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All sourcesNASA NTRSDOE OSTI
NASA NTRS1988

Space Station Information Systems

The utility of the Space Station is improved, the ability to manage and integrate its development and operation enhanced, and the cost and risk of developing the software for it is minimized by three major information systems. The Space Station Information System (SSIS) provides for the transparent collection and dissemination of operational information to all users and operators. The Technical and Management Information System (TMIS) provides all the developers with timely and consistent program information and a project management 'window' to assess the project status. The Software Support Environment (SSE) provides automated tools and standards to be used by all software developers. Together, these three systems are vital to the successful execution of the program.

Pittman, Clarence W.↗
NASA NTRS1992

Flight Testing of the Forward Looking Infra-Red (FLIR) Sensor on the Electronic Combat and Reconnaissance (ECR) Tornado

This paper presents details of the flight testing of the Forward Looking Infra-Red (FLIR) sensor integrated into the German Electronic Combat And Reconnaissance (ECR) Tornado aircraft. A brief description of the ECR operational requirements and the key avionic equipment is given. The technical features of the FLIR system and its integration into the aircraft arc presented as are the flight test methods used in assessing its performance. Test facilities are addressed as arc test results. The FLIR system for the ECR Tornado was shown to provide a useful pilot and WSO sight/ navigation aid and to provide an assistance to reconnaissance tasks. The FLIR system has also been shown to meet its specified range-resolution requirements.

Flight Testing↗
NASA NTRS1997

Integrated Requirements Analysis and Technology Roadmaps

In fiscal year 1997, Strategic Insight performed analytical studies for NASA's Highly Reusable Space Transportation (HRST) program, creating program documents which illuminated technical requirements and critical research opportunities. Studies were performed to structure and confirm HRST's evolving technical requirements, building on Marshall's Phase 1 work, which defined HRST system concepts, analytical tools and high-level issues for assessment in Phase 2. Specifically, Strategic Insight: (1) Performed a requirements analysis to update HRST: An Advanced Concepts Study, Study Guidelines, Version 2.0 of January 22, 1996; only minor changes were recommended for the given parameters of interest to concept designers; (2) Conducted mini-workshops during HRST Working Group meetings on April 14-15, 1997 and July 22-24, 1997; and (3) Created structures for technology road maps of candidate HRST concepts, both subsystem and end-to-end concepts, emerging from the 13 cooperative agreement projects.

Source record↗
NASA NTRS2001

Report of the Odyssey FPGA Independent Assessment Team

An independent assessment team (IAT) was formed and met on April 2, 2001, at Lockheed Martin in Denver, Colorado, to aid in understanding a technical issue for the Mars Odyssey spacecraft scheduled for launch on April 7, 2001. An RP1280A field-programmable gate array (FPGA) from a lot of parts common to the SIRTF, Odyssey, and Genesis missions had failed on a SIRTF printed circuit board. A second FPGA from an earlier Odyssey circuit board was also known to have failed and was also included in the analysis by the IAT. Observations indicated an abnormally high failure rate for flight RP1280A devices (the first flight lot produced using this flow) at Lockheed Martin and the causes of these failures were not determined. Standard failure analysis techniques were applied to these parts, however, additional diagnostic techniques unique for devices of this class were not used, and the parts were prematurely submitted to a destructive physical analysis, making a determination of the root cause of failure difficult. Any of several potential failure scenarios may have caused these failures, including electrostatic discharge, electrical overstress, manufacturing defects, board design errors, board manufacturing errors, FPGA design errors, or programmer errors. Several of these mechanisms would have relatively benign consequences for disposition of the parts currently installed on boards in the Odyssey spacecraft if established as the root cause of failure. However, other potential failure mechanisms could have more dire consequences. As there is no simple way to determine the likely failure mechanisms with reasonable confidence before Odyssey launch, it is not possible for the IAT to recommend a disposition for the other parts on boards in the Odyssey spacecraft based on sound engineering principles.

Mayer, Donald C.↗
NASA NTRS2019

A Summary of NASA Rotary Wing Research: Circa 2008–2018

The general public may not know that the first “A” in NASA stands for Aeronautics. If they do know, they will very likely be surprised that in addition to airplanes, the “A” includes research in helicopters, tiltrotors, and other vehicles adorned with rotors. There is, arguably, no subsonic air vehicle more difficult to accurately analyze than a vehicle with lift-producing rotors. No wonder that NASA has conducted rotary wing research since the days of the NACA and has partnered, since 1965, with the U.S. Army in order to overcome some of the most challenging obstacles to understanding the behavior of these vehicles. Since 2006, NASA rotary wing research has been performed under several different project names [Gorton et al., 2015]: Subsonic Rotary Wing (SRW) (2006–2012), Rotary Wing (RW) (2012–2014), and Revolutionary Vertical Lift Technology (RVLT) (2014–present). In 2009, the SRW Project published a report that assessed the status of NASA rotorcraft research; in particular, the predictive capability of NASA rotorcraft tools was addressed for a number of technical disciplines. A brief history of NASA rotorcraft research through 2009 was also provided [Yamauchi and Young, 2009]. Gorton et al. [2015] describes the system studies during 2009–2011 that informed the SRW/RW/RVLT project investment prioritization and organization. The authors also provided the status of research in the RW Project in engines, drive systems, aeromechanics, and impact dynamics as related to structural dynamics of vertical lift vehicles. Since 2009, the focus of research has shifted from large civil VTOL transports, to environmentally clean aircraft, to electrified VTOL aircraft for the urban air mobility (UAM) market. The changing focus of rotorcraft research has been a reflection of the evolving strategic direction of the NASA Aeronautics Research Mission Directorate (ARMD). By 2014, the project had been renamed the Revolutionary Vertical Lift Technology Project. In response to the 2014 NASA Strategic Plan, ARMD developed six Strategic Thrusts. Strategic Thrust 3B was defined as the “Ultra-Efficient Commercial Vehicles—Vertical Lift Aircraft.” Hochstetler et al. [2017] uses Thrust 3B as an example for developing metrics usable by ARMD to measure the effectiveness of each of the Strategic Thrusts. The authors provide near-, mid-, and long-term outcomes for Thrust 3B with corresponding benefits and capabilities. The importance of VTOL research, especially with the rapidly expanding UAM market, eventually resulted in a new Strategic Thrust (to begin in 2020): Thrust 4—Safe, Quiet, and Affordable Vertical Lift Air Vehicles. The underlying rotary wing analysis tools used by NASA are still applicable to traditional rotorcraft and have been expanded in capability to accommodate the growing number of VTOL configurations designed for UAM. The top-level goal of the RVLT Project remains unchanged since 2006: Develop and validate tools, technologies and concepts to overcome key barriers for vertical lift vehicles. In 2019, NASA rotary wing/VTOL research has never been more important for supporting new aircraft and advancements in technology. 2 A decade is a reasonable interval to pause and take stock of progress and accomplishments. In 10 years, digital technology has propelled progress in computational efficiency by orders of magnitude and expanded capabilities in measurement techniques. The purpose of this report is to provide a compilation of the NASA rotary wing research from ~2008 to ~2018. Brief summaries of publications from NASA, NASA-funded, and NASA-supported research are provided in 12 chapters: Acoustics, Aeromechanics, Computational Fluid Dynamics (External Flow), Experimental Methods, Flight Dynamics and Control, Drive Systems, Engines, Crashworthiness, Icing, Structures and Materials, Conceptual Design and System Analysis, and Mars Helicopter. We hope this report serves as a useful reference for future NASA vertical lift researchers.

Yamauchi, Gloria K.↗
NASA NTRS2021

Advanced Air Mobility and Safety Management Systems

Our current air transportation system has underserved markets, including local, regional, intraregional, and urban transportation of both people and cargo. Recent advances in aviation technology such as small highly-automated vehicles, electric aircraft, and automated air traffic are enabling business opportunities in these markets. Advanced Air Mobility, or AAM, refers to a community effort to overcome the gaps in operational rules, safety analysis, and overall acceptance, so that these new operations will be possible. For full details, please see: https://www.nasa.gov/aam As we think about how we can safely introduce these new operations, fundamental questions about how the structure of Safety Management Systems can be applied to AAM, and how that structure can be used to help us overcome the necessary technical and societal obstacles arise. Two of these questions are: • How do we tailor the requirements and desired level of monitoring and assessment to achieve safety given the breadth of possible operations and the associated risk of those operations? • How do we aid innovation by rapidly evaluating the safety of novel operations without losing associated rigor? We assume that a Safety Management System that enables these future systems will incorporate knowledge of the acceptable level of risk, and will utilize data science to automate the core monitor, assess and mitigate functions that will allow us to respond to risks and hazards in time to prevent safety incidents. In 2018, the National Academies proposed an In-Time Aviation Safety Management System (IASMS) that would advance these goals. (https://www.nap.edu/catalog/24962/in-time-aviation-safety-management-challenges-and-research-for-an) The National Academies made a clear distinction between in-time systems, in which hazards could be identified and risks mitigated in time to prevent incidents, and real-time systems, since many hazards and risks do not need real-time data and analysis to detect and mitigate.

In-Time Aviation Safety Management System↗
NASA NTRSDate not supplied

Hazard Perception & Avoidance (HPA): Part Task 1 - Results Outbrief

n April 2022, the Human Autonomy Teaming Lab (NASA Ames Research Center) conducted a manned, human-in-the-loop (HITL) simulation. This part task HITL began the lab’s Hazard Perception and Avoidance (HPA) technical work under NASA’s Advanced Air Mobility (AAM), Automated Flight and Contingency Management (AFCM) Sub-Project. The goals were to assess levels of automation for manned, electric vertical takeoff and landing (eVTOL) aircraft. This simulation tested manual and automated Resolution Advisory (RA) responses and return-to-course (RTC) maneuvers for the first version of the Airborne Collision Avoidance System’s (ACAS) rotary-wing (Xr) variant. This was conducted on a fixed-based simulator designed to fly eVTOL aircraft while maneuvering for intruding traffic. Variables for this study included levels of autonomy (i.e., manual and automated) as well as the types of alerts at the onset of conflicts (i.e., Corrective and RA). The data collected included response times, losses of well clear, and maneuver sizes and durations as well as subjective ratings like acceptability, and perceived workload. Additional details and future anticipations are also discussed.

air taxis↗
NASA NTRSDate not supplied

Hazard Perception & Avoidance (HPA), Assured Vehicle Automation 1 Simulation (AVA-1h) Results Outbrief

In late 2022, the Human Autonomy Teaming Lab (NASA Ames Research Center) conducted a manned, human-in-the-loop (HITL) simulation. This HITL was the lab’s second Hazard Perception and Avoidance (HPA) technical work under NASA’s Advanced Air Mobility (AAM), Automated Flight and Contingency Management (AFCM) Sub-Project. The goals were to assess detect and avoid technology for manned, electric vertical takeoff and landing (eVTOL) aircraft. This simulation tested Resolution Advisory (RA) responses and return-to-course (RTC) maneuvers for the second version of the Airborne Collision Avoidance System’s (ACAS) rotary-wing (Xr) variant. This was conducted at the center's Vertical Motion Simulator (VMS), on a motion-based platform, and was configured to fly eVTOL aircraft while maneuvering for intruding traffic. Variables for this study included ACAS Xr modes (i.e., TA/RA and DAA) and phases of flight (i.e., Cruise, Hover, and Approach). The data collected included response times, losses of well clear, and pilots' noncompliances to alerts and guidance as well as subjective ratings like acceptability and perceived workload. Additional details and future anticipations are also discussed.

ACAS Xr↗
DOE OSTI2021

Clean Energy Transformation in Bangladesh

Since 2011, the United States Agency for International Development (USAID) and the U.S. Department of Energy’s National Renewable Energy Laboratory (NREL) have partnered to support Bangladesh’s energy transition by enabling the deployment of advanced energy systems. The USAID-NREL Partnership launched the Reinforcing Advanced Energy Systems (RAES) program in May 2021 as a mechanism for providing a broader array of technical assistance to the Government of Bangladesh in support of their goal to promote renewable energy development to stimulate private sector investment, rural economic development, and to meet growing energy demand through domestic energy resources. This fact sheet reviews how USAID and NREL collaborate in Bangladesh to improve energy access and security and stimulate economic growth through the deployment of advanced energy systems.

Bangladesh↗
NASA NTRS2015

Current Status of a NASA High-Altitude Balloon-Based Observatory for Planetary Science

Recent studies have shown that progress can be made on over 20% of the key questions called out in the current Planetary Science Decadal Survey by a high-altitude balloon-borne observatory. Therefore, NASA has been assessing concepts for a gondola-based observatory that would achieve the greatest possible science return in a low-risk and cost-effective manner. This paper addresses results from the 2014 Balloon Observation Platform for Planetary Science (BOPPS) mission, namely successes in the design and performance of the Fine Pointing System. The paper also addresses technical challenges facing the new Gondola for High Altitude Planetary Science (GHAPS) reusable platform, including thermal control for the Optical Telescope Assembly, power generation and management, and weight-saving considerations that the team will be assessing in 2015 and beyond.

predictive filter↗
DOE OSTI2023

Status Report on Regulatory Criteria Applicable to the Use of Artificial Intelligence (AI) and Machine Learning (ML)

Although the interest in the use of artificial intelligence (AI) and machine learning (ML) in nuclear energy is increasing rapidly, at present their implementation is limited. This rapid increase in interest is not surprising considering that implementing AI and ML technology would allow for continuous monitoring, facilitate the implementation of predictive maintenance with optimized staffing plans, enable automation and autonomy opportunities that could drastically reduce fixed operation and maintenance costs, and provide training for operations and maintenance. Other industries are using AI for construction, and in the nuclear arena AI could provide great benefit in decommissioning activities. The ability of AI and ML to operate in real time vastly increases their potential impact. Before AI can be used in design, operations, or as a regulatory tool, the specifics on the regulations applicable to the use of AI for nuclear power applications need to be established. The difficulty is that the specific use cases will dictate the applicability of regulations. For example, even within the application domain associated with operations, the regulations might vary if the AI is used to create a virtual reference for plant operations or is used for training, optimization of maintenance intervals, prioritization of maintenance activities, etc. Different still is if the AI is to be used for design or setting technical specifications, which will introduce additional requirements. US Nuclear Regulatory Commission (NRC) licensing reviews are based on an applicant’s design meeting its performance assessment based on (1) safety goals and objectives, (2) deterministic and/or probabilistic analysis of accident scenarios, and (3) quantitative assessment of design alternatives against the safety goals and objectives using accepted engineering tools, methodologies, and performance criteria. The current regulatory framework does not explicitly address AI or autonomous control. However, as implementing AI technology will require the use of a digital platform, it must meet the requirements of an instrumentation and control (I&C) system. The regulatory requirements for AI, which will be incorporated into the I&C system, will be very dependent on how it is used (i.e., its functionality, safety classification, etc.). The licensing process is primarily risk-based with the identification of components and systems as nonsafety, important to safety, or safety related. A risk-informed approach allows further gradation of components and systems based on risk metrics such as core damage frequency or large early release fractions. Thus, the use cases and the risk categorization of impacted systems and components will determine the regulatory requirements. Regardless of how AI is used it presents new opportunities for risk-informing operating, maintenance, and regulatory decisions. Trustworthiness, transparency, and the ability to validate and verify the results will be paramount in showing that the systems and plant still meet their performance requirements. This report describes the results of research to identify regulatory implications of AI technologies and their uses. Specifically, this report reviews current regulatory guidance relevant to the application of AI for design (including design changes or new designs including advanced reactors), construction, operations, training, maintenance, research, testing, and as a regulatory tool. AI can be automated at different levels from purely informative purposes to autonomous controls. The focus of this review included determination of constraints on the application of AI technology, identification of any regulatory gaps or uncertainties, and clarification of anticipated technical basis information likely to be important for regulatory acceptance of these technologies. Currently, any use of AI at nuclear power plants is focused on nonsafety-related applications. The NRC and other regulatory bodies are evaluating providing guidance to address gaps rather than create new regulations to address the use of AI and ML. This approach seems to be the best to encourage AI development without adding regulatory uncertainty.

97 MATHEMATICS AND COMPUTING↗
NASA NTRS2017

Assessment of lnternational Space Station (ISS) Lithium-ion Battery Thermal Runaway (TR)

This task was developed in the wake of the Boeing 787 Dreamliner lithium-ion battery TR incidents of January 2013 and January 2014. The Electrical Power Technical Discipline Team supported the Dreamliner investigations and has followed up by applying lessons learned to conduct an introspective evaluation of NASA's risk of similar incidents in its own lithium-ion battery deployments. This activity has demonstrated that historically NASA, like Boeing and others in the aerospace industry, has emphasized the prevention of TR in a single cell within the battery (e.g., cell screening) but has not considered TR severity-reducing measures in the event of a single-cell TR event. center dotIn the recent update of the battery safety standard (JSC 20793) to address this paradigm shift, the NASA community included requirements for assessing TR severity and identifying simple, low-cost severity reduction measures. This task will serve as a pathfinder for meeting those requirements and will specifically look at a number of different lithium-ion batteries currently in the design pipeline within the ISS Program batteries that, should they fail in a Dreamliner-like incident, could result in catastrophic consequences. This test is an abuse test to understand the heat transfer properties of the cell and ORU in thermal runaway, with radiant barriers in place in a flight like test in on orbit conditions. This includes studying the heat flow and distribution in the ORU. This data will be used to validate the thermal runaway analysis. This test does not cover the ambient pressure case. center dotThere is no pass/ fail criteria for this test.

Graika, Jason↗
NASA NTRS2024

Uncrewed Aerial Systems for Emergency Medical First Response: A Market Research Report

This report presents the findings from market research conducted for NASA’s Aerial Aid Convergent Aeronautics Solutions (CAS) exploration project, which aims to assess the current state of the market and technological readiness for Uncrewed Aerial Systems (UAS) for medical emergency first response. The research reveals a robust and rapidly growing market for UAS, with a notable emerging sector for Drones as First Responders (DFR). Despite this growth, DFR applications are currently limited by regulatory, technical, and other challenges, which restrict their use primarily to manned remote video surveillance, and therefore are primarily employed by police units. To our knowledge, there is no evidence of UAS being utilized by medical first responders for scene assessment. Limited evidence exists for closely related applications; however, these are mostly confined to pilot programs for the delivery of medical supplies or equipment. Although there has been discussion around fully autonomous DFR applications for medical purposes such as UAS ambulances or patient transport drones, these applications are generally not yet operational in practice. The technology for full autonomy, especially in guidance and control, has seen significant advancements, and recent Federal Aviation Administration (FAA)regulations are likely to accelerate adoption. Computer vision algorithms for fully autonomous medical emergency response scene surveillance are primed for advancement and deployment. A notable gap likely exists between advancements in computer vision research and what is being integrated in the commercial DFR sector. This gap is primarily due to challenges such as quality assurance for autonomous systems, the availability of application-specific training datasets for computer vision algorithms, regulatory constraints, and public perception and privacy concerns.

Joshua M Fody↗
NASA NTRS1984

Assessment of Alternative Aircraft Fuels

The purpose of this symposium is to provide representatives from industry, government, and academia concerned with the availability and quality of future aviation turbine fuels with recent technical results and a status review of DOD and NASA sponsored fuels research projects. The symposium has included presentations on the potential crude sources, refining methods, and characteristics of future fuels; the effects of changing fuel characteristics on the performance and durability of jet aircraft components and systems; and the prospects for evolving suitable technology to produce and use future fuels.

Source record↗
DOE OSTI2021

A Circularity Assessment for Silicon Solar Panels Based on Dynamic Material Flow Analysis: Preprint

Solar photovoltaics (PV) are the fastest growing renewable energy technology for clean, inexpensive, and sustainable electricity generation. Along with numerous technical roadmaps to improve system cost, performance and reliability, the PV industry should also plan to handle large volumes of silicon panel waste, which is initially estimated to be ~13 million metric tons (MT) by 2050 in the U.S. alone. Understanding the magnitude of material needs and how material flows throughout the PV panel life cycle could respond to design, operational and different end-of-life (EOL) circular pathways will help transition into a circular, resource-conserving economy. Herein, we introduce a dynamic material flow analysis (DMFA) framework based on electricity generation to quantify time-series stocks and flows of bulk PV materials (e.g., solar glass and aluminum frames) throughout the life cycles of utility-scale silicon PV systems in the U.S. in the period 2000-2100. We apply the model to a range of scenarios to understand how material demands depend on selected PV-related parameters, different material circularity strategies, and recent module design trends (e.g., bifacial, frameless). We found that float glass and aluminum in PV installations would likely reach 100 million MT and 12 million MT by 2100, respectively, in the baseline scenario. The most influential parameters for PV installation and subsequent waste reduction are found to be module lifetime, module efficiency, annual degradation, and material reduction. Module recycling and component remanufacturing were found to be the most effective material circularity strategies for waste minimization. Panel reuse has negligible savings on waste under current module efficiencies compared to replacements with newer generations with higher efficiency. Ongoing trends to produce larger power frameless modules could save 10 million MT of glass and ~9 million MT of aluminum. Our results enable advanced planning for future materials needs and provide insight into potential opportunities to minimize waste.

circular economy↗
NASA NTRS2000

Improving The Discipline of Cost Estimation and Analysis

The need to improve the quality and accuracy of cost estimates of proposed new aerospace systems has been widely recognized. The industry has done the best job of maintaining related capability with improvements in estimation methods and giving appropriate priority to the hiring and training of qualified analysts. Some parts of Government, and National Aeronautics and Space Administration (NASA) in particular, continue to need major improvements in this area. Recently, NASA recognized that its cost estimation and analysis capabilities had eroded to the point that the ability to provide timely, reliable estimates was impacting the confidence in planning many program activities. As a result, this year the Agency established a lead role for cost estimation and analysis. The Independent Program Assessment Office located at the Langley Research Center was given this responsibility. This paper presents the plans for the newly established role. Described is how the Independent Program Assessment Office, working with all NASA Centers, NASA Headquarters, other Government agencies, and industry, is focused on creating cost estimation and analysis as a professional discipline that will be recognized equally with the technical disciplines needed to design new space and aeronautics activities. Investments in selected, new analysis tools, creating advanced training opportunities for analysts, and developing career paths for future analysts engaged in the discipline are all elements of the plan. Plans also include increasing the human resources available to conduct independent cost analysis of Agency programs during their formulation, to improve near-term capability to conduct economic cost-benefit assessments, to support NASA management's decision process, and to provide cost analysis results emphasizing "full-cost" and "full-life cycle" considerations. The Agency cost analysis improvement plan has been approved for implementation starting this calendar year. Adequate financial and human resources are being made available to accomplish the goals of this important effort, and all indications are that NASA's cost estimation and analysis core competencies will be substantially improved within the foreseeable future.

Piland, William M.↗
DOE OSTI2024

Adaptive Protection and Validated Models to Enable Deployment of High Penetrations of Solar PV (PV-MOD)

The availability and validation of various PV models in commercial tools differ, with some models not yet thoroughly validated for advanced inverter functionalities and reliable performance under weak system conditions. Many existing models do not fully incorporate new inverter control functions, which can affect system stability. The increasing deployment of solar PV and other inverter-based resources (IBRs), including distributed energy resources (DERs), is influencing the reliable operation of protection schemes in distribution systems and microgrids. Emerging adaptive protection schemes (APS) offer new opportunities for protecting these systems during varying configurations and DER operating conditions, though their demonstration and validation remain limited. Adaptive protection schemes face similar challenges, as they are typically designed for specific configurations. There is a growing need for tools and methodologies to streamline the deployment of adaptive protection for safe and reliable DER integration. The project main objective was to develop and validate high-fidelity generic models of solar PV facilities for stability, protection, EMT, and QSTS analyses. This objective was achieved, and these models can now be integrated into commercial software tools, enabling utilities, vendors, and developers to study high-penetration PV systems more confidently. The project also demonstrated advanced applications of these models, including the design and deployment of adaptive protection schemes in high-penetration field applications and microgrids, supporting grid safety and reliability. Several milestones were reached by the end of the project. A sophisticated inverter test plan was developed, and inverters representative of the North American marketplace were selected. EPRI and NREL tested various inverters, conforming to IEEE standards. Improvements were made to existing generic models of IBR units, IBR plants, and aggregated feeders for various analyses. The first generic electromagnetic transient (EMT) model for a solar PV plant was developed, conforming to IEEE Std 2800™-2022 and validated against laboratory measurements of a 2.2 MVA large-scale battery energy storage system (BESS) inverter. That model was then used to produce reference responses illustrating examples of validated and verified IBR plant models that pass or fail tests for technical minimum capability and performance as specified in the IEEE standard. The developed, tested, and validated generic models can be used for transmission planning, stability assessments, expansion planning, and evaluating potential future IBR interconnection requirements. They can also support interconnection screens and conformity assessments of IBR plants, including solar PV. The project significantly contributed to the ongoing standardization and model-based representation and verification of IBR responses. The project further addressed challenges of common distribution protection schemes with increasing deployment of DER by developing, validating, and demonstrating adaptive protection schemes (APS) that can improve the reliable and safe integration of DER into distribution systems. New APS were designed using improved DER models for three common distribution systems: a radial feeder, a meshed network, and a microgrid. Modeling and hardware-in-the-loop (HIL) testing of the APS were conducted, successfully showing their effectiveness and selectivity. Proof-of-concept field demonstration was achieved for two APS, i.e., one on a radial feeder and another one in a microgrid. Field demonstration could not be achieved for the APS on a meshed network, primarily due apprehension of one utility partner and also due to limited access to the protective algorithms in the network protectors. Guidelines developed from the lessons learned in the project lay out the general process followed in the design, installation, and commissioning of APS for various distribution systems. Distribution utility partners’ apprehension about field demonstration of the new APS were addressed—with varying success—by taking a stepped risk-management approach of modeling of a wide range of sensitivities first, performing in-depth proof-of-concept testing in the laboratory including HIL next, and finally deliberately implementing and commissioning the actual protection equipment and algorithms into parts of—or in parallel operation to—the three real distribution systems. Future work should include pilot projects that further show the acceptable performance of the developed APS before these schemes be rolled out more widely. Inclusion of both utility and original equipment manufacturers (OEMs) in future projects could increase chances of successful field demonstration. Despite challenges in achieving the field demonstration goal of the project for all three APS, the research significantly contributed to the innovation of adaptive protection solutions for scalable and reliable DER integration into distribution systems. This project significantly enhances the understanding of the impact of using appropriate inverter models on distribution and transmission (T&D) systems. By addressing the limitations of existing generic models, the project introduces high-fidelity models for stability, protection, electromagnetic transient (EMT), and quasi-static time series (QSTS) analyses. These models, integrated into commercial software tools, enable utilities, vendors, and developers to confidently study high-penetration PV systems. The project also demonstrates advanced applications, including adaptive protection schemes (APS) for distribution systems and microgrids, ensuring grid safety and reliability. The technical effectiveness and economic feasibility of the methods are evident through the development and validation of sophisticated inverter test plans and the selection of representative inverters. Testing by EPRI and NREL on retail, commercial, and utility-scale inverters, conforming to IEEE standards, underscores the robustness of the models. Improvements to existing generic models for various analyses further enhance their validity and applicability. The project also identifies gaps in common distribution protection schemes and designed new APS using improved DER models, demonstrating their effectiveness through modeling and hardware-in-the-loop (HIL) testing. The project’s benefits to the public are manifold. By advancing the standardization and model-based representation of IBR response, it supports transmission planning, stability assessments, and future IBR interconnection requirements. The generic models can facilitate better communication between transmission planners and developers, supporting expected IBR plant capability and performance. Additionally, the development of APS for radial feeders, meshed networks, and microgrids supports the integration of distributed energy resources (DERs) into distribution systems, enhancing grid reliability and safety. The project’s emphasis on thorough testing and simplicity in design ensures practical and scalable solutions for DER integration.

14 SOLAR ENERGY↗