IEC 62063: Electronic Technologies in High-Voltage Switchgear Auxiliary Equipment

A Blueprint for Intelligent Substation and Switchgear Modernization

Introduction and Scope

IEC TR 62063:1999, titled “High-voltage switchgear and controlgear – The use of electronic and associated technologies in auxiliary equipment of switchgear and controlgear,” is a forward-looking technical report that laid the conceptual groundwork for the modernization of high-voltage substations. Published at the turn of the millennium, it recognized that the traditional electromechanical approach to switchgear auxiliary equipment was being rapidly supplanted by electronic, microprocessor-based, and digital communication technologies. The report provides basic guidance for introducing these improvements into relevant IEC standards, enabling utilities to benefit from the full potential of electronic equipment while maintaining reliability and safety.

The standard distinguishes between two fundamental parts of any switchgear: primary equipment (the high-voltage components dedicated to power transmission and interruption) and auxiliary equipment (all the monitoring, control, protection, and communication systems that enable the primary equipment to function correctly). While primary equipment technology had evolved relatively slowly, auxiliary equipment was undergoing a revolution driven by advances in microelectronics, sensors, and digital communications.

Despite being published in 1999, IEC 62063 anticipated many concepts that are now mainstream: intelligent electronic devices (IEDs), digital substation automation, condition-based maintenance, and interoperability standards like IEC 61850. It remains a valuable reference for understanding the rationale behind modern switchgear design.

New Concepts: Intelligent and Idealized Switchgear

One of the report’s most valuable contributions is its introduction of structured definitions that clarify the evolving landscape of switchgear technology. Two concepts are particularly important:

Intelligent switchgear is defined as switchgear with enhanced features, equipped with electronic equipment, transducers, and actuators performing not only basic functions but also offering additional capabilities especially in monitoring and diagnostics. This goes beyond simple remote control – it includes self-diagnosis, predictive maintenance indicators, and communication capabilities that enable integration into broader substation automation systems.

Idealized switchgear is defined as switchgear not subjected to any internal failure like aging, gas or oil leakage, or electrical and mechanical wear, reacting only to external events. This theoretical construct helps clarify the boundary between what a switchgear should do under perfect conditions and the additional monitoring and protection functions needed in the real world.

The report defines a three-level hierarchy of switchgear functions:

  • Basic functions – Required for normal operation of idealized switchgear (e.g., opening and closing commands, interlocking).
  • Non-basic (auxiliary) functions – Ensure correct operation when the idealized assumptions fail (e.g., SF6 density monitoring, operation counters, travel curve acquisition).
  • Monitoring functions – Measure influence quantities affecting switchgear ability to fulfill its function (e.g., temperature, gas pressure, electrical wear tracking).
The assignment of responsibility is a critical concern in modern switchgear systems. When multiple manufacturers supply different components of a distributed electronic control system, the boundaries of responsibility must be clearly defined. IEC 62063 recommends unambiguous identification of interface points and associated manufacturer responsibilities to avoid disputes when failures occur.

Dependability Framework: RAMS in Switchgear

IEC 62063 adopts a comprehensive dependability framework covering Reliability, Availability, Maintainability, and Safety (RAMS). This structured approach reflects the understanding that electronic auxiliary equipment introduces new failure modes that must be systematically addressed.

Dependability Factor Definition per IEC 62063 Switchgear Application
Reliability Probability of performing required function under given conditions for a given time interval Correct opening/closing on command; maintaining insulation integrity
Availability Ability to be in a state to perform required function at a given instant Ready to interrupt fault current when protection system operates
Maintainability Probability that maintenance action is performed within stated conditions and resources Modular electronic units with plug-in replacement; diagnostic-guided repair
Safety Additional measures for increased security against harm to operators and equipment Interlocking, earth switching, arc flash protection, remote operation

The report notes that deregulation of electricity markets was placing new pressures on utilities. Customers demanded higher quality and continuity of service, reduced restoration times, and lower electricity costs – all while aging infrastructure and reduced technical staff compounded the challenge. This context drove the shift from traditional time-based maintenance toward condition-based and reliability-centered maintenance (RCM) strategies enabled by electronic monitoring.

System Architecture and Communication

A significant portion of IEC 62063 addresses the evolution of system architecture in substations. The traditional approach used hardwired electromechanical relays with point-to-point connections – reliable but inflexible and difficult to diagnose. The report describes a progression toward distributed architectures where intelligent electronic devices communicate over digital networks.

Key architectural considerations include:

Functional architecture: The report decomposes substation functions into hierarchical levels – station level, bay level, and process level – a concept that later became foundational in IEC 61850. Each level has specific time requirements, with process-level functions (protection, fault detection) requiring response times in milliseconds, while station-level functions (monitoring, reporting) can operate in seconds.

Interoperability: The report emphasizes the urgent need to standardize communication protocols to avoid “confusing situations” arising from multiple non-standard approaches. It explicitly calls for working groups within SC 17A and TC 57 to address this – work that directly contributed to the development of IEC 61850.

Transducers and actuators: Electronic transducers (voltage, current, pressure, density sensors) are replacing conventional electromechanical transformers and relays. These provide higher accuracy, wider dynamic range, and digital outputs that can be directly integrated with monitoring systems.

Temporary connections: Diagnostic ports and temporary communication connections are recommended for commissioning and maintenance, separate from the permanent control wiring. This allows testing and data retrieval without compromising operational security.

Architecture Type Characteristics Advantages Disadvantages
Conventional (hardwired) Point-to-point wiring, electromechanical relays Proven reliability, simple fault tracing High copper cost, inflexible, no diagnostics
Distributed (electronic) IEDs, digital communication bus, smart sensors Reduced wiring, self-diagnostics, flexible reconfiguration EMC susceptibility, software complexity, interoperability challenges
Hybrid (transitional) Electronic monitoring overlaying conventional control Gradual migration path, retains proven components Increased complexity of interfaces, dual maintenance burden

Monitoring, Condition-Based Maintenance, and RCM

IEC 62063 provides a detailed treatment of monitoring strategies and their relationship to maintenance philosophies. It defines three maintenance approaches: corrective (fix after failure), preventive (service at fixed intervals), and condition-based (maintenance triggered by monitored parameters). The report advocates for reliability-centered maintenance (RCM), a structured methodology that defines maintenance requirements based on the criticality of equipment failure, its probability, and its effect on overall system reliability.

Specific monitoring functions recommended for modern switchgear include:

  • SF6 gas density monitoring (for gas-insulated switchgear)
  • Operation counter with contact wear estimation
  • Closing and opening time measurements
  • Travel curve acquisition and analysis
  • Accumulated breaking current tracking
  • Motor and spring charging mechanism status
  • Partial discharge detection for insulation monitoring
The transition from time-based to condition-based maintenance, enabled by the electronic technologies described in IEC 62063, can reduce maintenance costs by 20-40% while simultaneously improving equipment availability. The key is identifying the right parameters to monitor and establishing reliable thresholds for intervention.

Engineering Design Insights

Several practical lessons emerge from IEC 62063 for engineers designing or specifying switchgear auxiliary systems. First, the electromagnetic compatibility (EMC) environment in substations is extremely harsh, and electronic auxiliary equipment must be designed with adequate immunity. The report references IEC 61000-5 series for installation and mitigation guidelines, particularly for earthing and cabling.

Second, the transition to electronic systems requires careful attention to power supply reliability. Electronic auxiliary equipment is more sensitive to voltage sags, interruptions, and transients than electromechanical alternatives. Adequate auxiliary power design, including UPS backup and DC supply redundancy, is essential.

Third, the report’s emphasis on clear interface definitions and manufacturer responsibility boundaries remains highly relevant. In a modern digital substation, a single communication network carries protection, control, monitoring, and metering data. Clear specification of performance requirements for each data class – including latency, availability, and security – is essential for system integrity.

Frequently Asked Questions

Q1: Is IEC 62063 still relevant given it was published in 1999?

Yes. While the specific technologies have advanced significantly, the architectural principles, functional decomposition, and dependability framework established in IEC 62063 remain foundational. The report identified key challenges – interoperability, EMC, power supply reliability, and responsibility boundaries – that continue to be central to modern substation design. Its recommendations directly influenced the development of IEC 61850 and other current standards.

Q2: How does IEC 62063 relate to IEC 61850?

IEC 62063 identified the need for standardized communication protocols in switchgear auxiliary equipment and recommended that work be undertaken by relevant technical committees. IEC 61850 (Communication networks and systems for power utility automation), which began development around the same period, directly addresses this need. IEC 62063 provides the conceptual and functional framework, while IEC 61850 provides the detailed communication implementation.

Q3: What are the main reliability concerns with electronic auxiliary equipment in switchgear?

The main concerns include: power supply vulnerability (electronic circuits are sensitive to voltage disturbances), EMC interference (high electromagnetic fields during switching operations), component aging (electrolytic capacitors, semiconductor junctions), software/firmware reliability, and cybersecurity vulnerabilities in networked systems. IEC 62063 recommends mitigating these through proper design, testing, and redundant architectures.

Q4: How should a utility approach the migration from conventional to electronic auxiliary systems?

The report recommends a gradual hybrid approach: start by adding electronic monitoring to existing conventional systems, gain experience with the new technology, then progressively replace control functions as confidence builds. This allows the retention of proven electromechanical components for critical protection functions while benefiting from electronic diagnostics and communications for monitoring and asset management.

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