IP Library › Granted Patent US 12,560,637
Granted Patent B2
US 12,560,637 · App. 18/603,538 · Granted Feb 24, 2026

Automatic assessment of electrical unbalance on three-phase loads

Inventor: Jon A. Bickel (Murfreesboro, TN)
Assignee: SCHNEIDER ELECTRIC USA, INC.
G01R29/16G01R31/088H02J3/26
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Quick Facts
Patent No.
US 12,560,637
App. No.
18/603,538
Granted
Feb 24, 2026
Kind
B2
Abstract

Method and system for assessing and managing an electrical unbalance condition associated with a three-phase electrical system. An Intelligent Electronic Device (IED) coupled to the load acquires energy-related signals associated with the electrical system. A processor is configured to characterize electrical unbalance between a plurality of conductors analyze data associated with the characterization to identify electrical unbalance across the plurality of conductors, and determine the extent of the contribution of the electrical source(s), and the extent of the contribution of the load(s) in the electrical system, to the identified electrical unbalance condition.

Claims (46)

1 . A method of assessing and managing an electrical unbalance condition associated with a three-phase electrical system under analysis, the method comprising:

acquiring, by at least one Intelligent Electronic Device (IED) of the electrical system, energy-related signals associated with the electrical system, the energy-related signals comprising a plurality of measurements taken over time from a plurality of conductors;

processing the energy-related signals acquired by the at least one IED to construct a characterization of an electrical unbalance between the plurality of conductors based on the energy-related signals;

analyzing data associated with the characterization to identify the electrical unbalance across the plurality of conductors; and

determining the extent of contribution of one or more electrical sources, and the extent of contribution of one or more loads in the electrical system, to the identified electrical unbalance condition.

2 . The method of claim 1 , wherein the plurality of conductors includes at least one of phase-to-phase conductors, phase-to-neutral conductors, and phase-to-ground conductors.

3 . The method of claim 1 , wherein processing the energy-related signals to construct the characterization comprises comparing the plurality of measurements from the plurality of conductors with each other to determine where the identified electrical unbalance between the plurality of conductors is originating.

4 . The method of claim 1 , wherein the data associated with the characterization comprises three-phase load data, the three-phase load data from the energy-related signals comprising at least one of three-phase voltage data, three-phase current data, and three-phase power data.

5 . The method of claim 4 , wherein the three-phase load data comprises a multiple of three data sets acquired at different times, each data set comprising a measurement value acquired from each phase of three-phase loads in the electrical system.

6 . The method of claim 5 , wherein each measurement value comprises a discrete sample acquired synchronously from each phase of three-phase loads in the electrical system.

7 . The method of claim 5 , wherein each measurement values comprises an average of two or more samples acquired from each phase of three-phase loads in the electrical system.

8 . The method of claim 1 , wherein the extent of the contribution of the one or more electrical sources, and the extent of the contribution of the one or more loads in the electrical system, to the identified electrical unbalance condition is determined by executing a matrix shift operation on the data associated with the characterization of electrical unbalance between the plurality of conductors.

9 . The method of claim 8 , wherein executing the matrix shift operation comprises:

arranging the data associated with the characterization in a matrix such that each row of the first matrix corresponds to the measurement values for one of the data sets acquired at the same time and each column of the first matrix corresponds to the measurement values for one of the phases acquired at different times;

shifting the measurement values in the matrix on at least one of a column basis and a row basis to construct a solution set;

constructing an analysis set of summed values by adding the shifted measurement values in each row of the solution set or by adding the shifted measurement values in each column of the solution set; and

assessing a level of unbalance as a function of a range of variation of summed values in the analysis set.

10 . The method of claim 9 , wherein the extent of the contribution of the one or more electrical sources, and the extent of the contribution of the one or more loads in the electrical system, to the identified electrical unbalance condition is determined by comparing the assessed degree of unbalance as a function of the summed values by adding the shifted measurement values in each row of the matrix to the assessed degree of unbalance as a function of the summed values by adding the shifted measurement values in each column of the matrix.

11 . The method of claim 1 , wherein the extent of the contribution of the one or more electrical sources, and the extent of the contribution of the one or more loads in the electrical system, to the identified electrical unbalance condition is determined by determining if a primary source of unbalance originates upstream or downstream from the IED.

12 . The method of claim 1 , further comprising generating one or more actions for mitigating the electrical unbalance condition based on the location thereof relative to the IED.

13 . The method of claim 12 , wherein the actions for mitigating the voltage unbalance condition comprise one or more of the following: balancing distribution impedances of the electrical system; equally distributing single-phase loads on all three phases of the electrical system; load balancing; isolating single-phase loads from critical three-phase distribution systems; and installing a mitigation device in the electrical system.

14 . The method of claim 1 , wherein the load change event comprises at least one of a load energization, a load de-energization, a load variation, and an impedance change due to a fault.

15 . The method of claim 1 , wherein acquiring the energy-related signals comprises measuring at least one of three-phase current, three-phase voltage, and three-phase power of three-phase loads by the at least one IED of the electrical system.

16 . A system for assessing and managing an electrical unbalance condition associated with a three-phase electrical system under analysis, the system comprising:

at least one Intelligent Electronic Device (IED) communicatively coupled to the three-phase load of the electrical system, the IED configured to acquire energy-related signals associated with the electrical system, the energy-related signals comprising a plurality of measurements taken over time from a plurality of conductors;

a processor receiving and responsive to the energy-related signals acquired by the at least one IED; and

a memory storing processor-executable instructions that, when executed, configure the processor to:

construct a characterization of an electrical unbalance between the plurality of conductors based on the energy-related signals;

analyze data associated with the characterization to identify the electrical unbalance across the plurality of conductors; and

determine the extent of contribution of one or more electrical sources, and the extent of contribution of one or more loads in the electrical system, to the identified electrical unbalance condition.

17 . The system of claim 16 , wherein the data associated with the characterization comprises three-phase load data, the three-phase load data from the energy-related signals comprising at least one of three-phase voltage data, three-phase current data, and three-phase power data.

18 . The system of claim 17 , wherein the three-phase load data comprises a multiple of three data sets acquired at different times, each data set comprising a measurement value acquired from each phase of three-phase loads in the electrical system.

19 . The system of claim 18 , wherein each measurement value comprises a discrete sample acquired synchronously from each phase of three-phase loads in the electrical system.

20 . The system of claim 18 , wherein each measurement values comprises an average of two or more samples acquired from each phase of three-phase loads in the electrical system.

21 . The system of claim 17 , wherein the processor-executable instructions, when executed, further configure the processor to execute a matrix shift operation on the data associated with the characterization of the electrical unbalance between the plurality of conductors for determining the extent of the contribution of the one or more electrical sources, and the extent of the contribution of the one or more loads in the electrical system, to the identified electrical unbalance condition.

22 . The system of claim 21 , wherein the processor-executable instructions, when executed, further configure the processor:

arrange the data associated with the characterization in a matrix such that each row of the first matrix corresponds to the measurement values for one of the data sets acquired at the same time and each column of the first matrix corresponds to the measurement values for one of the phases of the three-phase load data acquired at different times;

shift the measurement values in the matrix on at least one of a column basis and a row basis to construct a solution set;

construct an analysis set of summed values by adding the shifted measurement values in each row of the solution set or by adding the shifted measurement values in each column of the solution set; and

assess a degree of unbalance as a function of a range of variation of summed values in the analysis set.

23 . The system of claim 22 , wherein the processor-executable instructions, when executed, further configure the processor to compare the assessed degree of unbalance as a function of the summed values by adding the shifted measurement values in each row of the matrix to the assessed degree of unbalance as a function of the summed values by adding the shifted measurement values in each column of the matrix for determining the extent of the contribution of the one or more electrical sources, and the extent of the contribution of the one or more loads in the electrical system, to the electrical unbalance condition.

24 . The system of claim 16 , wherein the processor-executable instructions, when executed, further configure the processor to determine if a primary source of unbalance originates upstream or downstream from the IED for determining the extent of the contribution of the one or more electrical sources, and the extent of the contribution of the one or more loads in the electrical system, to the identified electrical unbalance condition.

25 . The system of claim 16 , wherein the processor-executable instructions, when executed, further configure the processor to generate one or more actions for mitigating the electrical unbalance condition based on the location thereof relative to the IED.

26 . The system of claim 25 , wherein the actions for mitigating the electrical unbalance condition comprise one or more of the following: balancing distribution impedances of the electrical system; equally distributing single-phase loads on all three phases of the electrical system; load balancing; isolating single-phase loads from critical three-phase distribution systems; and installing a mitigation device in the electrical system.

27 . The system of claim 16 , wherein the load change event comprises at least one of a load energization, a load de-energization, a load variation, and an impedance change due to a fault.

28 . The system of claim 16 , wherein the processor-executable instructions, when executed, further configure the processor to measure at least one of three-phase current, three-phase voltage, and three-phase power of the three-phase load by the at least one IED of the electrical system for acquiring the energy-related signals.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 12, 2024
From: BICKEL, JON A.
To: SCHNEIDER ELECTRIC USA, INC.
Reel/Frame 068249/0795 →
Continuity (1)
Related Publication 20250290962A1 · Sep 18, 2025
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