Kohler KEP Operating instructions

Service Entrance Rated

Automatic Transfer Switches

Models:

KEP

Power Switching Devices:

Insulated-Case Circuit Breakers (ICCB)

Molded-Case Circuit Breakers (MCCB)

100--4000 Amperes

TP-6946 3/16b

Operation and

Installation

Product Identification Information

Product identification numbers determine service parts.

Record the product identification numbers in the spaces

below immediately after unpacking the products so that

the numbers are readily available for future reference.

Record field-installed kit numbers after installing the

kits.

Transfer Switch Identification Nu m bers

Record the product identification numbers from the

transfer switch nameplate.

Model Designation

Serial Number

Accessories

- Alarm Board

- Battery Module

- Controller Disconnect Switch

- Current Monitoring

- Digital Meter

- Heater

- I/O Module, Standard (max. 4) qty:

- I/O Module, High Power (max. 4) qty:

- Load Shed

- Line-Neutral Monitoring

- Seismic Certification

- Supervised Transfer Switch

- SurgeProtectionDevice(SPD)

-

Controller Identification

Record the controller description from the generator set

operation manual, spec sheet, or sales invoice.

Controller Description

TP-6946 3/16 3Table of Contents

Table of Contents

Safety Precautions and Instructions 5.........................................................

Introduction 7...............................................................................

List of Related Materials 7......................................................

Service Assistance 8.........................................................................

Section 1 Product Description 9..............................................................

1.1 General Description 9....................................................

1.2 Overcurrent Protection 10.................................................

1.3 Nameplate 10............................................................

1.4 Model Designation 11.....................................................

Section 2 Installation 13......................................................................

2.1 Introduction 13...........................................................

2.2 Receipt of Unit 13........................................................

2.2.1 Inspection 13....................................................

2.2.2 Lifting 13........................................................

2.2.3 Storage 14......................................................

2.2.4 Unpacking 14....................................................

2.3 Multi-Tap Voltage Capability 15.............................................

2.4 Set Overcurrent Protection 16..............................................

2.5 Installation 16............................................................

2.6 Seismic Certification 17...................................................

2.7 Manual Operation Check 18...............................................

2.7.1 Manual Operation Test Procedure, 100--1200A MCCB Models 18.......

2.7.2 Manual Operation Test Procedure, 800--4000 A ICCB Models 19.......

2.8 Controller Connections 20.................................................

2.8.1 Controller Input and Output Connections 21..........................

2.8.2 Harness Connection 21...........................................

2.8.3 Controller Ground 21..............................................

2.9 Electrical Wiring 22.......................................................

2.9.1 Source and Load Connections 22...................................

2.9.2 Engine Start Connection 24........................................

2.9.3 Position-Indicating Contacts 25.....................................

2.10 Communication and Accessory Connections 26..............................

2.11 Functional Tests 26.......................................................

Section 3 Three-Source Systems 27...........................................................

3.1 Three-Source Systems 27.................................................

3.2 Three Source Engine Start Mode 27........................................

3.2.1 Mode 1 27.......................................................

3.2.2 Mode 2 27.......................................................

3.3 Preferred Source Toggle 27................................................

3.4 Three Source System Test and Exercise 27..................................

3.4.1 Unloaded Test 27.................................................

3.4.2 Loaded Test 27...................................................

3.4.3 Unloaded Exercise 27.............................................

3.4.4 Loaded Exercise 27...............................................

3.5 Three-Source System Connection 28.......................................

3.6 ATS1 and ATS2 System Setup 30..........................................

Section 4 Communication and Accessory Connections 31

......................................

4.1 Introduction 31...........................................................

4.2 Communication Connections 31............................................

4.2.1 USB Port SiteTech Connection 31..................................

4.2.2 Modbus Connection 31............................................

4.2.3 Ethernet Connection 33...........................................

TP-6946 3/164 Table of Contents

4.3 Accessory Modules (Option Boards) 35.....................................

4.3.1 Accessory Module Mounting 35....................................

4.3.2 Input/Output (I/O) Modules 36......................................

4.3.3 External Battery Supply Module (EBSM/BOB) 37.....................

4.3.4 Alarm Module 38.................................................

4.4 Heater 40...............................................................

4.5 Other Accessories 41.....................................................

Section 5 Functional Tests 43.................................................................

5.1 Introduction 43...........................................................

5.2 Manual Operation Test 43.................................................

5.3 Ground Fault Site Test Requirements 43.....................................

5.4 Performance Test 43......................................................

5.5 Voltage Check 44.........................................................

5.6 Lamp Test 45............................................................

5.7 Automatic Operation Test 45...............................................

5.8 System Setup 45.........................................................

5.9 Exerciser Setup 45.......................................................

5.10 User Interface Cover 45...................................................

5.11 Startup Notification 45.....................................................

Section 6 Operation 47........................................................................

6.1 Transfer Switch Operation 47..............................................

6.1.1 Normal Operation 47..............................................

6.1.2 Overcurrent Trip 47...............................................

6.2 Service Disconnect Position 47.............................................

6.2.1 Service Disconnect to Emergency 47...............................

6.2.2 Service Disconnect to OFF 47......................................

6.2.3 Transformer Assemblies 49........................................

6.3 Service Disconnect to Emergency Operation 49..............................

6.3.1 Service Disconnect Procedure, Service Disconnect to Emergency 51...

6.3.2 Service Reconnect Procedure, Service Disconnect to Emergency 51....

6.4 Service Disconnect to OFF Operation 52....................................

6.4.1 Service Disconnect Procedure, Service Disconnect to OFF 54..........

6.4.2 Service Reconnect Procedure, Service Disconnect to OFF 55..........

6.5 Control Circuit Isolation Switch 56..........................................

6.5.1 Control Circuit Isolation and Reconnection for Service Disconnect to

Emergency Units 57..............................................

6.5.2 Control Circuit Isolation and Reconnect for Service Disconnect to OFF

Units 58.........................................................

Section 7 Changing the Service Disconnect Position 61.........................................

7.1 Introduction 61...........................................................

7.2 Changing the Service Disconnect Position 63................................

7.2.1 Procedure to Change the Service Disconnect Position Setting on the

Controller 64.....................................................

7.2.2 Procedure to Disconnect the Engine Start Bypass Circuit 65...........

7.2.3 Connection Changes for Service Disconnected Lamp Operation 66.....

7.2.4 Final Steps 69...................................................

Section 8 Performance Test Form 71...........................................................

Appendix A Abbreviations 73................................................................

TP-6946 3/16 5Safety Precautions and Instructions

Safety Precautions and Instructions

IMPORTANT SAFETY INSTRUCTIONS.

Electromechanical equipment,

including generator sets, transfer

switches, switchgear, and accessories,

can cause bodily harm and pose

life-threatening danger when

improperly installed, operated, or

maintained. To prevent accidents be

aware of potential dangers and act

safely. Read and follow all safety

precautions and instructions. SAVE

THESE INSTRUCTIONS.

This manual has several types of safety

precautions and instructions: Danger,

Warning, Caution, and Notice.

DANGER

Danger indicates the presence of a

hazard that will cause severe

personal injury, death,orsubstantial

property damage.

WARNING

Warning indicates the presence of a

hazard that can cause severe

personal injury, death, or substantial

property damage.

CAUTION

Caution indicates the presence of a

hazard that will or can cause minor

personal injury or property damage.

NOTICE

Notice communicates installation,

operation, or maintenance information

that is safety related but not hazard

related.

Safety decals affixed to the equipment

in prominent places alert the operator

or service technician to potential

hazards and explain how to act safely.

The decals are shown throughout this

publication to improve operator

recognition. Replace missing or

damaged decals.

Accidental Starting

Accidental starting.

Can cause severe injury or death.

Disconnect the battery cables before

working on the generator set.

Remove the negative (--) lead first

when disconnecting the battery.

Reconnect the negative (--) lead last

when reconnecting the battery.

WARNING

Disabling the generator set.

Accidental starting can cause

severe injury or death. Before

working on the generator set or

connected equipment, disable the

generator set as follows: (1) Move the

generator set master switch to the OFF

position. (2) Disconnect the power to

the battery charger. (3) Remove the

battery cables, negative (--) lead first.

Reconnect the negative (--) lead last

when reconnecting the battery. Follow

these precautions to prevent starting of

the generator set by an automatic

transfer switch, remote start/stop

switch, or engine start command from a

remote computer.

(Decision-Makerr 3+ and 550

Generator Set Controllers)

Disabling the generator set.

Accidental starting can cause

severe injury or death. Before

working on the generator set or

equipment connected to the set,

disable the generator set as follows:

(1) Press the generator set of f/reset

button to shut down the generator set.

(2) Disconnect the power to the battery

charger, if equipped. (3) Remove the

battery cables, negative (--) lead first.

Reconnect the negative (--) lead last

when reconnecting the battery. Follow

these precautions to prevent the

starting of the generator set by the

remote start/stop switch.

(RDC, DC, RDC2, DC2,

Decision-Makerr 3000, 3500 and

6000 Generator Set Controllers)

Hazardous Voltage/

Moving Parts

Hazardous voltage.

Will cause severe injury or death.

Disconnect all power sources before

opening the enclosure.

DANGER

Hazardous voltage.

Will cause severe injury or death.

Only authorized personnel should

open the enclosure.

DANGER

Hazardous voltage.

Can cause severe injury or death.

Operate the generator set only when

all guards and electrical enclosures

areinplace.

Moving parts.

WARNING

Hazardous voltage.

Can cause severe injury or death.

Close and secure the enclosure door

before energizing the transfer switch.

TP-6946 3/166 Safety Precautions and Instructions

Grounding electrical equipment.

Hazardous voltage can cause

severe injury or death. Electrocution

is possible whenever electricity is

present. Ensure you comply with all

applicable codes and standards.

Electrically ground the generator set,

transfer switch, and related equipment

and electrical circuits. T urn off the main

circuit breakers of all power sources

before servicing the equipment. Never

contact electrical leads or appliances

when standing in water or on wet

ground because these conditions

increase the risk of electrocution.

Short circuits. Hazardous

voltage/current can cause severe

injury or death. Short circuits can

cause bodily injury and/or equipment

damage. Do not contact electrical

connections with tools or jewelry while

making adjustments or repairs.

Remove all jewelry before servicing the

equipment.

Making line or auxiliary

connections. Hazardous voltage

can cause severe injury or death. To

prevent electrical shock deenergize the

normal power source before making

any line or auxiliary connections.

Servicing the transfer switch.

Hazardous voltage can cause

severe injury or death. Deenergize all

power sources before servicing. Turn

off the main circuit breakers of all

transfer switch power sources and

disable all generator sets as follows:

(1) Move all generator set master

controller switches to the OFF position.

(2) Disconnect power to all battery

chargers. (3) Disconnect all battery

cables, negative (--) leads first.

Reconnect negative (--) leads last when

reconnecting the battery cables after

servicing. Follow these precautions to

prevent the starting of generator sets

by an automatic transfer switch, remote

start/stop switch, or engine start

command from a remote computer.

Before servicing any components

inside the enclosure: (1) Remove all

jewelry. (2) Stand on a dry, approved

electrically insulated mat. (3) Test

circuits with a voltmeter to verify that

they are deenergized.

(Decision-Makerr 3+ and 550

Generator Set Controllers)

Servicing the transfer switch.

Hazardous voltage can cause

severe injury or death. Deenergize all

power sources before servicing. Turn

off the main circuit breakers of all

transfer switch power sources and

disable all generator sets as follows:

(1) Press the generator set off/reset

button to shut down the generator set.

(2) Disconnect power to all battery

chargers. (3) Disconnect all battery

cables, negative (--) leads first.

Reconnect negative (--) leads last when

reconnecting the battery cables after

servicing. Follow these precautions to

prevent the starting of generator sets

by an automatic transfer switch, remote

start/stop switch, or engine start

command from a remote computer.

Before servicing any components

inside the enclosure: (1) Remove all

jewelry. (2) Stand on a dry, approved

electrically insulated mat. (3) Test

circuits with a voltmeter to verify that

they are deenergized.

(RDC, DC, RDC2, DC2,

Decision-Makerr 3000, 3500 and

6000 Generator Set Controllers)

Testing live electrical circuits.

Hazardous voltage or current can

cause severe injury or death. Have

trained and qualified personnel take

diagnostic measurements of live

circuits. Use adequately rated test

equipment with electrically insulated

probes and follow the instructions of the

test equipment manufacturer when

performing voltage tests. Observe the

following precautions when performing

voltage tests: (1) Remove all jewelry.

(2) Stand on a dry, approved electrically

insulated mat. (3) Do not touch the

enclosure or components inside the

enclosure. (4) Be prepared for the

system to operate automatically.

(600 volts and under)

Hazardous voltage.

Backfeed to the utility system can

cause severe injury, death, or

property damage.

Before energizing the transfer switch,

verify that both the normal and

emergency contacts are not left in the

closed position.

WARNING

Heavy Equipment

Unbalanced weight.

Improper lifting can cause severe

injury or death and equipment

damage.

Use adequate lifting capacity.

Never leave the transfer switch

standing upright unless it is securely

bolted in place or stabilized.

WARNING

Notice

NOTICE

Foreign material contamination.

Cover the transfer switch during

installation to keep dirt, grit, metal drill

chips, and other debris out of the

components. Cover the solenoid

mechanism during installation. After

installation, use the manual operating

handle to cycle the contactor to verify

that it operates freely. Do not use a

screwdriver to force the contactor

mechanism.

NOTICE

Electrostatic discharge damage.

Electrostatic discharge (ESD)

damages electronic circuit boards.

Prevent electrostatic discharge

damage by wearing an approved

grounding wrist strap when handling

electronic circuit boards or integrated

circuits. An approved grounding wrist

strap provides a high resistance (about

1 megohm), not a direct short,to

ground.

TP-6946 3/16 7Introduction

Introduction

This manual provides operation and installation

instructions for the Kohlerr Model KEP

service-entrance rated Automatic Transfer Switch

(ATS) equipped with the Decision-Makerr MPAC 1500

controller. A separate manual provided with the transfer

switch covers the transfer switch controller operation.

See List of Related Materials for the document part

number.

Model KEP service entrance rated transfer switches

have integral overcurrent protection supplied on the

utility source as standard, which allows installation at the

point of service entrance and eliminates the need for

separate upstream overcurrent protection. Integral

overcurrent protection can also be selected on the

generator source. Refer to Section 1 .2, Overcurrent

Protection, for more information on overcurrent

protection.

Information in this publication represents data available

at the time o f print. Kohler Co. reserves the right to

change this literature and the products represented

without notice and without any obligation or liability

whatsoever.

Read this manual and carefully follow all procedures

and safety precautions to ensure proper equipment

operation and to avoid bodily injury. Read and follow the

Safety Precautions and Instructions section at the

beginning of this manual. Keep this manual with the

equipment for future reference.

The equipment service requirements are very important

to safe and efficient operation. Inspect parts often and

perform required service at the prescribed intervals.

Obtain service from an authorized service distributor/

dealer to keep equipment in top condition.

List of Related Materials

A separate manual covers the transfer switch controller

and associated accessories. Separate manuals cover

service and parts information for transfer switch power

switching devices and electrical controls.

The following table lists the part numbers for related

literature.

Literature Item Part Number

Specification Sheet, Decision-Makerr

MPAC 1500 Controller

G11-128

Specification Sheet, Model KEP ATS

(service disconnect to emergency)

G11-133

Specification Sheet, Model KEP ATS

(service disconnect to off)

G11-141

Operation Manual, Decision-Makerr

MPAC 1500 Controller

TP-6883

Parts Catalog, Model KEP ATS TP-6741

Wiring Diagram Manual, M odel KEP ATS TP-6919

Service Manual, Model KEP ATS TP-6922

TP-6946 3/168 Service Assistance

Service Assistance

For professional advice on generator power

requirements and conscientious service, please contact

your nearest Kohler distributor or dealer.

D Consult the Yellow Pages under the heading

Generators—Electric.

D Visit the Kohler Power Systems website at

KOHLERPower.com.

D Look at the labels and decals on your Kohler product

or review the appropriate literature or documents

included with the product.

D Call toll free in the US and Canada 1-800-544-2444.

D Outside the US and Canada, call the nearest regional

office.

Headquarters Europe, Middle East, Africa

(EMEA)

Kohler Power Systems Netherlands B.V.

Kristallaan 1

4761 ZC Zevenbergen

The Netherlands

Phone: (31) 168 331630

Fax: (31) 168 331631

Asia Pacific

Power Systems Asia Pacific Regional Office

Singapore, Republic of Singapore

Phone: (65) 6264-6422

Fax: (65) 6264-6455

China

North China Regional Office, Beijing

Phone: (86) 10 6518 7950

(86) 10 6518 7951

(86) 10 6518 7952

Fax: (86) 10 6518 7955

East China Regional Office, Shanghai

Phone: (86) 21 6288 0500

Fax: (86) 21 6288 0550

India, Bangladesh, Sri Lanka

India Regional Office

Bangalore, India

Phone: (91) 80 3366208

(91) 80 3366231

Fax: (91) 80 3315972

Japan, Korea

North Asia Regional Office

Tokyo, Japan

Phone: (813) 3440-4515

Fax: (813) 3440-2727

Latin America

Latin America Regional Office

Lakeland, Florida, USA

Phone: (863) 619-7568

Fax: (863) 701-7131

TP-6946 3/16 9Section 1 Product Description

Section 1 Product Description

1.1 General Description

An automatic transfer switch (ATS) transfers electrical

loads from a normal (preferred) source of electrical

power to an emergency (standby) source when the

normal source falls outside the acceptable electrical

parameters. Figure 1-1 shows a typical single-line

diagram. Figure 1-2 shows a typical transfer switch.

Model KEP automatic transfer switches employ two

mechanically interlocked enclosed contact power

switching units and the Kohlerr Decision-Makerr

MPAC 1500 controller to automatically transfer system

load to a generator supply in the event of a utility supply

failure. System load is then automatically retransferred

back to the utility supply following restoration of the utility

power source to within normal operating limits.

Model KEP service entrance rated transfer switches

have integral overcurrent protection supplied on the

utility source as standard, which allows installation at the

point of service entrance and eliminates the need to

have a separate upstream utility source circuit breaker

or disconnect switch. Integral overcurrent protection

can also be selected on the generator source. Refer to

Section 1.2, Overcurrent Protection, for more

information on overcurrent protection.

The Model KEP service-entrance rated automatic

transfer switch uses integral overcurrent protection

within the enclosed contact power switching units. The

100--1200 A rated molded case power switching

devices used for the utility and generator sources are

operated by an electrically driven motor mechanism in

the transfer switch. The 800--4000 A rated insulated

case power switching devices used for the utility and

generator sources are operated by internal drive motor

operators.

CUSTOMER

LOAD

N

UTILITY SUPPLY

REMOVABLE

NEUTRAL

GROUND

BOND

CONDUCTOR

STANDBY GENERATOR SET

GENERATOR

CIRCUIT

BREAKER

GCB

GENERATOR

POWER

SWITCHING

DEVICE

(NON-AUTO)

MECHANICAL

INTERLOCK

UCB UTILITY

POWER

SWITCHING

DEVICE

W/TRIP UNIT

SERVICE ENTRANCE

AUTOMATIC TRANSFER SWITCH

3-POLE MODEL SHOWN

Figure 1-1 Typical Single-Line Diagram

The transfer switch mechanism provides a positive

mechanical interlock to prevent both power switching

units from being closed at the same time, allowing an

interrupted open-transition break-before-make transfer

sequence. The transfer switch controller provides a

standard neutral position delay timer for

programmed-transition transfer sequences to allow

adequate voltage decay during transfer operation to

prevent out of phase transfers.

Note: For the purpose of this manual, the following

nomenclature is utilized:

D Utility or Normal to indicate the source of

primary power.

D Generator or Emergency to indicate the source

of standby power.

D Power switching device to indicate the

automatic transfer switch power switching

device [molded case (MC) or insulated case

(IC) circuit breaker (CB) or switch (SW) in the

ATS].

g11--133

Figure 1-2 Model KEP Service Entrance ATS

(ICCB type shown)

TP-6946 3/1610 Section 1 Product Description

1.2 Overcurrent Protection

Model KEP service entrance rated transfer switches

have integral overcurrent protection supplied on the

utility source as standard. Optional integral overcurrent

protection may also be selected on the generator

source. An upstream overcurrent protection device is

required on the generator source if the integral

overcurrent protection option is not specified on the

generator side of the ATS.

The type of overcurrent protection varies with ATS

amperage size and optional features specified.

Transfer switches rated 100 A through 200 A use

nonadjustable thermal-magnetic type trip units.

Transfer switches rated 250 A through 4000 A use

adjustable electronic type with long time or

instantaneous trip unit elements with optional ground

fault protection elements.

Refer to Section 1.4, Model Designation, for the types of

integral overcurrent protection that are available for the

transfer switch.

See Sections 2.4 and 6.1.2 for more information on

overcurrent protection.

1.3 Nameplate

A nameplate attached to the controller cover on the

inside of the enclosure door includes a model

designation, a serial number, ratings, and other

information about the transfer switch. See Figure 1 -3.

The serial number is also shown on a label inside the

transfer switch enclosure.

Copy the model designation, serial number, and

accessory information from the nameplate to the spaces

provided in the Product Identification Information

section inside the front cover of this manual for use when

requesting service or parts.

GM21291

Figure 1-3 Typical Transfer Switch Nameplate

TP-6946 3/16 11Section 1 Product Description

1.4 Model Designation

Model Controls Voltage Poles Enclosure Current Rating ConnectionMechanism Transition

Record the transfer switch model designation in the boxes. The transfer switch model designation defines

characteristics and ratings as explained below.

Utility

Sw.

Gen

Sw.

Sample Model Designation: KEP-DMTA-0400S-NK

Model

K: Kohler

Mechanism

E: Service Entrance Rated

Transition

P: Programmed

Controller

D:

Decision-Makerr MPAC 1500, Automatic

Voltage/Frequency

C: 208 Volts /60 Hz M: 480 Volts / 60 Hz

F: 240 Volts / 60 Hz R: 220 Volts / 60 Hz

K: 440 Volts / 60 Hz

Number of Poles/Wires

N: 2 Poles / 3 Wires, Solid Neutral

T: 3 Poles/ 4 Wires, Solid Neutral

V: 4 Poles/ 4 Wires, Switched Neutral

Enclosure

A: NEMA 1 C: NEMA 3R

B: NEMA 12 F: NEMA 4X

Current, Amps

0100 0600 2000

0150 0800 2500

0200 1000 3000

0250 1200 4000

0400 1600

Connections

S: Standard

Utility Switching Device

M: MCCB w/thermal magnetic trip 100--200 A

N: MCCB w/electronic trip 250--800 A

P: MCCB w/electronic trip and GF 1000--1200 A

R: ICCB w/electronic trip 800 A

T: ICCB w/electronic trip and GF 1000--4000 A

Generator Switching Device

K: MCSW 100--1200 A

M: MCCB w/thermal magnetic trip 100--200 A

N: MCCB w/electronic trip 250--1200 A

Q: ICSW 800--4000 A

R: ICCB w/electronic trip 800--4000 A

MC = molded case

IC = insulated case

CB = circuit breaker

SW = switch

Note: Some selections are not available for every model.

Contact your Kohler distributor for availability.

TP-6946 3/1612 Section 1 Product Description

Notes

TP-6946 3/16 13Section 2 Installation

Section 2 Installation

2.1 Introduction

Kohlerr transfer switches are shipped factory-wired,

factory-tested, and ready for installation. Have the

equipment installed only by trained and qualified

personnel, and verify that the installation complies with

applicable codes and standards. Switch installation

includes the following steps:

D Unpack and inspect the transfer switch upon receipt.

D Verify that the transfer switch voltage and frequency

ratings match the voltages and frequencies of the

sources.

D Install the transfer switch.

D Check the manual operation.

D Connect the controller harness and ground lead.

D Connect the generator set engine start leads.

D Connect the normal power source (utility),

emergency power source (generator set), and load

circuits.

D Connect accessories, if provided.

D Check voltages and operation.

Protect the switch against damage before and during

installation.

The functional tests in Section 5 a re a necessary part of

the installation. Be sure to perform the functional tests,

which include voltage checks and operation tests,

before putting the transfer switch into service.

2.2 Receip t of Unit

2.2.1 Inspection

At the time of delivery, inspect the packaging and the

transfer switch for signs of shipping damage. Unpack

the transfer switch as soon as possible and inspect the

exterior and interior for shipping damage. If damage

and/or rough handling is evident, immediately file a

damage claim with the transportation company.

2.2.2 Lifting

Unbalanced weight.

Improper lifting can cause severe

injury or death and equipment

damage.

Use adequate lifting capacity.

Never leave the transfer switch

standing upright unless it is securely

bolted in place or stabilized.

WARNING

Refer to Figure 2-1 for the approximate weight of the

transfer switch in a Type 1 enclosure. For other

enclosures, refer to the specification sheet or the

dimension drawing.

Use a spreader bar to lift the transfer switch. Attach the

bar only to the enclosure’s mounting holes or lifting

brackets; do not lift the unit any other way. Close and

latch the enclosure door before moving the unit.

Amps

MCCB Models, Weight, kg (lb.)

2P 3P 4P

100-150 68 (150) 68 (150) 68 (150)

200 68 (150) 68 (150) N/A

250 81 (178) 81 (178) 81 (178)

400 195 (430) 195 (430) 195 (430)

600-800 200 (441) 200 (441) 200 (441)

1000-1200 N/A 270 (595) 270 (595)

ICCB Models, Weight, kg (lb.)

800 N/A 544 (1200) 635 (1400)

1000-1200 N/A 553 ( 1220) 644 (1420)

1600 N/A 598 (1320) 625 (1380)

2000 N/A 607(1340) 644 (1420)

2500 N/A 625 (1380) 662 (1460)

3000 N/A 644 (1420) 680 (1500)

4000 N/A 907 (2000) 1270 (2800)

Figure 2-1 Approximate Weights with Type 1

Enclosures

TP-6946 3/1614 Section 2 Installation

2.2.3 Storage

Store the transfer switch in its protective packing until

final installation. Protect the transfer switch at a ll times

from moisture, construction grit, and metal chips. Avoid

storage in low-temperature and high-humidity areas

where moisture could condense on the unit. See

Figure 2-2 for acceptable storage temperatures.

Environmental Specifications

Operating Temperature -- 1 5 Cto50C(5F to 122F)

Storage Temperature -- 2 0 Cto70C(--4F to 158F)

Humidity 5% to 95% noncondensing

Figure 2-2 Environmental Specifications

2.2.4 Unp acking

Allow the equipment to warm to room temperature for at

least 24 hours before unpacking to prevent

condensation on the electrical apparatus. Use care

when unpacking to avoid damaging transfer switch

components. Remove dirt and packing material that

may have accumulated in the transfer switch or any of its

components.

Note: Do not use compressed air to clean the switch.

Cleaning with compressed air can cause debris

to lodge in the components and damage the

switch.

TP-6946 3/16 15Section 2 Installation

2.3 Multi-Tap Voltage Capability

The transfer switch voltage is factory-set. Check the

nameplate and confirm that the transfer switch has been

configured for the correct system voltage prior to

installation.

Note: Verify that the transfer switch voltage matches

the system voltage.

The transfer switch has multi-tap voltage capability at

the voltage transformers. See Figure 2-3 for a typical

transformer assembly. Figure 2-4 shows typical

connections. Refer to the wiring diagram provided with

the transfer switch for complete connection information

for your model.

To change the transfer switch voltage configuration, if

necessary:

D Before connecting power to the transfer switch,

change the voltage taps of the potential transformers

(PT’s) to match the system voltage. Refer to the

wiring diagram provided with the transfer switch.

D After the voltage taps have been set to correct

operating voltage, but before applying power to the

transfer switch, connect the contactor harness to the

controller through the control circuit isolation switch

on the transformer assembly. See Figure 2-3 and

Section 2.8.

D When power is connected to the ATS controller,

change the system voltage setting on the controller.

Refer to the transfer switch controller Operation

Manual, provided with the ATS, for instructions. See

the List of Related Materials in the Introduction

section for the document part number.

D Order a new nameplate from the Aftermarket Parts

department. Provide the ATS model and serial

numbers and the new voltage setting.

1. Cover (remove for access)

2. Engine start connection

3. Control circuit isolation switch

4. Voltage transformers

GM94796-1

4

1

2

3

Figure 2-3 Transformer Assembly, Typical (MCCB

Service Disconnect to OFF unit shown)

GM95677

Figure 2-4 Typical Voltage Tap Connections (Refer to the wiring diagram provided with the ATS.)

TP-6946 3/1616 Section 2 Installation

2.4 Set Overcurrent Protection

For models with integral overcurrent protection, the

overcurrent protection must be set prior to operation.

The equipment is shipped from the factory with a

long-time current setting of 100% (of the equipment

rating) and maximum short-time/ instantaneous current

and time delay settings.

Note: Do not energize this equipment until device

settings have been verified to ensure proper

system protection and coordination.

Refer to information supplied with the transfer switch for

adjustment procedures on the power switching unit’s

overcurrent protection trip unit.

Refer to Section 6.1.2, Overcurrent Trip, for additional

information on operation of the transfer switch following

an overcurrent trip condition.

2.5 Installation

NOTICE

Foreign material contamination. Cover the transfer switch

during installation to keep dirt, grit, metal drill chips, and other

debris out of the components. Cover the solenoid mechanism

during installation. After installation, use the manual operating

handle to cycle the contactor to verify that it operates freely.

Do not use a screwdriver to force the contactor mechanism.

The transfer switch may use both American Standard and

metric hardware. Use the correct size tools to prevent

rounding of the bolt heads and nuts.

Check the system voltage and frequency. Compare

the voltage and frequency shown on the transfer switch

nameplate to the source voltage and frequency. See

Section 2.3 if the system voltage is different from the

nominal normal (utility) source voltage.

Plan the installation. Use the dimensions given on the

enclosure dimension (ADV) drawings. Select a

mounting site that complies with local electrical code

restrictions for the enclosure type. Mount the transfer

switch as close to the load and power sources as

possible. Allow adequate space to fully open the

enclosure and to service the switch. Provide cable

bending space and clearance to live metal parts.

Outdoor installations. Transfer switches with

NEMA 3R and 4X enclosures can be installed outdoors.

In locations with very high ambient temperatures,

installation in a shaded area or a location with the

enclosure door facing away from direct sunlight is

recommended.

Prepare the foundation. Ensure that the supporting

foundation for the enclosure is level and straight. Refer

to the dimension drawing for required clearance.

For bottom cable entry, if used, install conduit stubs in

the foundation. Refer to the enclosure dimension

drawing for the conduit stub locations. When pouring a

concrete floor, use interlocking conduit spacer caps or a

wood or metal template to maintain proper conduit

alignment.

Installation of seismically certified transfer

switches. Seismic certification must be requested

when the transfer switch is ordered. See Section 2.6

and the transfer switch dimension (ADV) drawings for

additional installation requirements for transfer switches

with seismic certification.

Install the ATS. Refer to the dimension drawing

supplied with the switch and mount the transfer switch

according to the details and instructions on the drawing.

Smaller transfer switches have clearance holes through

the back of the enclosure for mounting. Bolt the transfer

switches to a wall or other rigid vertical supporting

structure. Use shims to plumb the enclosure. Verify that

the door hinges are vertical to avoid distortion of the

enclosure or door.

Bolt larger transfer switches directly to floor mounting

pads. Use shims to level the enclosure. Verify that the

door hinges are vertical to avoid distortion of the

enclosure or door.

TP-6946 3/16 17Section 2 Installation

2.6 Seismic Certification

Automatic transfer switches with seismic certification

must be installed according to the instructions in this

section. Also refer to ADV-7456, the Certificate of

Compliance provided with the ATS, and the installation

(ADV) drawings for the transfer switch.

Abbreviations:

ACI: American Concrete Institute

IBC: International Building Coder

S

DS:

Design spectral response acceleration at short

period, as determined in Section 1615.1.3 of

the IBC

R

p

: Equipment response modification factor

I

p

: Equipment importance factor

a

p

: In-structure equipment amplification factor

Refer to the International Building Coder for more

information.

General Seismic Installation Notes:

1. Anchors used for seismic installation must be

designed in accordance with ACI 355.2--04.

Suggested manufacturers include Simpson,

Ramset, and Hilti.

2. Anchors must be installed to a minimum

embedment of 8x the anchor diameter.

3. Anchors must be installed in minimum 4000 psi

compressive strength normal weight concrete.

Concrete aggregate must comply with ASTM C33.

Installation in structural lightweight concrete is not

permitted unless otherwise approved by the

structural engineer of record.

4. Anchors must be installed to the required torque

specified by the anchor manufacturer to obtain

maximum loading.

5. Anchors must be installed to the anchor spacing

required to obtain maximum load and edge

distance required to obtain maximum load unless

otherwise approved by the structural engineer of

record.

6. Anchors used for seismic installation must be

designed and rated to resist seismic loading in

accordance with ACI 355.2--04 and documented in

a report by a reputable testing agency (for

example, the Evaluation Service Report issued by

the International Code Council).

7. Wide washers must be installed at each anchor

location between the anchor head and equipment

for tension load distribution. See applicable ADV

drawing for specific anchor information and washer

dimensions.

8. Equipment installed on a housekeeping pad

requires the housekeeping pad thickness to be at

least 1.5x the anchor embedment depth.

9. All housekeeping pads must be seismically

designed and dowelled or cast into the building

structure as approved by the structural engineer of

record.

10. Rebar reinforcing in the housekeeping pad is

required for all installations.

11. Concrete and rebar reinforcing must be designed

in accordance with ACI 318--05.

12. Wall mounted equipment must be installed to a

rebar reinforced structural concrete wall that is

seismically designed and approved by the

engineer of record to resist the added seismic

loads from components being anchored to the wall.

13. Floor mounted equipment (with or without a

housekeeping pad) must be installed to a rebar

reinforced structural concrete floor that is

seismically designed and approved by the

engineer of record to resist the added seismic

loads from components being anchored to the

floor.

14. When installing to a floor or wall, rebar interference

must be considered.

15. Equipment attached to any structural floor other

than those constructed of structural concrete and

designed to accept the seismic loads from the

mounted equipment are beyond the scope of this

specification.

16. Installation to light-weight concrete over steel

decking is beyond the scope of this specification.

17. Installation to concrete block or cinder block walls

is beyond the scope of this specification.

TP-6946 3/1618 Section 2 Installation

2.7 Manual Operation Check

Hazardous voltage.

Will cause severe injury or death.

Only authorized personnel should

open the enclosure.

DANGER

Hazardous voltage.

Backfeed to the utility system can

cause severe injury, death, or

property damage.

Before energizing the transfer switch,

verify that both the normal and

emergency contacts are not left in the

closed position.

WARNING

Note: A manual operation handle is provided on the

transfer switch for maintenance purposes only.Do

not use the manual operation handle to transfer

the load with the power connected.

Use the manual operation handle to check the manual

operation before energizing the transfer switch. Check

the operation of both the Normal and Emergency

operators.

A power switching device in normal and serviceable

condition operates smoothly without binding. Do

not place the transfer switch into service if the power

switching device does not operate smoothly; contact an

authorized distributor/dealer for service.

Note: Refer to Figure 2-5 through Figure 2-7 for

identification of transfer switch mechanism style

supplied with the transfer switch.

2.7.1 Manual Operation Test Procedure,

100--1200A MCCB Models

Manually operate the transfer switch mechanism,

depending on mechanism type, as described below.

100--800 Amp Units:

See Figure 2-5. Insert the operating handle into the

front of the transfer mechanism and turn the operating

handle until the position indication on the mechanism

clearly shows the desired position: generator, neutral,

or utility.

1000 and 1200 Amp Units:

See Figure 2-6. Pull the manual release knob on the

mechanism, releasing the motor drive rod from the

motor drive arm. Move the knob and yoke to the marked

position.

1

GM69173

2

1. Manual operation handle storage location

2. Insert handle here to operate manually

Figure 2-5 100--800 Amp MCCB Manual

Operation (250 Amp model shown)

TP-6946 3/16 19Section 2 Installation

1

1. Manual operation knob

2. Yoke

GM71058

2

Figure 2-6 1000--1200 Amp MCCB Manual

Operation

2.7.2 Manual Operation Test Procedure,

800--4000 A ICCB Models

See Figure 2-7. Manually operate the power switching

units as follows: Push the breaker’s TEST pushbutton.

The breaker should then open. Press the reset button to

reset the breaker.

Repeat for the other power switching unit.

1

ADV--7884

1. Trip (Test) and reset pushbuttons

1

Figure 2-7 ICCB Manual Operation

TP-6946 3/1620 Section 2 Installation

2.8 Controller Connections

Hazardous voltage.

Will cause severe injury or death.

Disconnect all power sources before

opening the enclosure.

DANGER

NOTICE

Electrostatic discharge damage. Electrostatic discharge

(ESD) damages electronic circuit boards. Prevent

electrostatic discharge damage by wearing an approved

grounding wrist strap when handling electronic circuit boards

or integrated circuits. An approved grounding wrist strap

provides a high resistance (about 1 megohm), not a direct

short, to ground.

The controller is mounted in a plastic housing on the

inside of the transfer switch enclosure door.

Figure 2-8 shows the locations of the connectors on the

controller. It is not necessary to open the cover to

access the Ethernet, Modbusr, and input/output

connectors.

Opening the cover. If necessary, open the plastic

housing by pushing up on the latch on the bottom of the

cover and swinging the cover up and out. The cover is

hinged at the top. Lift the cover off the hinges to remove

it completely, if necessary.

Note: Always replace the cover before energizing the

transfer switch controls.

6

1. Standard input/output connection

2. RS-485 connection TB2

3. Connection for optional current sensing kit

4. Optional I/O module connection P16

5. Access openings to optional RJ-45 connector

6. Latch

7. Ground wire

8. Contactor harness connection (through controller circuit

isolation switch on transformer assembly. See Figure 2-3.)

5

GM85884

1

3

8

7

2

4

Figure 2-8 Controller

Modbus is a registered trademark of Schneider Electric.

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