Introduction
Transformer turns ratio, polarity, and phase relationships are fundamental parameters that must be verified whenever a power transformer is commissioned, moved, repaired, or subjected to severe faults. Correct ratio ensures that rated system voltages are delivered at the terminals; correct polarity and phase displacement are essential for parallel operation and for avoiding circulating currents or inadvertent short-circuits.
In practice, ratio testing is usually performed with a dedicated transformer turns-ratio (TTR) test set, but it can also be carried out with simple AC sources and voltmeters. This section consolidates practical utility guidelines with field experience, and integrates additional requirements such as testing on all tap positions, treatment of special winding connections, and acceptable tolerances.
1. Understanding Transformer Ratio, Polarity and Phase
1.1 Turns ratio and voltage ratio
- The turns ratio is the ratio of the number of turns in the high-voltage (HV) winding to the number of turns in the low-voltage (LV) winding.
- Under no-load conditions, the voltage ratio is essentially equal to the turns ratio and is defined as:

where V_HV and V_LV are the RMS line or phase voltages on the corresponding windings.
In the field test, a reduced single-phase AC voltage (typically around 230 V) is applied to one winding and the induced voltage on the other winding is measured. The measured ratio is then compared with the nameplate ratio for each tap position.
1.2 Polarity
Polarity is determined by the relative direction of the instantaneous induced voltages in the windings and is usually indicated on the nameplate (e.g. additive or subtractive, vector group notation). Correct polarity is critical when:
- paralleling transformers,
- connecting transformers into banks, and
- interfacing with protective relays and voltage transformers.
1.3 Phase relationship (vector group)
Three-phase transformers are built with specific phase displacement between HV and LV line voltages (e.g. Dyn11, YNd1). This vector group must be confirmed by the test set, especially when:
- the transformer will operate in parallel with others, or
- non-standard connections (zig-zag, interconnected star, auto-transformer windings) are used.
To obtain meaningful results, the HV and LV terminals located on the same core limb must be correctly identified according to the vector group before connecting the test equipment.
2. Why and When Ratio / Polarity / Phase Tests Are Performed
Ratio, polarity and phase-relationship checks are performed in the following situations:
- Before first energization of a new or repaired transformer.
- After transportation or mechanical shocks, which may affect tap-changer mechanisms.
- After through-faults or severe system disturbances that may stress the windings or tap changer.
- During routine inspections (often annually) as part of preventive maintenance.
All tap positions must be verified, including:
- every position of the off-load / de-energized tap changer (DETC), and
- the full operating range of the on-load tap changer (OLTC or LTC).
For DETC mechanisms that have remained in one position for a long period, there is a risk of contact sticking. When such units are tested, tap changes should be made slowly and preferably with the test voltage removed to avoid damaging the contacts.
3. Measurement Procedure
A typical single-phase ratio test on a winding pair proceeds as follows:
- Preparation
- Confirm that the transformer is de-energized, grounded and isolated.
- Identify the relevant HV and LV terminals on the same core limb according to the vector group.
- Connect the TTR test set (or AC source and voltmeters) as specified for the particular winding configuration.
- Application of test voltage
- Apply a single-phase AC voltage, typically around 230 V, to the designated winding (often the HV side for convenience).
- Ensure the test current remains within the limits of the test set and does not approach magnetizing saturation of the core.
- Measurement
- Measure the induced voltage on the other winding.
- For manual methods, read both voltmeters simultaneously; for TTR sets, the instrument automatically acquires the data and calculates the ratio, phase angle and polarity.
- Testing all tap positions
- Repeat the measurement for every tap position of the DETC and OLTC.
- Where possible, perform tap changes with no test voltage applied, especially for DETC mechanisms that have not been operated for long periods.
- Recording and trending
- For each tap, record the measured ratio, the nameplate ratio and the percentage error.
- It is good practice to plot ratio or ratio error versus tap position for each phase. This quickly reveals irregular steps, asymmetries between phases or systematic deviations.

Figure 1: Performing transformer ratio test with ALLINA T1
4. Interpretation of the Test Results
4.1 Acceptable tolerances
Field measurements are compared with nameplate data and with previous test results. Typical utility practice is:
- The permissible ratio error at each tap is ±0.5 % of the nameplate ratio.
- For transformers with both DETC and OLTC, it is especially important that the ratios on the extreme taps (maximum and minimum voltage positions) remain within tolerance.
If measured ratios deviate by more than 0.5 % from the expected values, possible causes include:
- incorrect tap position or mis-indexed tap indicator,
- defective or partially open tap-changer contacts,
- shorted turns or incorrect reconnection after repair,
- wrong vector group connection.
In such cases, further investigation (inspection of the tap changer, winding resistance tests, excitation current measurements, etc.) is required before the transformer is energized.
4.2 Phase and polarity checks
Modern TTR meters typically report the phase angle between the applied and induced voltages and explicitly indicate the polarity (additive/subtractive) and phase displacement (e.g. 30° lead/lag). These readings should be consistent with the transformer’s vector group notation. Any discrepancy—especially between phases—must be resolved, as it can lead to circulating currents or fault currents when the transformer is paralleled with others.

Figure 2: Transformer turns ratio test results using Allina T1
5. Conclusion
Transformer ratio, polarity and phase-relationship testing form a cornerstone of commissioning and routine maintenance for power transformers. By applying a modest single-phase AC voltage and carefully measuring the induced voltages at all tap positions, engineers can confirm that the windings are correctly connected, the tap-changer operates as intended and the transformer will share load properly when paralleled with other units. Modern TTR meters greatly simplify this work, but a clear understanding of connection requirements, vector groups and acceptable tolerances remains essential. Consistent testing and trending of results provide early warning of emerging problems and help prevent costly failures in the power system.





