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Adaptive protection opportunities, gap assessments, and designs

This report provides a comprehensive overview of adaptive protection schemes in use by distribution systems for protection, switching and control on their systems. A significant focus is placed on how existing schemes can be impacted by increasing penetrations of DER as well as how these schemes can enable DER penetrations to increase. EPRI have conducted a survey of member utilities and performed a comprehensive literature review with the goal of baselining the research and identifying gaps with a focus on the issues that were encountered with adaptive protection on real systems. The five adaptive protection applications that are most prevalent on systems today are discussed in detail. These are weather-based fuse-saving, adaptive protection to reduce short-circuit current, adaptive protection for DER, adaptive protection for microgrids, and distribution automation. A broad overview of the technology is given for each scheme. Issues that have been encountered by utilities are highlighted and the safety and reliability impacts are also examined. As distribution systems, intelligent electronic devices, grid equipment and distribution management systems are rapidly evolving, adaptive protection techniques and technologies will become more widely adopted. This report proposes a framework for a conceptual automatic adaptive protection system. EPRI have ongoing research, development and demonstration projects in all of the constituent elements, however challenges remain to link the elements together in a secure and reliable way. EPRI will continue research into automated adaptive protection applications and challenges for the systems of today and future applications to assist system operators in managing the evolving system.

14 SOLAR ENERGY↗

Verification of Adaptive Protection in Hardware in the Loop for Coordination with Solar Variability

As inverter-based resources continue to be installed at all levels of the electric grid, the fixed protection schemes used at the distribution level will continue to be stressed until they no longer ensure the protection of the grid. Adaptive protection has been proposed as a solution with the ability to update the protection schemes in near real-time to ensure reliability and increase the resilience of the grid. However, weather variability poses a significant challenge to the ability of these methods to keep the selectivity and reliability of these schemes coordinated. If the ramp rates, due to solar variability, of the inverter-based resources change faster than the adaptive protection can issue new settings, the protection system could be uncoordinated, with the wrong device responding to a system fault. The proposed adaptive protection method ensures that due to solar variability, communication, and protection calculation latency, it can issu e coordinated protection settings promptly, in one minute or less. The hardware-in-the-loop results show the protection settings being issued and maintaining system coordination in under a minute.

Summers, Adam↗

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↗

Industry Assessment and Initial Adaptive Protection System Design

This report presents the success merits, logic design details, and test plans for adaptive protection schemes for microgrids, secondary distribution networks, and radial distribution feeders. Success merits are presented in terms of challenges and issues which should be mitigated. The challenges and issues were identified during site-specific simulations and analysis presented in a prior report. The adaptive protection logic designs are presented in a vendor-neutral manner to make them readily adaptable to site--specific protection relays and controllers which support custom logic design. Vendor-specific implementations of the logic for the adaptive protection laboratory tests are also presented. The final section of the report presents details of the testing methodology, plans, and documentation for each of the three adaptive protection schemes.

14 SOLAR ENERGY↗

Adaptive Protection and Control for High Penetration PV and Grid Resilience (Final Technical Report)

The report summarizes the work and accomplishments of DOE SETO funded project 36533 “Adaptive Protection and Control for High Penetration PV and Grid Resilience”. In order to increase the amount of distributed solar power that can be integrated into the distribution system, new methods for optimal adaptive protection, artificial intelligence or machine learning based protection, and time domain traveling wave protection are developed and demonstrated in hardware-in-the-loop and a field demonstration.

14 SOLAR ENERGY↗

Adaptive Protective Relay Settings – A Vision to the Future

Adaptive relaying utilizes the continuously changing status of the power system as the basis for online adjustment of the power system relay settings. Fundamentally they are protection schemes that adjust settings and/or logic of operations based on the prevailing conditions of the system. These adjustments can include, but are not limited to, the logging of data for post-mortem analysis, communication throughout the system, as well as changing relay parameters. Adaptive relaying considers the fact that the status of a power system can change. These include system configuration changes, load effect, cold load pickup, end-of-line protection, transformer protection, and automatic reclosing. In this research, the author focus on the need for a secure, selective, and reliable system for adaptive overcurrent protection in T&D and Distributed Energy Systems. Various types of adaptive methods are presented and explained along with some pros and cons of each.

Mukherjee, Srijib↗

Adaptive Protection of Scientific Backbone Networks Using Machine Learning

In this article, we propose a new protection scheme for backbone networks to guarantee high service availability. The presented scheme does not require any reconfiguration immediately after the failure (i.e., it is proactive). At the same time, it does not require any reserved backup network resources either. To achieve these seemingly contradictory goals, we utilize the recent advancements in Machine Learning (ML) to implement a network intelligence that periodically re-allocates the unused capacity as protection bandwidth to meet the service availability requirements of each connection. Our goal is achieved by two components (1) predicting the traffic for the next period on each link, and (2) intelligently selecting the best fit dedicated protection scheme for the next period depending on the estimated unused (spare) bandwidth and the previous service availability violations. Note that re-allocating protection bandwidth affects neither the operational connections nor the current best practice of operators to over-provision network bandwidth to support elephant flows. Finally, we provide a case study on the real traffic from Energy Sciences Network (ESnet), a high-speed, international scientific backbone network. The key benefit of our framework is that adaptively utilizing the over-provisioned bandwidth for spare capacity is sufficient to improve the availability from three-nines to five-nines (in ESnet for the 30 examined connections). The drawback is negligible bandwidth limitations; the user perceives a minor and very temporal bandwidth limitation in less than 0.1% of the time.

42 ENGINEERING↗