GENERIC REQUIREMENTS FOR UNINTERRUPTIBLE POWER SYSTEMS (UPS) TABLE OF CONTENTS



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TR TSY 000757 GENERIC REQUIREMENTS FOR UNINTERRUPTIBLE POWER SYSTEMS (UPS) TABLE OF CONTENTS 1. Introduction.... 1.1 Purpose and Scope 1.2 Organization.. 1.3 Reason for Reissue From Technical Advisory 1.4 Levels of System Characteristics 2. GENERAL INFORMATION 2.1 General System Description 2.2 Purpose and Scope... 2.2.1 Rectifiers/Chargers 2.2.2 Inverters 2.2.3 Switching... 2.2.4 Battery... 2.2.5 Distribution and Grounding 2.2.6 Status, Alarm, and Control 2.2.7 Data Acquisition 2.2.8 History Reporting 2.2.9 Local and Remote Reporting 2.3 Control, Status, Interfaces, Operating Environment, and History 2.3.1 Control, Status, and History. 2.3.2 Interface - Local and Remote 2.3.3 Operating Environment 3. GENERAL REQUIREMENTS. 3.1 General Design Requirements 3.1.1 "'Fail-Safe Design 3.1.2 Architecture 3.1.2.1 "'Modularity 3.1.2.2 "'Capacity. 3.2 Engineering, Installation, and Maintenance 3.2.1 "'Code Compliance.... 3.2.2 "'Fire Resistance.'..... 3.2.3 "Environmental Requirements. 3.2.4 "'Electromagnetic Interference (EMI) 3.2.5 "Ground System..... 3.2.6 "'Electrostatic Discharge (ESD) 3.2.7 "Electrical Isolation.... 3.2.8 "Frame Current..... 3.2.9 "Shipping Temperature and Humidity 3.2.10 *Packaging Design Considerations 3.2.11 *Acoustical Noise 3.2.12 *Protection and Hazards 3.2. I3 *Toxic Materials",.. 1 1 I-I I-I 1-2 1-3 2-1 2 1 2-1 2-1 2-1 2-1 2-3 2-3 3-2 3-2 3-2 3-2 3-2 - v -

3.2.14 "'Marking of Components 3.2.15 "'Replacement Parts.. 3.2.16 "'Nameplate.... 4. FUI\'CTIONAL REQUIREMENTS 4.1 General. 4.2 Vninterruptible Power System 4.2.1 Definition.. 4.2.2 Architecture 4.3 Functional Requirements 4.3.1 AC Input.. 4.3.1.1 General. 4.3.1.2 "'Frequency 4.3.1.3 *Voltage Limits 4.3.1.4 *phase... 4.3.1.5 "'Voltage Unbalance (Three-Phase) 4.3.1.6 *Source Impedance.... 4.3.1.7 "'Total Harmonic Distortion. 4.3.1.8 Displacement Power Factor 4.3.1.9 Crest Factor.... 4.3.1.9.1 Definition 4.3.1.9.2 *Requirement 4.3.2 AC Input - Equipment 4.3.2.1 General... 4.3.2.2 "'Voltage Source 4.3.2.3 *Voltage Surges 4.3.2.4 '"AC Grounding 4.3.2.5 "'Surge Withstand Capability 4.3.2.6 "'Frequency..... 4.3.2.7 "'Total Harmonic Distortion 4.3.2.8 "'Isolation..... 4.3.2.9 *AC Voltage Phase Shift 4.3.2.10 "'Phase Sequence 4.3.2.11 "'Overcurrent Protection 4.3.2.12 *Inrush Current... 4.3.2.13 "'Current Walk-In 4.3.2.14 "'Low AC Voltage Protection 4.3.2.15 *Phase..... 4.3.2.16 "'Phase Failure 4.3.2.16.1 Definition 4.3.2.16.2 Requirement 4.3.2.17 "'Power Interruption 4.3.2.18 "'Telephone Influence Factor (TIP) 4.3.3 DC Voltage Source...... 4.3.3.1 General....... 4.3.3.2 *Voltage Regulation Point 4.3.3.3 Battery...... 4.3.3.3.1 "'Float Voltage. 4.3.3.3.2 *Regulation 4.3.3.3.3 *Emergency Limits 4.3.3.3.4 "'Reserve Time.. 4.3.3.3.5 *Recharge Time 4.3.3.3.6 *Low Voltage Disconnect 3-4 4-2 4-3 4-3 4-3 4-3 4-7 4-7 4-9 4-9 4-9 4-9 0 0 0 - Vl -

4.3.3.3.7 *:\'oise Voltage - Telecommunication Source.... 4.3.3.3.8 "Battery Grounding 4.3.3.4 Rectifier/Charger Output 4.3.3.4.1 General... 4.3.3.4.2 *Technology 4.3.3.4.3 "Output Voltage 4.3.3.4.4 "Regulation Limits 4.3.3.4.5 "'Float Voltage Adjustment 4.3.3.4.6 "Voltage/Temperature Coefficient 4.3.3.4.7 "Current Walk-In. 4.3.3.4.8 "Current Limit 4.3.3.4.9 "'Warm Up Time 4.3.3.4.10 *Voltage Drift. 4.3.3.4.11 "Transient Limits 4.3.3.4.12 "'Stability.. 4.3.3.4.13 *Dynamic Response 4.3.3.4.14 "'Output Protection and Disconnect 4.3.3.4.15 "'Voice Frequency Output Noise. 4.3.3.4.16 "Ripple and Wideband Output Noise 4.3.3.4.17 "'Discharge of Output Capacitors. 4.3.4 AC Load Characteristics..... 4.3.4.1 "Displacement Power Factor 4.3.4.2 "'Crest Factor.... 4.3.4.2.1 Definition 4.3.4.2.2 "Requirement. 4.3.4.3 "'Total Harmonic Distortion 4.3.4.3.1 Definition 4.3.4.3.2 *Requirement. 4.3.4.4 "Telephone Influence Factor (TIF) 4.3.5 AC Output.......... 4.3.5.1 "Input Voltage For Output Inverter Module 4.3.5.2 *Phase....... 4.3.5.3 "Parallel Operation... 4.3.5.4 *Reverse Current Protection 4.3.5.5 "Power Rating 4.3.5.6 "Voltage Limits.... 4.3.5.7 Frequency...... 4.3.5.7.1 *60 Hertz Systems 4.3.5.7.2 "'415 Hertz Systems 4.3.5.8 Frequency Synchronization 4.3.5.8.1 "'60 Hertz Systems 4.3.5.8.2 *415 Hertz Systems 4.3.5.9 *Slew Rate... 4.3.5.10 *Line-to-Line Voltages (3<1» 4.3.5.11 "Voltage Adjustability.. 4.3.5.12 *Line Drop Compensation 4.3.5: 13 "Voltage Modulation 4.3.5.14 "Phase Angle;.... 4.3.5.15 "Input Protection '... 4.3.5.16 *Displacement Power Factor 4.3.5.17 Total Harmonic Distortion 4.3.5.17.1 *60 Hertz Systems 0 1 4-11 1 1 1 2 3 3 3 3 3 4 4 4 4 6 6 6 4-16 6 6 6 6 6 - Vll -

4.3.5.17.2 *415 Hertz Systems 4.3. 5.18 Transient Operation 4.3.5.18.1 *60 Hertz Systems 4.3.5.18.2 *415 Hertz Systems 4.3.5.19 *Overcurrent Protection 4.3.5.20 Overcurrent Surge Capacity 4.3.5.20.1 *60 Hertz Systems 4.3.5.20'.2 *415 Hertz Systems 4.3.5.21 Inrush Current 4.3.5.21.1 "'60 Hertz Systems 4.3.5.21.2 *415 Hertz Systems 4.3.6 Transfer.. 4.3.6.1 Maintenance. 4.3.6.1.1 Purpose. 4.3.6.1.2 *60 Hertz Systems 4.3.6.1.3 *415 Hertz Systems 4.3.6.2 Bypass Switch. 4.3.6.2.1 *Definition 4.3.6.2.2 *60 Hertz System 4.3.6.2.3 *415 Hertz Output 4.3.6.3 Times and Conditions 4.3.6.3.1 *Automatic Transfer 4.3.6.3.2 '"Automatic Retransfer 4.3.6.3.3 *Transfer/Retransfer Differential 4.3.6.3.4 "'Manual. 4.3.6.4 Protection. 4.3.6.4.1 "'Definition 4.3.6.4.2 *60 Hertz 4.3.6.4.3 *415 Hertz 4.3.7 Status Indications and Alarms 4.3.7.1 *Requirements 4.3.7.2 *Visual Alarms 4.3.7.3 "Visual Alarm Color Codes 4.3.8 Control Functions. 4.3.8.1 *Power Conversion and Inversion Units 4.3.8.2 Maintenance Control 4.3.8.2.1 *60 Hertz 4.3.8.2.2 "'415 Hertz 4.3.8.3 Bypass Control. 4.3.8.3.1 *60 Hertz 4.3.8.3.2 *415 Hertz 4.3.8.4 Alarm Cut-Off 4.3.8.5 *Test Jacks 4.3.8.6 *Test Points 4.3.8.7 *Status Indicator TEST Function 4.3.9 Data Acquisition and History. 4.3.9.1 General... 4.3.9.2 Software and Firmware Requirements 4.3.9.2.1 *\1odu1arity 4.3.9.2.2 *Security. 4.3.9.2.3 *Failure Detection 4.3.9.3 Data Acquisition Gathering Points 4.3.9.3.1 "General Requirements 9 9 9 9 9 4-23 4-23 4-23 4-24 4-24 4-25 4-25 4-25 - Vill -

4.3.9.3.2 "Configuration 4.3.9.3.3 *Sense Point Identification 4.3.9.3.4 "Input Ranges.... 4.3.9.4 Date and Time Recording and Data Retention 4.3.9.4.1 Date and Time Recording 4.3.9.4.2 Data Retention 4.3.9.5 *Local Status Indicator 4.3.9.6 "'Measurement Accuracy 4.3.9.7 Memory Retention. 4.3.9.8 Input/Output Functions 4.3.9.8. 1 "Application: 4.3.9.8.2 *Local Access Devices 4.3.9.9 Communications Port Requirements 4.3.9.9.1 "'Application.... 4.3.9.9.2 *Local Access... 4.3.9.9.3 *Remote Access Provisions 4.3.9.10 Dial-Out Notification Provisions 4.3.9.11 User Input... 4.3.9.11.1 *Application 4.3.9.11.2 *Requirements 4.3.9.12 Command Language Requirements 4.3.9.12.1 *Application.... 4.3.9.12.2 *Command Language Structure 4.3.9.12.3 *Command Language Usage 4.3.9.12.4 "Multi-Level Commands 4.3.9.12.5 "'Menu~Driven Operation 4.3.9.13 Data Commu.nications.. 4.3.9.13.1 *Application.... 4.3.9.13.2 "'Requirements.' 4.3.10 Interlace Requirements for Mechanized Engineering and Inventory Record Systems. 4.3.10.1 *Application.... 4.3.10.2 *Hardware Requirements 4.3.10.3 *Login Procedures.. 4.3.10.4 Format: SDUMP and FDUMP 4.3.10.5 Access Security 4.3.10.5.1 "Local Access... 4.3.10.5.2 *Remote Access 4.3.10.5.3 *Password Requirements 4.3.10.5.4 Other....... 4.3.10.6 Interfaces to Power Conversion Units 4.3.10.6.1 "?vleasured UPS Operating Parameters 4-36 4.3.10.6.2 Operating History. 4.3.10.7 Output Parameter and Temperature Calculations 4.3.11 Interface to Power Room Monitor (MPROM) 4.3.11.1 *Application.... 4.3.11.2 "Requirements..... 4.3.11.3 "Data Sampling Points 4.3.11.4' *Status Monitoring and Alarm 4.3.11.5 *Operating History 5. Physical Design............. 4-29 4-29 4-29 4-29 4-30 4 30 4-30 4-30 4-32 4-32 4-32 4-33 4-33 4-33 4-34 4-34 4-34 4-34 4-35 4-35 4-35 4-36 4-36 4-36 4-36 4-37 4-37 4-39 4-39 4-39 4-39 0 0 - IX -

Issue I, July 1989 5.1 General... 5.2 '"Mounting Arrangements 5.3 Equipment Dimensions 5.3. I "'General Requirements 5.4 *Grow1h Capability 5.5 "'Shock and Vibration 5.6 *Earthquake 5.7 "Weight 5.8 '"Cooling 5.9 *PWB Nesting 5.10 '"Materials 5.11 "'Handling. 5.12 "'Paint.. 5.13 Instruments 5.14 Human Factors 5.15 Components. 5.15. 1 '"Transformers and Magnetic Coils 5.15.2 "'Hook-Up Wire...... 5.15.3 "'Power Conductors..... 5.15.4 "'Hardware, Electrical and Mechanical 5.15.5 "'Electrical Power Wire Terminations 5.15.6 "'Resistors....... 5.15.7 *E1ectro1yticCapacitors 5.15.8 "'Capacitors Except Electrolytic 5.15.9 "'Semiconductors. ~. 5.15.10 *Circuit Breakers 5.15.11 *Fuses 5.15.12 "'Meters. 5.15.13 *Re1ays. 5.15.14 "'Switches 5. 15.15 '"Printed Wire Boards 6. QUALITY AND RELIABILITY 6.1 Quality Assurance Programs and Processes 6.1.1 Hardware Quality Assurance Plan 6.1.1.1 *Samples...... 6.1.1.2 "'Quality Assurance Documentation. 6.1.2 "Software Quality Assurance Plan 6.2 Reliability..... 6.2.1 "'General 6.2.2 "'Clock Power 6.2.3 "'Power Train. 6.2.4 "Power Transfer Switch 6.2.5 Display. 6.3 Availability....... 6.3.1 *General..... 6.3.2 *Uninterruptib1e Power System 7. Documentation and Training 7.1 *Documentation Requirements 7.2 "'Training Requirements 8. Testing Requirements 8.1 Scope 8.1.1 General.. 5-3 5-4 5-4 5-5 5-5 5-5 5-6 5-6 5-6 5-7 5-7 5-7 5-7 5-8 7-1 7-1 7-2 8-1 8-1 8-1 - x -

TR- TSY,000757 8.1.2 Type Tests 8.2 Test Information 8.3 Specific Tests... 8.3.1 General Design Requirement Tests 8.3.1.1 Fail-Safe Design 8.3.1.2 Modularity... 8.3.1.3 Capacity...... 8.3.2 Engineering, Installation, and Maintenance 8.3.2.1 Code Compliance 8.3.2.2 Fire Resistance.... 8.3.2.3 Environmental Requirements 8.3.2.4 Electromagnetic Interference 8.3.2.5 Ground System 8.3.2.6 Electrostatic Discharge. 8.3.2.7 Electrical Isolation..' 8.3.2.8 Frame Current 8.3.2.9 Shipping Temperature and Humidity 8.3.2.10 Packaging Design Considerations 8.3.2.11 A coustical Noise... 8.3.2.12 Protection and Hazards 8.3.2.13 Toxic Materials... 8.3.2.14 Marking of Components 8.3.2.15 Replacement Parts 8.3.2.16 Nameplate. 8.3.3 Test Instrumentation 8.3.4 Test System 8.3.5 AC Input.... 8.3.5.1 Frequency. 8.3.5.2 Voltage Limits 8.3.5.3 Phase 8.3.5.4 Voltage Unbalance - 34> 8.3.5.5 Source Impedance 8.3.5.6 Total Harmonic Distortion 8.3.5.7 Displacement Power Factor 8.3.5.8 Crest Factor. 8.3.6 AC Input - Equipment 8.3.6.1 General... 8.3.6.2 Voltage Source 8.3.6.3 Voltage Surges 8.3.6.4 AC Grounding 8.3.6.5 Surge Withstand Capability 8.3.6.6 Frequency..... 8.3.6.7 Total Harmonic Distortion 8.3.6.8 Isolation..... 8.3.6.9 AC Voltage Phase Shift 8.3.6.10 Phase Sequence.. 8.3.6.11 Overcurrent Protection 8.3.6.12 Inrush Current 8.3.6.13 Current Walk-In... 8.3.6.14 Low AC Voltage Protection 8.3.6.15 Phase.... 8.3.6.16 Phase Failure.. 8.3.6.17 Power Interruption.. 8-1 8-1 8-5 8-5 8-7 8-7 - Xl -

8.3.6.18 Telephone Influence Factor (TIF) 8.3.7 DC Voltage Source..... 8.3.7.1 General...... 8.3.7.2 Voltage Regulation Point 8.3.7.3 Battery...... 8.3.7.3.1 Float Voltage 8.3.7.3.2 Regulation. 8.3.7.3.3 Emergency Limits 8.3.7.3.4 Reserve Time.. 8.3.7.3.5 Recharge Time 8.3.7.3.6 Low Voltage Disconnect 8.3.7.3.7 Noise Voltage - Telecommunication Source.... 8.3.7.3.8 Battery Grounding 8.3.7.4 Rectifier/Charger Output 8.3.7.4.1 General... 8.3.7.4.2 Technology.. 8.3.7.4.3 Output Voltage 8.3.7.4.4 Regulation Limits 8.3.7.4.5 Float Voltage Adjustments. 8.3.7.4.6 Voltage Temperature Coefficient 8.3.7.4.7 Current Walk In 8.3.7.4.8 Current Limit. 8.3.7.4.9 Warm Up Time 8.3.7.4.10 Voltage Drift 8.3.7.4.11 Transient Limits 8.3.7.4.12 Stability... 8.3.7.4.13 Dynamic Response 8.3.7.4.14 Output Protection and Disconnect 8.3.7.4.15 Voice Frequency Output Noise 8.3.7.4.16 Ripple and Wideband Output Noise 8.3.7.4.17 Discharge of Output Capacitors 8.3.7.5 AC Load Characteristics..... 8.3.7.5.1 Displacement Power Factor 8.3.7.5.2 Crest Factor..... 8.3.7.5.3 Total Harmonic Distortion 8.3.7.5.4 Telephone Influence Factor (TIF) 8.3.7.6 AC Output........... 8.3.7.6.1 Input Voltage For Output Inverter Module.... 8.3.7.6.2 Phase........ 8.3.7.6.3 Parallel Operation 8.3.7.6.4 Reverse Current Protection 8.3.7.6.5 Power Rating 8.3.7.6.6 Voltage Limits..... 8.3.7.6.7 Frequency...... 8.3.7,6.8 Frequency Synchronization 8.3.7.6.9 Slew rate. 8.3.7.6.10 Line-to-Line Voltages (31)) 8.3.7.6.11 Voltage Adjustability 8.3.7.6.12 Line Drop Compensation 8.3.7.6.13 Voltage Modulation 8.3,7.6.14 Phase Angle... 8-10 8-10 8-10 8-10 8-10 8-15 8-15 - Xll -

8.3.8 8.3.9 8.3.10 8.3.11 8.3.12 8.3.13 8.3.14 8.3.15 8.3.16 8.3.7.6.15 Input Protection.... 8.3.7.6.16 Displacement Power Factor 8.3.7.6.17 Total Harmonic Distortion 8.3.7.6.18 Transient Operation... 8.3.7.6.19 Overcurrent Protection.. 8.3.7.6.20 Overcurrent Surge Capacity 8.3.7.6.21 Inrush Current. 8.3.7.7 Transfer... 8.3.7.7.1 Maintenance 8.3.7.7.2 Bypass Switch 8.3.7.8 Times and Conditions. 8.3.7.8.1 Automatic Transfer 8.3.7.8.2 Automatic Retransfer 8.3.7.8.3 Transferj Retransfer Differential 8.3.7.8.4 Manual. 8.3.7.9 Protection....... 8.3.7.10 Status Indications and Alarms 8.3.7.10.1 Requirements. ; 8.3.7.10.2 Visual Alarms.. 8.3.7.10.3 Visual Alarm Color Codes Control Functions......... 8.3.8.1 Power Conversion and Inversion Units 8.3.8.2 Maintenance Control 8.3.8.3 Bypass Control 8.3.8.4 Alarm Cut-Off 8.3.8.5 Test Jacks. 8.3.8.6 Test Points 8.3.8.7 Status Indicator TEST Function Data Acquisition and History.... Interface Requirements for Mechanized Interface to Power Room Monitor (MPROM) Physical Design... Quality And Reliability..... 8.3.13.1 Samples...... 8.3.13.2 Quality Assurance Documentation 8.3.13.3 Software Quality Assurance Plan Reliability.... 8.3.14.1 General.. 8.3.14.2 Clock Power 8.3.14.3 Power Train 8.3.14.4 Power Transfer Switch Availability...... 8.3.15.1 General..... 8.3.15.2 Uninterruptible Power System Documentation and Training. 9. REFERENCES 9-1 - X111 -

TR- TSY-000757 LIST OF FIGURES Figure. Generic UPS with AC Transformation.. Figure 4-2. Generic UPS with DC-TO-AC Transformation Figure 4-3. Simulated Withstand Surge Waveforms Figure 7-1. Outline for User's Guide..... Figure 8-1. Block Diagram of UPS Architecture For Test Purposes Figure. Rectifier/Charger Test Circuit.. Figure. Inverter Output Module Test Circuit 4-2 4-2 4-5 7-3 8-7 8-15 - XlV -

Issue 1,July 1989 LIST OF TABLES Table. Insulation Test Voltages. 3-2 Table. Range B Utilization Limits 4-3 Table 4-2. Source Impedance... 4-3 Table 4-3. Current Walk-in Requirements 4-7 Table. Telecommunications Battery Noise Levels 4-11 Table 4-5. Rectifier/Charger Terminal Voltage 2 Table. Rectifier/Charger Regulation Limits 2 Table 4-7. Output Voltage During Warm Up 4 Table. Required Indicators.... 4-24 Table 4-9. Required Monitors and Alarms 4-25 Table 0. Maximum Measurement Error vs. Measured Parameter 4-29 Table 4- I 1. Configuration of 25-pin EIA Connector 4-34 Table 2. Summary of Data Gathering Requirements 4-38 Table. Maximum Temperature For Magnetic Components 5-3 Table. Maximum Permissible Current For Hook- Up Wire 5-3 Table 5-3. Maximum Operating Voltage and Temperature 5-3 Table 5-4. Suggested Torque, Clamping Load, And Current Rating For Screws and Bolts.......... 5-4 Table 5-5. Semiconductor Stud Torque Limits... 5-6 Table 5-6. Switch Contact and Terminal Temperatures 5-7 Table 8-1. Instrumentation Characteristics.... 8-5 Table. 1960 Single Frequency TIF Weighting Values 8-10. xv-