Transformer Erection Checklist

Creating a detailed transformer erection checklist is essential for a smooth, safe, & efficient installation procedure. 

This checklist can be customized to the specific type of transformer & site conditions. 

Below is a complete checklist that covers the various steps of transformer installation:

Transformer Pre-Installation Checklist

• Ensure that all essential permissions & approvals are in place.
• Consult the manufacturer’s installation manual & technical specifications.
• Ensure that all engineering drawings & site plans are available.
• Site Preparation
• Confirm that the transformer groundwork (foundation) is complete and meets the design criteria.
• Check for adequate grounding & bonding at the jobsite.
• Make sure the location is free of debris and appropriately leveled.

Equipment & Tools

• Check the availability of all required tools & equipment (cranes, rigging gear, and safety equipment).
• Inspect lifting & handling equipment to ensure it is certified and safe.

Safety Measures

• Conduct a safety briefing for all individuals involved in the erection procedure.
• Ensure that all workers have access to and use personal protective equipment (PPE).
• Check the availability of first-aid kits & emergency contact information.

Transformer Arrival & Inspection

• Inspect the transformer for evident damage during shipping.
• Check that all components & accessories are there, as specified on the packing list.
• Document any differences or damages & notify the provider right away.
• Follow the manufacturer’s instructions for unpacking the transformer.
• Ensure that no damage occurs throughout the unpacking procedure.

Pre-Installation Tests

• Perform insulation resistance (IR) tests.
• Conduct oil tests on transformers that are filled with oil.
• Check the tightness of any external connections.

Transformer Erection

• Place the transformer on the foundation in accordance with the layout plan.
• Align the transformer using the appropriate alignment tools.
• Assemble all external components, including bushings, radiators, conservator tanks, and fans.
• Ensure that all components are properly secured and properly aligned.
• Connect primary & secondary cables, or busbars.
• Make that all electrical connections have the necessary torque.
• Install grounding cables per the grounding plan.
• Follow the right process for filling the transformer with oil.
• Perform degassing & dehydration as needed.
• Check oil levels and check there are no leaks.
• After installation, conduct final checks and testing.

Testing

• Perform an extensive visual check of the transformer.
• Perform final electrical testing such as insulation resistance, winding resistance, & ratio tests.
• Check the operation of all cooling systems & control devices.

Commissioning

• Energize the transformer with supervision.
• Check for unusual noises, vibrations, (or) temperature increases.
• Keep a record of all commissioning data for the future reference.

Documentation 

• Collect all test results, assessment records, & commissioning reports.

Maintenance and Monitoring

• Schedule regular maintenance inspections based on the manufacturer’s recommendations.
• Evaluate transformer performance & document any irregularities.

Oil Analysis 

• Conduct periodic oil sampling & analysis.
• Check the dielectric strength, moisture content, & dissolved gas analysis.

By following this complete checklist, you can assure a methodical and safe transformer erection process, reducing the possibility of errors and assuring long-term reliable operation.

Checklist