths, routing, and minimum clearances) and any partial discharge survey results.
  • The damaged sections, unenergized and uncleaned, and an undamaged exemplar section where one exists.

Download the printable checklist and evidence log (PDF, 2 pages) →

Frequently Asked Questions

FAQ
Can the cause be determined if the switchgear was badly damaged?

Often, yes. The relay record establishes the fault zone, timing, and phase sequence independently of the physical damage, and the damage pattern, arc tracks, and an undamaged exemplar section narrow the initiating location. Where two or more hypotheses genuinely cannot be ruled out with the evidence available, “undetermined” is a valid engineering conclusion, and saying so is more defensible than choosing one.

The protection operated correctly. Why is there still a dispute?

Because correct operation limits the damage but does not explain why the fault began. Once the protection is shown to have worked, the dispute usually moves to the insulation failure itself (design, manufacture, installation, or maintenance) and to who was responsible for each.

Should the switchgear be repaired before the inspection?

Not the damaged sections. All potentially interested parties should be put on notice and given the opportunity to attend a joint inspection before anything is disturbed. Service can usually be restored around the evidence with a temporary re-feed, so the choice between getting the facility back online and preserving the evidence is rarely as stark as it first appears.

Retain PEFG for a Switchgear or Protection Matter

Direct principal access. Conflict check and retention letter typically within one to two business days.