507ITM HW SW Instructions

QUALITROL 507ITM Series
QUALITROL 507ITM-100 
Intelligent Transformer Monitor

Hardware and Software Instructions
Document ID: IST-104-3 ECN-XXXXX
www.qualitrolcorp.com
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©2011 QUALITROL Company LLC, an ISO 9001 system certified company. All rights reserved. Information subject to change without notice.
®
All trademarks are properties of their respective companies, as noted herein. IST-104-3.
506VTM Hardware & Software Manual
Contents
Hardware Instructions .................................................................................. 1
Overview ...................................................................................................................1
QUALITROL 507 Series Intelligent Transformer Monitor ............................................... 1

About Qualitrol................................................................................................................ 2
About These Hardware Instructions................................................................................ 2
Controls, Indicators, and Modules..........................................................................3
Front Panel ..................................................................................................................... 3
Modules.......................................................................................................................... 4
RTD Input Module..................................................................................................... 4
CT Input Module ....................................................................................................... 4
AC Voltage Input Module .......................................................................................... 4
Potentiometer Input Module ...................................................................................... 4
DC Voltage Input Module .......................................................................................... 5
Current Input Module ................................................................................................ 5
Dry Contact Closure Module ..................................................................................... 5
Powered Contact Closure Module............................................................................. 5
Installation ................................................................................................................6
Location and Mounting ................................................................................................... 6
Installing the Hardware ............................................................................................. 6
Mounting Styles ........................................................................................................ 8
Power Supply ................................................................................................................. 9
Heater Option ............................................................................................................... 10
RTD Input Modules....................................................................................................... 10
CT Input Module ........................................................................................................... 11
AC Voltage Input Module .............................................................................................. 12
Potentiometer Input Module.......................................................................................... 12
DC Voltage Input Module.............................................................................................. 13
Current Input Module .................................................................................................... 13
Dry Contact Closure Input Module ................................................................................ 15
Powered Contact Closure Input Module........................................................................ 15
Output Contacts............................................................................................................ 16
Remote Output Signals................................................................................................. 17
Communications........................................................................................................... 18
Operation ................................................................................................................19
Automatic Operation ..................................................................................................... 19
Viewing Channels or Viewing Mode Scrolling ......................................................... 19
MENU Mode ........................................................................................................... 19
Program Mode ........................................................................................................ 21
Testing the System ....................................................................................................... 21
Functional Specifications ......................................................................................22
Software Instructions.................................................................................. 24
General Information ...............................................................................................24
Connecting to the 507ITM......................................................................................24
Installing/Running the Software............................................................................24
Desktop Communications Window ......................................................................25
File Menu...................................................................................................................... 25
Establishing Communications with the 507ITM ..................................................26
Troubleshooting the Communications Link ........................................................28
Overview of the 507ITM Tools on the Desktop Menu..........................................28
Opening a Tool .......................................................................................................30
Using the Monitor Tool ..........................................................................................30
Using the Simulator Tool .......................................................................................32
Using the Factory Calibrator Tool (Advanced users only) .................................33
Using the Setup Tools ...........................................................................................36
System Settings............................................................................................................ 38
Password Setup...................................................................................................... 39
Installed Features ................................................................................................... 40
Time and Date Setup .............................................................................................. 40
Display Setup.......................................................................................................... 42
Heater Setup........................................................................................................... 43
Communications........................................................................................................... 44
Front USB - Service Port......................................................................................... 45
Main 485 - Main Port............................................................................................... 46
Aux 485 - Auxiliary Port........................................................................................... 48
Cancel and Load Buttons........................................................................................ 50
Input Modules ............................................................................................................... 51

Module.................................................................................................................... 52
Custom Scaling....................................................................................................... 53
CT Current Parameters........................................................................................... 54
Winding Temperature Setup (Calculated) ............................................................... 55
Simple Calculation Setup Method ..................................................................... 55
Advanced Calculation Setup Method................................................................. 59
Output Relays............................................................................................................... 64
Relay Tabs.............................................................................................................. 65
Relay Control .......................................................................................................... 65
Seasonal Setpoint................................................................................................... 68
Ambient Temperature Forecast............................................................................... 69
Cooling Equipment Exerciser .................................................................................. 72
Matrix Controlled..................................................................................................... 73
Cancel and Load Buttons........................................................................................ 74
Output Loops ................................................................................................................ 75
Loop Parameters .................................................................................................... 76
Custom Range........................................................................................................ 76
Loop Controlled ...................................................................................................... 78
Bank Switching ............................................................................................................. 78
TransLife™ ................................................................................................................... 80
TransLifeTM Control ................................................................................................. 81
Consumed Life........................................................................................................ 82
Critical Forecast ...................................................................................................... 83
Temperature Profiler ............................................................................................... 85
Importing and Exporting Configuration Files ......................................................87
Calibrating the 507ITM ...........................................................................................95
Calibrating Remote Outputs for Alternate Values.......................................................... 95
Overview and Requirements................................................................................... 95
Calibration Procedure ............................................................................................. 95
Calibrating a Level Gauge to the 507ITM...................................................................... 99
Overview................................................................................................................. 99
Before You Begin.................................................................................................... 99
Calibration Procedure ........................................................................................... 100
Frequently Asked Questions About the 507ITM ................................................106

Appendix.................................................................................................... 110
Hardware Instructions
Overview
QUALITROL 507 Series Intelligent Transformer Monitor

The QUALITROL 507 Series Intelligent Transformer Monitor (507ITM) for Liquid-Filled Vault

Transformers offers microprocessor technology and advanced digital signal processing to

accurately assess the health and performance of oil-filled transformers.
The 507ITM can monitor up to four total parameters and can be adapted to suit the required
application.
• Liquid Temperatures (Main Tank Top or Bottom, Load Tap Changer)
• Winding Temperatures
• Ambient Temperatures
• Winding Current
• Cooling Bank Currents
• A variety of parameters from transducers, such as Tank Pressure or Dissolved Gas in
Oil analysis
Required 507ITM inputs include:
• Resistance Temperature Detectors (RTDs)
• Clamp-on Current Transformers (0-5, 0-10, 0-20, 0-50, 0-100 amps)
• AC Voltage (0 - 140 VAC or 0 - 320 VAC)
• Potentiometer (5K - 15K)
• Current Loops (0 - 1 or 4 - 20 mA DC)
• DC Voltage (0 - 100 mV or 0 - 10 V)
• Switch Contact Closure (powered or dry)
The 507ITM offers:

• Advanced thermal modeling of winding temperatures
• Superior temperature control for higher loads
• Standalone or networked substation monitoring
1
• Diagnostic tools for condition based maintenance

• Four, Form C adjustable relays to operate cooling equipment, signal alarms, and
provide trip functions, depending on transformer conditions
• Two, 0 - 1 or 4 - 20 mA DC loops for use with SCADA systems
• Digital communication ports RS-232/USB and RS-485
The device is easy to install and use. It is designed to be mounted outdoors, with a heater
available inside the enclosure, in a transformer control cabinet, and it is powered by a
universal power supply of 90 - 264 VAC 47 - 63 Hz single-phase power or 40 - 290 VDC. It
comes with a user-friendly, computer-aided setup software that can be supplied with non-
intrusive, easy-to-retrofit sensors.
About Qualitrol
Qualitrol has been a leader in supplying pressure, liquid level, and temperature controls
since 1945. As an ISO 9001 System-certified company, we are committed to providing
quality and reliability, both in our products and in our service.
About These Hardware Instructions

These Hardware Instructions provide all the information you will need to configure, install,
and operate your 507ITM. They are organized into the following sections:
Controls, Indicators, and Modules - Diagrams and brief descriptions to help you locate
and understand basic functions of each of the controls, indicators, and modules that make
up the 507ITM.
Installation - Illustrated instructions to guide you through mounting, supplying power to, and
wiring your vault monitor.
Operation - A description of automatic operation, as well as easy instructions on viewing
parameters and set points, resetting memories, programming the 507ITM using the Keypad,
and testing the system.
Functional Specifications - A detailed, functional specification of the monitor.
Appendix - A functional wiring diagram for your reference, an example of the front panel
menu diagram, and a rear cover view.
2
Controls, Indicators, and Modules

Front Panel
The functions of the display and the keypad on the front panel are described below. For
operating instructions, refer to the Operation section.
DISPLAY - Every two seconds, the display automatically scrolls through the channels and
displays the channel name and the value of the parameter. It also displays the selected
indications of the keypad control.
KEYPAD - The ENTER key is used to change menu modes or accept changes to values;
the TEST key displays the set point source and value on the DISPLAY; the MENU key is
used to access the programming menu; and the RESET key is used to reset the maximum
and minimum values, while in the program menu, or unlatch any latched relays while in the
normal scrolling mode. The ARROW keys are used to move through the various menus. For
a full operation description, refer to the Operation section.
SET POINT INDICATORS - A red LED illuminates to indicate that the set point for the relay,
indicated on the overlay, has been exceeded.
RS-232 PORT or USB PORT - When used with the Qualitrol software, this port allows for
the setup of all of the parameters of the monitor. See the Software Instructions section for a
full description of this setup procedure.
505 ITM
INTELLIGENT TRANSFORMER MONITOR
DISPLAY
SET POINT
INDICATORS KEYPAD
TEST
MENU RESET
RELAY 1
RELAY 2
ENTER
RELAY 3
RS-232 RELAY 4
PORT
USB PORT
RS-232
507ITM Front Panel NEED NEW DRAWING
3
Modules
The modules comprising the 507ITM include:
• RTD Input Module
• CT Input Module
• AC Voltage Input Module
• Potentiometer Input Module
• DC Voltage Input Module
• Current Input Module
• Dry Contact Closure Module
• Powered Contact Closure Module
RTD Input Module

RTD Input Modules are used for monitoring liquid, ambient, or if used in a heated well,
winding temperatures. The input to the module is either a 100 ohm platinum RTD or 10 ohm
copper RTD.
For measuring liquid or ambient temperatures, the module is scaled over the range of -40 -
120° C. If it is used in a heated well, the scale is -40 - 200° C. When ordering the 507ITM
from the factory, the temperature requirements need to be specified.
CT Input Module
The CT Input Module is used to monitor winding temperatures, winding currents, motor
currents of LTCs, or fan currents. The input to the module is a clamp on the CT, provided by
Qualitrol, which has an input range of 0 - 5 A, 0 - 10 A, or 0 - 20 A, other ranges are
available, and an output of 0 - 0.333 VAC, can be used as the input to the CT Input Module.
If this module is used for winding temperatures, the scaling is in the range of -40 - 200° C;
for anything other than temperature, the range is scalable to a maximum of 99999.9° C.
AC Voltage Input Module

The AC Voltage Input Module is used to monitor any AC voltages under 320 VAC. The input
module works in conjunction with the Qualitrol Voltage Sensor, TRA-600-1, and measures
ranges of either 0 - 140 VAC or 0 - 320 VAC.
The range is scalable to a maximum of 99999.9 VAC.
Potentiometer Input Module

The Potentiometer Input Module is used for monitoring liquid level, flow gauges, or gas
accumulation. The input to the module is a potentiometer that is typically supplied by
Qualitrol. The range of the potentiometer input is up to 15,000 ohm. Typically, the 25° mark
on a liquid level dial is set to the center of the potentiometer range, and the high and low
readings are simply ratios of the angular deflections from the normal setting. Qualitrol
gauges use a 340 angular degree potentiometer on a 2:1 gear ratio from the dial travel to
the potentiometer travel. The Potentiometer Input Module must be calibrated on site. For
4
more information, see the Using the Factory Calibrator Tool (Advanced users, only) section
in the Software Instructions.
The scaling of the 507ITM for this module is 0 - 100%.
DC Voltage Input Module

The DC Voltage Input Module is used for monitoring transducer outputs with an output
signal in either the 0 - 100 mVDC or 0 - 10 VDC range.
The range for this module is scalable to a maximum of 99999.9 VDC.
Current Input Module

The Current Input Module is used for monitoring transducer output with an output signal in
either the 0 - 1 mA DC or 4 - 20 mA DC range. These can be devices such as pressure
transducers for measuring main tank pressure, bushing pressure, or dissolved gas in oil
transducers.
The input module can be configured to operate with either two-wire loop transducers, which
are powered by the module, or three-wire transducers that are powered by the module or
from the transducer.
The range for this module is scalable to a maximum of 9999.99 mA DC.
Dry Contact Closure Module

The Dry Contact Closure Module is used for monitoring a contact and indicating on a display
if it is open or closed. An open contact means there is no connection between the contacts;
a closed contact signifies a shorted connection across the contacts. This can be used, for
example, to monitor pumps or fans. The system internally treats closed and opened contacts
as either a 0 or 100 numeric value. Therefore, if the module is used to control a relay, the
relay set point should be set at midrange, e.g., 50.
This module can monitor a non-powered, dry contact.
Powered Contact Closure Module

The Powered Contact Closure Module is used to monitor a powered contact, and it indicates
on the display whether it is opened or closed. An open means there is no connection
between the contacts, and closed indicates a shorted connection across the contacts. This
can be used to monitor alarms or active fans, for example. The system internally treats
closed and open contacts as either a 0 or 100 numeric value. Therefore, if the module is
used to control a relay, the relay set point should be set at midrange, e.g., 50.
This module can monitor a powered contact of >80 VAC/DC or >130 VAC/DC jumper
selectable.
5
Installation
Location and Mounting
Installing the Hardware
1. Unpack the 507ITM.
2. Check that all of the materials on the packing slip are included.
3. Make four holes on the transformer panel for installation of the monitor.
Important:
• Note the mounting differences between the enclosure style and the panel-only style.
• Allow space below the monitor for the wiring harness.
4. Install the monitor.
Important: Ensure that the sensor type matches the input designator labels on the
507ITM dust cover.
TB1 TB3
1 17
1 IN PUT MODULE 1
2 18
2
3 19
3
4 20
5
6
21
22
Input Modules
TB4
7 23 1 IN PUT MODULE 2
8 24 2
9 25 3
10 26
11 27
12 28 TB5
14 30 2
15 31 3
16 32
1
TB6 Optional Heater
1 IN PUT MODULE 4
2
2 TB1-1,17
3
3
4 TB2 1 EARTH GROUN D
5 2
3 VAC LIN E IN PUT (+ )
TB1 TB1
VAC LIN E VACC N EUT
H EATER 1 17 HEATER
4
2 18
5 VACC N EUT I N PUT (- )
RELAY 1
3 19 TXD+ (B) RS-485
Input Power 10 A
4 20 TXD- (A) Interface

RS- 485
IN PUT POWER: (UN IVERSAL)

90- 264 VAC, 47- 63 Hz 5 21 RXD+ (B)
RELAY 2
40- 290 VDC 10 A 6 22 RXD- (A)
WATTAGE: < 30 WATTS AC IN 7 23 SIGN AL GN D

< 15 WATTS DC IN
8 24
LIN E FUSE - 3.15 AMPS
RELAY 3
10 A 9 25 T/ RXD+ (B)
RELAY CON TACTS: 10 26 T/ RXD- (A)

10 A @ 115/ 230 VAC
11 27 SIGN AL GN D
10 A @ 30 VDC RELAY 4
10 A 12 28 Current Output
MODEL N O. 13 29 (+ )
CURREN T Loops
SERI AL N O. 14 30 (- ) LOOP 1
SYSTEM
STATE
MFG. DATE 15 31 (+ )
RELAY CURREN T
10A
16 32 (- ) LOOP 2
Alarm Relays
507ITM Back Panel
6
5. Wire input sensors to the correct inputs, TB3 through TB6.

6. Connect the correct alarm control circuitry, TB1-2 through TB1-16. See the wiring
schematics or engineering drawings for your specific transformer.
Note: The optional VAC heater input is TB1-1 and TB1-17.
Relay contact ratings: 10 A @ 115/230 VAC, 10 A @ 30 VDC
CAUTION: The loops must be connected to the isolated analog input to avoid
potential damage to the 507ITM.
7. If required, connect the current output loops, TB-29 through TB1-32.
8. Connect the RS-485 communications to TB1-19 through TB2-23.
• 4-wire: TB1-19 through TB1-22; signal ground on TB1-23, not an earth ground
• 2-wire: TB1-25, 26; signal ground on TB1-27, not an earth ground
9. Connect the input power, TB2-3, 5, and earth ground to TB2-1.
• Universal power supply:
90 - 264 VAC, 47 - 63 Hz
40 - 290 VDC
CAUTION: Installing power outside of the recommended input range will damage
the unit.
10. Energize the 507ITM.
The monitor briefly displays “Qualitrol” and the version of the board firmware.
Important: The following operation can cause the alarm output state to change.
11. On the front panel, press TEST.
Relays 1 through 4 actuate.
Note: Relays that have been configured with the test lockout feature enabled will not
operate, but the corresponding LED will light.
12. Upon commissioning the 507ITM, do the following steps to reset the maximum and
minimum values:
(a) Press MENU.
(b) Scroll to the View Maximum Value column (see menu flowchart).
(c) Press RESET.
(d) Scroll to the View Minimum Value column.
(e) Press RESET.
(f) Press MENU.
When the test is complete, the monitor defaults back to the scrolling mode, cycling
consecutively through the display of each active input. You are now ready to use the ITM
Manager software which is found on the documentation CD-ROM, to view, change, or
modify the settings of the 507ITM to meet your requirements.
7
Mounting Styles
Enclosure Style
The 507ITM is a 3R enclosure style, designed to be back-mounted on any smooth surface.
Four 0.31 × 0.50 in. oval slots are provided for use with fasteners. The monitor requires an
approximate area that is 11.5 inches in width, 13.0 inches in height, and 6.5 inches in depth.
An additional area below the monitor should be allowed for the wiring harness. See
Mounting the 506VTM figure for mounting centers and dimensions.
Panel Mount Style

The 507ITM is designed to be flush-mounted inside a transformer control cabinet on any
smooth surface. Four 0.28 in. square holes are provided for use with the 0.25 in. diameter
carriage bolts. The monitor requires an approximate area of 8.50 inches in width, 10.50
inches in height, and 3.00 inches in depth. An additional area below the monitor should be
allowed for the wiring harness.
Captive Thumb Screw

(2) Places
3.00
[76.3]
Suggested Panel Cutout = 7.8 WD x 9.3 HI
Mounting the 507ITM
8
Power Supply
Supply power is applied to Terminal Block TB2 terminals 3 and 5. For DC input, positive
voltage is applied to terminal 3, and ground or negative voltage is applied to terminal 5.
Chassis ground is applied to terminal 1, as shown in the Power Supply Connection figure.
This non-metallic enclosure does not automatically provide a common grounding lug.
Grounding must be provided as part of the installation, and it must be in accordance with the
requirements of the National Electrical Code (NEC) or any international code that is in effect.
1
2
3
EARTH
4 TB2 1 EARTH GROUND
5 2
GROUND
3 VAC LINE INPUT (+ )
4
5 VACC NEUT INPUT (-)
90-264 VAC, 47-63 Hz

40-290 VDC
Power Supply Connection
9
Heater Option
If the Enclosure or Panel Mount monitor is supplied with the Heater Option, the supply
power, 120 or 240 VAC, as specified when ordering, is applied to Terminal Block TB1
terminals 1 and 17, as shown in the Heater Option Connection figure.
Heater Option Connection
Qualitrol recommends that the heater circuit be installed with a fuse for safety and protection
purposes. The fuse is the responsibility of the installer. The rating of the heater is 75 watts at
120 VAC. A 240 VAC heater uses two of these heaters in a series, for a total of 150 watts.
Qualitrol recommends installing a slow-blow fuse rated at 1.00 A, at 600 V.
RTD Input Modules

For each RTD Input Module, one standard 100 ohm RTD (or 10 ohm RTD), with a three-
conductor, shielded cable is required to measure liquid and ambient temperature, or if in a
heated well, winding temperature. The three conductors and the shield drain lead are
connected to the monitor, as shown in the RTD Input Wiring Connections figure.
CAUTION: RTD wiring should be continuous, and the shield drain lead must be
grounded only at the instrument.
The monitor uses a compensation scheme for the RTD cable connection. The three-wire
connection compensates for the resistance of the connecting wires.
RTD Input Wiring Connections
If you are upgrading an existing Qualitrol device, or if the RTD you have installed is a four-
wire RTD, DO NOT connect the fourth wire in parallel with the third wire, this will adversely
affect the compensation scheme.
If you have a fourth wire on the RTD connection, cut the fourth wire flush with the jacket.
Qualitrol recommends a maximum length of 75 feet for RTD cabling.
10
Note: Due to dimensional and mounting variations, the RTD, well, and connector must be
ordered separately and are available from Qualitrol.
CT Input Module
For each CT Input Module, one standard clamp on the CT, TRA-017-X, is required to
calculate winding temperature or currents. Input the current range as specified.
Pull the supplied Qualitrol clamp on CT Sensor apart and place the wire which carries the
current to be sensed, into the CT opening. Push the CT sensor back together and check that
it is fully engaged. As shown in the CT Input Connections figure, connect the output wires of
the clamp on CT to the terminal board.
CT Input Connections
The Qualitrol clamp-on CT sensor comes with 20 feet of cable. While it is not recommended
to run the wire longer than 20 feet, if the application requires a longer distance, splice the
longer cable as close to the clamp on sensor as possible. This replacement cabling should
consist of shielded twisted pair wire.
Note: Because the CT sensor is isolated from the transformer, the burden is so small it can
only be measured in a laboratory. For all practical purposes, the burden sensed by
the transformer is zero.
Caution: The 507ITM measures current using the clamp on CT sensors. Wiring
current directly to the 507ITM will damage the unit.
11
AC Voltage Input Module

For each AC Voltage Input Module, one AC Voltage Sensor, TRA-600-1, is required to
measure the AC voltage. The module can measure either 0 - 140 VAC or 0 - 320 VAC,
50/60 Hz, as specified at the factory. Connect the voltage to be measured to the sensor
input Terminal Block TB1 of the voltage sensor (TRA-600-1). Then connect the sensor
output to the terminal block of the AC Voltage Input Module, as shown in the AC Voltage
Input Connections figure.
AC Voltage Input Connections
Caution: The 507ITM measures voltage using the Voltage sensor. Wiring directly to
the Voltage Input Module will damage the unit.
Potentiometer Input Module

For each Potentiometer Input Module, one standard potentiometer in the range of 1500 -
15000 ohm, as supplied by various Qualitrol case assemblies, is required to measure liquid
level, flow, or gas accumulation. The module must be calibrated on site. See the Using the
Factory Calibrator Tool (Advanced users, only) section in the Software Instructions.
The three conductors and the shield drain lead are connected to the monitor, as shown in
the Potentiometer Input Connections figure.
CAUTION: Wiring should be continuous, and the shield drain lead must be
grounded only at the instrument.
Potentiometer Input Connections
12
DC Voltage Input Module

For each Voltage Input Module, one voltage transducer, 0 - 100 mVDC or 0 - 10 VDC, as
specified, is required.
Connect the output wires of the transducer to the terminal block as shown in the DC Voltage
Input Wiring figure.
DC Voltage Input Wiring
Current Input Module

The Current Input Module is configurable to accept either a 0 - 1 mA DC or a 4 - 20 mA DC
(SCADA type) signal. Either of these options can be a transducer that is:
• 2-wire, self-powered from the transducer
• 2-wire, powered from the input module
• 3-wire, powered from the input module
For each Current Input Module, one current transducer (0 - 1 mA DC or
4 - 20 mA DC) is required.
Connect the output wires of the transducer to the terminal block as shown in the Current
Input Wiring figure.
13
Current Input Wiring
14
Dry Contact Closure Input Module

The Dry Contact (Switch) Closure Input Module is designed to detect the actuation or de-
actuation of one dry, non-powered switch contact. The system internally treats closed and
open contacts as either a 0 or 100 numeric value. Therefore, if the module is used to control
a relay, the relay set point should be set at midrange, e.g., 50.
See the Contact Closure Wiring figure for the correct circuit wiring.
Contact Closure Wiring
Powered Contact Closure Input Module

The Powered Contact (Switch) Closure Input Module is designed to detect the actuation or
de-actuation of a powered switch contact. This is accomplished by measuring a potential
across the switch contact of 0 volts when closed and a potential greater than 80 volts AC/DC
contact is open. For applications where a higher potential is being measured, e.g., 240 V
AC, 250 V DC) there is a jumper on the board that can be moved that will raise the sense
voltage to 130 V, if required. The system internally treats closed and open contacts as either
a 0 or 100 numeric value. Therefore, if the module is used to control a relay the relay set
point should be set at midrange, e.g., 50.
See the Powered Contact Wiring figure for correct circuit wiring.
Powered Contact Wiring
15
Output Contacts
Five isolated sets of normally open/normally closed output contacts, for Output Relays 1 - 4
and the System State Output Relay, are provided for controlling cooling equipment,
sounding an alarm, or operating remote breaker coils. Each set is capable of switching
115/230 VAC, 30 VDC @ 10 A, and the sets are accessed on Terminal Block TB1, see the
Relay Wiring figure for the Enclosure and Panel Mount monitors.
Refer to the Software Instructions for configuring the relays controlling signal, as
failsafe/non-failsafe, time delay, and other features.
Refer to the back cover of the 507ITM for configuration and identification of the output
contacts for each relay. Note that each relay is shown in the non-powered state.
Caution: Applying high DC voltage to the output relays will damage the relays.
TB1
1 17
2 18
3 19
4 20
5 21
6 22
7 23
8 24
9 25
10 26
11 27
12 28
13 29
14 30
15 31
16 32
TB1 TB1
1 17
2 18
RELAY 1
10 A
3 19
4 20
5 21
RELAY 2
10 A 6 22
7 23
8 24
RELAY 3
10 A
9 25
10 26
11 27
RELAY 4
10 A 12 28
13 29
SYSTEM 14 30
STATE
RELAY 15 31
10A
16 32
Relay Wiring
16
Remote Output Signals

The monitor is configured to supply two milliamp (mA) current outputs for remote indication
or use with SCADA devices. This output is proportional to the full scale of the parameter
selected in the configuration. Refer to Functional Specifications section, for maximum load.
The output signals are accessed on Terminal Block TB1 terminals 29 through 32, See the
Remote Output Signal Terminals figure for the Enclosure and Panel Mount monitors.
CAUTION: All remote output signals are independent, variable current loops, driven
by the system power and designed to drive an isolated load, such as a
current meter. They cannot be grounded or tied together.
TB1
1 17
2 18
3 19
4 20
5 21
6 22
7 23
8 24
9 25
10 26
11 27
12 28
13 29
14 30
15 31
16 32
TB1 TB1
1 17
2 18
3 19
4 20
5 21
6 22
7 23
8 24
9 25
10 26
11 27
12 28
13 29 (+ )
CURRENT
LOOP 1
14 30 (-)
15 31 (+ )
CURRENT
LOOP 2
16 32 (-)
Remote Output Signal Terminals
17
Communications
The monitor comes equipped with digital communication capabilities. A four-wire, RS-485
connection is located on the back of the monitor. See the Four-Wire RS-485 Connection
figure. If the operator is using a two-wire, RS-485 connection with the 507ITM, short
TXD+(B) with RXD+(B), and TXD-(A) with RXD-(A), then connect the two-wire, RS-485 as
an A/B system. The RS-485 connection may be used with the Qualitrol Remote Software
Package and other available protocols. Refer to the Software Instructions and the 507ITM
Communications Manual, IST-105-1, for a complete description of these features. For
specific options and/or options for a special communications protocol, contact Qualitrol or
our authorized representative.
TB1
1 17
2 18
3 19
4 20
5 21
6 22
7 23
8 24
9 25
10 26
11 27
12 28
13 29
14 30
15 31
16 32
TB1 TB1
1 17
2 18
3 19 TXD+ (B)
4 20 TXD-(A)
RS-485
5 21 RXD+ (B)
6 22 RXD-(A)
7 23 SIGN AL GND
8 24
9 25
10 26
11 27
12 28
13 29
14 30
15 31
16 32
Four-Wire RS-485 Connection
18
Operation
Automatic Operation
Viewing Channels or Viewing Mode Scrolling
Power Up
When power is applied to the 507ITM, it automatically begins to monitor the input and
controls the output, based on the factory configuration that was specified by the customer.
At power up, the display will Auto Scroll through all of the parameters being monitored at a
frequency of one every two seconds.
MENU Mode
Viewing Channels
(See the Appendix for an example of the menu structure.)
Auto Scroll, MENU, View Mode Scrolling
Press MENU to move the display out of Auto Scroll and into Viewing Mode. The Up and
Down Arrows (or ENTER) will move you individually through each parameter being
monitored. If no key activity takes place for 60 seconds, the monitor automatically reverts to
Auto Scroll, or press MENU again to revert back to Viewing Mode Scrolling.
Viewing Max Readings

MENU, View Mode Scrolling, Right Arrow
From Viewing Mode, press the Right Arrow twice. The Up and Down Arrows (or ENTER) will
move you through the maximum values, as well as the time and date of each parameter
being monitored. Press RESET to reset all of the maximum readings. If no activity takes
place for 60 seconds, the monitor automatically reverts to Auto Scroll, or press MENU again
to revert the system back to Viewing Mode Scrolling.
Note: To avoid any erroneous readings caused by the installation, Qualitrol recommends
resetting the maximum values immediately after setting up the monitor.
19
Viewing Min Readings

MENU, View Mode Scrolling, Right Arrow, Right Arrow
From Viewing Mode, press the Right Arrow twice. The Up and Down Arrows (or ENTER) will
move you through the minimum values, as well as the time and date of each parameter
being monitored. Press RESET to reset all of the minimum readings. If no key activity takes
place for 60 seconds, the monitor automatically reverts to Auto Scroll, or press MENU again
to revert the system back to Viewing Mode Scrolling.
Note: To avoid any erroneous readings caused by the installation, Qualitrol recommends
resetting the minimum values immediately after setting up the monitor.
Viewing TransLifeTM Values
MENU, View Mode Scrolling, Right Arrow, Right Arrow, Right Arrow
From Viewing Mode, press the Right Arrow three times. The Up and Down Arrows (or
ENTER) will move you through the TransLifeTM values, time to critical point, consumed life
and temperature profiler. If no key activity takes place for 60 seconds, the monitor
automatically reverts to Auto Scroll, or press MENU again to revert the system back to
Viewing Mode Scrolling.
20
Program Mode
MENU, View Mode Scrolling, Right Arrows
From Viewing Mode, keep pressing the Right Arrow until you reach the Change Settings
column. Press ENTER to go to Change Settings Mode. This is the location where you can
change some of the settings of the monitor. This mode is protected. Before you are allowed
to change any parameters, you must first enter a program user ID #. This is the same
“password” that is used to enter the Customer Setup in the remote software. If you are not
authorized to change these settings, press MENU to go back to Viewing Mode Scrolling.
The Up and Down Arrows allow you to change the value of the character highlighted by the
display, while the Right and Left Arrows move the highlighted character. Press ENTER to
move to the next setting. At the end of the Program Mode menu, press ENTER to reboot the
system. If no activity takes place for 60 seconds, the monitor automatically reverts to Auto
Scroll and discards any changes that were made, or press MENU again to revert back to
Auto Scroll.
505 ITM
INTELLIGENT TRANSFORMER MONITOR
DISPLAY
SET POINT
INDICATORS KEYPAD
TEST
MENU RESET
RELAY 1
RELAY 2
ENTER
RELAY 3
RS-232 RELAY 4
PORT
USB PORT
RS-232
Front Panel Control need new drawing.
Testing the System

To perform a system confidence test, press and hold TEST. Press TEST to actuate all non-
Test Lockout relays (see the Output Relays section in the Software Instructions) in one-
second intervals.
21
Functional Specifications
Power Supply Universal; 90 - 264 VAC, 47 - 63 Hz and 40 - 290
VDC; (< 30 watts, AC in; < 15 watts, DC in)
Front Panel Display: One easy-to-read 2-line, 16-character alphanumeric
and Interface Liquid Crystal Display (LCD). Character size: 0.38"
(9.66 mm) high x 0.19" (4.84 mm) wide.
Status Indicators: Four Light Emitting Diodes (LED)
Controls: Eight large keys for programmable settings and user
interaction
Front Panel Membrane: UV stabilized polyester
Input Accuracy: ±0.5% full scale input range
Parameters
Temperature: 100 ohm platinum (Pt100), 10 ohm copper (Cu10)
RTD; simulated winding or fiber optic probe;
Liquid/ambient range: -40 - 120° C
Winding range: -40 - 200° C
Current: Clamp-on CT, 0 - 5 A, 10 A, 20 A, 100 A and others
available
DC Current Loops: 0 - 1 and 4 - 20 mA DC
DC Voltage: 0 - 100 mVDC and 0 - 10 VDC
AC Voltage: 0 - 140 VAC and 0 - 320 VAC; 50/60 Hz
Potentiometer: 1500 - 15,000 ohm
Switch Contact (dry): Open/Closed
Switch Contact >80 V or >130 V open, jumper selectable; optically
(powered): isolated
22
Outputs Control/Alarm Contacts: Four Form C relay contacts for cooling control,
alarms, trip, etc.
Diagnostics Alarm: One Form C relay for power, sensors and internal
circuitry diagnostics
Heater Control: One relay
Relay Contact Ratings: 10A @ 115/230 VAC, 10A @ 30 VDC
Remote (SCADA) Two loops; 0 - 1 mA (max resistive load 10,000 Ω), 4
Outputs: - 20 mA (max resistive load 450 Ω), other options
available
Data Communications: RS-232, RS-485 (monolithic transformer isolation)
Protocols: DNP 3.0 (Level 3 slave), Modbus, ASCII

Immunity Dielectric Isolation 2500 V AC, 60 seconds to ground
(High-Pot):
Surge Withstand IEEE C37.90.1
Capability:
Conducted/Radiated IEC 61000-6-1
Emissions:
Conducted/Radiated IEC 61000-6-2
Radio Frequency
Immunity:
Safety: IEC 61010-1
Environment Temperature Range: -40 - +72° C
Storage Temperature: -50 - +85° C
Humidity: 90% non-condensing
Vibration: 60/120 Hz @ .004 inch displacement
Shock: 10 Gs half-sine, in 3-orthogonal planes
Weatherproof NEMA #3R (vented), UV stabilized, corrosion-proof
Enclosure: fiberglass
Weight Approximately: Weatherproof enclosure version: 8.7 lb (4.0 kg)
Panel Mount version: 4.0 lb (1.82 kg)
Terminal Connectors: Accepts wire sizes from 24 - 12 AWG
23
Software Instructions
General Information
The software for the QUALITROL 507ITM Series Monitor runs on a personal computer (PC)

that connects to the 507ITM with an RS232/USB or RS485 cable for monitoring, simulation,
calibration, and setup. You must do the initial setup through the RS232/USB connection on
the front panel of the monitor. After that, you can use either the RS232/USB or the RS485
connection. Qualitrol recommends that you use a RS232 male-to-female DB-9 extension
straight-thru (not a null) shielded cable or a USB-to-USB cable suitable for substation
environments.
Note: Throughout these instructions, the software for the QUALITROL 507ITM Series

Monitor is also referred to as the “remote software,” because it allows you to

communicate remotely with the 507ITM.
Connecting to the 507ITM

1. Check that the 507ITM is connected to the main power and is energized.
2. Connect a USB cable between the USB port on your PC and the port on the 507ITM.
- or -
Connect an RS232 cable between the RS232 port on your PC and the port on the
507ITM.
Installing/Running the Software

The software runs on Microsoft Windows NT, 98, 2000, XP, and Vista operating systems.
You can run the software directly from the CD provided by Qualitrol or from files installed on
your PC.
To install the software from the CD:

1. Place the CD into the CD drive of your PC.
2. In the CD drive directory, double-click the file named Setup.exe. This will automatically
step through the procedure for loading the 507ITM software in a Qualitrol folder in the
program directory and install a shortcut on the desktop.
3. Clicking on the shortcut the Qualitrol ITM Manager window displays.
24
Desktop Communications Window

The Desktop Communications window provides the communications interface with the
507ITM and your PC.
The software automatically loads a default communications data file named

default507ITM.qco on your desktop when it opens the Desktop Communications window.
File Menu
The File pull-down menu provides several options for selecting a communications file.
Open Opens an existing communications file (*.qco).

Save Saves the communications data under the current communications file
name.
Save As... Saves the communications data with a new communications file name.
Close Closes all applications and communications with the 507ITM, and
closes the Desktop Communications window. The Save
Communication Setup window displays if any communications
parameters have been changed and not saved before the Close
command.
25
Establishing Communications with the 507ITM

From the Desktop Communications window, select, set, or observe the following items as
required:
Address Each 507ITM has an assigned address that allows multiple 507ITMs to
be used with a common communication link. The factory default
configuration has an address of 00. Select the correct address from the
pull-down menu.
Baud Rate The baud rate on your PC must be the same as that on the 507ITM
monitor with which you are communicating. The range is 1,200 -
38,400. The default is 19,200. (If using the USB port the baud rate goes
from 1200 to 230,400). Select the correct baud rate from the pull-down
menu. If the baud rate is unknown, it is possible to view it on the LCD
display of the 507ITM. Enter the MENU Mode and go to the Change
Settings column (see the MENU Mode section).
COM Allows you to select the serial communications port on the PC from
COM1 – COM255. The default is COM1. Select the communication port
that the serial port is connected to on your PC.
Off line You can run the software offline without being connected to the
507ITM.
1. With no communications to the 507ITM established, click the Off
line check box.
2. Click on the Connect button.
3. Select the 507ITM icon and hit the Connect button.
4. Type demo into the Password field of either the Setup - Customer
or Setup - Factory application section.
The Setup window opens and displays the available features. This
feature is useful during training or to learn how the product functions
when there is no 507ITM available.
Important: Changes made in the Demo mode are not permanent.
These modifications cannot be saved or downloaded into
a device.
Connect Button Click to start communications with a 507ITM.
TX and RX Displays transmission activity.
Note: Short transmissions will often occur too fast to be viewed by the
operator.
Close All Closes all open 507ITM applications, terminates communications, and
Button closes the Desktop Communications window. The Save
Communication Setup window displays if any communications
parameters have been changed and not saved before clicking [Close
All].
26
A successful communications link is indicated when:
• No error message displays.
An unsuccessful communications link is indicated when:

• A “Communications link failure” message displays.
If this error message displays, troubleshoot the communications link.
27
Troubleshooting the Communications Link

If a problem occurs in establishing a communications link between the PC and the 507ITM,
check the following:
• Is the cable a straight-through cable (not a null) and is it securely connected to the PC
and the 507ITM?
• Is the 507ITM energized?
• Is the cable connected to the same COM port displayed in the Desktop Menu
Communications?
• Does the 507ITM device address match the selection in the Desktop Menu
Communications Address field?
• Does the 507ITM service port baud rate match the baud rate in the Desktop Menu
Communications? The default baud rate is 19,200 baud.
Important: If the 507ITM service port was reconfigured to another baud rate, the Desktop
Menu Communications baud rate must match the new configuration.
RETRY Button Click this button to attempt to establish communications with the
507ITM again.
IGNORE Button Click this button to ignore the communications error. However, for
correct operation of the system, it is essential that communication to the
507ITM is established and functioning correctly.
ABORT Button Click this button to discontinue further attempts to establish
communications with the 507ITM.
Overview of the 507ITM Tools on the Desktop Menu
There are five 507ITM software tools available to run from the Desktop Menu window:
Monitor Allows remote operation of the 507ITM.
Simulator Allows simulation of field input signals/sensors.
Factory Allows calibration of 507ITM inputs and outputs. This tool is
Calibrator conditionally blocked to the user.
Customer Allows you to configure the 507ITM, including setup of cooling control,
28
Setup alarms, communications, and other features.

Factory Setup Allows the factory to configure the 507ITM. This tool is not accessible to
the user.
Password Each tool requires a password. Passwords are set at the factory, but
you can change them when you are in the tool. The factory set
passwords are:
Monitor 111111
Simulator 111111
Calibrator If required, call Qualitrol Application
Engineering at 585-586-1515 x 33317.
Customer Setup 111111
The Factory Setup tool can only be entered by Qualitrol factory
personnel. This section is reserved for the factory except in the Demo
mode (offline).
Remember Me By checking in this check box, the password is stored in the
Check Box communications file so that you do not have to re-enter it every time
you start the tool.
Important: Enabling this feature will disable security protection and
allow anyone using this computer to gain access to the
software.
Start Button Activates the selected tool.
29
Opening a Tool
To open any of the 507ITM software tools, do the following:
1. Establish communications with the 507ITM.
2. From the Desktop Menu window, enter the correct password for the tool you wish to
start.
Note: If the Remember Me feature is enabled, you do not have to enter a password.
3. Click [Start].
Using the Monitor Tool

The Monitor tool provides remote monitoring and control of the 507ITM by simulating the
contents on the 507ITM LCD, and relay LEDs appear on your PC screen. The monitor
requests an update from the 507ITM three times every second.
30
There are eight control buttons on your PC screen: Test, Reset, Menu, Enter, Up, Down,
Left, and Right. These buttons are activated by clicking on them with the left mouse button.
Activating a button in this way has the same effect as pressing the same button on the
507ITM monitor itself. See the Operation section of the Hardware Instructions for specific
information on the control and operation of the 507ITM.
Click [Close] to exit the tool.
Note: The actual 507ITM continues to operate when the Monitor tool is closed.
31
Using the Simulator Tool

The Simulator tool allows you to simulate values regardless of the actual inputs that the
sensors register. The 507ITM responds to the input signal changes from the Simulator
window as if the signals originated in the field. This mode is useful for testing items such as
relay connections and wiring.
When you click [Start Simulation]:

The field inputs disconnect from the actual field signals and connect to the signals from the
Simulator tool. You can now change the simulated signals remotely as you desire. The
507ITM responds to the simulated signals as if they were the actual field signals.
With the exception of the “CT, Temperature” signals, the transfer from the field to the
simulation is almost undetectable because the initial simulation value is set to the last value
of the actual field signal. The winding temperature (“CT, Temperature”) is a calculated value
using load currents, oil temperatures, and time constants. All of these are bypassed in the
simulation mode where the calculated values are replaced with the simulated values.
Important: While the simulation is active, the actual field signals are not being monitored.
If you have Trip functions connected to the 507ITM, you can activate them in
simulation mode.
When you click [End Simulation]:

The field signals reconnect to the input of the 507ITM. The 507ITM responds immediately to
the actual field signals.
Note: If you make no changes to any of the input signals for more than 3 minutes, the
simulation ends automatically. Whenever any button is pressed, the 3-minute timer
resets.
32
Using the Factory Calibrator Tool (Advanced users only)

The Factory Calibrator tool allows you to calibrate most inputs. When you first enter the
Calibrator - Signal Selection window, the Input 1 channel is selected by default.
Important: All channels, except for the Potentiometer Input module, are calibrated at the
factory. Under normal operation, they will not need to be calibrated again. You
must have a separate password for this application for the ITM manager to
allow you to use this tool.
33
Calibrating the Input Channels

1. Open the Factory Calibrator tool.
2. Select the input channel to calibrate.
3. Click [Calibrate]. The Input Channel Calibration window displays.
4. In the terminal block that corresponds to the input module being calibrated, enter the
signal value displayed in the Set input signal to field.
Important: The Set input signal to field displays the value of the external signal that
must be applied to the module terminals. For the RTD Input Modules, the
input signal is expressed in terms of degrees C. If you continue the calibration
procedure without inputting the correct excitation (stimulus) signal, you will
overwrite the calibration with invalid data. This will cause the monitor to
malfunction.
5. After you have entered the input signal on the terminal block and it is stabilized, click
[Next] to accept the value in the Set input signal to field.
Note: All channels require at least a two-step calibration procedure. The [Next] button
changes to [Finish] for the second step in the procedure. If you want to return to the
previous step, click [Back].
6. Enter the value for the second input and click [Finish]. The calibration of this channel is
complete.
34
Calibrating the Output Channels

The analog outputs can be adjusted in a four-point calibration; see the Output Calibration
section of the manual for more details. However, this calibration should not be necessary
because it is done at the factory.
Saving Calibrations in Files

You can save calibration values in files using the File pull-down menu. These files have the
default file extension .qca3.
Import Allows you to import a valid calibration file stored in the PC.
Export Allows you to save the current calibration to a previously specified file
for future use.
Export As... Allows you to save the current calibration in a newly specified file for
future use.
35
Using the Setup Tools

The User Setup tool allows you to set all the adjustable parameters of the 507ITM. The
Factory Setup tool is used to set the hardware configurations of the monitor. The Customer
Setup limits access to some of the 507ITM parameters, such as serial number,
manufacturing date, and configuration date.
Note: You can save configurations as files, which you can use to restore settings or to pre-
configure before connecting to the 507ITM. See Importing and Exporting
Configuration Files.
When you open the Customer Setup tool, the Customer - Setup window displays. When you
open the Factory Setup tool, the Factory - Setup window appears. The windows for both
tools are the same and allow for a specific subsystem to be configured.
36
The Setup windows have three main sections:

Model Displays the fields for Serial number, Manufacturing date, and the last
Information Configuration date of the 507ITM. The Configuration date field
displays when the 507ITM was last updated.
Model Type Displays that the monitor is a Transformer Monitor.
System Index Displays the system buttons required to set up and view the parameters
of the 507ITM.
Click the buttons to begin setting up the configurations.
[System Settings] [Output Loops]
[Communications] [Bank Switching]
[Input Modules] [TransLifeTM]
[Output Relays]
37
System Settings
The System Settings window opens when you click [System Settings] from the Setup
window. This window allows you to set the configuration for the items displayed in the
different sections of the window.
More Information
• Password Setup
• Installed Features
• Time and Date Setup
• Display Setup
• Heater Setup
38
Password Setup
This section of the System Settings window allows you to configure the passwords that
provide access for the different software tools. The passwords are stored in the 507ITM and
have the following characteristics and requirements:
• Passwords consist of one to six alphanumeric characters, and they are case-sensitive.
• The password for the User Setup tool is also the password used to enter the
modification section of the MENU Mode from the front panel of the 507ITM.
• The password for the Calibrator tool must be different from the other tool passwords.
This is a precaution to prevent users from accidentally entering the calibration section
of the monitor.
• There is a hierarchy to the password system. The password for the Customer Setup
tool will also work in the Monitor and Simulator tools, even if they have different
passwords. This is because all of the passwords can be changed in the Customer
Setup tool, so it is treated as the master password.
• When passwords are changed in the Password Setup tool, the user must enter the
new password values the next time the tools are opened.
There are five Password fields and five corresponding Verify fields. The Password fields
accept the password values for the associated tools. The Verify fields are used to check the
corresponding password.
Note: The Factory Setup password is not available to the customer.
To enter a new password:

1. Type the new password value into the Password field. Use one to six alphanumeric
characters.
2. Type the same password value into the Verify field. Use the same alphanumeric
characters and the same case as you did in the Password field.
3. Click [Load].
The software compares the values in the Password and Verify fields when they are
loaded into the 507ITM. If the values do not match, an error message displays.
39
Installed Features
This section of the System Settings window displays the installed features available in the
507ITM. If a feature is installed, there will be a check mark in the check box next to the
legend.
Time and Date Setup

This section of the System Settings window allows you to configure the time and date values
stored in the 507ITM.
Note: The time and date values can also be changed along with the front panel operations.
40
Current PC Displays the current time of the PC that is connected to the 507ITM when
Time the Time and Date Setup window is opened. This value is not
automatically updated. The current time of this PC is loaded into the
507ITM when you click [Load]. If the Current PC Time value is not
correct:
1. Adjust the PC clock to the correct time.
2. Click [Load] on the System Settings window.
3. Continue with the setup procedure.
41
Time Zone Allows you to adjust for a difference in time zones between the location of
Difference setup and the location of the installed 507ITM. If the two locations are the
same, set the value to 0. Otherwise, select the appropriate number of
hours, positively or negatively, to provide for a correct time at the
installation location. For example, if the setup is done in New York and
the installation is in California, set the Time Zone Difference to -3 hours.
Current PC Displays the current date of the PC that is connected to the 507ITM when
date the Time and Date Setup window is opened.
507 Time and Displays the current values for the date, time, and time zone in the
date 507ITM.
Display Setup
This section of the System Settings window allows you to adjust the contrast and intensity of
the 507ITM Display.
Brightness The slider adjusts the intensity of the back light of the display. You also
have the option to disable the back light.
Contrast The slider adjusts the display contrast to an appropriate viewing level.
42
Heater Setup
This section of the System Settings window allows you to configure the 507ITM Heater
option. The Heater is not a standard feature and has to be ordered. It is used in extremely
cold or moist environments. The Heater is controlled by a 507ITM internal temperature
measurement. If the Heater option is installed, the following fields are available for setup.
Heater Allows you to enable or disable this feature.

Function
Heater Allows you to set the temperature at which the Heater is energized. The
Setpoint Heater energizes when the internal temperature of the 507ITM drops
below the setpoint value.
Heater Allows you to set the temperature at which the Heater is de-energized.
Hysteresis The Heater de-energizes when the internal temperature of the 507ITM
rises above the sum of the setpoint and the hysteresis values.
43
Communications
The Communications Setup window opens when you click [Communications] from the Setup
window. This window allows you to configure the 507ITM communications ports displayed in
the different tabs of the window.
More Information
• Front USB - Service Port
• Front Serial – Service Port
• Main 485 - Main Port
• Aux 485 - Auxiliary Port
• Cancel and Load Buttons
44
Front USB - Service Port

This section of the Communications Setup window includes the fields described below.
Type Indicates the type of signaling hardware used for the Service Port. This
field is for informational purposes only.
Baud Rate Configures the baud rate that is used to communicate over the USB
Service Port at the front panel. The default value is 19,200 baud. The
Desktop Menu software automatically configures the PC's COM port with
the correct parameters for communicating with the Remote Software.
45
Front Serial - Service Port

Type Indicates the type of signaling hardware used for the Service Port. This
Baud Rate Configures the baud rate that is used to communicate over the RS232
Service Port at the front panel. The default value is 19,200 baud. The
Desktop Menu software automatically configures the PC's COM port with
the correct parameters for communicating with the Remote Software.
46
Main 485 - Main Port

Type Indicates the type of signaling hardware used for the Main Port. This is
an information-only field.
Installed The Qualitrol ITM Manager software comes standard with every 507ITM
Protocol unit.
Optional Note: All of these options are upgradeable by the factory.
Protocols
• DNP − Indicates if the DNP V3.00 Level 3 communications protocol is
installed.
• Modbus − Indicates if the Modbus communications protocol is
installed.
• QASCII − Indicates if the Qualitrol ASCII communications protocol is
47
installed.
Protocol Selects between the available communications protocols to be used by
the Main Port communications.
Address Indicates the communication address of the 507ITM used by the
specified protocol.
Baud Rate Selects the desired baud rate for the Main Port communications protocol.
The default value is 9,600.
Number of Selects the desired number of data bits for the Main Port
Data Bits communications protocol. The default value is 8.
Parity Selects the desired type of parity for the Main Port communications
protocol. The default is none.
Number of Selects the desired number of stop bits for the Main Port communications
Stop Bits protocol. The default value is 1.
Aux 485 - Auxiliary Port

This section of the Communications Setup window is used by the 507ITM to communicate to
specific digital sensors, such as the Fiber Optic Modules.
48
49
Type Indicates the type of signaling hardware used for the Auxiliary Port. This
Protocol All digital sensors connected to the Auxiliary Port use Modbus.
Address Not used for the Hot Spot Module Communications
Slave
Baud Rate The Baud Rate for the Hot Spot Module Communications is 9600
Number of The number of data bits for the Hot Spot Module Communications is 8
Data Bits
Parity Parity should be set to Even
Number of For Hot Spot Module Communications this should be set to 1.
Stop Bits
Optical Hot If this box is checked then the software is capable of communicating with
Spot Module a Hot Spot Module.
X installed
Enabled / Selecting these radio buttons will disable or enable the Hot Spot Module.
Disabled
X Fiber The radio button selected shows how many fibers are active on the Hot
Channel Spot Module
Address For the Optical Hot Spot Module 1 this should be set to ‘1’, for the Optical
Hot Spot Module 2 this should be set to ‘2’. The addresses on the Hot
Spot Modules should match these settings. Two Hot Spot Modules with
the same address will not function.
Cancel and Load Buttons

This section of the Communications Setup window includes the command buttons described
below.
Cancel Button Cancels all changes made in this window and returns you to the Setup
window.
Load Button Loads all communications parameters from the PC into the 507ITM. All
new communications parameters take effect only after the 507ITM
hardware has been reset.
50
Input Modules
The Input Module Setup window opens when you click [Input Modules] from the Setup
window. The 507ITM has up to four input modules. The types of available modules are
described in the Modules section of the Hardware Instructions.
To begin, click the tab of the input module that you want to configure. The Input Module
Setup window displays for the selected input module.
Low-End and High-End Scaling Values
More Information
• Module
• Custom Scaling
• CT Current Parameters
• Winding Temperature Setup (Calculated)
51
Module
This section of the Input Module Setup window includes the fields described below.
Input Module Indicates the input module number that is being configured. This field is
Number for informational purposes only.
Input Module Indicates what module type was installed in this corresponding site of the
Type 507ITM. This is designated at the factory according to the input module
that was ordered and installed. If the module type indicates "undefined,"
there is no physical module installed in that location.
Input Module Enables and disables the module function. If the input module is
Function disabled:
• It cannot be viewed on the LCD display located on the front panel.
• It cannot control any relays.
Input Signal Identifies the input module name. The name can be changed and can
Name consist of up to seven alphanumeric characters. This name will also
appear on the 507ITM LCD display, along with its input signal value.
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Custom Scaling
The configuration parameters in this section of the Input Module Setup window allow you to
change the scaling of the process input signal. Custom Scaling is not available if the Input
Module Type field is set to a "Logic Switch", "AC/DC Input" or “Temperature” input module,
for example, “RTDs”, “Ambient”, and “CT, Temperature”. The fields in this section are
described below.
Low-End and High-End Scaling Values
Use Custom Indicates that custom scaling is defined for the input signal. If the check
Scaling box is checked, you must specify three additional parameters for the
input:
• Custom Units Label field allows the user up to three characters for a
unit of measure, for example, ppm, RH, %.
• Low-End Value field is the scaled minimum value for the
corresponding minimum input value.
• High-End Value field is the scaled maximum value for the
corresponding maximum input value.
Custom Units If the Use Custom Scaling field is checked, the 507ITM uses this label
Label instead of the default label defined by the Input Module Type field. This
label can consist of up to three alphanumeric characters.
Low-End and Provide the custom values corresponding to the indicated low-end and
High-End high-end values for the selected module type. The 507ITM translates the
Scaling input signal into the alternate monitors using the low- and high-end
Values values provided.
Example: You have a Dissolved Gas Monitor with 0 - 1 mA representing
a 0 - 2000 PPM scale. Using a 0 - 1 mA input module, set:
• Low-End Scaling Value field to “0 mA = 0”
• High-End Scaling Value field to “1 ma = 2000”
• Custom Units Label field to “PPM”
An input of 0.4 mA would appear as 800 PPM on the display.
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CT Current Parameters
If the Input Module Type field is set to "CT, Current" or ”CT, Temperature,” this section of
the Input Module Setup window provides linear scaling between the 507ITM output and the
actual current sensed by the Power Transformer CT. The fields in this section are described
below.
CT clamp-on Indicates the maximum rating of the CT clamp-on sensor used with this
sensor Rating module, for example, 10 Amp, 30 Amp). You can read this rating from the
clamp-on sensor. When selecting the sensor value, make sure that:
• the maximum rating of the sensor value is greater than the current it
will be sensing. This will prevent saturation.
• the sensor value is as close to the maximum current reading as
possible. This will optimize the resolution.
CT ratio Provides the parameters needed for CT Current Scaling. The left field
(2 fields) identifies the true current, such as winding or bushing, being sensed by
the instrumentation or metering CT. The right field identifies the
secondary or output of the instrumentation or metering CT that will be
used with the 507ITM Clamp-On CT Sensor.
Example: If the Instrument CT on the transformer has a ratio of 1200 : 5
Amps, the two CR ratio fields are set to CT Ratio = 1200 : 5. The clamp-
on sensor is on the 5 Amp circuit and now acknowledges that the 5 Amp
are passing through the CT to scale the current to the 1200 Amp range.
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Winding Temperature Setup (Calculated)

This section of the Input Module Setup window allows you to configure the "CT,
Temperature" input module type.
The checked box indicates which winding calculation method is active. Click either method
to open the corresponding setup window.
• Simple Calculation Setup Method
• Advanced Calculation Setup Method
Simple Calculation Setup Method

This method allows you to configure the simple scaling parameters for input module types
that are set to “CT, Temperature”. The winding calculation method presented here
corresponds to the process used by the IEEE Guide for Loading Mineral-Oil-Immersed
Transformers (IEEE Std C57.91).
The Simple CT Temperature Scaling Setup window opens when you click [Simple
Calculation Setup] from the Winding Temperature Setup section of the Input Module Setup
window.
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More Information
• Input Module Number and Input Signal Name Fields
• Winding Rise Parameters
• Oil Rise Parameters
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Input Module Number and Input Signal Name Fields

This section of the Simple CT Temperature Scaling Setup window includes the fields
described below.
Input module Displays the input module number for which the simple “CT,
number Temperature” scaling parameters are being configured.
Input signal Displays the user-assigned name of the signal for which the simple “CT,
name Temperature” scaling parameters are being configured.
Winding Rise Parameters

This section of the Simple CT Temperature Scaling Setup window includes the fields
described below.
Oil Allows you to select one of the available RTD Input Modules. The
Temperature selected RTD Input Module will be the liquid temperature measurement
Adder that is added to the winding curve simulation, for example, top oil
temperature.
Winding Rise Allows you to set the number of degrees that the winding temperature will
Temperature be over the oil temperature (delta T) at nominal load for the transformer.
You can calculate this parameter from the transformer heat run test
reports by subtracting the oil temperature at nominal loading from the
winding temperature at nominal loading. If you cannot obtain the heat run
report, contact the transformer manufacturer for these values.
Current Displays the value measured at the clamp-on CT sensor of the 507ITM at
Factor nominal loading of the transformer.
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Winding Time Allows you to set the time constant for the temperature rise of this
Constant winding. The time constant is defined as the time it takes the winding
temperature to reach 63.2% of its final value for a given current input.
Note: It takes approximately five time constants to elapse for the
temperature to reach full value for a given load. If the time
constant is unknown, the IEEE Std C57.91-1995 Annex G
recommends a value between 3 and 7 minutes. Qualitrol uses a
default value of 6 minutes.
Oil Rise Parameters

This section of the Simple CT Temperature Scaling Setup window includes the parameters
that are required if you want to use the Critical Forecast feature of the TransLifeTM Setup. If
you are not using the Critical Forecast feature, leave these parameters at the default values.
The fields in this section are described below.
Oil rise Allows you to set the temperature rise value of the transformer oil at
temperature nominal load. This is derived from the Transformer Heat Run Report by
taking the value of the Oil Rise Temperature field over ambient at
nominal load, and subtracting the ambient test temperature.
Oil Rise Temp = (Oil Rise Temp over Ambient - Ambient Temp)
Oil time Allows you to set the time constant for the temperature rise of this
constant winding. The time constant is defined as the time it takes the winding
temperature to reach 63.2% of its final value for a given current input.
temperature to reach full value for a given load. If the Oil Time
Constant is not provided, the IEC 354 Loading Guide for Oil-
Immersed Power Transformers recommends:
For distribution transformers:
• All cooling types: 180 minutes
For medium and large transformers:
• ON (natural convection): 150 minutes
• OF (oil forced): 90 minutes
• OD (oil directed): 90 minutes
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Advanced Calculation Setup Method

This method allows you to configure the advanced scaling parameters for input module
types that are set to “CT, Temperature.” The advanced calculation method is capable of
adapting the winding temperature model for all the different stages of cooling, thereby giving
a more accurate response than the Simple Calculation Method. But to use this method, the
winding rise parameters are required for each cooling stage. The formulas for calculating
winding temperatures for this window were derived from the IEEE Std C57.91-1995.
The Advanced CT Temperature Scaling Setup window opens when you click [Advanced
Calculation Setup] from the Winding Temperature Setup section of the Input Module Setup
window.
More Information
• The Importance of Winding Temperature and Cooling
• Upper Fields
• Advanced Winding Rise Parameters
• TransLifeTM
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The Importance of Winding Temperature and Cooling

Paper insulation used in transformers contains organic materials that deteriorate over time
at elevated temperatures. Cooling that is activated too slowly allows elevated temperatures
to degrade this insulation. Cooling systems that are activated too early or too often will lead
to reduced fan and/or oil pump life.
The 507ITM implements advances in thermal modeling technology to increase both
insulation and cooling system life. You can set different parameters for each of the possible
cooling modes, or stages: ONAN, ONAF, OFAF, and ODAF are the designations for natural
convection, forced air, directed air, and oil cooling, respectively.
During operation, the 507ITM can dynamically alter the parameters to match the present
cooling stage being used. You can individually program each winding for accurate
representation of the winding "rise" (gradient). You can also program the winding time
constant and the load current "exponent" for each cooling stage.
More Information
• Advanced Calculation Setup Method
• Upper Fields
• Advanced Winding Rise Parameters
• TransLifeTM
Upper Fields
This section of the Advanced CT Temperature Scaling Setup window includes the fields
described below.
Input module Displays the input module number that is being configured with the
number advanced “CT, Temperature” scaling parameters.
Input signal Displays the user-assigned name of the signal that is being configured
name with the advanced “CT, Temperature” scaling parameters.
Oil Allows you to select the RTD Input Module that is the selected liquid
temperature temperature measurement being added to the winding rise, for example,
adder top oil.
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Advanced Winding Rise Parameters

This section of the Advanced CT Temperature Scaling Setup window includes the fields
described below.
Cooling Relay Allows you to input the relay number that controls the cooling system for
(3 fields) each cooling stage.
Example: Relay 2 controls fan bank 1, Relay 3 controls fan bank 2, and
Relay 4 energizes the oil pump.
Current Allows you to enter the measured current that the clamp-on CT will sense
Factor on the secondary side of the instrumentation or metering CT for each
(4 fields) current stage at nominal loading.
Example: A 30/40/50 MVA Single-Phase Transformer with a 32 kV
secondary and an instrumentation CT 2000/5 A on its secondary side,
which is the winding to be configured.
• In ONAN mode: 30 MVA / 32 kV * 5/2000 = X
• In first cooling mode: 40 MVA / 32 kV * 5/2000 = X
• In second cooling mode: 50 MVA / 32 kV * 5/2000 = X
Note: For a three- phase transformer application, divide the current by
the square root of three.
Winding Rise Allows you to set the temperature gradients (delta T) for each winding at
Temperature each cooling stage. This value is the winding temperature rise over the
(4 fields) specified liquid temperature for that given current factor. The liquid
temperature will typically be the top oil temperature measurement. The
507ITM accepts a maximum of 70° C for the temperature gradient.
You can calculate the winding rise value from data in the transformer
heat run report. The winding rise gradient is the winding rise temperature
over ambient minus the oil rise temperature over ambient.
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Exponent Allows you to enter the exponent parameter used in the temperature
(4 fields) calculation for each of the four Cooling Modes. The exponent describes
the “rise” curve of the winding temperature above the oil temperature.
When installing a 507ITM on older transformers, this information might
be difficult to obtain. In those cases, Qualitrol recommends:
• For ONAN (natural convection): 1.6
• For ONAF (natural convection; forced air − fans only): 1.6
• For OFAF (forced oil; forced air − fans and pumps): 1.8
• For ODAF (directed forced oil and forced air): 2.0
Winding Time Allows you to enter a time constant for each of the four cooling modes.
Constant The time constant is defined as the time required to reach 63.2% of the
(4 fields) final winding temperature rise for a specific load increase. The winding
temperature reaches its final value for a given load in approximately five
time constants.
Note: You can program the 507ITM for up to four cooling modes, including natural
convection. If there are less than four cooling modes, the unused rows should match
the last configured row. Do not enter zeroes as a value.
TransLifeTM
This section of the Advanced CT Temperature Scaling Setup window includes the
parameters that are required if you want to use the Critical Forecast section of the
TransLifeTM Setup. If you are not using the Critical Forecast feature, leave these parameters
at the default values.
The fields in this section are described below.
Oil Rise Allows you to set the temperature rise value of the oil of the transformer
(4 fields) at nominal load. This is derived from the Transformer Heat Run Report
by taking the Oil Rise Temperature over ambient at nominal load and
subtracting the Ambient Test Temperature.
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Oil Time Allows you to set the time constant for the temperature rise of this
Constant winding. The time constant is defined as the time it takes the winding
(4 fields) temperature to reach 63.2% of its final value for a given current input.
temperature to reach full value for a given load. If the oil time
constant is not provided, the IEC 354 Loading Guide for Oil-
Immersed Power Transformers recommends:
For Distribution Transformers:
• All cooling types: 180 minutes
For Medium and Large Transformers:
• ON (natural convection): 150 minutes
• OF (forced oil): 90 minutes
• OD (directed forced oil): 90 minutes
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Output Relays
The Output Relay Setup window opens when you click [Output Relays] from the Setup
window. This window displays the tab array of the four relays with the Relay 1 tab being
selected. By selecting the different tabs, you can index through the relay array.
To begin, click the tab of the output relay that you want to configure. The Output Relay
Setup window displays for the selected input module.
More Information
• Relay Tabs
• Relay Control
• Seasonal Setpoint
• Ambient Temperature Forecast
• Cooling Equipment Exerciser
• Matrix Controlled
• Cancel and Load Buttons
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Relay Tabs
This section of the Output Relay Setup window includes the fields described below.
Relay 1 - The tabs at the top of the window allow you to select which relay to
Relay 4 display for setup.
System Status The system relay is actuated by:
Relay • Any abnormal condition in the internal circuitry.
• A microprocessor malfunction.
• A power supply malfunction if in the failsafe mode.
Note: Relays that are not in Test Lock Out mode are also actuated
when the system relay is actuated.
Relay Control
Relay Number Indicates the number of the relay being configured.

Enabled / Allows you to enable or disable the relay function. If the relay is disabled,
Disabled it remains in the non-energized state (the normally closed and common
contacts are shorted together, while the normally open and common
contacts are open).
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Failsafe / Non- Allows you to select the actuation function of the relay.
failsafe When you select the Non-failsafe condition:
• The normally closed and common contacts are shorted together if the
monitor is de-energized and the setpoints are not exceeded.
• The relay changes states when the setpoints are exceeded.
When you select the Failsafe condition:
• The normally closed and common contacts are shorted together
when the monitor is de-energized.
• If the monitor is energized and the setpoints are not exceeded, the
relay changes states. This causes the normally open and common
contacts to be shorted.
• If the setpoints are exceeded or if the monitor loses power, the
normally closed and common contacts are shorted together.
Important: Qualitrol recommends setting any trip contacts for a
transformer to Non-failsafe. See the following table for
further clarification of Failsafe/Non-failsafe operation.
Relay No Power to Monitor Monitor Loss of Power
Condition Monitor Energized Energized to Monitor
< Set Point >= Set Point
Non-failsafe NC - C NC - C NO - C NC - C
Failsafe NC - C NO - C NC - C NC - C
Test lock out When you press the TEST switch on the display panel of the 505ITM, the
On / Off monitor executes a test cycle of all the relays in the system. The test
actuates each relay for one second starting with relay one and finishing
with relay four. The test continues until all the relays in all the relay
modules are cycled.
There might be situations when you do not want the relays to actuate. In
these situations, use the Test Lock Out switch function. By setting Test
Lock Out to ON when you press the TEST switch, the LED
corresponding to the relay illuminates, but the relay does not change
states.
Important: Any relay wired to a trip function should have the Test
Lockout function set to ON.
Latching • On: The relay remains in the actuated state even after the controlling
signal no longer exceeds the setpoint value. The relay can only be
released if you press the RESET switch while the controlling signals
do not meet the setpoint conditions.
• Off: The relay actuates and de-actuates according to the output of
the Control Signal Matrix table and other function settings.
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Manual / • Manual: The relay actuates regardless of the setpoint values.

Automatic • Automatic: The relay actuates according to the Control Signal Matrix
table and other function settings. This feature can be toggled through
the communication channels, which allows you to actuate a relay
remotely.
Actuate On • On: If any of the control signals in the Control Signal Matrix table
Errors have sensor errors, the relay actuates.
• Off: If a control signal has an error, it is not used in controlling the
relay. The status of the other control signals controls the relay.
Actuation Allows you to enter the amount of time the actuation of the relay will be
Delay delayed after the control signals have continually exceeded the setpoint
values. (Range: from 1 second - 10 hours).
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Seasonal Setpoint
Seasonal A check mark indicates that the Seasonal Setpoint feature is installed.
setpoint This feature only affects the setpoint for the Control Signal 1 column in
installed the Controlled by Matrix section. If the Seasonal Setpoint is active and
the conditions are met, the Seasonal Setpoint has priority over the
setpoint in the Control Signal 1 column.
Seasonal Allows you to enable or disable this feature.
function
Configure Opens the Seasonal Setpoint Setup window that allows you to configure
Button the Seasonal Setpoint feature.
You can adjust the setpoint to compensate for changing seasonal
weather conditions. For example, for the warmer summer months when
the cooling system is not efficient, you might want to enter a Seasonal
Setpoint value of 70° C for a cooling bank that is normally set to actuate
at 80° C at other times of the year.
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To set the Seasonal Setpoint:

1. Enter the appropriate information in the following fields:
• Start Date: Select the Month and Day when the Seasonal
Setpoint becomes active.
• End Date: Select the Month and Day when the Seasonal
Setpoint is discontinued. Normal setpoint operation resumes the
day after this date.
• Seasonal Setpoint: Select the temperature setpoint that will
control the relay when the Seasonal Setpoint is active.
2. Click [Load].
Ambient Temperature Forecast

Ambient A check mark indicates that the Ambient Temperature Forecast feature is
temperature installed. This feature only affects the setpoint in the Control Signal 1
forecast column of the Controlled by Matrix section. If the Ambient Temperature
installed Forecast is active and the conditions are met, the Ambient Temperature
Forecast Setpoint has priority over the Seasonal Setpoint and the
Forecast Allows you to enable or disable this feature.
function
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Configure Opens the window that allows you to configure the Ambient Temperature
Button Forecast feature. This window provides a common path for setting the
values of the Ambient Temperature Forecast feature for all eight relays.
This function measures the ambient temperature for a specified amount
of time and allows you to adjust the setpoint for relay operation during
forecasted periods of high temperatures. This feature is similar to the
seasonal setback option except that the seasonal setback is used for a
specific period of time, such as summer, while the ambient temperature
forecast is used for a specific condition, for example, a heat wave.
If the ambient temperature exceeds the number of the Threshold Value
for more than the number of Exceeded Hours during the Measurement
Period, the system substitutes the forecast override setpoint for the
Example: In the Ambient Temperature Forecast Setup window, the
following parameters are entered:
• Controlled By: Ambient probe in Input Module 4
• Measurement Period: 120 hours (5 days)
• Exceeded Hours: 12 hours
• Threshold Value: 30° C
• Forecast Override Setpoint: 50° C
If at any time during a rolling 120 hour time period the ambient
temperature exceeds 30° C for a total of 12 hours, the setpoint for
Column 1 of the relay matrix is 50° C.
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To set the Ambient Temperature Forecast:

1. Enter the appropriate information in the following fields:
• Controlled By: Select a temperature signal source to use in
forecasting the temperature. This should be an ambient
temperature probe.
Note: If the 507ITM does not have an ambient temperature
probe installed as one of its input modules, this feature
cannot be used.
• Measurement Period: Select the number of hours to measure
the ambient temperature.
• Exceeded Hours: Select the number of hours that the controlling
signal must exceed the Threshold Value during the
Measurement Period for the setpoint temperature shift to occur.
• Threshold Value: Select a value to override the standard value.
All other settings for the relay, such as hysteresis and time delay,
remain the same.
• Forecast Override Setpoint: Enter a setpoint for the first column
of the relay matrix when the Threshold Value is exceeded for the
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specified number of hours.

2. Click [Load].
Example: If the ambient temperature exceeds 30°C for at least 12 hours
over the previous 120 hours, the effective setpoint for the first column is
50°C.
Cooling Equipment Exerciser

The Cooling Equipment Exerciser actuates the relay for a set period of time at a specified
interval of days. This feature allows you to exercise a seldom-used fan circuit to prevent
rust, lubricate bearings, and to keep wildlife from nesting in fan cages.
Important: Do not enable the exerciser for any relay that controls a trip function.
Enabled / Allows you to enable or disable this feature.
Disabled
Exercise time Allows you to set the number of minutes that the relay remains actuated
when the cycle time is reached. The range is 0 - 59 minutes.
Cycle time Allows you to set the amount of time between each exerciser actuation.
The range is 0 - 30 days.
Start time Allows you to set the time of day that the exerciser starts to run once the
cycle time is completed. The range is 0 - 23, in military time format.
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Matrix Controlled
This section of the Output Relay Setup window provides a variety of input signal
configurations and logic to control the relay actuation. For example, using the math function
“or”, you can actuate the relay with a maximum of four different input signals. Conversely, by
using the “or” function and setting the Actuation Direction to “down”, you can actuate on the
minimum signal of the four control signals inputs.
The fields in this section of the Output Relay Setup window are described below.
Control Allows you to select up to four input modules and/or relay states, the
signal “X” measured values of which, when compared to the setpoints, actuate or
(4 fields) de-actuate the relay according to the logic of the matrix.
Setpoint Allows you to select a value corresponding to the control signal, which,
(4 fields) when it equals or exceeds the setpoint value, meets the conditions to
actuate the relay in that column.
Hysteresis Allows you to select a switching differential required to de-actuate the
(4 fields) relay. Without hysteresis, a relay could toggle on and off rapidly when the
control signal reaches the setpoint value, causing stress on relay circuits.
The hysteresis prevents this by providing a “dead” band between on and
off.
Example: If there is only one signal controlling the relay and the
Actuation direction field (see below) is set to “up”, when the control
signal reaches the setpoint value, the relay actuates. The relay de-
actuates only when the control signal falls below the setpoint value minus
the hysteresis.
Actuation • Select “up” to actuate the relay when the input signal becomes greater
direction than the setpoint value.
(4 fields) • Select “down” to actuate the relay when the input signal becomes less
than the setpoint value.
Example: You could use the “up” actuation direction for rising temperature
values and the “down” actuation for alarming on low oil level values.
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Math Allows you to enter a math function in each of the three available fields.
Expression The first and third fields allow the math functions “or”, “and”, and “minus”.
(3 fields) The second field allows only “or” and “and”. The “minus” function(s) are
first evaluated in the matrix math expression. Otherwise, the overall
equation is evaluated from left to right.
Example: If the Matrix table is set up as:
Control Control Control Control

Signal or Signal or Signal minus Signal
1 2 3 4
The system will evaluate this as:

((Control Signal 1 OR Control Signal 2) OR (Control Signal 3 MINUS
Control Signal 4)).
Auxiliary Setpoint and Low Temperature Lockout Feature
The original IED509 had a feature for an auxiliary current setpoint and a
low temperature lockout feature. This has now been incorporated into the
relay matrix and can be accomplished using the following example:
1. Set Control Signal 1 to “WINDING”, Setpoint to “80.00” (° C), and
Actuation Direction to “up”.
2. Set the first (far left) Math Expression to “or”.
3. Set Control Signal 2 set to “WINDING - current”, Setpoint to
“500.00” (Amps), and Actuation Direction to “up”.
4. Set the middle Math Expression to “and”.
5. Set Control Signal 3 to “AMBIENT”, Setpoint to “10.00” (° C), and
Actuation Direction to “up”.
The system will evaluate the relay if the winding temperature or winding
current exceed the setpoints and will actuate the relay only if the ambient
temperature is above 10° C.
Cancel and Load Buttons

This section of the Output Relay Setup window includes the buttons described below.
Cancel Button Cancels any changes made and returns you to the Setup window.
Load Button Saves all the settings from this window to the 507ITM and returns you to
the Setup window.
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Output Loops
The Output Loops Setup window opens when you click [Output Loops] from the Setup
window. This window allows you to configure the two current loop output channels.
The 507ITM is equipped with two software selectable 0 - 1 mA or 4 - 20 mA (0 - 10 mA on
request) outputs to provide information to Supervisory Control & Data Acquisition (SCADA)
systems or remote indications. You can configure each output to send data from any of the
inputs or send a derived calculation, such as:
• the maximum value of up to three inputs, or
• a difference calculation between two input modules
To begin, click the tab of the output loop that you want to configure. The Output Loops Setup
window displays for the selected output loop.
More Information
• Loop Parameters
• Custom Range
• Loop Controlled
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Loop Parameters
This section of the Output Loops Setup window includes the fields described below.
Output Loop Displays the number of the analog current loop that is to be configured.
Loop function Allows you to enable or disable the output loop operation.
Loop type Allows you to select between current loop ranges of 0 - 1 mA and 4 - 20
mA.
Note: If requested at the time the monitor is ordered, this field can be
made to select between current loop ranges of 0 - 1 mA and 0 -
10 mA.
Custom Range
This section of the Output Loops Setup window allows you to select the value range for the
current loop output.
Example: An RTD measures temperatures from -40 - 120° C. You select an output of 4 - 20
mA and a custom range of 0 - 100. For temperature measurements of:
• −40 - 0° C, the current loop output will read 4 mA
• 0 - 100° C, the output will correspond directly to 4 - 20 mA
Any temperature measurement over 100° C will continue to read 20 mA.
The fields in this section of the Output Loops Setup window are described below.
Use Custom Allows you to activate the custom scaling of the analog outputs by
Range clicking to put a check mark in the check box.
Minimum Allows you to enter a value that corresponds to 0 mA for a 0 - 1 mA
output, or 4 mA for a 4 - 20 mA output loop.
Maximum Allows you to enter a value that corresponds to 1 mA for a 0 - 1 mA
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output, or 20 mA for a 4 - 20 mA output loop.
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Loop Controlled
This section of the Output Loops Setup window allows up to three different input
measurements and two math functions to correspond to the analog output loop. You can set
up the current output loops to be controlled by one of these three options:
• a single input measurement
• the maximum value of up to three input parameters
• the difference between two inputs
The fields in this section of the Output Loops Setup window are described below.
Control Allows you to select the input module(s) that will control the current loop
Signal 1, 2, 3 output.
(3 fields)
Math Allows you to select the math expression(s) used for selecting maximum
Expression values or difference measurements corresponding to the output current
loop value.
Bank Switching
The Bank Switching Setup window opens when you click [Bank Switching] from the Setup
window.
This window configures the cooling circuit management feature. This feature provides a
method for evenly spreading the wear of cooling equipment between two or more different
cooling groups.
Example: If Relay 1 activates a cooling group at 60° C, and Relay 2 activates another
cooling group at 75° C, the first group will be used more extensively than the second group.
By periodically switching the relay functions, the wear is spread evenly between the two
groups.
To set up the Cooling Circuit Management section of the Bank Switching Setup window:
1. Determine two relays to be exchanged.
2. In the entry field for the first relay, select the second relay from the drop-down field.
3. In the entry field for the second relay, select the first relay from the drop-down field.
Example: If you want to bank switch Relays 2 and 4, select “Relay 4” in the Relay 2 field,
and select “Relay 2” in the Relay 4 field.
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You can bank switch more than two relays in a loop, but this can only be accomplished if the
bank switching loop is closed or completed after the setup. This means that the last relay of
the bank switching loop must select the first relay of the loop.
Example: If Relay 2 selects “Relay 3”, and Relay 3 selects “Relay 4”, you must set up
Relay 4 to select “Relay 2” since Relay 2 was the start of the bank switching loop.
The bank switching is accomplished by exchanging all the matrix controls of the selected
relay with the one selecting it. This occurs at midnight each night so if you were to view the
relay settings on any two consecutive days, you would notice the changes.
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TransLife™
The TransLifeTM Setup window opens when you click [TransLifeTM] from the Setup window.
The TransLifeTM feature provides detailed information for a winding temperature of the
transformer.
More Information
• TransLifeTM Control
• Consumed Life
• Critical Forecast
• Temperature Profiler
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TransLifeTM Control
This section of the TransLifeTM Setup window allows you to configure the TransLifeTM
settings for the individual winding temperatures. It includes the fields described below.
Enable / Allows you to enable or disable the TransLifeTM feature.

Disable
Winding Allows you to select the number of the input module, or if suitably
Temperature equipped, the fiber optic probe that will measure the winding
Input Module temperature. This winding temperature measurement is used to calculate
# the consumed life, the time to reach critical winding temperature, and the
values for the temperature profiler.
Ambient Allows you to select the number of the RTD Input Module that will
Temperature measure the ambient temperature.
Input Module
#
Note: This field is only required if you are using the Critical Forecast
feature. It is not required for the Consumed Life or Temperature
Profiling features.
Oil Allows you to select number of the RTD Input Module sensors that will
Temperature measure the oil temperature.
Input Module
#
Note: This field is only required if you are using the Critical Forecast
feature. It is not required for the Consumed Life or Temperature
Profiling features.
Load Current Allows you to select the number of the current input module sensors that
Input Module will measure the current load of the selected winding.
#
Note: This field is only required if the winding temperature input module
is a direct-winding, fiber optic probe and you are using the Critical
Forecast feature. It is not required if the winding temperature
input module is not a fiber optic probe, or for the Consumed Life
and Temperature Profiling features. This field is not required for a
507ITM.
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Consumed Life
The 507ITM calculates relative “life consumption” according to IEEE standards. These
standards are based on the Arrhenius formulas for deterioration of organic insulation
material with time and temperature. Each 6 - 8 degree increase in temperature
approximately doubles the rate of life decay. Based on the cumulative exponential affects of
temperature over time, life consumption metering helps to prioritize maintenance activities
between transformers. It also helps to equalize the load between transformers to maximize
system life and minimize maintenance.
This section of the TranslifeTM Setup window includes the fields described below.
Life Depending on the application, allows you to select different Unity Hot
Consumption Spot Temperatures by entering the corresponding constants. Unity Hot
Formula Spot Temperature is defined as the value of the winding temperature at
Variables which exactly one hour of consumed life has occurred.
The 507ITM uses the IEEE Std C57.91-1995 and CEI/IEC 354:1991 for
calculating the transformer loss of life in its life-consumption equations.
Both standards use Montsinger’s rule of thermal degradation, which is a
simplified version of Arrhenius’ Law of General Chemical/Thermal
Degradation.
See the following table for recommended values.
A B Unity Hot Spot Notes

Temperature (° C)
-11.269 6328.8 110 Recommended for 65° C insulation
-11.968 6328.8 95 Recommended for 55° C insulation
-11.804 6328.8 98 IEC 354:1991 specification
-13.391 6972.15 101
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-14.133 6972.15 87
Present Loss Displays the consumed life rate of the winding at this instant in time.
of Life Rate Example: If the Unity Hot Spot Temperature is 110° C and the winding is
reading exactly 110° C, the present loss of life rate is 1.00.
Loss of Life in Displays the consumed life lost in the past hour.
the Last Hour
Loss of Life in In hours, displays the consumed life lost in the past 24 hours.
the Last Day
Total Loss of Displays the total loss of consumed life for the transformer. If the
Life consumed life is known, this value can be preset for transformers that are
already commissioned.
Assumed Transformer life entered by the user. Default value is 20 years.
Transformer
Life
Remaining Displays the remaining life left of the transformer by subtracting the total
Life Left loss of life calculated so far from the assumed transformer life.
Operating Displays the operating hours of the 507ITM. You can preset this number.
Hours
Critical Forecast
This section of the TranslifeTM Setup window allows you to set up the Critical Forecast
feature. For the present loading conditions, the Critical Forecast can predict how long it will
take the winding temperature to reach a given critical temperature.
Before you use the Critical Forecast feature:

• Check that values are entered in the Oil Rise Temperature and Oil Time Constant
fields for the winding temperature input module. See Winding Temperature Setup for
more information about these parameters.
• Check that input modules are selected in the Ambient Temperature Input Module #
and Oil Temperature Input Module # fields in the TransLifeTM Control section of the
TransLifeTM Setup window.
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The Critical Forecast section includes the fields described below.
Critical Allows you to enter three temperature values for monitoring the time it
Temperature takes for the winding temperature to reach the present load conditions.
(3 Range
fields)
Time to Displays the time calculated for the winding temperature to reach the
Critical critical setpoint values, given the present loading, oil/winding
Temperature temperatures, and ambient conditions.
(3 Range If the number displayed is 0.00 hours, the winding temperature has
fields) already reached the critical point. If 99.9 hours are displayed, the winding
temperature will never reach the critical point, given these loading
conditions.
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Temperature Profiler
This section of the TransLifeTM Setup window allows you to configure the Temperature
Profiler. The Temperature Profiler has 12 ranges of temperature values - six ranges each
above and below the value in the Unity Temperature field.
The Temperature Profiler monitors how many hours the measured winding temperature
remains in each temperature range. This provides you with a visual indication of how and
when the transformer has been used in conjunction with the consumed life value, and it
provides a more accurate indication of the total loss of life of the transformer.
The ranges are divided into six-degree increments, because the consumed life of a
transformer doubles for approximately every six degree rise in temperature.
The Temperature Profiler section includes the fields described below.
Unity Allows you to enter a temperature value where one hour of operating
Temperature time equals one hour of consumed life. If the Unity Temperature
parameter is unknown, use the recommended values from the table
provided in the Consumed Life section.
Temperature The 12 temperature legends are displayed after you:
Legends 1. Enter a temperature value in the Unity Temperature field.
2. Press [Load].
3. Re-enter the TransLifeTM Setup window.
The legends will be in 12 ranges, 6 below the Unity Temperature and 6
above.
12 Display the amount of hours the selected winding temperature remained
Temperature in each range.
Range Fields
Graph Button Displays a bar graph of the 12 temperature ranges. The 6 blue ranges
indicate the operating times that exceeded the consumed life rate.
Conversely, 6 red ranges indicate the consumed life that exceeded the
operating time.
85
86
Data Logger
The Data Logger Setup window opens when you click [Data Logger] from the Setup window.
The Data Logger can store the data of up to 10 signals. These signals can be any of the
following types:
• input module measurements
• relay status
• fiber optic temperature measurements
The Data Logger Setup window includes the fields described below.
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Chan # Displays the point number of the 10 data logging points.

Enabled Allows you to enable or disable the data logging point.
Signal Name Allows you to select the signal to be monitored for data logging. For input
modules and fiber optic probes, this is the present measurement value.
For relays, this is the actuation status.
Store Rate Allows you to select the rate at which the data is logged into memory, in
minutes (M) or hours (H). The pull-down menu provides the following
logging period rates: 1 M, 5 M, 30 M, 1 H, 4 H, 12 H,
or 24 H.
Sample Rate Allows you to select the rate at which the data is sampled, in minutes (M)
or hours (H). By sampling at a higher rate than the store rate, you can
maximize the number of measurements while minimizing the amount of
data logging memory space.
The sample rate is used in conjunction with the sample type to:
1. Take the maximum, minimum or average of the measurement.
2. Log the measurement value at the store rate.
Important: Never set the sampling rate slower than the store rate.
Sample Type Allows you to select how the sample value is stored. The pull-down
window provides the options of average (“ave”), minimum (“min”), or
maximum (“max”). If you set the value to “max”, the maximum value that
is sampled during a store rate is kept for logging. The same is true if you
select a “min” or “ave” sample type.
Sample period Displays the amount of time the data log can store parameter values
before it will overwrite itself. The software generates this value by
analyzing how many data points are active and at what rate they are
being stored.
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Save to PC Selecting Save to PC will download all valid data logging memory to the
connected PC
Save to Selecting Save to tmbdrv will download all valid data logging memory to
tmbdrv the flash drive inserted in the side USB-A port on the 507ITM. If no flash
drive is installed the data will not download.
Erase Memory Selecting Erase Memory will clear all the data logging memory from the
system.
NOTE: Once the memory is cleared it can not be recovered.
Close Selecting Close will exit this menu tab.
89
QUALITROL 507ITM – DW with Direct Winding

®
System Overview
The QUALITROL 507ITM - DW (507 DW) incorporates all the features of the 507ITM, along
®
with the ability to measure direct winding temperatures using fiber optic probes and to
compare these measurements to calculated winding temperatures. Once the fiber optic
probes are installed (see IST-096-1 Fiber Optic Installation Guide for details), the 507 DW
continuously measures the probes and incorporates the readings into all the 507ITM
functions. This allows the direct measurements to be used in the following ways:
• To automatically compare calculated and direct winding temperatures
• As a control signal or input for use in the relay logic matrix
• As current loop outputs
• As locally displayed values
The advantage of measuring direct winding temperatures with fiber optic probes over
calculated winding temperatures is that it provides you with actual winding temperature
readings. The disadvantage of this method is that it does not take into consideration
transformer loading, ambient conditions, and oil temperatures. Therefore, you might not
know if the winding temperature values are normal for those conditions or if there is a
reason for alarm.
On the other hand, the calculated winding temperature uses formulas (IEEE and IEC
models) to calculate the winding temperature based on information from the heat run data
and current conditions. In contrast to the direct measurement, this method takes into
account transformer loading, ambient conditions, and oil temperatures. The disadvantage of
this method is that it assumes the transformer is operating as originally specified.
By using these two winding temperature measurement methods, direct probes and
calculated, together, the 507 DW can automatically detect error conditions in the transformer
by using the calculated winding temperature as a benchmark, which would be the ideal
temperature, compared to the direct winding measurement, which reports the actual
temperature.
Note: Fiber probes must be installed as the transformer is being manufactured or as the
windings are being rebuilt/re-wound. It is not possible to install fiber optic probes
without full access to the transformer windings.
Components
Fiber Optic Temperature Probe
The fiber optic probes are designed to be installed directly into the transformer windings.
See the Fiber Installation Guide. The fiber probes, CAB-699-X come in standard lengths
from 4 - 10 meters. Custom lengths are available.
Optical Feedthrough
90
The fiber optic probes are terminated at the transformer wall by connecting them to an
optical feed-through, CON-159-1. These connectors allow the optical signal to transverse
the tank wall while preventing oil leakage.
Tank Wall Plate

The tank wall plate is the access point for all the fibers on the external surface of the
transformer tank. The tank wall plates come in two styles:
• bolt-on, PLT-202 -X
• weld-on, PLT-201-X
Both styles are capable of having up to 12 optical feedthroughs installed in them. Custom
plates are available.
Junction Box
To protect the optical feedthroughs and extension cables, Qualitrol provides a junction box,
COV-121-1, which covers the outside of the tank wall plate and allows access to the optical
connections cabling.
Fiber Optic Extension Cable

Fiber optic extension cables, CAB-700-X, are used to connect the optical feedthroughs that
are installed in the tank wall plate to the optical hot spot module. These cables come in
varying lengths from 5 - 15 meters. Custom lengths are available.
Optical Hot Spot Module

The optical hot spot module, MOD-638-X, is designed to convert the optical fiber
temperature signal into either a digital signal or an analog current loop value. The signal
conditioner modules can be selected to accept either: 4, 6, or 8 fiber optic probes.
System Setup
Using an optical hot spot module with an analog connection
For 507 DW units using the current loop outputs of the optical hot spot module for
connecting to the 507 DW monitor, each output current loop must have a corresponding
current loop input module, MOD-626-1, installed in the 507 DW. The cabling between the
hot spot module and the 507 DW will come wired, and the jumpers on the current loop input
module will be configured at the factory.
The jumpers on the MOD-626-1 should be set to the following positions:
JP1 jumper positions 2 & 3
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Using an optical hot spot module with a digital connection

For 507 DW units using a digital interface between the 507 DW and the optical hot spot
module, no additional input modules are needed. Instead, a digital connection is used for the
507 DW.
Comparing direct and calculated winding temperature methods

The calculated winding temperature provides the theoretical winding temperature based on
the present conditions (loading, ambient, oil temperature) and original heat run data. The
direct fiber winding temperature provides the actual winding temperature for the present
conditions. Only by comparing these two methods of determining a winding temperature can
you make full use of the data as a predictor for possible transformer problems. You can
accomplish this by using the matrix control of the output relays.
Example: If the calculated winding temperature is derived at Input Module 2 (CT,
Temperature), and the first Fiber Optic Probe (Fiber1) measures the winding temperature
directly, then the relay may be configured as follows (for example purposes only):
Control Signal 1 Fiber1
Setpoint 1 10 (this value would have to be derived from the measurements)
Hysteresis 1 5
Direction 1 Up
Math Expression 1 Minus
Control Signal 2 Input Module 2; CT, Temperature
Math Expression 2 OR
Control Signal 3 Fiber 1
Setpoint 3 -5
Hysteresis 3 5
Direction 3 Down
Control Signal 4 Input Module 2; CT, Temperature
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The relay delay timer may require a value that would be derived through experience with the
transformer because:
• the direct winding measurement will react at a faster rate than the calculated winding
temperature, and
• the calculated value is based on data from the original heat run and is heavily
dependent upon the accuracy of this data.
In the above example, relay will actuate if:
• the Direct Measurement minus the Calculated Value exceeds 10 degrees, or
• the Direct Measurement minus the Calculate Value falls below -5 degrees.
Important: Because of the variance in the temperature throughout the windings depends
on the location of the probe, measuring the winding temperature is unlikely to
perfectly match the calculated winding temperature. But the two values should
track relative to each other with time and conditions. Therefore, when
commissioning the 507 DW, taking some time to monitor the different winding
measurements is recommended to set the tracking window for the relay
matrix. This data can also be used to improve the winding temperature model.
93
Importing and Exporting Configuration Files

Configurations can be saved as files. This is convenient if:
• you want to restore the 507ITM to its original settings
• you want to configure a 507ITM offline and import this configuration at the site
You can save configuration settings in files using the File pull-down menu. These files have
the default file extension .qcf3.
The pull-down menu commands are described below:
Import Allows you to import a configuration from a file stored on your PC.
Export Allows you to store the current configuration in a previously specified file
for future use.
Export as... Allows you to store the configuration in a newly specified file for future
use.
Print Allows you to print the current configuration file for recordkeeping and
reference.
Print preview Displays the current configuration file on the PC monitor.
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Calibrating the 507ITM

Calibrating Remote Outputs for Alternate Values
Overview and Requirements
Unless otherwise specified, the 507ITM remote output current loops are calibrated for 0 - 1
mA and 4 - 20 mA. If necessary, you can recalibrate the current loop outputs for the
following alternate values:
• 0 - 5 mA
• 0 - 10 mA
• 0 - 20 mA
This procedure provides steps for recalibrating the current loop outputs.
You will need the following items to perform this procedure:
• 507ITM
• ammeter (or multi-meter set to measure DC milliamps)
• Qualitrol Remote Software
Calibration Procedure
1. Connect the computer to the 507ITM and start the ITM Manager Software.
The Desktop Menu window displays.
2. Click [Connect] and enter the password for the Calibrator tool.
Note: If you do not know this password, call Qualitrol at 585-586-1515, Ext. 33317.
3. Click [Start].
The Calibrator - Signal Selection window displays with the radio button for Input 1
selected.
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CAUTION: Be extremely careful in the Calibrator tool. Changing calibration values

incorrectly might cause the 507ITM to malfunction.
4. Connect the ammeter (or multi-meter set to measure DC milliamps) to TB1 pins 29 and
30 with the positive probe on 29.
5. In the Calibrator - Signal Selection window, select the radio button for Output 1 and click
[Calibrate].
The next two windows that appear are for calibrating the 0 - 1 mA section, which will
remain the same.
96
6. Click [Next] until you reach the Output Channel Calibration window.
The Adjust output signal to field displays 4.80 mA, which is the value used to calibrate
for a 4 - 20 mA current loop output.
Output Channel Calibration
7. Adjust the slide bar control until the ammeter displays the correct lower calibration value
for the new current loop output range.
Current Loop Lower
Output Range Calibration Value
4 - 20 mA 4.80 mA
0 - 5 mA 0.25 mA
0 - 10 mA 0.50 mA
0 - 20 mA 1.00 mA
97
8. Click [Next].
The Output Channel Calibration window displays again.
Output Channel Calibration
9. Adjust the slide bar control until the ammeter displays the correct upper calibration value
for the new current loop output range.
Current Loop Upper
Output Range Calibration Value
4 - 20 mA 20.00 mA
0 - 5 mA 5.00 mA
0 - 10 mA 10.00 mA
0 - 20 mA 20.00 mA
10. Click [Finish].

11. Repeat the process for the remaining current output loops. When you are finished,
immediately exit from the Calibrator tool.
The current loops are now be calibrated for the new values.
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Calibrating a Level Gauge to the 507ITM

Overview
All of the input modules on the 507ITM are calibrated at Qualitrol, except for the
Potentiometer (Level Gauge) input modules. These modules and sensor inputs are specific
to the transformer with which they are associated and must be calibrated on the transformer.
This procedure provides the steps for calibrating a Level Gauge to a 507ITM.
CAUTION: Except for the Potentiometer (Level Gauge) Input Modules, the input
modules of the 507ITM are calibrated using highly precise measurement
equipment. If you inadvertently try to calibrate the wrong input module,
you might cause the 507ITM to malfunction. Calibrate only the
Potentiometer input module. When you are finished, immediately exit the
Calibration tool.
Before You Begin

1. Connect the potentiometer output wires of the Level Gauge to the 507ITM. See the
Hardware Instructions for details.
2. Check that the wiring is correct by adjusting the case face to raise and lower the dial
pointer. Observe the front LCD display of the 507ITM.
• As you raise the pointer, the displayed value should increase.
• As you lower the pointer, the displayed value should decrease.
If the 507ITM is not operating correctly, check the wiring before you begin the calibration
procedure.
99
Calibration Procedure
1. Connect the computer to the 507ITM and start the Remote Software.
The Desktop Menu window displays.
2. Click [Connect] and enter the password (507) for the Calibrator tool.
3. Click [Start].
The Calibrator - Signal Selection window displays with the radio button for Input 1
selected.
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4. Click the radio button for the input module that displays “Potentiometer.” In the example
above, this is Input 3.
CAUTION: Check again that you have selected the correct input module before
proceeding. Calibrating any other input module could erase the system’s
calibration values and cause the 507ITM to malfunction.
5. Click [Calibrate].
101
102
The Input Channel Calibration window displays. The Set input signal to field prompts
you to set the pointer to minimum (“MIN”).
6. Adjust the case face until the pointer is set at the minimum position.
Case face adjusted with the pointer (and potentiometer) moved to minimum
7. Click [Next].
103
The Input Channel Calibration window now prompts you to set the pointer to maximum
(“MAX”).
8. Adjust the case face until the pointer is set at the maximum position.
Case face adjusted with the pointer (and potentiometer) moved to maximum
104
9. Click [Finish].
The Level Gauge is now calibrated to the 507ITM. The Minimum value will read 0% on
the LCD display and the Maximum value will read 100%.
10. Immediately exit the Calibrator tool.
11. To use the Level Gauge for alarm setpoints:
(a) Adjust the case face until the pointer is set to an alarm value, either low or high.
(b) Read the LCD display on the front of the 507ITM. Record the value.
(c) In the Output Relays section of the Configurator - Customer tool, use this number for
the setpoint value.
105
Frequently Asked Questions About the 507ITM

Q: In the Simple CT Temperature Scaling Setup window, what is the “Oil Temperature
Adder”? And where do I get the values for the other three variables?
A: The Simple Calculation Setup Method, which uses the Simple CT Temperature
Scaling Setup window, calculates the winding temperature of the transformer by
using the oil temperature of the transformer and the load or current running through
the windings. The RTD input module that measures this oil temperature is the Oil
Temperature Adder. The other three variables in this section of the window are:
• Winding Rise Temperature
• Current Factor
• Winding Time Constant
You can determine the values for these variables from the Transformer Test Report
that is included with the transformer. The temperature rise (or delta T) is the hot
spot temperature of the winding over the oil temperature at a given load. You can
calculate the current by using these steps:
1. Divide the secondary kVA by the secondary voltage.
2. Divide by the instrumentation CT ratio that is being used to give you the load
current for that delta T rise.
Example: The transformer is a 14000 kVA with a winding of 34400 V. The
instrumentation CT is 1200 : 5.
• 14000 kVA divided by 34400 V equals 407 Amp
• 407 Amp divided by 1200/5 (or 240) equals 1.69 Amp
The same report indicates that the hot spot rise over fluid is 12.7º C. Therefore, in
the Simple CT Temperature Scaling Setup window, enter:
• 12.7º C in the Winding Rise Temperature field
• 1.69 Amp in the Current Factor field
If no value for the Winding Time Constant field is provided on the Transformer
Heat Run Test Report and the manufacturer cannot supply it, then the IEEE Std
C57.91 recommends using a number between 5 and 8 minutes.
Q: What is a time constant?
A: The time constant is the time that it takes for the winding temperature to reach
63.2% of its full value for a given current load. That means for a given load on a
transformer, it will take approximately 5 time constants for the winding temperature
to reach its final value. So if the time constant is 6 minutes, it will take the winding
temperature 30 minutes (5 time constants × 6 minutes) to reach full temperature for
a given load.
106
Q: What do I do if there isn’t a Transformer Heat Run Test Report?

A: First, call the transformer manufacturers to see if they have a copy of the test report.
If they do not, ask if they have a test report for a similar transformer type or if there
are any specifications mounted directly onto the transformer. If none of this
information is available and this is a retrofit project, do the following:
1. Read the mechanical winding gauge and subtract the oil measurement.
2. Measure the current coming directly off the instrumentation CT.
3. Enter these two values into the remote software.
If you select method 3, the closer to full load that the transformer is running, the
more accurate the values for entering into the system.
Q: What is the difference between failsafe and non-failsafe for a relay?
A: In the 507ITM, Qualitrol uses Form C relays. These relays have three contacts:
normally open, normally closed, and common. When the monitor has no power
applied, the common and normally closed contacts are shorted together, while the
common and normally open contacts are open.
For a non-failsafe relay, when power is applied to the 507ITM, the relay contacts are
shorted on the common/normally closed side and open on the common/normally
open side. (This is the same situation as if no power was supplied to the monitor.)
When the controlling input signal reaches the setpoint, the relay changes states so
that the common/normally open side is shorted (closed) and the common/normally
closed side is open. A non-failsafe relay only changes states when the setpoint is
exceeded. This is the reason the “trip” function is normally assigned to a non-
failsafe relay.
When power is applied to the monitor with a failsafe relay, it immediately changes
states so that the common/normally open side is shorted together and the
common/normally closed side is open. If the controlling signal reaches the setpoint,
or if power is removed from the monitor, the relay changes back to the
common/normally closed state being shorted and the common/normally open state
being open. It is for this reason that most alarms and cooling systems are
connected to failsafe relays, because they will actuate if the setpoint is exceeded or
if the monitor loses power.
Q: How does the Latching Relay function work?
A: A latched relay will actuate in the same manner as a non-latching relay when the
setpoint conditions have been exceeded. The difference between a non-latching
relay and a latching relay is that a non-latching relay will return to its pre-existing
state when the setpoint conditions are no longer being exceeded. A latching relay
will remain latched. A latched relay may only return to its pre-existing state if the
setpoint conditions are no longer exceeded and the operator presses the RESET
button on the front panel of the unit during the normal scrolling operation.
107
Q: What does it mean when the unit reads “SENSOR ERROR” or “INVALID
READING”?
A: If the 507ITM detects incorrect wiring, a broken wire, pinched insulation in the
connector, or missing sensor on the RTD input module, it will display “SENSOR
ERROR”. This alerts the user to investigate the RTD sensor and correct the
situation.
The “INVALID READING” will display for any “CT, Temperature” input modules that
use an RTD probe that has a sensor error. The winding temperature is calculated
from the current load and an oil temperature measurement. If the oil temperature
measurement has a sensor error, any calculation will be invalid.
Fixing the RTD issue will correct both the RTD sensor error and the invalid reading
for the winding temperature.
Q: Are there any particular wiring methods for wiring a 507ITM?
A: Wire the 507ITM according to your OEM/utility company’s practices and industry
standards. For those areas not covered, Qualitrol recommends the following:
• Separate all power wiring (supply power, relay outputs, etc.) from analog wiring
(sensor inputs, current loop outputs, etc.) and digital wiring (RS-232, RS-485) in
different conduits, if possible.
• Use shielded wire for all and twisted pairs for analog and digital wires. Shielding
and twisted pair will minimize noise radiating to and from the wire.
• For all wiring, keep lengths as short as possible and use the heaviest gauge
wire that’s practical for the application. Wire has resistance and shorter lengths
and thicker wire minimizes that resistance.
• Dress the wires so that none of the leads are pinched or strained, which might
shorten the life of the cabling.
Q: What exactly is an RTD?
A: RTD stands for Resistance Temperature Detector, and it is a device whose
resistance changes directly proportional to changes in temperature. For a 100 ohm
RTD, this is approximately 0.385 ohm per degree Celsius, and for a 10 ohm RTD,
this is approximately 0.0385 ohm per degree Celsius. See the following chart for
resistance values of the two types of RTDs at points of interest.
RTD Type -40°C 0°C 25°C 120°C
10 ohm RTD 7.490 ohm 9.035 ohm 10.00 ohm 13.669 ohm
100 ohm RTD 84.27 ohm 100.0 ohm 109.73 ohm 146.06 ohm
Because of the small resistance values in an RTD sensor, Qualitrol recommends a
maximum of 75 feet of cable length. A typical application to measure the resistance
(temperature) changes in an RTD is for a monitor to send an excitation current
through the RTD and then measure the voltage across the device. This voltage is
then translated to the appropriate temperature value by the monitor.
Because an RTD is a resistive device, you must take the wire resistance into
account when doing any accurate measurement calculations. This can be
accomplished in different ways. One way is to send the excitation current through its
own pair of wires and measure the voltage across another pair of wires using only
sensing current. The excitation current will be great enough to make a “large”
108
voltage value, while the sensing current will be “small” to negate any wire resistance
from being detected. This is the basis for a four-wire RTD measurement and is
considered one of the most accurate.
The 506VTM can accomplish the same accuracy of a four-wire measurement using
only three wires by measuring the wire resistance in one leg of the RTD and
subtracting the resistance temperature twice. For that reason, if you are trying to
connect a four-wire RTD sensor to the 507ITM, tie off one of the legs so that it is not
connected to the terminal block.
Q: Why does the RTD sensor read either -50° C or 130° C, instead of the correct
value?
A: The measurement range of the RTD sensor is from -40 - 120° C, but the 507ITM will
over-range to -50° C or 130° C when one of the following occurs:
1. The wrong sensor is installed:
• a 10 ohm RTD sensor is connected to a 100 ohm input module, or
• a 100 ohm RTD sensor is connected to a 10 ohm input module.
Verify that the RTD sensor type matches the label on the back of the 507ITM
dust cover. If the two of these do not match, do one of the following:
• obtain the correct sensor type, or
• contact Qualitrol about updating the 507ITM unit in the field (purchasing a
new module and getting an update software disk).
2. The calibration for the RTD Input Module has been altered or overwritten. If the
507ITM was incorrectly recalibrated in the field, reinstall the factory calibration
settings. See Using the Factory Calibrator Application Tool (Advanced users
only) in the Software Instructions.
Q: How do I specify and use the clamp-on CT?
A: Clamp-on CTs are used with the current input modules and CT, temperature input
modules for calculating simulated winding temperature. Since they are a clamp-on
device, they offer a physical isolation from the transformer and the sensing device
The question sometimes arises of how much burden this CT sensor places on the
transformer. The burden is so small that it can only be measured in a laboratory, so
for all practical purposes the answer is zero as sensed by the transformer.
The output of the clamp-on sensor is from 0 - 0.333 V AC for the entire sensing
range. (0 - 10 Amp AC in corresponds linearly to 0 - 0.333 V AC out.) The clamp-on
CTs have an accuracy of 1% over the full measurement range specified for that CT.
Therefore, when selecting a clamp-on CT for the application, the CT rating should
be as close as possible without being less than the maximum value it will be
measuring. The label value on the clamp-on CT should match the CT clamp-on
sensor rating value. See Input Modules in the Software Instructions.
109
Appendix
TB1 TB3
1 17
1 IN PUT MODULE 1
2 18
2
3 19
3
4 20
5
6
21
22
Input Modules
TB4
8 24 2
9 25 3
10 26
11 27
12 28 TB5
14 30 2
15 31 3
16 32
1
TB6 Optional Heater
1 IN PUT MODULE 4
2
2 TB1-1,17
3
3
4 TB2 1 EARTH GROUN D
5 2
3 VAC LIN E IN PUT (+ )
TB1 TB1
VAC LIN E VACC N EUT
HEATER 1 17 H EATER
4
2 18
5
RS-485
VACC N EUT IN PUT (- )
RELAY 1
3 19 TXD+ (B)
Input Power 10 A
4 20 TXD- (A) Interface

RS- 485
IN PUT POWER: (UN IVERSAL)

90- 264 VAC, 47- 63 Hz 5 21 RXD+ (B)
RELAY 2
40- 290 VDC 10 A 6 22 RXD- (A)
WATTAGE: < 30 WATTS AC IN 7 23 SIGN AL GN D

< 15 WATTS DC IN
8 24
LIN E FUSE - 3.15 AM PS
RELAY 3
10 A 9 25 T/ RXD+ (B)
RELAY CON TACTS: 10 26 T/ RXD- (A)

10 A @ 115/ 230 VAC
11 27 SIGN AL GN D
10 A @ 30 VDC RELAY 4
10 A 12 28 Current Output
MODEL N O. 13 29 (+ )
CURREN T Loops
SERIAL N O. 14 30 (- ) LOOP 1
SYSTEM
STATE
MFG. DATE 15 31 (+ )
RELAY CURREN T
10A
16 32 (- ) LOOP 2
Alarm Relays
507 Wiring diagram
110
1
MENU SWITCH
right 05/24/2001 right VIEW/RESET right VIEW/RESET right VIEW TRANSLIFE right CHANGE SETTINGS right
A A
left 08:28:15 left MAXIMUM MEMORY left MINIMUM MEMORY left left ID # REQUIRED left
up up up up
down/enter down/enter down/enter down/enter enter
TOP OIL CHAN 1 TOP OIL 84.5 C TOP OIL 73.2 C TL1 CRITCAL TIME PROGRAM USER
77.5 C MAX1 1524 051701 MIN1 1524 051701 0.4 HR TO 100 ID: 111111
up up up up
down/enter down/enter down/enter enter
WINDING CHAN 2 WINDING 96.3 C WIND 1 87.1 C INVALID NUMBER
92.5 C MAX2 1524 051701 MIN2 1524 051701 ID: 111111
up up up (valid)
down/enter down/enter down/enter (invalid) enter
WINDING CHAN 2 WINDING 1300.3 A AMBIENT 16.5 C SET TIME/DATE
CURRNT 1224.5 A MAX2 1524 051701 MIN3 1524 051701 15:24 05/24/01
up up up
down/enter down/enter down/enter down/enter enter
AMBIENT CHAN 3 AMBIENT 22.1 C DGA 204.3 PPM TL1 CRITCAL TIME TOP OIL CHAN 1
18.4 C MAX3 1524 051701 MIN4 1524 051701 5.4 HR TO 105 ON
up up up up
down/enter down/enter down/enter enter
DGA CHAN 4 DGA 702.8 PPM TL1 CRITCAL TIME WINDING CHAN 2
675.1 PPM MAX4 1524 051701 99.9 HR TO 110 ON
up up up
down/enter down/enter enter
OPERATING HOURS TL1 LOSS OF LIFE AMBIENT CHAN 3
TOTAL 013992 HRS PRES RATE 0.96 ON
up up
down/enter enter
down/enter
down/enter down/enter
TL1 LOSS OF LIFE DGA CHAN 4
top of column top of column top of column HOUR 0.82 HRS ON
up
down/enter enter
TL1 LOSS OF LIFE RS232 BAUD RATE
DAY 22.94 HRS 19200
up
down/enter enter
TL1 LOSS OF LIFE RS485 BAUD DATA
TOTAL 012751 HRS 9600 8
up
down/enter enter
TL1 REMAIN LIFE RS485 PARITY STP
18.58 YEARS NONE 1
up
enter
down/enter
UNIT WILL AUTOMATICALLY
B REBOOT NOW!
B
up
down/enter
OPERATING HOURS
TOTAL 013992 HRS
up
down/enter
TEMP < 80 C
TL1 000171 HR
up
down/enter
TEMP 80 - 86 C
TL1 000200 H
up
down/enter
TEMP 86 - 92 C
TL1 000207 H
up
down/enter
TEMP 92 - 98 C
TL1 000256 H
up
down/enter
TEMP 98 - 104 C
TL1 000326 H
up
down/enter
TEMP 104 - 110 C
TL1 001221 H
up
down/enter
TEMP 110 - 116 C
TL1 000095 H
up
down/enter
TEMP 116 - 122 C
TL1 000081 H
up
down/enter
TEMP 122 - 128 C
down/enter
TL1 000032 H
TEMP 134 - 140 C
up
TL1 000000 H
down/enter
up
TEMP 128 - 134 C
down/enter
TL1 000000 H
TEMP > 140 C
up
TL1 000000 H
down/enter
top of column
Index
exporting configuration files, 86
A
about Qualitrol, 6 F
about the hardware instructions, 6
AC voltage file menu, 29
input connections, 16 four wire RS-485 connection, 22
input module, 8 framework window, 29
advanced calculation setup, 59 frequently asked questions, 98
ambient temperature forecast, 69 front panel, 7
application, open an, 34 functional specifications, 26
automatic operation, 23
H
B hardware installation, 10
bank switching, 77 heater
configuration, 46
option, 14
C
calibrate I
input channels, 38
output channels, 39 importing configuration files, 86
calibrations, saving, 39 input module configuration, 51, 52
calibrator application, 37 install
command buttons, 50, 74 hardware, 10
communicate with monitor, 30 monitor, 10
communications configuration, 47 software, 28
configurator applications, 40
connecting monitor, 28 L
consumed life, 81
controlled by matrix, 73 life consumption, 81
cooling loop parameters, 76
equipment exerciser, 72
critical forecast, 82
CT
M
current parameters, 54 main port, 49
input connections, 15 menu mode, 23
input module, 8 monitor application, 34
current monitor installation, 10
input module, 9 mounting monitors, 12
input wiring, 17
custom range, output loops, 76
custom scaling, 53 O
oil rise parameters, 58
D open an application, 34
output
date configuration, 44 loops, 75
DC voltage relays, 64
input module, 9 output contacts relay wiring, 20
input wiring, 17 overview
digital communications, 22 applications, 32
display configuration, 45 hardware, 5
dry contact closure software, 28
input wiring, 19
module, 9
P
E panel mount style monitor, 12
password
enclosure style monitor, 12 configuration, 43
expansion port, 50 new, 43
potentiometer software instructions, 28
input connections, 16 system setup, 42
input module, 8
power supply, 13
power up, 23 T
powered contact temperature profiler, 84
closure module, 9 testing the system, 25
wiring, 19 time configuration, 44
program mode, 25 translife, 62, 79
translife control, 80
R troubleshooting the communications link, 32
relay
control, 65 U
output, 64 upper fields, 60
tabs, 65
remote output signal terminals, 21
RS-485 connection, 22 V
RTD
input module, 8 view
input wiring, 14 channels, 23
running software, 28 max readings, 23
min readings, 24
S W
save calibrations, 39
seasonal setpoint, 68 winding
service port, 48 rise parameters, 61
setup system, 42 temperature and cooling, 60
simple calculation setup, 55 temperature configuration, 55
simulator application, 36
About Qualitrol:
Qualitrol manufactures substation and transformer monitoring and protection devices used by electric utilities and
manufacturing companies. It is the global leader in sales and installations of transformer asset protection equipment, fault
recorders and fault locators. Established in 1945, Qualitrol produces thousands of different types of products on demand,
each customized to customers' unique requirements.
©2011 QUALITROL Company LLC, an ISO 9001 system certified company. All rights reserved. Information subject to change without notice.
®
All trademarks are properties of their respective companies, as noted herein. IST-104-2.

507ITM HW SW Instructions

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507ITM HW SW Instructions

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QUALITROL 507ITM Series

Intelligent Transformer Monitor

Input Modules ............................................................................................................... 51

Frequently Asked Questions About the 507ITM ................................................106

Transformers offers microprocessor technology and advanced digital signal processing to

The 507ITM offers:

• Diagnostic tools for condition based maintenance

About These Hardware Instructions

Controls, Indicators, and Modules

507ITM Front Panel NEED NEW DRAWING

RTD Input Module

AC Voltage Input Module

Potentiometer Input Module

DC Voltage Input Module

Current Input Module

Dry Contact Closure Module

Powered Contact Closure Module

4 20 TXD- (A) Interface

IN PUT POWER: (UN IVERSAL)

WATTAGE: < 30 WATTS AC IN 7 23 SIGN AL GN D

RELAY CON TACTS: 10 26 T/ RXD- (A)

507ITM Back Panel

5. Wire input sensors to the correct inputs, TB3 through TB6.

Panel Mount Style

Captive Thumb Screw

Suggested Panel Cutout = 7.8 WD x 9.3 HI

Mounting the 507ITM

90-264 VAC, 47-63 Hz

Power Supply Connection

Heater Option Connection

RTD Input Modules

RTD Input Wiring Connections

AC Voltage Input Module

AC Voltage Input Connections

Potentiometer Input Module

Potentiometer Input Connections

DC Voltage Input Module

DC Voltage Input Wiring

Current Input Module

Current Input Wiring

Dry Contact Closure Input Module

Contact Closure Wiring

Powered Contact Closure Input Module

Powered Contact Wiring

Remote Output Signals

Remote Output Signal Terminals

Four-Wire RS-485 Connection

Viewing Max Readings

Viewing Min Readings

Viewing TransLifeTM Values

Front Panel Control need new drawing.

Testing the System

Protocols: DNP 3.0 (Level 3 slave), Modbus, ASCII

Monitor is also referred to as the “remote software,” because it allows you to

Connecting to the 507ITM

Installing/Running the Software

To install the software from the CD:

Desktop Communications Window

The software automatically loads a default communications data file named

Open Opens an existing communications file (*.qco).