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IEEE Standard for 4.

76 kV to 38 kV
Rated Ground and Test Devices Used
in Enclosures
C37.20.6

IEEE Power Engineering Society


Sponsored by the
Switchgear Committee

IEEE
3 Park Avenue IEEE Std C37.20.6™-2007
New York, NY 10016-5997, USA (Revision of
IEEE Std C37.20.6-1997)
18 March 2008

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IEEE Std C37.20.6™-2007
(Revision of
IEEE Std C37.20.6-1997)

IEEE Standard for 4.76 kV to 38 kV


Rated Ground and Test Devices Used
in Enclosures

Sponsor

Switchgear Committee
of the
IEEE Power Engineering Society

Approved 5 December 2007


IEEE-SA Standards Board

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Abstract: Drawout-type ground and test devices for use in medium-voltage metal-clad
switchgear rated 4.76 kV through 38 kV are covered. The description, design, and testing of
these accessory devices that are inserted in place of drawout circuit breakers for the purpose of
grounding and testing are also covered.

Keywords: electrical operation, ground and test (G&T) devices, locking/interlocking, manual
operation, one or two terminal sets, selector switch, test port

The Institute of Electrical and Electronics Engineers, Inc.


3 Park Avenue, New York, NY 10016-5997, USA

Copyright © 2008 by the Institute of Electrical and Electronics Engineers, Inc.


All rights reserved. Published 18 March 2008. Printed in the United States of America.

IEEE is a registered trademark in the U.S. Patent & Trademark Office, owned by the Institute of Electrical and Electronics
Engineers, Incorporated.

PDF: ISBN 978-0-7381-5380-3 STD95763


Print: ISBN 978-0-7381-5381-0 STDPD95763

No part of this publication may be reproduced in any form, in an electronic retrieval system or otherwise, without the prior written permission
of the publisher.

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Introduction

This introduction is not part of IEEE Std C37.20.6-2007, IEEE Standard for 4.76 kV to 38 kV Rated Ground and Test
Devices Used in Enclosures.

Although ground and test (G&T) devices have been used as accessory devices in metal-clad switchgear for
decades, they were not covered by standards until the original (1997) edition of this standard. This is
because they are specialized accessory devices, designed and tested in accordance with applicable sections
of circuit breaker standards, and based on user-unique operational requirements.

This standard complements IEEE Std C37.20.2™-1999, IEEE Standard for Metal-Clad Switchgear,a and
addresses the more common G&T device types. This standard also clarifies that G&T devices are not
required to have the interrupting and continuous current ratings of the circuit breakers they may temporarily
replace for the purpose of grounding and testing medium-voltage circuits. This revised edition recognizes
that some devices may be offered that have interrupting capability, and specifies applicable tests to verify
such ratings.

G&T devices are supplied in various forms and the following list generally summarizes the more common
forms:

a) Simple manual devices. These devices are equipped with either one or two terminal sets for
grounding through cables, manually connected to the device ground connection system. Hot stick
voltage testing is possible.
b) Complex manual devices. These devices are equipped with one or two terminal sets, and a
manually operated switch. In the case of a device with one terminal set, the switch allows
connection of the terminal set to the device ground connection system or disconnection of the
terminal set from the device ground connection system. In the case of a device with two terminal
sets, the switch allows selection of which terminal set to connect to the device ground connection
system. In either case, the switch is manually operated and is not required to have any continuous
or fault-making current ratings.
c) Simple electrical devices. These devices are equipped with one terminal set connected, through a
power-operated ground-making switch, to the device ground connection system. Voltage test ports
may be provided. A second terminal set may be included for connection to test ports.
d) Complex electrical devices. These devices are equipped with two terminal sets and a manually
operated switch for selecting which terminal set is to be connected, through the power-operated
ground-making switch, to the device ground connection system. Voltage test ports may be
provided.

All G&T devices are equipped with necessary isolation barriers and locking or interlocking mechanisms to
provide some degree of protection during handling and operation.

This standard does not cover G&T devices that are specially equipped with current and voltage
transformers, glow-tubes, and like components.

This revision uses the rating system introduced in IEEE Std C37.04™-1999 [B2],b with voltage range factor
(K) set equal to 1.0, effectively eliminating the voltage range factor from the ratings basis. It is recognized
that some G&T devices may be required for use with equipment manufactured and rated to the older rating
system. For such applications, the user should refer to the 1997 edition of this standard.
___________________________________
a
Information on references can be found in Clause 2.
b
The numbers in brackets correspond to those of the bibliography in Annex A.

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G&T devices designed before the approval of this standard may not meet all of these established
requirements. The user should consult with the manufacturer if any question exists regarding the proper
application of these G&T devices on the user’s system.

Suggestions gained from use of this standard will be welcomed for guidance in future revisions of this
standard.

Notice to users

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Patents
Attention is called to the possibility that implementation of this standard may require use of subject matter
covered by patent rights. By publication of this standard, no position is taken with respect to the existence
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information may be obtained from the IEEE Standards Association.

Participants
At the time this standard was submitted to the IEEE-SA Standards Board for approval, the 4.76 kV to
38 kV Rated Grounding and Testing Devices Used in Enclosures, C37.20.6, Working Group had the
following membership:

Ted A. Burse, Chair


T. W. Olsen, Vice Chair

Paul D. Barnhart Chung-Yiu Lam Miklos J. Orosz


Eldridge R. Byron Ward E. Laubach Amit R. Patel
Patrick J. DiLillo Albert Livshitz Duane L. Pearson
Peter W. Dwyer Deepak Mazumdar Anthony T. Ricciuti
Larry B. Farr Nigel P. McQuin James E. Smith
Ronald D. Hartzel Anne F. Morgan Paul B. Sullivan
Teresa I. Hood Sylvester K. Toe

The following members of the individual balloting committee voted on this standard. Balloters may have
voted for approval, disapproval, or abstention.

William J. Ackerman Gary A. Heuston Iulian Profir


Stan Arnot David W. Jackson John D. Randolph
Paul D. Barnhart R. Jackson Anthony T. Ricciuti
Bill Bergman Harry Josten Michael A. Roberts
Steven Bezner Joseph L. Koepfinger Charles W. Rogers
Thomas Blair Boris Kogan Charles Ross
William G. Bloethe Jim Kulchisky Bartien Sayogo
Steven R. Brockschink Chung-Yiu Lam Devki Sharma
Chris Brooks Stephen Lambert James E. Smith
David Burns Albert Livshitz James E. Smith
Ted A. Burse Federico Lopez Jerry Smith
Eldridge R. Byron Frank W. Mayle Paul B. Sullivan
Tommy Cooper Gary L. Michel S. H. Telander
Alexander Dixon Georges Montillet Malcolm Thaden
Louis Doucet Anne F. Morgan Dennis Thonsgard
Donald Dunn Charles Morse John Vergis
Gary Engmann Jerry Murphy Waldemar G. Von Miller
Paul W. Forquer Michael Newman Larry Yonce
James Graham T. W. Olsen Matthew Zeedyk
Randall Groves Miklos J. Orosz Sandeep Zope
Christopher J. Petrola

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When the IEEE-SA Standards Board approved this standard on 5 December 2007, it had the following
membership:

Steve M. Mills, Chair


Robert M. Grow, Vice Chair
Don Wright, Past Chair
Judith Gorman, Secretary

Richard DeBlasio Hermann Koch Narayanan Ramachandran


Alex Gelman Joseph L. Koepfinger* Greg Ratta
William R. Goldbach John Kulick Robby Robson
Arnold M. Greenspan David J. Law Anne-Marie Sahazizian
Joanna N. Guenin Glenn Parsons Virginia C. Sulzberger
Kenneth S. Hanus Ronald C. Petersen Malcolm V. Thaden
William B. Hopf Tom A. Prevost Richard L. Townsend
Richard H. Hulett Howard L. Wolfman

*Member Emeritus

Also included are the following nonvoting IEEE-SA Standards Board liaisons:

Satish K. Aggarwal, NRC Representative


Michael H. Kelley, NIST Representative

Lorraine Patsco
IEEE Standards Program Manager, Document Development

Matthew J. Ceglia
IEEE Standards Program Manager, Technical Program Development

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Contents

1. Overview .................................................................................................................................................... 1

1.1 Scope ................................................................................................................................................... 1


1.2 Purpose ................................................................................................................................................ 2

2. Normative references.................................................................................................................................. 2

3. Definitions .................................................................................................................................................. 2

4. Service conditions ...................................................................................................................................... 4

5. Ratings........................................................................................................................................................ 4

5.1 General ................................................................................................................................................ 4


5.2 Rated maximum voltage and dielectric withstand voltage .................................................................. 4
5.3 Rated power frequency ........................................................................................................................ 4
5.4 Rated short-time withstand current...................................................................................................... 4
5.5 Rated momentary withstand current .................................................................................................... 4
5.6 Rated control voltage........................................................................................................................... 5
5.7 Closing and latching current capability ............................................................................................... 5

6. Functional components............................................................................................................................... 5

6.1 Power-operated ground-making switch position indicator .................................................................. 5


6.2 Terminal selector switch and position indicator .................................................................................. 5
6.3 Stored energy indicator........................................................................................................................ 6
6.4 Interlocking.......................................................................................................................................... 6
6.5 Nameplate(s)........................................................................................................................................ 7

7. Test requirements ....................................................................................................................................... 8

7.1 General ................................................................................................................................................ 8


7.2 Design tests.......................................................................................................................................... 8
7.3 Schedule of design tests....................................................................................................................... 8
7.4 Production tests.................................................................................................................................. 14

8. Construction ............................................................................................................................................. 15

8.1 General .............................................................................................................................................. 15


8.2 Instructions ........................................................................................................................................ 15
8.3 Cable specifications........................................................................................................................... 15
8.4 Remote electrical control................................................................................................................... 16

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9. Application ............................................................................................................................................... 16

9.1 General .............................................................................................................................................. 16


9.2 Locking and interlocking equipment ................................................................................................. 17
9.3 Utilization .......................................................................................................................................... 17
9.4 Primary disconnecting devices compartment compatibility .............................................................. 17
9.5 Storage and maintenance before use.................................................................................................. 17

Annex A (informative) Bibliography ........................................................................................................... 19

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IEEE Standard for 4.76 kV to 38 kV
Rated Ground and Test Devices Used
in Enclosures

IMPORTANT NOTICE: This standard is not intended to assure safety, security, health, or environmental
protection in all circumstances. Implementers of the standard are responsible for determining appropriate
safety, security, environmental, and health practices or regulatory requirements.

This IEEE document is made available for use subject to important notices and legal disclaimers. These
notices and disclaimers appear in all publications containing this document and may be found under the
heading “Important Notice” or “Important Notices and Disclaimers Concerning IEEE Documents.”
They can also be obtained on request from IEEE or viewed at http://standards.ieee.org/IPR/
disclaimers.html.

1. Overview

1.1 Scope

This standard covers drawout-type, indoor, medium-voltage ground and test (G&T) devices for use in
drawout metal-clad switchgear rated 4.76 kV through 38 kV as described in IEEE Std C37.20.2™-1999.1
Four G&T device types are generally supplied for temporary circuit maintenance procedures for insertion
in place of the circuit breaker as follows:

a) Simple manual devices


b) Complex manual devices
c) Simple electrical devices
d) Complex electrical devices

There may be more complicated G&T devices that may include current and/or voltage transformers, glow-
tubes, or other accessory components. These more complex devices are not covered by this standard. Due
to their complexity, additional testing and interlocking are required, and manufacturers should be consulted
for the availability and ratings of these types of devices.

1
Information on references can be found in Clause 2.

1
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IEEE Std C37.20.6-2007
IEEE Standard for 4.76 kV to 38 kV Rated Ground and Test Devices Used in Enclosures

1.2 Purpose

Although G&T devices have been used as accessory devices in metal-clad switchgear for decades, they
were not addressed in the standards until IEEE Std C37.20.6™-1997 was approved. This is because they are
specialized accessory devices, designed and tested in accordance with applicable sections of circuit breaker
standards, and based on user-unique operational requirements. This revised standard complements
IEEE Std C37.20.2-1999 and addresses the more common G&T device types. This standard also clarifies
that G&T devices are not required to have the interrupting and continuous current ratings of the circuit
breakers they may temporarily replace for the purpose of grounding and testing medium-voltage circuits.

2. Normative references
The following referenced documents are indispensable for the application of this document (i.e., they must
be understood and used, so each referenced document is cited in text and its relationship to this document is
explained). For dated references, only the edition cited applies. For undated references, the latest edition of
the referenced document (including any amendments or corrigenda) applies.

ANSI C37.06, American National Standard for Switchgear—AC High-Voltage Circuit Breakers Rated on a
Symmetrical Current Basis—Preferred Ratings and Related Required Capabilities.2

IEEE Std 4™-1995, IEEE Standard Techniques for High-Voltage Testing.3, 4

IEEE Std 4a™-2001, Amendment to IEEE Standard Techniques for High-Voltage Testing.

IEEE Std C37.09™-1999, IEEE Standard Test Procedure for AC High-Voltage Circuit Breakers Rated on a
Symmetrical Current Basis.

IEEE Std C37.20.2™-1999, IEEE Standard for Metal-Clad Switchgear.

NFPA 70E-2004, Standard for Electrical Safety in the Workplace.5

3. Definitions
For the purposes of this standard, the following terms and definitions apply. The Authoritative Dictionary
of IEEE Standards Terms [B1]6 and IEEE Std C37.100™ [B3] should be referenced for terms not defined in
this clause.

NOTE—If a term is not defined in this standard or in The Authoritative Dictionary [B1], the definition in IEEE Std
C37.100 [B3] applies. An asterisk (*) indicates that the definition in this standard is not given in IEEE Std
C37.100 [B3], while a dagger (†) indicates that the definition differs from that given in IEEE Std C37.100 [B3].7

2
ANSI publications are available from the Sales Department, American National Standards Institute, 25 West 43rd Street, 4th Floor,
New York, NY 10036, USA (http://www.ansi.org/).
3
IEEE publications are available from the Institute of Electrical and Electronics Engineers, 445 Hoes Lane, Piscataway, NJ 08854,
USA (http://standards.ieee.org/).
4
The IEEE standards or products referred to in this clause are trademarks of the Institute of Electrical and Electronics Engineers, Inc.
5
NFPA publications are available from Publications Sales, National Fire Protection Association, 1 Batterymarch Park, P.O. Box 9101,
Quincy, MA 02269-9101, USA (http://www.nfpa.org/).
6
The numbers in brackets correspond to those of the bibliography in Annex A.
7
Notes in text, tables, and figures of a standard are given for information only and do not contain requirements needed to implement
this standard.

2
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IEEE Std C37.20.6-2007
IEEE Standard for 4.76 kV to 38 kV Rated Ground and Test Devices Used in Enclosures

3.1 complex electrical ground and test device*: A device with two terminal sets and a manually operated
terminal selector switch for connecting either terminal set to the device ground connection system through a
power-operated ground-making switch, complete with necessary isolation barriers and suitable interlocking.
Test ports may be provided. These devices may, but are not required to, have interrupting capability.

3.2 complex manual ground and test device*: A device with one or two terminal sets, and a manually
operated switch, complete with necessary isolation barriers and suitable interlocking. In the case of a device
with one terminal set, the switch allows connection of the terminal set to the device ground connection system
or disconnection of the terminal set from the device ground connection system. In the case of a device with
two terminal sets, the switch allows selection of which terminal set to connect to the device ground connection
system. In either case, the switch is not required to have any continuous or fault-making current ratings.

3.3 design tests†: Tests made by the manufacturer to determine the adequacy of the design of a particular
type, style, or model of equipment or its component parts to meet its assigned ratings and to operate
satisfactorily under normal service conditions or under special conditions if specified, and may be used to
demonstrate compliance with applicable standards of the industry. Syn: type tests.

NOTE—Design tests are made on representative apparatuses or prototypes to verify the validity of design analyses and
calculation methods and to substantiate the ratings assigned to all other apparatuses of basically the same design. These
tests are not intended to be made on every design variation or to be used as part of normal production. The applicable
portion of these design tests may also be used to evaluate modifications of a previous design and to ensure that
performance has not been adversely affected. Test data from previous similar designs may also be used for current designs,
where appropriate. Once made, the tests need not be repeated unless the design is changed so as to modify performance.

3.4 ground and test (G&T) device*: A term applied to a switchgear assembly accessory device that can
be inserted in place of a drawout circuit breaker for the purpose of grounding the main bus and/or external
circuits connected to the switchgear assembly and/or primary circuit testing.

3.5 production tests†: Tests made for quality control by the manufacturer on every device or
representative samples, or on parts or materials as required to verify during production that the product
meets the design specifications and applicable standards. Syn: routine tests.

NOTE—Certain quality assurance tests on identified critical parts of repetitive high-production devices may be tested
on a planned statistical sampling basis.

3.6 simple electrical ground and test device*: A device with one terminal set and a power-operated
ground-making switch for connecting the terminal set to the device ground connection system, complete
with necessary isolation barriers and suitable interlocking. Test ports may be provided. These devices may,
but are not required to, have interrupting capability. A second terminal set may be included for connection
to test ports.

3.7 simple manual ground and test device*: A device with one or two terminal sets with provisions for
connecting either terminal set through manually installed cables, bus or other conductors to the device
ground connection system, complete with necessary isolation barriers and suitable interlocking.

NOTE—Cables are synonymous with manually installed cords of any type.

3.8 terminal set*: A set of three primary terminals with primary disconnecting devices typically called
“upper” or “lower,” “front” or “back,” or “bus” or “line” depending upon design configuration.

NOTE—In this standard, the terms “upper” and “lower” are used to identify the location of different terminal sets.

3.9 test port*: A design element that provides a means for use of test probes, such as for testing for the
presence of voltage, testing phasing, applying withstand test voltages, or performing low current tests.

3
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IEEE Std C37.20.6-2007
IEEE Standard for 4.76 kV to 38 kV Rated Ground and Test Devices Used in Enclosures

4. Service conditions
Service conditions covering G&T devices are the same as those of metal-clad switchgear (see IEEE Std
C37.20.2-1999).

5. Ratings

5.1 General

The designated ratings in this standard are preferred and are not considered restrictive. The ratings of G&T
devices are designations of operating limits under the service conditions specified in Clause 4. Since G&T
devices do not require all of the capabilities of circuit breakers, these ratings are established as the
minimum required capabilities for the devices (see Clause 9).

The required rated values are to be assigned from the tables of preferred ratings given in ANSI C37.06.

5.2 Rated maximum voltage and dielectric withstand voltage

5.2.1 Rated maximum voltage

The rated maximum voltage of a G&T device shall not be less than the rating of the circuit breaker it is
intended to temporarily replace.

5.2.2 Rated dielectric withstand

The rated dielectric withstand of a G&T device shall not be less than the voltage withstand ratings of the
circuit breaker it is intended to temporarily replace, as shown by the following:

a) Rated power frequency withstand voltage


b) Rated impulse withstand voltage

If optional functional components are supplied, they shall meet the dielectric strength requirements of the
G&T device.

5.3 Rated power frequency

The rated power frequency of a G&T device is 60 Hz.

5.4 Rated short-time withstand current

The rated short-time withstand current of a G&T device is the rated short-time current of the switchgear
assembly in which the device is intended to be temporarily inserted in place of a circuit breaker. It shall be
in accordance with 5.4.5 and 5.4.6 of IEEE Std C37.20.2-1999.

5.5 Rated momentary withstand current

The rated momentary withstand current of a G&T device is the maximum root-mean-square (rms) total
current it shall be required to withstand. The symmetrical current shall be the rated short-time current (I);
the peak current value shall be 2.6 times its rated short-time current, at the major peak of the maximum

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IEEE Std C37.20.6-2007
IEEE Standard for 4.76 kV to 38 kV Rated Ground and Test Devices Used in Enclosures

cycle, and the rms total current shall be 1.55 times its rated short-time current, as determined from the
envelope of the current wave. This rating shall be no less than the rated closing and latching current
capability of the circuit breaker it is intended to replace.

5.6 Rated control voltage

The rated control voltage of an electrically operated G&T device is the designated voltage that is to be
applied to the operating mechanism of the power-operated ground-making switch.

5.7 Closing and latching current capability

The closing and latching current capability of an electrically operated G&T device is the maximum rms
total current that the power-operated ground-making switch shall be required to close into and carry. The
symmetrical current shall be the rated short-time withstand current; the peak current value shall be 2.6
times the rated short-time withstand current at the major peak of the maximum cycle; the rms total current
shall be 1.55 times the rated short-time current, as determined from the envelope of the current wave. This
rating shall be no less than the required closing and latching current capability of the circuit breaker it is
intended to replace.

6. Functional components
The functional components required for manual and electrical G&T devices are listed in Table 1. Additional
accessory devices may be available, and the manufacturer should be consulted for specific information.

6.1 Power-operated ground-making switch position indicator

Each G&T device equipped with a power-operated ground-making switch shall have an indicator visible
from the front of the device when installed in the enclosure to show the closed and open position of the
power-operated ground-making switch. The following colors shall be used:

a) Red background with the words CLOSED-GROUNDED in contrasting color to indicate closed
contacts
b) Green background with the words OPEN-UNGROUNDED in contrasting color to indicate open
contacts

6.2 Terminal selector switch and position indicator

The manually operated terminal selector switch provides the ability to connect the power-operated ground-
making switch to either terminal set (or neutral position if provided). The terminal selector switch position
shall be able to be changed only when the G&T device is fully removed from the enclosure, and means for
visual verification of the terminal switch position shall be provided. A position indicator, visible from the
front when the device is installed in the enclosure, shall show which terminal set has been selected
(including the neutral position if provided).

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Table 1 —Functional components

Device type
Functional component Simple Complex Simple Complex
manual manual electrical electrical
One terminal set a X X X —
Two terminal sets a Xb Xb — X
Ground cable and connectors (see 8.3) X — — —
Ground connection system X X X X
b
Test ports — — X Xb
b
Test probes — — X Xb
Power-operated ground-making switch — — X X
Ground-making switch position indicator (see 6.1) — — X X
Manual opening release — — X X
Remote electrical control (see 8.4) — — X X
b
Electrical opening release (see 8.4) — — X Xb
c
Stored energy indicator (see 6.3) — — X Xc
Manually operated terminal selector switch (see 6.2) — X — X
Terminal selector switch position indicator (see 6.2) — — — X
Interlocking (see 6.4) X X X X
Nameplate(s) (see 6.5) X X X X
a
Primary disconnecting devices as required for compartment compatibility.
b
Optional.
c
Required on stored energy closing mechanisms when the mechanism can remain in the charged position.

6.3 Stored energy indicator

For mechanisms intended to be charged and to remain charged until released, a stored energy indicator
shall be provided. The following colors shall be used:

a) Yellow background with black lettering to indicate that the closing mechanism is CHARGED
b) White background with black lettering to indicate that the closing mechanism is DISCHARGED

6.4 Interlocking

Interlocking for G&T devices can be very detailed depending upon the complexity of the device, especially
when it is equipped with multiple functional components. The requirements given in 6.4.1 through 6.4.6 are
considered the minimum interlocking requirements.

6.4.1 Insertion and withdrawal

All G&T devices shall be able to be inserted and withdrawn from the circuit breaker compartment using the
same, or compatible, mechanism design as that of the circuit breakers they temporarily replace, including
the drawout position indication.

6.4.2 Coordination

All G&T devices shall be equipped with a mechanical interlock, in coordination with existing provisions in
the corresponding circuit breaker compartment, to block the G&T device from being inserted into a circuit
breaker compartment whose required ratings exceed those of the G&T device.

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6.4.3 Ground-making switch closed

Every electrical G&T device shall have mechanical interlocking intended to prevent it from being inserted
or withdrawn when the power-operated ground-making switch is closed.

6.4.4 Test port barriers

Simple and complex G&T devices equipped with test ports shall have a barrier that prevents inadvertent
access to each test port. Secure locking provisions shall be provided to prevent the barrier from being
inadvertently moved to expose the ungrounded terminal set.

6.4.5 Terminal sets barriers

A simple manual G&T device equipped with two terminal sets shall have a barrier designed to prevent
access to the ungrounded terminal set. Secure means shall be provided to prevent the barrier from being
inadvertently moved to expose the ungrounded terminal set.

6.4.6 User specified interlocks

The user shall specify the interlocking required by the system operating procedures. The user shall identify
any additional interlocks required on the G&T device and between the G&T device and user’s devices, based
on the selection of functional components. This interlocking is complex, and may incorporate mechanical
interlocks, hasps for keyed padlocks, and/or mounted key interlocks, or a combination of such devices.

6.5 Nameplate(s)

The following minimum information shall be given on the device nameplate(s):

a) Manufacturer’s name
b) Manufacturer’s type and identification reference
c) Serial number
d) Year of manufacture
e) Rated maximum voltage (in kV)
f) Rated power frequency withstand voltage (in kV)
g) Rated impulse withstand voltage (in kV)
h) Rated power frequency (60 Hz)
i) Rated short-time current (kA symmetrical)
j) Rated momentary current (kA peak and kA rms total current)
k) Rated short-circuit interrupting current (if device has interrupting capability)
l) Rated control voltage (in V) (for electrical G&T devices)
m) Closing and latching current capability (kA peak and kA rms total current) (for electrical G&T
devices)
n) Primary disconnecting devices compartment compatibility (in A)
o) Instruction manual number

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7. Test requirements

7.1 General

This clause describes the required design and production tests.

7.2 Design tests

Design tests shall be made to determine the adequacy of a particular type of G&T device to meet its
assigned ratings and to operate satisfactorily in service.

Design tests shall be made on representative G&T devices to demonstrate the ratings assigned.

All design tests shall be made with the G&T device in a test enclosure. The enclosure for a particular type
of G&T device shall be either the minimum dimension, single-unit enclosure with the smallest electrical
spacing as recommended by the manufacturer, including the phase and ground conductor sizes, or a
production switchgear vertical section of the type and rating in which the G&T device will be used.

The conditions prevailing at the test site shall be in accordance with Clause 4, and the G&T device may be
new or reconditioned.

7.3 Schedule of design tests

Design testing of a G&T device shall be performed in accordance with 7.3.1 through 7.3.6.

7.3.1 Dielectric tests

The power frequency withstand voltage test (see 7.3.1.1) and full-wave impulse withstand voltage test (see
7.3.1.2) shall be performed on the G&T device to demonstrate the ability of the insulation system to
withstand rated voltages.

The tests on the insulation system shall be made under the normal atmospheric conditions prevailing at the
test laboratory. Appropriate air density correction factor shall be applied as outlined in IEEE Std 4-1995.
Optional humidity correction factors, if used, shall be based on rod gaps as stated in Table 1.3 of IEEE Std
4a-2001, amendment to IEEE Std 4-1995.

Test voltages shall be applied between ungrounded primary terminals and the G&T device ground
connection system in the following manner:

a) Simple manual G&T device. Individually energize each terminal (without cables, but with barriers)
with frame and device ground connection system and all other terminals grounded.
b) Complex manual G&T device.
1) With the manually operated terminal selector switch in the “upper” position, individually
energize each “lower” terminal/test port, with the frame and device ground connection system
and all other terminals/test ports grounded.
2) With the manually operated terminal selector switch in the “lower” position, individually
energize each “upper” terminal/test port, with the frame and device ground connection system
and all other terminals/test ports grounded.
3) With the manually operated terminal selector in the neutral position, individually energize
each terminal/test port, with the frame and device ground connection system and all other
terminals/test port grounded.

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c) Simple electrical G&T device. With the power-operated ground-making switch open, individually
energize each terminal/test port with the frame and device ground connection system and all other
terminals/test ports grounded.
d) Complex electrical G&T device.
1) With the power-operated ground-making switch open:
i) With the manually operated terminal selector switch in the “upper” position,
individually energize each terminal/test port, with the frame and device ground
connection system and all other terminals/test port grounded.
ii) With the manually operated terminal selector switch in the “lower” position,
individually energize each terminal/test port, with the frame and device ground
connection system and all other terminals/test ports grounded.
iii) With the manually operated terminal selector switch in the neutral position (if provided),
individually energize each terminal/test port, with the frame and device ground
connection system and all other terminals/test ports grounded.
2) With the power-operated ground-making switch closed:
i) With the manually operated terminal selector switch in the “upper” position,
individually energize each “lower” terminal/test port, with the frame and device ground
connection system and all other terminals/test ports grounded.
ii) With the manually operated terminal selector switch in the “lower” position,
individually energize each “upper” terminal/test port, with the frame and device ground
connection system and all other terminals/test ports grounded.
iii) With the manually operated terminal selector in the neutral position, if provided,
individually energize each terminal/test port, with the frame and device ground
connection system and all other terminals/test port grounded.

For items b), c), and d), if the device includes test ports, the dielectric test voltage shall be applied using a
test probe intended for the device. Probes for ports required to be grounded during the test shall be inserted
and grounded.

7.3.1.1 Power frequency withstand voltage test

A sinusoidal ac voltage shall have a crest value of no less than 1.414 times the rated power frequency
withstand voltage value specified, and shall be applied to each terminal as specified in 7.3.1. The frequency
shall be within ± 20% of the rated power frequency. The test voltage shall be gradually increased from zero
to the required test value within 30 s to 60 s and shall be held at that voltage value for 1 min. There shall be
no flashovers during the tests, and no damage to the insulation shall be observed after the tests.

7.3.1.2 Full-wave impulse withstand voltage test

The full-wave impulse withstand voltage, with a wave shape of 1.2/50 µs, shall be as described in IEEE Std 4-
1995. Tests shall be applied as specified in 7.3.1, with three positive and three negative impulses applied to
each ungrounded terminal and test port (if provided) without flashover of non-self-restoring insulation.

If during the first group of three consecutive impulses, one flashover occurs in the self-restoring insulation,
nine additional impulses shall be applied. If the G&T device successfully withstands all nine of the second
group of impulses, the flashover in the first group shall be considered as random, and the G&T device shall
be considered as having successfully passed the test.

NOTE—Some insulating materials retain a charge after an impulse voltage test, and care should be taken when
reversing polarity. To allow for the discharge of insulating materials, the use of appropriate methods is recommended,
such as the application of reverse polarity impulses at a lower voltage before the full voltage test is performed.

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7.3.2 Short-time withstand current test

A single-phase, short-time withstand current test shall be performed on each G&T device design to
demonstrate the thermal withstand capability of all pole components, including the device ground
connection system, as follows:

a) The simple manual G&T device shall have one set of cables or other conductors connected between
the individual terminal farthest from the ground disconnecting device and the ground connection
system.
b) The simple electrical G&T device shall have the power-operated ground-making switch closed,
connecting the terminal set to the device ground connection system, with the test on the terminal
farthest from the ground disconnecting device.
c) Each simple G&T device shall be tested once for each terminal set.
d) The complex manual G&T device shall be tested as follows:
1) With the manually operated terminal selector switch in the “upper” position.
2) With the manually operated terminal selector switch in the “lower” position.
e) The complex electrical G&T device shall have the power-operated ground-making switch closed
and shall be tested as follows:
1) With the manually operated terminal selector switch in the “upper” position.
2) With the manually operated terminal selector switch in the “lower” position.

7.3.2.1 Test current

The single-phase symmetrical test current shall be no less than the rated short-time current. The current
shall be monitored throughout the test and measured by the rms method described in IEEE Std C37.09-
1999. If the test current does not remain constant for the test duration, the value of the average symmetrical
current squared times the actual duration of the test shall be no less than 2I2, where I is the rated short-time
current of the G&T device.

7.3.2.2 Test voltage

The test can be performed at any convenient voltage.

7.3.2.3 Time duration

The duration of the current flow shall be no less than 2 s (see 5.4). The demonstrated level of thermal
capability shall be determined by integration of the current envelope over the required time using the
method described in IEEE Std C37.09-1999.

7.3.2.4 Connections

The G&T device shall be in the connected position in a test enclosure with the test power source connected
between the selected primary terminal and the test enclosure ground bus.

7.3.2.5 Performance

After testing, the G&T device shall meet the following conditions:

a) It shall be capable of being withdrawn from the enclosure and reinserted via its intended means.
b) The manual G&T device cable (or other conductors), and connections shall have no damage
detrimental to the operation of the device

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c) The electrical G&T device power-operated ground-making switch shall open and close on command.
d) The terminal selector switch, if provided, shall be able to be moved to all of its positions.
e) All interlocks shall function as designed.

7.3.3 Momentary current test

A three-phase and a single-phase momentary current test shall be performed on each G&T device design, to
demonstrate the mechanical withstand capability of the device, including the device ground connection
system. All G&T devices shall be tested with a three-phase current source, and then again with a single-
phase current source connected to the terminal nearest to the ground disconnecting device, specified as
follows:

a) Each simple manual G&T device terminal set shall be tested. The simple manual G&T device shall
have all cables or other conductors connected from a terminal set to the device ground connection
system.
b) The complex manual G&T device shall be tested with the manually operated terminal selector
switch closed as follows:
1) Once with the manually operated terminal selector switch in the “upper” position.
2) Once with the manually operated terminal selector switch in the “lower” position.
c) The simple electrical G&T device shall be tested with the power-operated ground-making switch
closed.
d) The complex electrical G&T device shall be tested with the power-operated ground-making switch
closed as follows:
1) Once with the manually operated terminal selector switch in the “upper” position.
2) Once with the manually operated terminal selector switch in the “lower” position.

7.3.3.1 Test current

The test current shall be as follows:

a) For the three-phase test, the current shall flow through a terminal set to the device ground connection
system. The peak and rms total current values of the maximum offset phase shall not be less than
those specified in 5.5, and the average three-phase symmetrical current shall not be less than 90% of
the required short-time withstand current. The maximum peak value of the currents shall occur in one
of the outside phases.
b) For the single-phase test, the current shall flow between the selected primary terminal nearest to the
ground disconnecting device and the test enclosure ground bus. The peak and rms total current
values of the single-phase momentary current shall not be less than those specified in 5.5, and the
symmetrical current shall be no less than 90% of the required short time withstand current.

7.3.3.2 Test voltage

The test can be performed at any convenient voltage.

7.3.3.3 Test duration

The duration of the current flow shall not be less than 10 cycles (60 Hz basis).

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7.3.3.4 Test connections

The G&T device shall be in the connected position in the test enclosure, and the enclosure ground bus shall
be connected to the test station ground for each test.

a) For the three-phase test, the terminal set under test shall be connected to the test circuit power source.
b) For the single-phase test, the test circuit power source shall be connected between the selected
primary terminal and the test enclosure ground bus.

7.3.3.5 Performance

After testing, the G&T device shall meet the following conditions:

a) It shall be capable of being withdrawn from the enclosure and reinserted via its intended means.
b) The manual G&T device cables (or other conductors), and connectors shall have no damage
detrimental to the operation of the device.
c) The electrical G&T device power-operated ground-making switch shall open and close on command.
d) The terminal selector switch, if provided, shall be able to be moved to all of its positions.
e) All interlocks shall function as designed.

7.3.4 Closing and latching current test

A three-phase closing and latching current test shall be performed on each electrical G&T device design to
demonstrate the capability of the power-operated ground-making switch to close into and latch with the
required current conditions. The power-operated ground-making switch shall be operated at rated control
voltage.

7.3.4.1 Test current

The peak and rms symmetrical current values of the close-and-latch current capability test shall be as
specified in 5.7. The maximum peak value of the three-phase asymmetrical currents shall occur in one of
the outside phases.

7.3.4.2 Test voltage

The closing and latching current tests shall be performed at a voltage no less than the rated maximum voltage.

7.3.4.3 Test duration

The duration of the current flow shall be not less than ten cycles (60 Hz basis).

7.3.4.4 Test connections

The G&T device shall be in the connected position in the grounded test enclosure with the enclosure
ground bus connected to the test station ground. The power-operated ground-making switch shall be timed
to close so as to meet the current requirements of 7.3.4.1.

7.3.4.5 Performance

After testing, the G&T device shall meet the following conditions:

a) It shall be capable of being withdrawn from the enclosure and reinserted via its intended means.

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b) The electrical G&T device power-operated ground-making switch shall open and close on command.
c) The terminal selector switch, if provided, shall be able to be moved to all of its positions.
d) All interlocks shall function as designed.

NOTE—Provided that all individual test requirements are met, the tests listed in 7.3.2, 7.3.3, and 7.3.4 can be
combined as desired.

7.3.5 Mechanical endurance test

A mechanical endurance test shall be conducted, in any sequence, to demonstrate the operational capability
of all G&T devices, including the insertion and withdrawal mechanisms, all interlocks, power-operated
ground-making switch, and the terminal selector switch on the complex design.

7.3.5.1 Enclosure insertion

One G&T device of each design shall be inserted into, and removed from, the test enclosure 500 times,
using the essential elements of the test procedure in 6.2.6 of IEEE Std C37.20.2-1999.

7.3.5.2 Endurance tests for electrical G&T devices

Electrical G&T devices shall be tested in the test enclosure to demonstrate the mechanical endurance
capability of the power-operated ground-making switch and mechanism.

a) The number of operations shall be 500 with an operation defined as a closing and opening of the
power-operated ground-making switch.
b) The power-operated mechanism shall be operated at rated control voltage except for five operations
each at the minimum and maximum limits of control voltage.
c) Routine maintenance consisting of lubrication, cleaning, tightening, adjusting, and dressing of
contacts is permitted at 250 operations. Replacement of parts is not permitted.

7.3.5.3 Endurance tests for manually operated terminal selector switches on complex G&T
devices

Manual G&T devices shall be tested to demonstrate the operational capability of the manually operated
terminal selector switch and mechanism, when provided. The test may be performed outside of the
enclosure.

a) The total number of operations shall be 250 with an operation defined as moving the switch from
one terminal position to the neutral position (if provided), and then to the other terminal position.
b) Routine maintenance consisting of lubrication, cleaning, tightening, adjusting, and dressing of
contacts is permitted at 125 operations. Replacement of parts is not permitted.

7.3.5.4 Conditions after testing

After testing, the G&T device shall meet the following conditions:

a) The power-operated ground-making switch shall be functional.


b) The manually operated terminal selector switch (when provided) shall be functional.
c) All interlocks and control circuits (if provided) shall be functional.

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d) The electrical resistance of the primary circuits including the power-operated ground-making
switch, and both manually operated terminal selector switch positions, if provided, to the device
ground bus shall not exceed 200% of the dc resistance specified by the manufacturer.

7.3.6 Tests for devices with interrupting capability

7.3.6.1 Devices derived from previously tested circuit breaker designs

Devices that have a rated short-circuit interrupting current rating, and that are derived from a circuit
breaker design, which has been previously tested in accordance with IEEE Std C37.09-1999 and IEEE Std
C37.20.2-1999, shall be tested as follows:

a) All design tests defined in this standard shall be performed on the G&T device design.
b) The circuit breaker design from which the G&T device design is derived shall have successfully
completed design tests in accordance with Table 1 (test duties 1–7 and 10, non-reclosing duty) of
IEEE Std C37.09-1999, in a switchgear enclosure conforming to the requirements of IEEE Std
C37.20.2-1999.
c) The G&T design shall be tested per test duty TD6 and TD7 in Table 1 of IEEE Std C37.09-1999.
The test shall be performed in a switchgear enclosure conforming to the requirements of IEEE Std
C37.20.2-1999.

The modifications to the qualified circuit breaker design necessary to convert to the G&T design shall not
impact the ability of the device to meet the performance requirements of the circuit breaker. If the design
performance is impacted, refer to 7.3.6.2.

7.3.6.2 Devices not derived from previously tested circuit breaker designs

Devices that have a rated short-circuit interrupting current rating, but do not meet the conditions in 7.3.6.1,
shall be tested as follows:

a) All design tests defined in this standard shall be performed on the G&T device design.
b) The G&T device shall be tested in accordance with Table 1 (test duties 1–7 and 10, non-reclosing
duty) of IEEE Std C37.09-1999, in a switchgear enclosure conforming to the requirements of
IEEE Std C37.20.2-1999.

7.4 Production tests

Production tests shall be made on each G&T device at the factory after final assembly as described in 7.4.1
through 7.4.4.

7.4.1 Nameplate(s)

Nameplate(s) shall be checked for accuracy and completeness of identification and ratings as specified in 6.5.

7.4.2 Power frequency withstand voltage test

G&T devices shall be tested for the ability to withstand for 1 min, without flashover, the following power
frequency sinusoidal test voltages with a crest value equal to 1.414 times the specified values. The test
procedures shall be as outlined in 7.3.1.

a) Primary circuits of each G&T device shall be tested at the rated values.

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b) Secondary control wiring (except stored energy charging motors) shall be tested at 1500 V for
1 min or 1800 V for 1 s.
c) Stored energy charging motors shall be tested at their specified dielectric withstand voltage but not
less than 900 V.

7.4.3 G&T device operation tests

All G&T devices shall be tested as follows:

a) All interlocking features on the G&T device shall be checked for proper functioning.
b) All G&T devices shall be tested in an enclosure to ensure that all insertion and withdrawal
mechanisms and the primary and ground disconnect devices function properly.
c) Operational tests shall be performed on electrical G&T devices as follows:
1) On the power-operated ground-making switch: Five closing and five opening operations each
at both the minimum and maximum limits of the control voltage range.
2) On the terminal selector switch, when provided: Five operations between terminal sets,
including a neutral position, if provided.
3) Control wiring and auxiliary devices, when provided: These shall be checked to ensure that all
connections have been correctly made. Where operation is not feasible, continuity checks are
permissible.

7.4.4 Test for the electrical resistance of the current circuit

The dc resistance of the primary current circuits from each terminal of each pole unit, in each position of
the terminal selector switch, when provided, to the device ground system shall be measured with at least
100 A flowing in the circuit. The dc resistances shall not exceed the limit specified by the manufacturer.

8. Construction

8.1 General

The construction, insulation materials, bushings, primary disconnects, ground disconnects, secondary
disconnects, barriers, contacts, and mechanism shall be adequate to meet the assigned ratings of the G&T
device.

8.2 Instructions

Due to the locking/interlocking complexities and design variations, each G&T device shall have basic
instructions, warnings, and the like affixed to the front of the device that reference the manufacturer’s
instruction manual number.

8.3 Cable specifications

When ground connection equipment needed for connecting the manual G&T device terminal set to the
device ground bus, such as grounding cables with terminal lugs and hardware, are not supplied with the
manual G&T device, the manufacturer shall provide the specifications for them. This information shall
include the minimum conductor or cable size, conductor material, and type of connectors or terminal lugs
used during the design tests for the short-time and momentary tests specified in 7.3.2 and 7.3.3.

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NOTE 1—When cables are used to make the connection between the G&T device terminal set and the G&T device
ground connection system, the nameplate short-time and momentary ratings of the G&T device are only applicable if
the same size, quantity, conductor material, and type of connectors or terminal lugs are used as were used in the design
tests. If the cables differ from those tested, the ratings of the device will not be maintained.

NOTE 2—When grounding clamps are used to make connections to the G&T device terminals and/or the G&T device
grounding system, the short-time and momentary ratings of the G&T device will be reduced. Generally, the short-time
and momentary ratings will be reduced to the equivalent ratings of the grounding clamps and/or the associated cables.
Typically, grounding clamps used with 4/0 cable have ratings shown in catalogs of 43 kA (or lower) for 15 cycles
(60 Hz basis). These capabilities are usually much lower than for the switchgear itself.

WARNING
If grounding clamps or cables are used that have lower short-time and/or momentary current capabilities
than the G&T device system, the user must employ appropriate measures to assure that personnel
protection is not compromised.

8.4 Remote electrical control

For electrically operated G&T devices, a means for remote electrical control shall be provided. When an
optional electrical opening release is provided, means shall be provided to prevent instantaneous opening,
unless the device has a short-circuit interrupting current rating.

9. Application

9.1 General

A G&T device is designed to be temporarily inserted into a circuit breaker compartment to test and/or
ground the bus or line circuit. The user should verify that the ratings of the G&T device to be used are no
less than the ratings of the circuit breaker that is being temporarily replaced. Special care should be
exercised to ensure consistency between the current ratings of the circuit breaker and the G&T device, such
as “peak,” “rms total,” or “rms symmetrical.”

CAUTION
Before inserting a G&T device into a circuit breaker compartment, the user should verify
that the following G&T device ratings are equal to or greater than those of the circuit
breaker being temporarily replaced:
⎯ Rated maximum voltage
⎯ Rated impulse withstand voltage
⎯ Rated power frequency
⎯ Rated short-time current
⎯ Rated momentary current
⎯ Rated control voltage
⎯ Closing and latching current capability
⎯ Primary disconnecting device compartment compatibility
⎯ Rated short-circuit interrupting current (if applicable)

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9.2 Locking and interlocking equipment

It is important that the proper locking and interlocking equipment, covered in 6.4 and incorporated into the
G&T device design, is properly utilized by the user to ensure that correct operating sequences are followed.

9.3 Utilization

A G&T device is used to test and/or ground the power circuit during maintenance work. It should be
recognized that, due to the inherent complexity and intended use, interlocks alone cannot fully protect the
operator against all potential hazards. The operator should be a fully qualified person, specifically trained
by the user to completely understand the proper operating procedures of the device as well as all grounding
and testing procedures.

As used in this subclause, the term “qualified” is as defined in, and who has been trained in accordance with,
NFPA 70E-2004 [especially Articles 100.I and 110.6(D)(1)] and OSHA regulations (29CFR1910.269 [B4],
29CFR1910.332 [B5], 29CFR1910.399 [B6], 29CFR1926.449 [B7], and others).

Some complex electrical G&T devices may be too large to permit the compartment door to be closed or
may not operate in the “test” position, and special operating procedures may be needed.

WARNING
The user must develop operating procedures for use of any G&T device, with due consideration to operator
safety during use of the G&T device. For simple manual G&T devices (see 3.7), special consideration is
required for the use of cables or other conductors used to connect the selected terminal set to the ground
connection system.

NOTE—Cables and grounding clamps, if either are used, must be appropriately sized as indicated in NOTE 2 and the
Warning of 8.3 for the ground current magnitude and duration.

9.4 Primary disconnecting devices compartment compatibility

G&T devices do not have a continuous current rating since their only purpose is for grounding and voltage
testing. However, the G&T device shall be assigned a primary disconnecting devices compartment
compatibility designation (in amperes) to enable the user of the G&T device to determine which primary
disconnecting devices are required for a particular compartment.

9.5 Storage and maintenance before use

G&T devices are used infrequently and, therefore, are stored for long periods of time. They should be stored
in a clean, dry area, free from dust, dirt, moisture, and the like. However, even though it is assumed that the
G&T device was stored properly, it should be carefully maintained and inspected before each use.

The following procedure is recommended before each use of the G&T device. The manufacturer’s
instruction manual shall be followed for specific guidance;

a) All insulating surfaces, including but not limited to the primary support insulation, voltage probes,
and isolation barriers, should be clean and dry.
b) All primary circuits, including cables and connections, should be clean and tight.
c) All primary and ground disconnect contacts (including terminal sector switch, if provided) should
be clean, with the correct contacts in place and properly lubricated.

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d) The electrical G&T device mechanism(s), including terminal selector switch if provided, should be
in proper mechanical and electrical operating condition.
e) All locks and interlocks should be fully functional in accordance with the instruction manual of the
G&T device.
f) A 1 min power frequency voltage withstand test should be conducted on the complete G&T device
in accordance with 7.4.2, except at 75% of the rated values.

NOTE—Field tests may be conducted with dc voltage sources provided that the instantaneous dc voltage is no more
than 1.414 times 75% of the normal frequency withstand ac rms voltage listed in Table 1 of IEEE Std C37.20.2-1999.

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Annex A

(informative)

Bibliography

[B1] IEEE 100™, The Authoritative Dictionary of IEEE Standards Terms, Seventh Edition, New York,
Institute of Electrical and Electronics Engineers, Inc.8, 9
[B2] IEEE Std C37.04™, IEEE Standard Rating Structure for AC High-Voltage Circuit Breakers.
[B3] IEEE Std C37.100™, IEEE Standard Definitions for Power Switchgear.
[B4] Code of Federal Regulations Title 29 Part 1910 Section 269 (29CFR1910.269), Occupational Safety
and Healthy Standards—Electric Power Generation, Transmission, and Distribution.10
[B5] Code of Federal Regulations Title 29 Part 1910 Section 332 (29CFR1910.332), Occupational Safety
and Healthy Standards—Training.
[B6] Code of Federal Regulations Title 29 Part 1910 Section 399 (29CFR1910.399), Occupational Safety
and Healthy Standards—Definitions applicable to this subpart.
[B7] Code of Federal Regulations Title 29 Part 1926 Section 449 (29CFR1926.449), Safety and Health
Regulations for Construction—Definitions applicable to this subpart.

8
IEEE publications are available from the Institute of Electrical and Electronics Engineers, 445 Hoes Lane, Piscataway, NJ 08854,
USA (http://standards.ieee.org/).
9
The IEEE standards or products referred to in this clause are trademarks of the Institute of Electrical and Electronics Engineers, Inc.
10
CFR publications are available from the Superintendent of Documents, U.S. Government Printing Office, P.O. Box 37082,
Washington, DC 20013-7082, USA (http://www.access.gpo.gov/).

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