Combined Transformer (CT+PT) Technical Guide: Selection, Testing & Application for MV Metering & Protection (IEC 61869)
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Combined Transformer (CT+PT) Technical Guide: Selection, Testing & Application for MV Metering & Protection (IEC 61869)

May 14, 2026 Documents

Combined Transformer (CT+PT) Technical Guide: Selection, Testing & Application for MV Metering & Protection (IEC...

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Combined Transformer (CT+PT) Technical Guide: Selection, Testing & Application for MV Metering & Protection (IEC 61869)

Meta Description: Comprehensive guide on combined transformers (CT+PT) for medium-voltage metering and protection. Covers construction, accuracy classes, selection methodology, testing procedures, and compliance with IEC 61869. Includes application examples, wiring practices, and troubleshooting for JLS series combined transformers in power distribution networks.


1. Introduction

Combined Transformers (CT+PT) integrate current and voltage transformers in a single enclosure, providing a compact, cost-effective solution for metering and protection in medium-voltage power distribution systems. Unlike separate CT and PT installations, combined transformers offer:
Space savings: Single enclosure reduces switchgear footprint
Cost reduction: Lower installation and maintenance costs
Simplified wiring: Integrated terminals, reduced cable requirements
Improved accuracy: Matched CT/PT characteristics for energy metering
Reliability: Fewer connections, reduced failure points

Combined transformers are widely used in:
Metering boxes: JLS series (CT+PT for revenue metering)
Switchgear: RMU, ring main units, compact substations
Distribution networks: Overhead, underground, pad-mounted
Industrial plants: Motor metering, feeder metering

This guide systematically covers combined transformer construction, accuracy requirements, selection methodology, testing procedures, and application per IEC 61869-2 (CT), IEC 61869-3 (PT), and relevant national standards.


2. Construction & Insulation Types

2.1 Standard Combined Transformer Configuration

    ┌─────────────────────────────────────┐
    │         Combined Transformer         │
    │                                     │
    │  ┌─────────────────────────────┐    │
    │  │        PT Section           │    │
    │  │  (Primary, Core, Secondary) │    │
    │  └─────────────────────────────┘    │
    │           │                         │
    │  ┌─────────────────────────────┐    │
    │  │        CT Section           │    │
    │  │  (Window, Core, Secondary)  │    │
    │  └─────────────────────────────┘    │
    │           │                         │
    │  ┌─────────────────────────────┐    │
    │  │     Terminal Box            │    │
    │  │  (CT S1/S2, PT a/n, Ground) │    │
    │  └─────────────────────────────┘    │
    └─────────────────────────────────────┘

2.2 Insulation Types

Type Insulation Material Voltage Range Characteristics Application
Cast Resin Epoxy Resin 10-36 kV Dry-type, maintenance-free, fire-safe Indoor, switchgear, metering boxes
Oil-Immersed Mineral Oil + Paper 10-36 kV Traditional, high reliability, requires maintenance Outdoor, overhead, older networks
SF6 Gas SF6 Gas 10-36 kV Compact, lightweight, sealed GIS, hybrid switchgear
Polymer (Dry) Silicone/EPDM + Resin 10-36 kV Lightweight, pollution-resistant Outdoor, polluted environments

2.3 Cast Resin Combined Transformers (Most Common)

Construction:
PT Core: Laminated silicon steel, epoxy-encapsulated windings
CT Core: Laminated silicon steel or amorphous alloy, window-type primary
Encapsulation: Vacuum-cast epoxy resin, UV-resistant
Terminals: Stainless steel, sealed terminal box
Grounding: Dedicated ground terminal, single-point grounding

Advantages:
– Maintenance-free (no oil, no pressure)
– Fire-resistant (no flammable materials)
– Compact size, lightweight
– Suitable for indoor/outdoor installation
– High reliability, long service life

Limitations:
– Limited to 36 kV maximum (standard)
– Sensitive to mechanical impact during transport
– Higher cost than oil-immersed (initial)


3. Accuracy Requirements

3.1 CT Accuracy Classes

Class Ratio Error (%) Phase Angle Error (minutes) Application
0.2S ±0.2 (1-120% I_n) ±10 Revenue metering, high accuracy
0.5S ±0.5 (1-120% I_n) ±30 General metering, standard
1 ±1.0 (5-120% I_n) ±60 Indication, monitoring
5P ±1.0 (5P), ±3.0 (10P) ±120 (5P), ±240 (10P) Protection

3.2 PT Accuracy Classes

Class Ratio Error (%) Phase Angle Error (minutes) Application
0.2 ±0.2 ±10 Revenue metering, high accuracy
0.5 ±0.5 ±30 General metering, standard
1 ±1.0 ±60 Indication, monitoring
3P ±3.0 ±120 Protection

3.3 Combined Accuracy for Energy Metering

Total Error:

Total Error = √(CT_error² + PT_error² + Meter_error²)

Example:

CT: 0.5S (±0.5%)
PT: 0.5 (±0.5%)
Meter: 0.5S (±0.5%)
Total Error = √(0.5² + 0.5² + 0.5²) = ±0.87%

Standard Combinations:
| Application | CT Class | PT Class | Total Error | Standard |
|————|———|———|————|———-|
| Revenue Metering | 0.2S | 0.2 | ±0.35% | IEC 62053 Class 0.5S |
| General Metering | 0.5S | 0.5 | ±0.87% | IEC 62053 Class 1.0 |
| Protection | 5P | 3P | ±4.5% | IEC 60255 |


4. Selection Methodology

4.1 Selection Parameters

Parameter Description Standard Reference
Rated Voltage (U_r) System maximum voltage (Um) IEC 61869-3
Rated Primary Current (I_pn) Load current range IEC 61869-2
Rated Secondary Current 1A or 5A IEC 61869-2
Rated Secondary Voltage 100V or 100/√3 V IEC 61869-3
Rated Burden (CT/PT) VA per core IEC 61869-2/3
Accuracy Class (CT/PT) Metering/Protection IEC 61869-2/3
Short-Time Current Thermal withstand (1s/3s) IEC 61869-2
Dynamic Current Mechanical withstand (peak) IEC 61869-2
Insulation Level BIL, power-frequency withstand IEC 60071

4.2 CT Ratio Selection

Rule: CT rated primary current should be 1.2-1.5× maximum load current.

Load Current (A) Recommended CT Ratio Notes
10-30 30/5, 50/5 Small load
30-60 50/5, 75/5 Medium load
60-100 100/5, 150/5 Standard feeder
100-200 150/5, 200/5 Large feeder
200-400 300/5, 400/5 Main feeder
400-600 500/5, 600/5 Substation main

4.3 PT Ratio Selection

Rule: PT rated primary voltage must match system maximum voltage (Um).

System Voltage (kV) Um (kV) PT Ratio Secondary Voltage
10 12 10000/√3 : 100/√3 100/√3 V
20 24 20000/√3 : 100/√3 100/√3 V
35 40.5 35000/√3 : 100/√3 100/√3 V

4.4 Burden Selection

Rule: Combined transformer rated burden must exceed total connected burden.

Typical Burdens:
| Device | Burden (VA) | Power Factor |
|——–|————|————-|
| Electronic Meter | 1-2 VA | 0.8-1.0 |
| Digital Relay | 0.5-1 VA | 0.8-1.0 |
| Indication Meter | 2-5 VA | 0.8 |
| Total Connected | 5-10 VA | 0.8 |

Selection: Rated burden ≥ Total connected burden × 1.25

4.5 Selection Decision Tree

Determine application:
    │
    ├── Revenue Metering
    │     ├── CT: 0.2S, PT: 0.2
    │     ├── Ratio: CT (1.2-1.5× load), PT (matches Um)
    │     └── Burden: ≥ 5 VA
    │
    ├── General Metering
    │     ├── CT: 0.5S, PT: 0.5
    │     ├── Ratio: CT (1.2-1.5× load), PT (matches Um)
    │     └── Burden: ≥ 5 VA
    │
    └── Protection
          ├── CT: 5P, PT: 3P
          ├── Ratio: CT (matches fault current), PT (matches Um)
          └── Burden: ≥ 10 VA

5. Wiring & Installation Practices

5.1 Standard Wiring Diagram

    HV Bus
      │
      ├── PT Primary (A, N)
      │
      ├── CT Primary (Window, cable passes through)
      │
      ├── Terminal Box
      │     ├── CT Secondary: S1, S2 → Meter/Relay
      │     ├── PT Secondary: a, n → Meter/Relay
      │     └── Ground: Dedicated terminal
      │
      └── Meter/Relay
            ├── Current Input: I_a (from CT S1/S2)
            ├── Voltage Input: U_a (from PT a/n)
            └── Ground: Single-point grounding

5.2 Installation Requirements

Requirement Description Standard Reference
Mounting Vertical, secure bracket Manufacturer spec
Clearance Air insulation distance per Um IEC 60071
Cable Routing CT/PT secondary cables separate from power cables IEC 61869
Grounding Single-point grounding at meter/relay panel IEC 61869
Torque Terminal connections per manufacturer spec Manufacturer spec
Sealing Terminal box IP54 or better IEC 60529

5.3 Common Installation Errors

Error Consequence Correction
CT secondary open circuit High voltage, insulation damage, safety hazard Never open CT secondary, short before disconnecting
PT secondary short circuit High current, overheating, damage Install fuse/MCB on PT secondary
Multiple grounding points Ground loop, measurement error Ground at meter/relay panel only
Incorrect polarity Reverse power, metering error Verify polarity during installation
Exceeding rated burden Accuracy degradation, overheating Verify total burden ≤ rated burden

6. Testing & Commissioning

6.1 Factory Acceptance Tests (FAT)

Test Purpose Standard Reference
CT Ratio Test Verify ratio for each core IEC 61869-2
PT Ratio Test Verify ratio IEC 61869-3
CT Polarity Test Verify polarity IEC 61869-2
PT Polarity Test Verify polarity IEC 61869-3
Insulation Test Verify withstand voltage IEC 61869-2/3
Accuracy Test Verify accuracy class IEC 61869-2/3
Burden Test Verify rated burden IEC 61869-2/3

6.2 Site Acceptance Tests (SAT)

Test Method Acceptance Criteria
Visual Inspection Check for shipping damage No damage, proper installation
Insulation Resistance Megger test > 1000 MΩ
CT/PT Ratio Test Primary/secondary injection Within ±1% of factory
Polarity Test DC method or relay tester Correct polarity
Secondary Injection Verify meter/relay operation Accurate measurement
Grounding Test Verify single-point grounding No ground loop

6.3 Periodic Maintenance

Test Interval Acceptance Criteria
Visual Inspection Annual No damage, clean
Insulation Resistance 3-6 years > 1000 MΩ
CT/PT Ratio Test 6-10 years Within ±1% of baseline
Accuracy Test 6-10 years Within accuracy class
Terminal Torque Check Annual Per manufacturer spec

7. Standards & References

7.1 IEC Standards

Standard Title Relevant Sections
IEC 61869-2 Current Transformers §5 (Performance), §6 (Tests)
IEC 61869-3 Voltage Transformers §5 (Performance), §6 (Tests)
IEC 62053 Electricity Metering §21 (Class 0.2S, 0.5S)
IEC 60071 Insulation Coordination §1 (Definitions)

7.2 National Standards (China)

Standard Title
GB 20840.7 Combined Instrument Transformers
DL/T 725 Power System CT/PT Technical Specifications
JB/T 10441 Combined Transformers for MV

8. Engineering FAQ

Q1: Can I use a combined transformer for protection?

A: Yes, but ensure CT/PT accuracy classes match protection requirements (typically 5P/3P). Combined transformers for protection must withstand short-time currents and have adequate burden capacity. Verify transient performance (CT) and TVR (PT) for high-speed protection.

Q2: How do I verify combined transformer accuracy in the field?

A:
– Use a CT/PT tester to measure ratio and phase angle
– Compare with factory/base values
– Verify within accuracy class limits (0.5S: ±0.5%, 0.2S: ±0.2%)
– Test at multiple burden points (25%, 50%, 100% rated burden)

Q3: What happens if the CT secondary is open-circuited?

A: An open-circuited CT secondary causes:
– High voltage (hundreds to thousands of volts) across secondary terminals
– Core saturation, overheating
– Insulation breakdown, fire hazard
– Safety hazard (electric shock)
Solution: Never open CT secondary. Short secondary terminals before disconnecting.

Q4: How do I select the correct CT ratio for a combined transformer?

A:
– Calculate maximum load current
– Select CT ratio: I_pn = 1.2-1.5 × I_load_max
– Example: Load = 150A → Select 200/5A CT
– Verify accuracy at minimum load (≥ 5% I_pn for 0.5S, ≥ 1% I_pn for 0.2S)

Q5: Can I replace separate CT and PT with a combined transformer?

A: Yes, combined transformers can replace separate CT and PT installations if:
– Voltage and current ratings match
– Accuracy classes meet metering/protection requirements
– Space and mounting dimensions match
– Burden capacity is sufficient
Benefits: Space savings, cost reduction, simplified wiring.


9. Conclusion

Combined transformers (CT+PT) provide a compact, cost-effective solution for metering and protection in medium-voltage power distribution systems. Proper selection, installation, and testing are critical to ensure accuracy, reliability, and safety.

Key selection principles:
Accuracy: 0.2S/0.2 for revenue metering, 0.5S/0.5 for general metering, 5P/3P for protection
Ratio: CT (1.2-1.5× load), PT (matches Um)
Burden: Rated burden ≥ Total connected burden × 1.25
Installation: Single-point grounding, correct polarity, torque verification
Testing: Verify ratio, accuracy, insulation, grounding during commissioning

Design checklist:

☐ Application determined (metering, protection)
☐ CT/PT accuracy classes selected (0.2S/0.2, 0.5S/0.5, 5P/3P)
☐ CT/PT ratios selected (matches load, Um)
☐ Rated burden verified (≥ total connected burden × 1.25)
☐ Insulation level verified (matches Um, BIL)
☐ Installation practices specified (grounding, polarity, torque)
☐ Testing procedures defined (ratio, accuracy, insulation)
☐ Maintenance schedule planned

Technical Reference: IEC 61869-2/3, IEC 62053, GB 20840.7, DL/T 725
Product Reference: Duomatech JLS series (cast-resin combined transformers, 10-36 kV) — optimized for MV metering and protection applications