Tutorial: How to Size Transformer, DG, and UPS for Industrial Loads (Step-by-Step Guide), Common mistakes

transformer, DG , UPS

Sizing a transformer for an industrial plant is not just about adding up motor ratings and picking the next higher kVA. In chemical plants, a wrongly sized transformer can lead to overheating, nuisance tripping, poor power quality, and expensive future upgrades.

In this tutorial, I’ll explain how transformer sizing is actually done in real industrial projects, using a chemical plant example, and I’ll also clarify how DG and UPS sizing philosophies differ.
This is written from a practical plant engineer’s perspective, not a classroom one.


Why Transformer Sizing Matters in Industrial Plants

A transformer is the electrical backbone of a plant. Once installed, changing it is:

  • Costly
  • Time-consuming
  • Operationally risky

Unlike motors or panels, transformers are expected to:

  • Run continuously (24×7)
  • Handle overloads and starting currents
  • Support future expansion
  • Tolerate harmonics from VFDs and rectifiers

That’s why design kVA is always higher than actual demand.


Step 1: Understand the Key Electrical Terms

Before calculations, let’s align on terminology that is often misunderstood.

Connected Load

Connected load is the sum of rated power of all installed equipment:

  • Motors
  • Heaters
  • Lighting
  • Utilities
  • Small power outlets

Important: Connected load is never equal to actual running load.


Maximum Demand (MD)

Maximum demand is the highest load the plant actually draws at any point in time.

It is obtained from:

  • Energy meters
  • Historical utility bills
  • Load studies

This is the real electrical requirement of the plant.


Demand Factor

image

Typical demand factor in chemical plants:

  • 0.6 to 0.75

This means not all equipment runs together.


Diversity Factor

Different sections peak at different times:

  • Utilities
  • Process
  • Packaging
  • Admin loads

Diversity helps reduce the total peak load.


Step 2: Prepare the Plant Load List (Example)

Let’s take a realistic chemical plant example.

Connected Load Summary

Load TypePower (kW)
Process motors (reactors, agitators, pumps)600
Utilities (boiler, cooling tower, air compressors)300
Lighting & small power100
Electrical heaters200
Total Connected Load1200 kW

At this stage, many beginners assume:

“I need a 1200 kW transformer.”

That assumption is wrong.


Step 3: Calculate Maximum Demand

Assume:

  • Demand factor = 0.7
  • Power factor = 0.9

Maximum Demand

image

Convert kW to kVA

image

So, the plant normally operates around 930–950 kVA, not 1200 kVA.


Step 4: Why You Cannot Select a 1000 kVA Transformer

Here’s where design engineering starts.

A transformer must handle more than steady-state demand.

Real-World Design Considerations

  1. Future Load Growth
    • New reactors
    • Additional pumps
    • Process debottlenecking
  2. Motor Starting Current
    • 5–7× rated current
    • Causes voltage dip and heating
  3. Harmonics
    • VFDs
    • Rectifiers
    • SMPS loads
  4. Continuous Duty
    • 24×7 operation
    • Ambient temperature
    • Reduced cooling margin

Practical Design Margin

FactorTypical Margin
Future expansion15%
Motor starting10%
Harmonics & losses10%
Continuous operation10%

Total margin ≈ 25%


Final Transformer Sizing

image

Selected Transformer

1250 kVA Transformer

This is why:

  • Demand = ~933 kVA
  • Design = 1250 kVA

This difference is intentional and necessary.


Step 5: DG Sizing – Completely Different Philosophy

A very common mistake is:

“DG size should be same as transformer.”

That is not always true.

What DG Is Actually Meant For

DG supports:

  • Essential process loads
  • Safety systems
  • Utilities needed to avoid plant damage

DG does not run the full plant.


Identify Critical Loads

LoadPower (kW)
Critical process pumps250
Instrument air compressor120
DCS & PLC systems30
Emergency lighting20
Fire water pump150
Total Running Load570 kW

DG Calculation

Assumptions:

  • DG power factor = 0.8
image

Add:

  • Motor starting margin = 30%
  • Future margin = 10%
image

Selected DG

1000 kVA DG Set

This DG can:

  • Start motors safely
  • Run continuously during power failure
  • Avoid wet stacking due to oversizing

Step 6: UPS Sizing – Zero Interruption Philosophy

UPS is not for motors.

UPS is meant for:

  • DCS
  • PLC
  • Analyzers
  • Servers
  • Interlocks
  • Safety systems

UPS Load Example

LoadPower (kW)
DCS & PLC panels15
Process analyzers10
Servers & networking8
Safety systems7
Total Load40 kW

UPS Calculation

Assume:

  • UPS PF = 0.9
image

Add redundancy (N+1):
2 × 60 kVA UPS

Battery backup:

  • Typically 30–60 minutes
  • Based on plant shutdown philosophy

Transformer vs DG vs UPS – One-Glance Comparison

EquipmentBased OnDesign Philosophy
Transformer            Maximum demand + growthLong-term backbone
DGEssential loads + startingEmergency survival
UPSControl & safety loadsZero interruption

Common Mistakes Seen in Industrial Plants

❌ Selecting transformer equal to connected load
❌ Oversizing DG leading to low loading and wet stacking
❌ Feeding motors from UPS
❌ Ignoring harmonics from VFDs
❌ Not planning for future expansion


Final Thoughts from a Plant Engineer

Transformer sizing is a balance between engineering safety and economic sense.
Too small → overheating and failures.
Too large → unnecessary capital cost and inefficiency.

If you size your transformer based on:

  • Real demand
  • Practical margins
  • Future needs

…it will serve your plant reliably for 20–30 years.

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