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Before you leave the office

Gather what exists. Missing one-lines or utility data will stall the study later.

Utility available fault current: request from the serving utility, ideally with X/R ratio3-phase symmetrical short circuit current at the service entrance (kA)
Critical
Existing one-line diagram:even if outdated, it reduces field time significantly
Previous arc flash study or short circuit study:useful as a cross-check
Equipment room access schedule:confirm who has keys to every electrical room and substation
Facility voltage levels:confirm whether medium voltage (>1kV) distribution exists
PPE:bring appropriate arc-rated PPE for the voltage levels present

Utility and source

Recorded at the service entrance. If the facility has an on-site generator, document it here too.

Available fault current (kA, 3-phase) at service entranceFrom utility letter or engineering data:do not estimate
Critical
Utility X/R ratioIf not provided, use default per IEEE 1584 based on voltage level
Service voltage (V or kV)
Number of utility feeds:single service or redundant
Generator data (if present):kW rating, voltage, power factor, subtransient reactance (X"d)From generator nameplate or spec sheet

Transformers

Collect for every transformer in the system. Impedance is the most important field:errors here shift fault current across the entire model.

Nameplate data:collect for each transformer
Tag / equipment ID (matches one-line label)
Location (building, room, pad number)
Manufacturer and model
Serial number
kVA rating
Critical
Primary voltage (V or kV)
Critical
Secondary voltage (V or kV)
Critical
Impedance (%Z)Read directly from nameplate. Do not use a standard value unless nameplate is missing.
Critical
X/R ratio (if listed on nameplate)
Winding connection (Delta-Wye, Wye-Wye, Delta-Delta, etc.)
Tap position (if adjustable, note current position)
Photograph nameplate
Photo

Low voltage circuit breakers (< 1000V)

Collect for every breaker that is a main or feeder device. Branch circuit breakers within a panel are recorded at the panel level.

Identification
Panel / equipment ID
Breaker position or tag
Nameplate and frame data
Manufacturer
Model and frame designation
Frame size (A)
Critical
Sensor or trip rating (A)
Critical
Interrupting rating (kA at rated voltage)
Trip unit settings:electronic trip units only
Long-time pickup (LTP, in multiples of sensor)
Critical
Long-time delay (LTD, in seconds or band)
Critical
Short-time pickup (STP, in multiples)
Critical
Short-time delay (STD, in seconds)
Critical
Instantaneous pickup (INT, in multiples, or OFF)
Critical
Ground fault settings (if present)
Photograph trip unit faceplate with all dials visible
Photo

Medium voltage breakers and relays (≥ 1kV)

MV protective devices are relay-operated. Get both the breaker data and the relay settings.

Breaker data
Equipment ID and location
Manufacturer, model
Voltage rating (kV)
Continuous current rating (A)
Interrupting rating (kA or MVA)
Relay data
Relay manufacturer and model
CT ratio
Critical
Overcurrent pickup setting (amps secondary or multiples)
Critical
Time dial setting
Critical
Instantaneous pickup (if enabled)
Critical
Curve type (very inverse, extremely inverse, etc.)
Photograph relay faceplate and settings display
Photo

Fuses

Fuse type and manufacturer significantly affect clearing time. "600A fuse" is not enough information.

Equipment ID and location
Manufacturer
Critical
Type and class (Class J, Class R, Class L, current-limiting, etc.)
Critical
Ampere rating
Voltage rating
Interrupting rating (kA)
Speed designation (fast, standard, slow, time-delay)
Photograph fuse label or cartridge
Photo

Cables and conductors

Collect for all significant feeders. Branch circuits within a panel can often use standard assumptions. Cable length is frequently estimated:measure when possible.

Source and destination (from Panel A to MCC-1)
Conductor size (AWG or kcmil)
Critical
Conductor material (copper or aluminum)
Critical
Number of conductors per phase
Insulation type and voltage rating (THWN, XHHW, 600V, 15kV, etc.)
One-way length (feet or meters)Measure or estimate from cable tray runs and conduit routing
Installation method (conduit, cable tray, direct buried)

Switchgear and motor control centers

Document the lineup as a whole, then list each section and its protective device.

Equipment-level data
Equipment ID and name
Location
Manufacturer
Voltage rating
Bus rating (A)
Short-circuit rating (kA)
Per section / compartment
Section ID and load description
Protective device type (breaker or fuse) and rating
Breaker or fuse settings (per LV breaker or fuse sections above)
Photograph nameplate and directory
Photo

Panelboards

Collect one record per panel. Branch circuit detail matters for panels that feed downstream equipment included in the study.

Panel ID / name
Location
Voltage and phase/wire configuration (120/208V 3P4W, 277/480V 3P4W, etc.)
Main device:type, manufacturer, and rating (or "main lugs only")
Critical
Bus rating (A)
Circuit directory:circuit number, breaker size, load description
Photograph nameplate and directory card
Photo

Motors 50 HP and above, or as directed by engineer

Large motors contribute fault current during the first few cycles after a fault. Only motors above a threshold set by the engineer need to be individually modeled.

Motor tag and description
HP or kW rating
Critical
Voltage rating
Full load amperes (FLA)
NEMA code letter (for locked rotor kVA)
Connected bus or panel
Photograph nameplate
Photo

One-line verification

Do this at the end of the walkdown, not as a separate trip. Discrepancies found in the field are far cheaper to resolve than discrepancies found after the model is built.

All equipment on one-line confirmed to exist in field
Undocumented equipment found and noted
Equipment tags match one-line labels
Tie breakers and alternate sources documented
All discrepancies photographed and noted for engineer
Photo

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