| 1 | Define the compensation duty | Calculate the required reactive power in kVAr from the existing and target power factor, operating load, and the expected duty cycle. | Required kVAr, number of steps, step size, switching method, and whether the bank is fixed or automatically controlled. | Correct sizing avoids insufficient power-factor correction, excessive correction, and unnecessary switching. |
| 2 | Match the system voltage | Select a capacitor with a rated voltage suitable for the actual line-to-line voltage and the installation category. | Rated voltage, connection configuration, permissible overvoltage, and applicable electrical safety standard. | Operating above the rated voltage increases electrical stress, heating, and the risk of premature failure. |
| 3 | Confirm the operating frequency | Choose a capacitor designed for the system frequency, such as 50 Hz or 60 Hz. Do not assume that a unit designed for one frequency has identical performance at another. | Rated frequency, capacitance at the specified frequency, and frequency-related loss data. | Reactive power and current depend on frequency, so an incorrect frequency rating can alter system performance. |
| 4 | Allow for harmonics | Measure voltage and current distortion before selecting the capacitor. Where significant harmonics are present, consider a detuned reactor-capacitor assembly or a harmonic-filter design. | THD data, harmonic spectrum, reactor tuning factor, resonance analysis, and permissible RMS current. | Capacitors can amplify resonance effects and may experience excessive RMS current in harmonic-rich networks. |
| 5 | Check capacitance and tolerance | Use the specified capacitance or kVAr tolerance to ensure that each step delivers the intended reactive power under rated conditions. | Capacitance tolerance, kVAr tolerance, measurement conditions, and tolerance over temperature and service life. | Large variation between steps can produce uneven compensation and unstable controller operation. |
| 6 | Evaluate thermal performance | Select a product with a temperature category suitable for the enclosure, ambient conditions, ventilation, and nearby heat sources. | Minimum and maximum ambient temperature, hot-spot limits, cooling requirements, and rated current under temperature conditions. | Excessive temperature accelerates dielectric aging and reduces service life. |
| 7 | Review dielectric losses | Prefer a design with clearly stated low loss or dissipation-factor performance, especially for continuously energized applications. | Dielectric loss, dissipation factor, total losses, and test temperature and frequency. | Lower losses generally reduce self-heating and improve efficiency during long operating periods. |
| 8 | Select the correct switching method | For frequent load changes, use a controller and switching equipment intended for capacitor duty. Consider inrush-current limiting or transient control. | Maximum switching frequency, inrush-current capability, contactor or thyristor compatibility, and step response time. | Ordinary switching equipment may suffer contact wear or excessive transients when used with capacitor banks. |
| 9 | Verify protection and discharge features | Confirm that the capacitor includes or supports overpressure protection, short-circuit protection, discharge resistors, and suitable upstream fusing. | Discharge time, residual-voltage limit, internal protection method, fuse recommendations, and fault-clearing requirements. | Capacitors can retain a dangerous charge after disconnection; coordinated protection reduces personnel and equipment hazards. |
| 10 | Assess service life and installation fit | Compare expected service life with the application duty, and check dimensions, terminals, mounting orientation, enclosure rating, and maintenance access. | Endurance rating, expected life conditions, humidity category, vibration limits, terminal torque, dimensions, and installation clearances. | A technically suitable capacitor can still fail early if its environmental, mechanical, or maintenance requirements are not met. |