| System voltage and phase | Match the ATS voltage and phase configuration to both the normal source and the generator. Common North American systems include 120/240 V single-phase, 120/208 V three-phase, and 277/480 V three-phase. | Confirm line-to-line and line-to-neutral voltages, frequency, and wiring diagram. Do not assume that equipment with the same nominal voltage has the same phase configuration. |
| Continuous current rating | Select an ampere rating suitable for the calculated load and the installation’s overcurrent-protection design. ATS ratings are product-specific and are available across a wide range. | Check the ATS nameplate and installation instructions, and coordinate its rating with the conductors, upstream protective device, and applicable electrical code. |
| Short-circuit withstand and closing rating | Review the short-circuit current rating (SCCR) or withstand-and-closing rating stated for the exact ATS configuration. | The rating must be suitable for the available fault current at the installation point and for the specified upstream protective device. A higher ampere rating alone does not establish adequate fault-current capability. |
| Number of poles and neutral switching | Choose a pole arrangement that matches the supply conductors and grounding scheme. Three-phase ATS units may be configured with or without a switched neutral. | Have a qualified designer confirm neutral and grounding requirements, including whether the generator is treated as a separately derived system. The correct arrangement depends on the system design and applicable code. |
| Transfer transition | Open transition: breaks the first source connection before making the second. Delayed transition: adds a timed neutral position. Closed transition: briefly overlaps sources. | Open transition is a common choice where a brief interruption is acceptable. Delayed transition may suit loads sensitive to residual voltage or out-of-phase reconnection. Closed transition requires appropriate synchronization, protection, and utility approval where applicable. |
| Service-entrance suitability | Determine whether the ATS will be installed as service equipment or downstream of the service disconnect. | If used at the service entrance, select equipment specifically listed and configured for that application, with the required service disconnect and overcurrent-protection provisions. |
| Load characteristics | Identify motors, transformers, HVAC equipment, UPS systems, electronic loads, and other loads with inrush current or special transfer requirements. | Check the ATS’s load and utilization ratings and the manufacturer’s application guidance. Confirm that generator capacity and starting performance can support the intended load sequence. |
| Generator start and control interface | Verify how the ATS signals the generator to start and how it monitors source availability and voltage or frequency limits. | Match control wiring, contact types, control voltage, and operating sequence to the generator controller. Confirm any required time delays, exercise functions, and remote status contacts. |
| Operating environment and enclosure | Check indoor or outdoor installation, ambient temperature, humidity, dust, water exposure, corrosion risk, and available mounting space. | Select an enclosure and environmental rating appropriate for the location, and follow required clearances, ventilation, and installation instructions. |
| Standards and certification | Check the standards and certifications applicable to the country and installation. Examples include UL 1008 in the United States and IEC 60947-6-1 in many international applications. | Confirm the exact product’s certification, intended use, and local code acceptance. Standards and requirements vary by jurisdiction and equipment configuration. |
| Maintenance and testing | Review the manufacturer’s inspection, exercise, testing, and service requirements, including access to controls and replaceable components. | Choose an installation that allows safe inspection and testing. Follow the equipment instructions and applicable safety procedures; transfer testing should be planned to avoid unintended interruption of critical loads. |