Phasor Measurement Unit (PMU) Implementation

and Applications

Effective December 6, 2006, this report has been made publicly available in accordance
with Section 734.3(b)(3) and published in accordance with Section 734.7 of the U.S. Export
Administration Regulations. As a result of this publication, this report is subject to only
copyright protection and does not require any license agreement from EPRI. This notice
supersedes the export control restrictions and any proprietary licensed material notices
embedded in the document prior to publication.

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9865629
Phasor Measurement Unit (PMU)
Implementation and Applications

1015511

Final Report, October 2007

EPRI Project Manager

P. Zhang

ELECTRIC POWER RESEARCH INSTITUTE

3420 Hillview Avenue, Palo Alto, California 94304-1338 • PO Box 10412, Palo Alto, California 94303-0813 • USA
800.313.3774 • 650.855.2121 • [email protected] • www.epri.com

9865629
DISCLAIMER OF WARRANTIES AND LIMITATION OF LIABILITIES
THIS DOCUMENT WAS PREPARED BY THE ORGANIZATION(S) NAMED BELOW AS AN
ACCOUNT OF WORK SPONSORED OR COSPONSORED BY THE ELECTRIC POWER RESEARCH
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Copyright © 2007 Electric Power Research Institute, Inc. All rights reserved.

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CITATIONS

This report was prepared by

Electric Power Research Institute (EPRI)

3412 Hillview Avenue
Palo Alto, CA Zip

Principal Investigator
P. Zhang
J. Chen
M. Shao

This report describes research sponsored by the Electric Power Research Institute (EPRI).

The report is a corporate document that should be cited in the literature in the following manner:

Phasor Measurement Unit (PMU) Implementation and Applications. EPRI, Palo Alto,
CA: 2007. 1015511.

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9865629
PRODUCT DESCRIPTION

The effective operation of power systems in the present and the future depends to a large extent
on how well the emerging challenges are met today. Power systems continue to be stressed as
they are operated in many instances at or near their full capacities. In order to keep power
systems operating securely and economically, it is necessary to further improve power and
control system protection. Synchronized phasor measurements—also known as phasor
measurement units (PMUs)—are ideal for monitoring and controlling dynamic power system
performance, especially during high-stress operating conditions. This report documents the
challenges and opportunities the power industry faces in applying PMUs and identifying
research, design, and development (RD&D) needs in this area.

Background
EPRI is taking the lead in developing a coordinated research program specifically aimed at
improving industry understanding of transmission protection and control issues and developing
innovative methods that result in more reliable and robust protection and control systems. EPRI’s
operational objective in this area is to improve the reliability of local and wide transmission grids
by enhancing system protection and control schemes using PMU data.

Objectives
• To document RD&D needed in the area of transmission system protection and control in the
next three years.
• To help build consensus for an RD&D plan involving PMU approaches.
• To stimulate interest in collaborative approaches to providing new and enhanced
transmission protection methods and tools.

Approach
To ensure that the proposed research program is responsive to industry needs in terms of PMU
implementation and applications, EPRI conducted the Power System Protection and Control
Workshop, held March 1-2, 2007, in San Francisco, California. The workshop enabled EPRI to
gather information from industry experts, including energy companies, regulators, consultants,
and other stakeholders. The purpose of this workshop was to discuss industry trends, identify
challenges and opportunities, exchange ideas, obtain suggestions for program directions, and
prioritize R&D directions. EPRI summarized the recommended R&D projects, which address the
challenges in PMU implementation and potential applications.

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Results
EPRI and participants of the Power System Protection and Control Workshop identified the
following two major research areas:
• PMU implementation—Research issues include PMU standards, communication, data
management, testing and calibration, and placement.
• PMU applications—The five major applications include 1) improvement on state estimation,
2) oscillation detection and control, 3) voltage stability monitoring and control, 4) load
modeling validation, and 5) system restoration and event analysis.

EPRI Perspective
The objective of the RD&D plan in transmission protection and control is to improve the
reliability of local and wide area transmission grids. Achieving these objectives will require the
coordinated efforts of a broad range of stakeholders, including regulatory agencies, industry
associations, energy companies, regional transmission organizations, equipment and system
vendors, and others to address both technological advancements and institutional changes.
Collaborative approaches to addressing relevant issues will leverage industry knowledge and
resources in the most cost-effective and time-efficient manner to meet RD&D objectives.
The success of the March 2007 workshop has stimulated interest in a broader forum on this topic
in the near future, as well as establishment of a user group. In general, EPRI’s role in this area
includes the following:
• Establish a forum for the sharing of information and experiences
• Periodically assemble industry experts who can advise on current best practices and help
shape RD&D needs
• Provide independent assessments of industry needs and equipment performance
• Manage and conduct collaborative RD&D projects that mutually benefit project participants
and the industry as a whole

Keywords
Power System Protection
Power System Control
PMU Implementation
PMU Applications
Transmission Grids

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ABSTRACT

The effective operation of power systems in the present and the future depends to a large extent
on how well the emerging challenges are met today. Power systems continue to be stressed as
they are operated in many instances at or near their full capacities. In order to keep power
systems operating in secure and economic conditions, it is necessary to further improve power
system protection and control system. Phasor measurement unit (PMUs), introduced into power
system as a useful tool for monitoring the performance of power system, has been proved its
value in the extensive applications of electric power system. In response, EPRI is forming a
research program that is specifically aimed at using PMU to improve the power system
protection and control. To ensure that the proposed research program is responsive to particular
industry needs in this area, EPRI convened a workshop on March 1-2, 2007 in San Francisco,
California to gather information from industry experts, including utilities, regulators, consultants,
and other stakeholders. EPRI and participants of the workshop identified two major research
areas in which technological and institutional solutions are needed: 1) PMU implementation, 2)
PMU applications. EPRI recommends research, design, and development (RD&D) projects in
this report. The objective of these projects is to improve the reliability of local and wide
transmission grid by enabling and enhancing the system protection and control schemes by using
PMU measurement data, reduce the economic burden of utilizes to implement PMUs.

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ACKNOWLEDGMENTS

EPRI wishes to thank the following organizations, who sent participants to the EPRI Power
System Protection and Control Workshop in San Francisco, California, March 1-2, 2007:
• ABB
• AMETEK Power Instruments
• Arizona Public Service Co.
• Avista Utilities
• Bonneville Power Administration
• California Public Utilities Commission
• Chevron Energy Solutions
• Comision Federal de Electricidad
• Doble Engineering Co.
• Elequant, INC
• FirstEnergy Service Co.
• General Electric Co.
• Georgia Institute of Technology
• InfraSource
• IRD Corp
• Kalki Communication Technologies Private Limited
• KEMA, Inc
• Lawrence Berkeley National Laboratory
• Mississippi State University
• Modesto Irrigation District
• NERC
• Northeastern University
• NorthWestern Energy
• Operador Nacional do Sistema Eletrico

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• Pacific Gas & Electric Co
• PacifiCorp (PC)
• PARC
• PNNL
• Public Service Co. of New Mexico
• RFL Electronics Inc.
• Sacramento Municipal Util. Dist.
• Salt River Project
• Schweitzer Engineering Laboratories, Inc
• Southern California Edison Co.
• Tokyo Electric Co.
• TRC Companies, Inc.
• U.S. Department of Energy
• UC/CIEE
• University of Sannio, Italy
• Virginia Tech
• Washington State University

EPRI would also like to thank the Pacific Gas & Electric Co. for hosting this workshop.

Pei Zhang
EPRI

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CONTENTS

1 INTRODUCTION ....................................................................................................................1-1

2 PMU IMPLEMENTATION.......................................................................................................2-1
2.1 Introduction .....................................................................................................................2-1
2.2 Standard..........................................................................................................................2-2
2.3 Communication ...............................................................................................................2-5
2.3.1 Current communication infrastructure .....................................................................2-5
2.3.2 Communication infrastructure of PMUs ...................................................................2-6
2.3.3 Existing Problems in current communication system: “Inadequate, Inflexible,
Expensive” [3]...................................................................................................................2-9
2.3.4 Next Generation Communication Network Architecture ..........................................2-9
2.4 Date management.........................................................................................................2-12
2.4.1 Existing Data Management Architecture ...............................................................2-12
2.4.2 Future Data Management Architecture .................................................................2-14
2.4.3 Application of Semantic Web Technology in Data Management...........................2-15
2.5 PMU Testing and Calibration ........................................................................................2-17
2.6 PMU placement.............................................................................................................2-19
2.6.1 Placement of PMU for improving state estimation.................................................2-19
2.6.2 PMU placement strategy in current projects..........................................................2-21
PMU placement in EIPP ............................................................................................2-21
PMU placement in Brazilian National Power System [14] .........................................2-22
2.6.3 Assessment on Optimal Placement of PMUs ........................................................2-22
2.7 Summary .......................................................................................................................2-23

3 PMU APPLICATION...............................................................................................................3-1
3.1 Introduction .....................................................................................................................3-1
3.2 Improvement on State Estimation ...................................................................................3-2
3.2.1 More Effective Bad Data Processing.......................................................................3-2

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 3.2.2 Improvement on State Estimation Accuracy............................................................3-4
3.2.3 Dynamic State Estimation .......................................................................................3-6
3.2.4 Research Requirement in State Estimation.............................................................3-6
3.3 Oscillation Detection and Control ....................................................................................3-6
3.3.1 Adaptive Out-of-Step Relaying ................................................................................3-7
3.3.1.1 Overview of Out-of-Step Relaying ...................................................................3-7
3.3.1.2 System Description ..........................................................................................3-8
3.3.1.3 PMU-Based Adaptive Relaying........................................................................3-9
3.3.1.4 Experience and Lessons................................................................................3-10
3.3.2 Oscillation Detection and Control in Southern California Edison Cooperation
(SCE) [23].......................................................................................................................3-10
3.3.2.1 Project Overview............................................................................................3-10
3.3.2.2 Oscillation Detection and Control in SCE ......................................................3-11
3.3.3 New PMU Applications in Oscillation Detection and Control .................................3-12
3.3.3.1 PMU-Based Out-of-Step Protection Scheme.................................................3-12
3.3.3.2 Pinpointing the Initiating Location of a Disturbance .......................................3-13
3.4 Voltage Stability Monitoring and Control .......................................................................3-14
3.4.1 Voltage Instability Load Shedding .........................................................................3-15
3.4.1.1 Overview of Conventional Under Voltage Load Shedding.............................3-15
3.4.1.2 Voltage Instability Predictor (VIP) ..................................................................3-16
3.4.1.3 Voltage Instability Load Shedding (VILS) ......................................................3-16
3.4.2 Wide Area Voltage Stability Monitoring and Control..............................................3-19
3.4.2.1 Overview of Wide Area Voltage Stability Problem .........................................3-19
3.4.2.2 Implementation of Wide Area Voltage Stability Monitoring and Control ........3-19
3.5 Load Model Validation...................................................................................................3-21
3.5.1 Overview of Load Modeling Problem.....................................................................3-22
3.5.2 Measurement-Based Load Modeling.....................................................................3-23
3.6 System Restoration and Event Analysis .......................................................................3-24
3.6.1 Fault Location [17] .................................................................................................3-24
3.6.1.1 Overview of Fault Location Problem ..............................................................3-24
3.6.1.2 Opportunities for PMU Application in Fault Location .....................................3-25
3.6.2 The Europe Power System Disturbance that Happened on November 4,
2006 [35].........................................................................................................................3-26

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4 EPRI R&D PLAN FOR PMU IMPLEMENTATION & APPLICATION ....................................4-1
4.1 Predicting Cascading Outages with Human Factor Research for Visualization of
Massive Data.........................................................................................................................4-2
4.1.1 Background .............................................................................................................4-2
4.1.2 Project Summary .....................................................................................................4-2
4.1.3 Benefit .....................................................................................................................4-3
4.1.4 Contact Information .................................................................................................4-3
Technical Contact ........................................................................................................4-3
4.2 Measurement Based Wide Area Voltage Stability Monitoring.........................................4-3
4.2.1 Background .............................................................................................................4-3
4.2.2 Project Summary .....................................................................................................4-4
4.2.3 Benefit .....................................................................................................................4-5
4.2.4 Contact Information .................................................................................................4-5
Technical Contact ........................................................................................................4-5
4.3 Network Parameter Error Identification ...........................................................................4-5
4.3.1 Background .............................................................................................................4-5
4.3.2 Project Summary .....................................................................................................4-6
4.3.3 Benefit .....................................................................................................................4-6
4.3.4 Contact Information .................................................................................................4-7
Technical Contact ........................................................................................................4-7
4.4 PMU-Based Out-of-Step Protection Scheme ..................................................................4-7
4.4.1 Background .............................................................................................................4-7
4.4.2 Project Summary .....................................................................................................4-8
4.4.3 Benefit .....................................................................................................................4-9
4.4.4 Contact Information .................................................................................................4-9
Technical Contact ........................................................................................................4-9
4.5 Assessment on Optimal Placement of Synchronized Phasor Measurement Units
(PMU) ....................................................................................................................................4-9
4.5.1 Background .............................................................................................................4-9
4.5.2 Project Summary ...................................................................................................4-10
4.5.3 Benefit ...................................................................................................................4-11
4.5.4 Contact Information ...............................................................................................4-11
Technical Contact ......................................................................................................4-11
4.6 Pinpointing the Initiating Location of a Disturbance ......................................................4-11

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 4.6.1 Background ...........................................................................................................4-11
4.6.2 Project Summary ...................................................................................................4-12
4.6.3 Benefit ...................................................................................................................4-13
4.6.4 Contact Information ...............................................................................................4-13
Technical Contact ......................................................................................................4-13
4.7 Transforming WAMS into WACS for Western Region ..................................................4-13
4.7.1 Background ...........................................................................................................4-13
4.7.2 Project Summary ...................................................................................................4-14
Expert Panel and Workshop to Formulate Research Scope .....................................4-14
4.7.3 Benefits..................................................................................................................4-16
4.7.4 Contact Information ...............................................................................................4-16
Technical Contact ......................................................................................................4-16

5 REFERENCES .......................................................................................................................5-1

A WORKSHOP ATTENDEES .................................................................................................. A-1

B WORKSHOP AGENDA ........................................................................................................ B-1

Thursday, March 1, 2007 ..................................................................................................... B-2
Friday, March 2, 2007 .......................................................................................................... B-3

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LIST OF FIGURES

Figure 2-1 A typical block of PMU components [1] ....................................................................2-1

Figure 2-2 Construction of synchrophasor report message [5]..................................................2-3
Figure 2-3 Existing SCADA infrastructure [6].............................................................................2-6
Figure 2-4 SPS/RAS communication links [6]............................................................................2-6
Figure 2-5 Communication infrastructure of PMUs in WSCC [7] ...............................................2-7
Figure 2-6 PDC in PMU measurement system [8].....................................................................2-8
Figure 2-7 Communication infrastructure of PMUs in EIPP .......................................................2-8
Figure 2-8 A conceptual network for communication of all power grid data [6] .......................2-10
Figure 2-9 The GridStat architecture [3] ..................................................................................2-11
Figure 2-10 The next-generation power-grid infrastructure with GridStat [3] ...........................2-12
Figure 2-11 Existing Architecture [4]........................................................................................2-13
Figure 2-12 Proposed Architecture [9] .....................................................................................2-14
Figure 2-13 Organization Entity Architecture [9] ......................................................................2-15
Figure 2-14 Information Process model for electric power grid using semantic web [10] ........2-16
Figure 2-15 Sensor Web Enablement (SWE) for electric power grid [10]................................2-17
Figure 2-16 NIST Phase Measurement Unit Calibration System.............................................2-18
Figure 2-17 Phasor measurement provided by PMU...............................................................2-20
Figure 2-18 IEEE 14-bus system with PMUs [12] ....................................................................2-20
Figure 2-19 Eliminating Critical Measurements via PMUs in 57-bus System [12] ...................2-21
Figure 2-20 Industry Needs and Value of synchronized Measurements [11] ..........................2-24
Figure 2-21 Deployment Roadmap [11]...................................................................................2-25
Figure 3-1 IEEE 57- Bus System [16] ........................................................................................3-3
Figure 3-2 IEEE 30-Bus Accuracy of |V| (Std) [16] ....................................................................3-4
Figure 3-3 IEEE 30-Bus Average Std of |V| [16] ........................................................................3-5
Figure 3-4 IEEE 30-Bus Accuracy of Angle of V (Std) [16]........................................................3-5
Figure 3-5 IEEE 30-Bus Average Std of Angle of V [16]............................................................3-5
Figure 3-6 Two Machine System Model [19] .............................................................................3-9
Figure 3-7 PMUs locations at SCE substation [24]..................................................................3-11
Figure 3-8 System Oscillations under Stressed Conditions [23]..............................................3-12
Figure 3-9 Snapshots of Frequency Wave Propagation ..........................................................3-14
Figure 3-10 One Line Diagram of IEEE 118-Bus System [26] .................................................3-17
Figure 3-11 Voltage Stability Margin as a Function of Local Load at Bus 22[26] ....................3-18

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Figure 3-12 Stability Margin in terms of Active Power .............................................................3-20
Figure 3-13 An Example of A Load Center Supplied by Multiple Power Sources....................3-20
Figure 3-14 Illustration of the Concept of Comparing Load Model to Actual Load
Response [17] ..................................................................................................................3-22
Figure 3-15 Frequencies Variation during UCTE Reconnection [29] .......................................3-27
Figure 3-16 Schematic Map of UCTE Area Split into Three Areas [29] ...................................3-28
Figure 3-17 System Frequencies before Separation [29] ........................................................3-28
Figure 3-18 System Frequencies after Separation [29] ...........................................................3-29

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LIST OF TABLES

Table 2-1 Synchronous reporting rate .......................................................................................2-4

Table 2-2 Influence quantities and allowable error limits for compliance levels 0–1..................2-4
Table 3-1 Critical Measurements for the IEEE 57-Bus System [16] ..........................................3-3
Table 3-2 Transaction between Area 2 and Area 1 [26] ..........................................................3-17

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1
INTRODUCTION

The electrical grids are amongst the most complex systems worldwide. The power system
planners and operators work hard to operate the system reliably, provide the safe and satisfied
electric power to the customers. After the deregulation of the power system, the economic factors
are added to the power system operation, leading to new uncertainties and challenges to large
interconnected power system. Power systems continue to be stressed as they are operated in
many instances at or near their full capacities.

Power system protection and control is an important safeguard of power system, and also is the
key enabler to meet the challenges of the electrical grid in the 21st century. Traditionally, the
power system protection and control is designed for protecting the power system from the large
disturbances due the fault. The lessons from several recent major blackouts indicate that current
protection systems were not always sufficient to slow or stop an uncontrolled cascading failure
of the power system. The application of existing protection system should be revisited. The
increasingly installations of synchronized phasor measurement units (PMUs) in power grids are
made it possible by utilizing PMUs to improve power system protection and control.

Synchronized phasor measurements are ideal for monitoring and controlling the dynamic
performance of a power system, especially during high-stress operating condition. Since PMUs
were introduced into power system in 1980s, their values have been proved by their extensive
applications in power system operation and planning. In recent years, varieties of PMU
applications have been studied, proposed and implemented with their significant benefits. In our
current power grids, a large number of PMUs also have been installed and more will be installed.
The wide area measurement system (WAMS) that gathers real-time phasor measurements by
PMUs across broad geographical areas has been gradually implemented across the United States.

In light of the challenges and needs outlined in the previous section, EPRI conducted a Power
System Protection and Control Workshop on March 1-2, 2007. Hosted by the Pacific Gas &
Electric Company (PG&E), participants included representatives from regulatory agencies,
associations, utilities, regional transmission organizations (RTOs), equipment and system
vendors and universities. Appendix A lists workshop participants, and Appendix B lists
presentations given at the workshop.

Participants of the workshop presented the new technologies, research results and industrial
experience regarding the implementation and applications of PMUs. Participants also identified
the research needs. All these technologies, research results, experience and research needs are
presented in this report and classified into the following two major areas:

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Introduction

• PMU implementation
• PMU application

In the first area, the implementation of PMUs covers the issues of standards, communication,
data management, testing and calibration and PMU placement. The new “IEEE standard for
Synchronphasors for power system” defines the synchronphasor measurement, provides a
method of quantifying the measurements, quality test specifications, and data transmission
formats for real-time data reporting. In response of the high scan rate of PMUs new
communication architecture is needed to meet the requirement for wide area monitoring,
protection and control scheme. New data and information management architecture and
technology are also presented to enable and enhance the applications of PMUs in wide area
protection and control. The issues in PMUs calibration and testing are also addressed in this
section. When PMUs are involved in extensive applications, an optimal strategy for PMUs
placement is needed to reduce the economic burden of the utilities and maximum the
performance with limited number of PMUs. (See Chapter 2)

The second area addresses several PMU applications in power system protection and control.
Five major applications will be discussed in the area:
• Improvement on State Estimation
• Oscillation Detection and Control
• Voltage Stability Monitoring and Control
• Load Modeling Validation
• System Restoration and Event Analysis

The application of Improvement on State Estimation includes bad data processing, state
estimation accuracy, and dynamic state estimation. The application of Oscillation Detection and
Control will address a research project tilted “adaptive out-of-step relaying”, through which a
PMU-based power system oscillation detection scheme is brought out. Then an example of PMU
application in oscillation detection and control in Southern California Edison Cooperation will be
presented. Finally, the opportunities for power industry to improve the oscillation detection and
control will be discussed through two ongoing research projects. The application of Voltage
Stability Monitoring and Control includes Voltage Instability Load Shedding (VILS) and Wide
Area Voltage Stability Monitoring and Control. The application of Load Modeling Validation
will illustrate the application of PMU in load modeling validation through a research study titled
“measurement-based load modeling”. The application of System Restoration and Event Analysis
addresses the problem of fault location and the opportunity for PMU application in fault location.
Then the Europe power system disturbance that happened on November 4, 2006 will be used as
an example to illustrate how PMU improve the process of system restoration and event analysis.
(See Chapter 3)

Recommended research, design, and development (RD&D) projects are summarized in

Chapter 4.

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2
PMU IMPLEMENTATION

2.1 Introduction

Synchronized phasor measurement unit (PMU) is essentially a digital recorder with synchronized
capability. It can be a stand-alone physical unit or a functional unit within another protective
device. By measuring the magnitude and phase angles of currents and voltages a single PMU can
provide real-time information about power system events in its area, and multiple PMU can
enable coordinated system-wide measurements. PMU also can time-stamp, record, and store the
phasor measurements of power system events. This capability has made PMU become the
foundation of various kinds of wide area protection and control schemes.

Figure 2-1 shows a typical synchronized phasor measurement system configuration. The analog
input signals are obtained from the secondaries of the voltage and current transformers. The
analog input signals are filtered by anti-aliasing filter to avoid aliasing errors. Then the signals
will be sampled by the A/D converter. The sampling clock is phase-locked to the GPS time
signal. The GPS receivers can provide uniform time stamps for PMUs at different locations. The
phasor microprocessor calculates the values of phasor. The calculated phasors and other
information are transmitted to appropriate remote locations over the modems.

GPS
receiver
Analog
Inputs Phase-locked
oscillator Modems

Anti-aliasing 16-bit Phasor micro-

processor
filters A/D conv

Figure 2-1
A typical block of PMU components [1]

A lot of PMU potential applications in power system monitoring, protection, and control have
been studied since it was introduced in mid-1980s. Specially, in recent years, PMUs have been
and extensively used or proposed to be used in many applications in the area of power system

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PMU Implementation

protection and control with the cost reduction of PMUs and improvement of communication
technologies in power system

Technologies about PMU implementation, as the basis of all these implemented or proposed
applications, have been widely studied in recent years.

This chapter will focus on the researches and technologies about PMU implementation in the
following issues:
• Standard
• Communication
• Data Management
• Testing and Calibration
• PMU placement

Section 2.2 presents IEEE Standard for Synchrophasors for Power Systems, including the
definition of synchrophasors and PMUs implementation and test standards in power system.
Section 2.3 discusses the power system communication problems regarding PMU
implementation, where the power system current communication architecture and existing
problems are presented, and next generation communication system is proposed. Section 2.4
presents the current and future data management architecture with Eastern Interconnection
Phasor Project (EIPP) experience and plan, meanwhile, the application of semantic web
technology in data management is proposed. Section 2.5 discusses PMUs testing and calibration
and provides the PMU test device from National Institute of Standards and Technology (NIST)
as an example. Section 2.6 discusses the placement strategy of PMUs and presents available
method and industrial practical experience.

2.2 Standard

The original standard of synchronphasors for power system, IEEE Standard 1344 -1995, was
completed in 1995, and reaffirmed in 2001. The standard has been completely revised in 2005.
The revised synchrophasor standard [2], IEEE Standard C37.118-2005, replaces the original one.

This new standard covers the issues about PMU’s utilization in electric power system from
various aspects. It defines the measurement, provides a method of quantifying the measurements,
and quality test specifications. It also defines data transmission formats for real-time data
reporting. This section will present the definition of a synchronized phasor, time
synchronization, application of time tags, method to verify measurement compliance with the
standard, and message formats for communication with PMU in the new standard.

Synchrophasor definition - The synchrophasor representation X of a signal x(t) is the complex

value given in Equation (2-1):

X = X r + jX i = ( X m / 2 )e jφ = X m / 2 (cos φ + j sin φ ) eq. 2-1

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 PMU Implementation

where X m / 2 is the rms value of the signal x(t) and φ is its instantaneous phase angle relative
to a cosine function at nominal system frequency synchronized to Universal Time Coordinated
(UTC).

System time synchronization - Synchrophasor measurements should be synchronized to UTC

time with accuracy sufficient to meet the accuracy requirements of this standard. The system
must be capable of receiving time from a highly reliable source, such as the Global Positioning
System (GPS), which can provide sufficient time accuracy to keep the Total Vector Error (TVE)
within the required limits and provide indication of loss of synchronization.

Measurement timetag for synchrophasors - Synchrophasor measurements should be tagged

with the UTC time corresponding to the time of measurement. This time stamp should consist of
three numbers: a Second-of-Century (SOC) count, a fraction-of-second count, and a time status
value.

Synchrophasor report format - As shown in Figure 2-2, the synchrophasor report message
should consist of four parts:

Figure 2-2
Construction of synchrophasor report message [5]

Reporting rates - The PMU should support data reporting (by recording or output) at
submultiples of the nominal power-line (system) frequency. Required rates are different
according different nominal frequency (50 Hz or 60 Hz). The reporting rates are listed in Table
2-1. The actual rate to be used should be user selectable. Inclusion of more rates, particularly up
to system frequency is encouraged.

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Table 2-1
Synchronous reporting rate

System
50 Hz 60 Hz
Frequency

Report rates
10 25 10 12 15 20 30
(phasors/sec)

PMU response time - The PMU response time will be measured by applying a positive or
negative 10% step in magnitude with the input signal at nominal magnitude and rated frequency.
The response time is the interval of time between the instant when the step change is applied and
the timetag of the first phasor measurement for which the TVE enters and stays in the specified
accuracy zone corresponding to the compliance level (1%).

Accuracy limits - Under the conditions where X m , ω , and φ are fixed, and for the influence
conditions shown in Table 2-2, the TVE shall not exceed the TVE limit given in the table for the
given compliance level. TVE is defined as shown in Equation (2-2)

( X r ( n) − X r ) 2 + ( X i ( n) − X i ) 2
TVE = eq. 2-2
Xr + Xi
2 2

where Xr(n) and Xi(n) are the measured values, given by the measuring device, and Xr and Xi are
the theoretical values of the input signal at the same time of measurement, determined from
Equation (2-1) and the known conditions of X m , ω , and φ

Table 2-2
Influence quantities and allowable error limits for compliance levels 0–1

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Compliance verification - Compliance tests shall be performed by comparing the phasor

estimates obtained under steady-state conditions to the corresponding theoretical values of Xr
and Xi and calculating TVE, as defined in Equation (2). Steady-state conditions are
where X m , ω , and φ of the test signal, and all other influence quantities are fixed for the period
of the measurement. (Note that for off-nominal frequencies, the measured phase angle will
change even though the test signal phases φ is constant.)

A calibration device used to verify performance shall be traceable to national standards and have
a “test accuracy ratio” of at least four compared with these test requirements (for example,
provide a TVE measurement within the test accuracy ratio less than 0.25% where TVE is 1%). In
cases where there is no national standard available for establishing traceability, a detailed error
analysis should be performed to demonstrate compliance with these requirements.

IEEE Standard C37.118-2005 address the needs of industrial to for easier integration,
configuration, engineering, and maintenance of phasor measurements in power system
environments, and to ensure that the measurement processes are producing comparable results.
This standard will also benefit the industry by allowing data interchange among wide varieties of
measurement systems for both real-time and off-line phasor measurements.

2.3 Communication

Reliable and robust communication systems are one of most important issues for power system
monitoring, protection and control. The communications systems serve as the neutral system of
entire power grids. With consideration of the high scan rates of PMU comparing to traditional
tools and the communication requirements for new wide area protection and control scheme, a
flexible, secure and integrated system-wide communication infrastructure will be the necessary
basis for future power system protection and control system.

2.3.1 Current communication infrastructure

The traditional multi-layered communication infrastructure, which enables economic and reliable
operation of current power system, has evolved over many decades. However, its evolution has
been slow and incremental, partly due to the great capital expense of making changes to such a
large system and also since the operation of power system in the vertically integrated utilities has
changed very little until recently.

In power system, substations are usually connected to a control center in a hierarchical,

centralized architecture. And the major function of the control center is an interface between the
operators and the power system. Data acquisition allows the operators to monitor the condition
of the system and implement supervisory (manual) control, such as, the opening and closing of
circuit breaker, switching in and out capacitors, and son on. Therefore the traditional
communication systems have the hierarchical architectures as shown in Figure 2-3, where a
SCADA system gathers system-wide data from each substation and generator station with a scan
rate in the range of 2-10 seconds.

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Figure 2-3
Existing SCADA infrastructure [6]

Recently, the use of Special Protection System (SPS), also known as Remedial Action Scheme
(RAS), is increasing in the power system. Different from conventional local protection schemes,
SPS/RAS covers a wide area and responds by tripping equipments which are remote to the fault
or other event. Therefore, the communication network is essential for the successful operations
of SPS/RAS. Current SPS/RAS communication networks usually consist of dedicated fast
communication lines and a dedicated computer, as shown in Figure 2-4. Once installed, these are
quite inflexible except for changing the settings link trip times. Also, with increasing
installations of SPS/RAS, their coordination becomes very difficult, and the burden of off-line
studies to coordinate the settings becomes onerous and error-prone.

Figure 2-4
SPS/RAS communication links [6]

2.3.2 Communication infrastructure of PMUs

New measurement tools such as PMUs are increasingly implemented for power system
monitoring, protection and control in order to improve the security of large power systems.

One practical successful use of this rich data source is the PMU-based wide-area measurement
system (WAMS), which was deployed on the Western Grid some years ago [7]. Figure 2-5

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illustrates the PMU communication infrastructure, where a hierarchical structure is used. PMUs
first send the data to their respective data concentrators, where those data concentrators are
connected to a centrally located data concentrator in a central control station. And the data
concentrators are connected locally to their respective host computers via ethernet. The
communication between a PMU and the data concentrator is carried over phone lines.

PMU PMU PMU PMU PMU PMU

Ethernet Data Ethernet Data

Host Concentrator Host Concentrator

Ethernet Data
Host
Concentrator

Figure 2-5
Communication infrastructure of PMUs in WSCC [7]

In the PMU communication infrastructure, an important concept is the Phasor Data Concentrator
(PDC). The PDC serves as the hub of the measurement system, where data from a number of
PMUs or other PDCs is brought together and then fed out to other applications. The PDC
correlates phasor data by its timetag and sample number to create a system-wide measurement
set precisely synchronized in time. It also performs quality checks on the data and inserts
appropriate flags indicating data quality into the correlated data stream. Besides, the PDC also
performs extensive functions in the measurement system as shown in Figure 2-6. It buffers the
data stream internally and spools it out to other applications. It can send out a continuous stream
of all data over ethernet or selected data based on application or flag status. The PDC also
monitors the overall network and includes a network client program for user access. Therefore,
the specific program on the PDC can indicate system disturbances and records a file of data once
disturbance occurs.

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Figure 2-6
PDC in PMU measurement system [8]

In EPRI “Second Generation Phasor Data Concentrator” [8] project, EPRI collaborated with
BPA in the development of the second-generation PDC. In this project, the developers tested,
customized, and installed the latest version of the PDC Operating System (OS), including the
improvement of the basic OS and network interface system. A new version of software was
implemented in PDC, which was easier to configure and maintain. To further simplify
configuration, the developers also created a Windows-based program that allows users to set up
the basic configuration file via a Graphical User Interface (GUI).

The Eastern Interconnection Phasor Project (EIPP) is a Department of Energy (DOE) and
Consortium for Electric Reliability Technology Solutions (CERTS) initiative. The purpose of
this project is to sever as catalyst to deliver immediate value of phasor technology to the Eastern
Interconnection (EI) participants. In EIPP, PMUs are currently being and will be deployed in a
large number. Their dedicated communication infrastructure is also hierarchically deployed, as
shown in Figure 2-7.

Figure 2-7
Communication infrastructure of PMUs in EIPP

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2.3.3 Existing Problems in current communication system: “Inadequate,

Inflexible, Expensive” [3]

The existing communication infrastructure is inadequate. The existing communication

infrastructure limits the types of controls and protections that can be deployed in the power
system. This limitation makes it difficult to use data collected to improve stability, reliability and
efficiency of our system. The inadequacy exists in the following aspects:
• The slow response of grid operators to contingencies is partly due to inadequate situational
awareness across the company and regional boundaries
• SPS/RAS deployment is expensive due to the cost of dedicate point-to-point communication
links between substations
• New and potentially beneficial approaches for protection and control are limited by current
communication infrastructure

The inflexibility is also a principle deficiency in current communication system. An obvious

example is current SPS/RAS communication network. In such a communication infrastructure,
engineering the communication component for a new participant – for example, a new control
scheme – is costly in design, hardware, and programming. It is a barrier to deploy new
technologies and practices which may be quite beneficial. Furthermore, power engineers are
often quite hesitant to experiment and implement new control schemes which require new costly
communication infrastructure.

Continued piecemeal creation of the grid’s communication infrastructure will be excessively

expensive and will unnecessarily limit the opportunities for improving the grid’s control and
protection schemes. To enable the beneficial schemes those are envisioned today, as well as
those not yet invented, the evolvable and adaptable communication architectures is required for
the future power system.

2.3.4 Next Generation Communication Network Architecture

In order to overcome the current limitations in current power system communication system,
next generation communication network architecture should meet the following requirements:
• Status information should easily be made available to any legitimate participant at any
location.
• Information delivery to each participant should be timely and reliable: for many envisioned
control applications (such as SPS/RAS) faster is better, but, regardless of the absolute speed
requirement, the latency should be predictable in case of any foreseeable communication
failure or overload.
• Status information should be protected against illegitimate use, and participants can trust the
status information they receive. Participants can reason about the trustworthiness of other
parties to limit the risk of using inaccurate data or of disclosing information to unauthorized
sites.

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A possible evolution of next generation communication system is the high speed network that
will connect all the fast scan rate measurement tools from all substations, as the architecture
shown in Figure 2-8. The data can be made available to the control center to do the traditional
control center functions. It also makes feasible distributed controls such as SPS/RAS or regional
controls like wide area voltage control. Moreover, these controls can be reconfigured through
software rather than the installation or reconfiguration of hardware. Finally, such architecture
lends itself to levels of software management (middleware) that can be used to handle
contingencies, quality of service and security.

Figure 2-8
A conceptual network for communication of all power grid data [6]

The specific management software, Middleware is proposed in the report of “Next Generation
Communication Network Architecture” [3]. Middleware is a new kind of software that emerged
in recent years. Different from programs that use network protocols such as TCP/IP and ATM,
middleware frameworks sit between the socket interface and applications – “in the middle”. It is
built on underlying network technologies, wchich can specifically address the requirements of
next generation communication system.

A prototype of a new communication framework called GridStat has been designed and built for
delivering status information, data representing dynamic operational phenomena, (such as
voltage and current), and command decisions.

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Figure 2-9
The GridStat architecture [3]

Figure 2-9 illustrates the architecture of a GridStat network. A status source, called a publisher,
informs the middleware infrastructure of a status variable’s identity, type, and availability
frequency. A directory service assists subscribers in identifying and locating particular status
variables of interest.

Figure 2-10 illustrates the proposed next-generation power-grid infrastructure with GridStat.
With such an infrastructure, GridStat has the following advantages:
• GridStat can easily accommodate changes in communication topology, whether it is to meet
the large information requirements of a new generation company joining the grid or to
quickly support an investigator drilling down through data to investigate a potential instance
of sabotage.
• With GridStat’s flexible communication infrastructure, several kinds of control and
monitoring applications become much easier to implement.
• Improved and lower cost special protection schemes are also possible. A natural extension of
monitoring based on PMU measurements is to move toward more automatic control based on
the wide-area measurements.

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Figure 2-10
The next-generation power-grid infrastructure with GridStat [3]

2.4 Date management

With increasing PMUs as well as other measurement and recoding devices in power system, how
to efficiently manage and utilize the vast amount of data becomes a major challenge. An efficient
data management system should be able to integrate and exchange the multi-source data, extract
and distribute the useful information, and assure general reliability and security of the overall
information system.

In this section, the current and future data management model in EIPP is presented. Then the
proposed application of semantic web technology in power system data management is
introduced.

2.4.1 Existing Data Management Architecture

In the report of “Data Management Task Team” [4], the data management model in the EIPP is
presented. The presented data management models are designed for the following types of
applications:
• Near Real Time Applications (10’s of milliseconds)
– Real Time Dynamics Monitoring System (RTDMS)

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– Wide Area Angle Separation

– Path / Flow gate - Monitoring / Control
– Inter-area Oscillations
• Historical Applications (about a second or much more)
– State Estimation Enhancement
– Event Analysis

Within the EIPP, each participating organization sets its own requirements for data management
and handling, as shown in Figure 2-11. Therefore, in order to concentrate the collected
measurement data from different organization in different protocols, it is necessary to have a
comprehensive database support all phasor data transmission protocols. For this purpose,
Tennessee Valley Authority (TVA) has made a substantial investment in developing a
centralized EIPP Phasor Data Concentrator, called “Super PDC”. A system is created with an
open and completely scalable architecture that specifically supports the most popular phasor data
transmission protocols, in particular: PC37.118, IEEE1344, the BPA PDCstream and OLE for
Process Control (or OPC).

Figure 2-11
Existing Architecture [4]

In the current working implementation of the Super PDC, all of these transmission protocols
have been developed. As shown in Figure 2-11, the project team has tested and deployed
IEEE1344, PDC stream and OPC. Additionally, the C37.118 protocol is currently being tested
with several different PMU vendors.

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2.4.2 Future Data Management Architecture

Recently, the data management task team has been working to develop better data management
architecture. The objective is to provide EIPP paticipants a robust, fault tolerant, and scaleable
information system, which data management architecture should meet the following
requirements: [9]
• System Reliability and Fault tolerance – System should be designed to preclude single point-
of-failure in the communication or computer systems.
• Scalable – As newer PMU/PDCs are added by the utilities, the integration of additional data
streams should be easily configured and recognized.
• Timeliness of data delivery by repositories – Application requests for data must be
accommodated.
• System administration and security – The system should allow for efficient administration
especially adding new sources, clients, system users, and providing security at all levels of
communication and data access. Data should be secured in an industry standard manner that
prevents corruption and tampering.

Figure 2-12
Proposed Architecture [9]

Figure 2-12 illustrates the overall proposed architecture. The labeled Distributed Phasor Data
Repository (DPDR) is actually a distributed computing/communications environment that is
geographically dispersed. It usually consists of several Organization Entities (OEs), and serves as
the hub in this architecture. The OE represents the end users and producers of phasor
measurement data.

Each OE has the same architecture and interfaces whether they are part of the DPDR or are at the
end of a spoke as a client. Figure 2-13 illustrates the OE architecture and interfaces. Each OE
maintains data from one or more PMUs and PDCs, a local data historian, and one or more
applications. There are four interfaces:

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• Aggregated real-time phasor data stream (Input)

• Un Aggregated real-time phasor data stream (Input)
• Aggregated real-time phasor data stream (Output)
• Historical database query/response, publish/subscribe interface

Figure 2-13
Organization Entity Architecture [9]

These interfaces allow the OE to act as either a simple client and supplier of PMU data to the
DPDR, or one of the constituent OEs of the DPDR.

2.4.3 Application of Semantic Web Technology in Data Management

The Semantic Web is a mesh of information linked up in such a way as to be easily processed by
machines, on a global scale. It is an efficient way of representing data on the World Wide Web,
or as a globally linked database. The Semantic Web provides a common framework that allows
data to be shared and reused across application, enterprise, and community boundaries. It is
based on the Resource Description Framework (RDF), which integrates a variety of applications
using XML for syntax and Uniform Resource Identifiers (URIs) for naming.

The Semantic Web makes the meaning of information accessible not only to humans, but also to
machines. This property assures its advantages in information searching, navigating, visualizing
and maintaining.

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Figure 2-14
Information Process model for electric power grid using semantic web [10]

In the report of “Utilizing the Semantic Web for Electric Power Grid Monitoring and Advanced
Real-time Control” [10], semantic web technology is introduced into the area of the data
management of power system. The overall data management architecture with semantic web
technology is proposed in Figure 2-14.

As illustrated in Figure 2-15, a Sensor Web Enablement (SWE) will perform as an extensive
monitoring and sensing system in the overall power grid. It can provide timely, comprehensive,
continuous, and multi-mode observations for the power systems.

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Heterogeneous Decision Support Tools

Network Sources (monitoring, control,
(Various monitoring emergency response)
sensors installed on
i t) Vulnerability
assessments

Energy
Sensor Web Enablement (SWE)
Emergencies
Support and
Management
ƒ Discovery
ƒ Access Energy asset
ƒ Tasking assessment
ƒ Alerts
Web services (Sensor observation SCADA
Service etc) Apps
Encodings based on open DMS Apps
standards Maintenance Apps

SWE Clients
SCADA

Figure 2-15
Sensor Web Enablement (SWE) for electric power grid [10]

2.5 PMU Testing and Calibration

The reliable power sources, samplers and associated standards for PMU testing and calibration
have become a major hurdle to the further development and implementation of PMU
applications in power system. Utilities need the guarantee of reliability and accuracy of PMUs
and also the seamless interchangeability among the PMUs from different vendors before they
will invest heavily in them.

In the IEEE Standard for Synchrophasors for Power Systems described in Section 2.2, associated
standards for PMU testing and calibration has been developed and provided.

First, testing of PMUs requires providing an input signal synchronized to UTC (Universal Time
Coordinated). The signal is generated with parameters matching a phasor definition. The
parameters consist of a certain magnitude, phase angle, frequency, and the signal generator
should be synchronized to a GPS reference. Then the phasor estimates output from the PMU are
recorded and compared with the phasor representation of the input signal using the TVE criteria.

One of the difficult areas of testing is using a signal that is off the nominal power system
frequency. The signal must be in synchronization with a 1 PPS (Pulse per Second) UTC signal.
With off-nominal frequencies, it may be difficult to determine the exact phase at a given instant.

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Testing can be done at whole or fractional integer frequency offsets to simplify testing. A test
frequency of f 0 + n where f 0 is the nominal frequency and n is an integer will be directly
synchronizable every second (at 1 PPS). Therefore, for example, frequencies of 61 Hz, 62 Hz,
and 63 Hz can be synchronized at every 1s rollover. Smaller fractional frequencies can be
synchronized at longer integer intervals. For example, a test of 60.1 Hz will be synchronizable
every 10s. Testing of these parameters can be tedious, but can be done accurately with carefully
planned and executed procedures.

In the report of “Advance Technologies to Improve Power System Reliability” [11], National
Institute of Standards and Technology (NIST) presented their development in the PMU
calibration system.

Device Under Test

Figure 2-16
NIST Phase Measurement Unit Calibration System

As shown in Figure 2-16, the calibration system used at NIST consists of a GPS clock, a three-
phase power calibrator, three voltage dividers, three trans-impedance devices and a six-channel
sampler to measure the voltage and current waveforms supplied to the PMU under test.

The following numbers are initial estimates of the expected uncertainties of this system. [36] The
voltage dividers are calibrated inductive voltage dividers (IVD) with errors generally less than 10
parts in 10 6 in ratio and phase. The trans-impedance devices are current transformers with a
resistive load on their output. The total uncertainty of the combination of the two devices is
expected to be less than 20 parts in 10 6 in ratio and phase. The uncertainties of the six-channel
digital sampling system are less than 10 parts in 10 6 in amplitude and 100 ns in timing. The
sampler is synchronized with the 10 MHz and 1 PPS output of the GPS clock in IRIG-B time
format code.

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2.6 PMU placement

Another key issue regarding PMU implementation is the placement of PMUs. For a wider-area
interconnected power system, it is neither economical nor necessary to install PMU at every
node. Meanwhile, considering the cost of equipments and operational constraints, PMUs
implementation in a complex power system is a long-term process. It is more practical to install
PMUs on the nodes with relative high priority in the early stages. Therefore, it is important for
industry to develop a useful and convenient PMU placement strategy with a limited number of
PMUs available.

The strategy of PMU placement is directly determined by the intended applications of PMU.
Researchers and industrial engineers also have developed topological or numerical methods to
determine the optimal placement of PMUs according to the specific PMU applications. In the
previous and current projects, some methods and criterias also have already been developed and
used to determine the PMU placement.

In this section, the specific method to determine the placement of PMUs regarding its application
in state estimation will be first presented. Then, the successful practical experience of industry -
the strategies of PMU placement used in the EIPP and Brazilian power system will be presented.

2.6.1 Placement of PMU for improving state estimation

State estimators provide optimal estimates of bus voltage phasors based on the available
measurements and knowledge about the network topology. Measurements that are telemetered
from the substations are processed at the control centers by the state estimator. State estimator
provides the optimal estimate of the system state based on the received measurements and the
knowledge of the network model. Conventional measurements include the following types:
• Power injections (real/reactive),
• Power flows (real/reactive),
• Bus voltage magnitude,
• Line current magnitude,
• Current injection magnitude.

As the PMU become more and more affordable, it is also proposed to be introduced in state
estimation. PMUs can directly provide two other types of measurements, namely bus voltage
phasors and branch current phasors. Depending on the type of PMUs used, the number of
channels used for measuring voltage and current phasors will vary.

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Figure 2-17
Phasor measurement provided by PMU

In the report of “Utilization of Synchronized Phasor Measurements for State Estimation:

Benefits and Challenges” [12], two PMU placement strategies are presented to achieve two
different objectives for PMU application in state estimation:
• Make all the system buses observable with only PMU measurements
• Improve the bad data detection and identification capability by placing PMUs

Since the PMUs can directly measure the phasor (both the magnitude and angle ) of bus voltage
and branch current, a linear state estimation can provide accurate system state, which also benifit
from the high sampling speed and accuracy of PMU measurements. Therefore, the first strategy
of PMU placement is to solve the problem of how to cover the entire system with minimal
number of PMUs.

Using IEEE 14-bus system as an example, the report presents a procedure by which new PMU
locations can be systematically determined in order to render an observable system. The
procedure also can be extended to account for cases that a single PMU is lost. Buses with zero
and nonzero injections and branches with power flow measurements also can be taken into
consideration in this generalized procedure.

Figure 2-18
IEEE 14-bus system with PMUs [12]

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Another strategy of PMU placement is to improve the measurement redundancy by placing

PMUs so that the measurement bad data can be detected and identified by the state estimator.
Due to the low measurement redundancy, there may be critical measurement in the power
system. The bad data appearing in critical measurements can not be detected, which inevitable
will cause state estimator obtain wrong system state. Strategically placement of new PMU
measurements in some location of power system can transfer critical measurements into
redundant measurements.

As showed in the Figure 2-19, adding 2 PMUs at specific locations can transfer 13 critical
measurements into redundant ones, This result in great improvement of system measurement
redundancy.

Figure 2-19
Eliminating Critical Measurements via PMUs in 57-bus System [12]

2.6.2 PMU placement strategy in current projects

PMU placement in EIPP

In EIPP project, the PMU placement is determined for the objective of monitoring the system
performance. Therefore, PMUs to be installed should provide good indication of whether the
system is performing well or not at any given time. Also, for forensic analysis, these locations
should provide good understanding of what happened to the system during a disturbance. And
these locations were not necessarily chosen for the state estimation purpose.

Therefore, the strategy of PMUs placement in EIPP is designed to attempt to cover all the
following locations: [13],

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• Flowgates – Transmission Load Relief (TLR) 5s over last 2 years

• Generating Stations ≥ 1,500 MW
• Major Transmission Interfaces
• Regional/interregional studies
• Angular separation observability
• Covers inter-area oscillations
• Correlation to regional Disturbance Measurement Equipment (DME) locations
• Major load centers

PMU placement in Brazilian National Power System [14]

The Brazilian Interconnected Power System Operator (ONS) was created in 1998. Its
responsibility is to operate the Brazilian National Interconnected Power System (NIPS), with
transparency, fairness and neutrality, in order to guarantee continuous, economic and safe
electric energy supply.

There are two projects related with implementation of PMU applications in the ONS’ current
action plan (2007-2009):

Off-line application - Implementation of a Phasor Recording System: The main goal is to

install a PMU system to record NIPS dynamic performance during wide area disturbances.

Real-time application - Use of Phasor Measurement Technology on Real Time Decision

Support: The main goal is to extend the application of the initial PMU System for real-time
applications, mainly for state estimation enhancement.

According to these two applications, ONS develop a strategy for PMU placement: the PMU
placement is determined to cover the following locations:
• Where voltage profile and dynamic performance are critical
• That are crucial for main load areas supply
• Neighboring the DC link associated to Itaipu Power Plant Transmission System

2.6.3 Assessment on Optimal Placement of PMUs

Although some practical strategies have been used in current projects, it should be noticed that
the main objective of PMUs implementations in these projects are still on the level of monitoring
and recording the performance of power system. A comprehensive PMU placement strategy
becomes necessary when the extensive PMU applications are proposed in power system
protection and control.

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EPRI believes that the optimal placement of PMUs should be determined based on two major
factors: system characteristic and intended applications.

Regarding to the system characteristic, topology configuration (system size, node location, weak
nodes and power flow pattern etc.) and communication ability (available channels, bandwidth
limits and time delay etc.) will influence the optimal placement of PMU. Topology configuration
and communication ability are very important to PMU placement because they determine the
potential PMU sites and communication pattern, which is the foundation of PMU placement.
Furthermore, each system’s topology configuration and communication ability are so unique that
they need comprehensive study before the application of the technology of PMU.

Regarding to the intended application, study and research results have proven that different
PMUs applications could have totally different PMU placement schemes. For example, the
application of state estimation requires that PMUs should be placed by considering observability
for overall system and the reliability of the estimated state. While the application of out-of-step
protection requires that the placement of PMU should be performed considering observability of
generator rotor angle in real time. The situation becomes more complicated when multi-
applications are required, different optimal PMU placement schemes are developed first, then
those schemes are evaluated together and a final optimal scheme is determined using optimal
methodology.

EPRI is launching a new project named “Assessment on Optimal Placement of Synchronized

Phasor Measurement Units (PMUs)” to help utilities members to determine the optimal
placement of PMU. The major objective of this project is to provide the strategy of optimal PMU
placement to the participating utilities members based on their system characteristics and
intended PMU applications.

2.7 Summary

In this chapter a variety of issues about PMU implementation have been presented and discussed.
The PMU implementation is a complicated issues that is related to industrial standard,
communication system, data and information management, PMU calibration and testing and
optimal placement.

After a long-term research and technology improvement, extensive applications of PMU have
already been presented and proposed. In the near future, PMUs will be utilized not only for
monitoring and recording the operation state of power system, but also for other functions in the
area of power system planning and operation, including wide area protection and control, system
modeling, etc.

Past industrial experience shows that the implementation of PMUs in power system is a long-
term and multi-stage process. The process involves not only high investment but also
collaborative work between utilities, research institutes and venders. Therefore, it is necessary
and important for the industry to develop a future road map for PMUs implementation.

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A PMU implementation roadmap is presented in the report of “Advance Technologies to

Improve Power System Reliability” [11]. In this report, all current concerned applications with
utilization of PMU are evaluated from three different aspects:
• Industry needs
• Roles of PMUs in the application
• Deployment challenge of the application

Figure 2-20 shows the evaluation results. The applications are classified into different groups
based on the three key factors. Based on the evaluation result, a road map is proposed in Figure
2-21. In this roadmap, the deployments of these applications are planned in three stages: 1-3
years, 3-5 years, and more than 5 years.

Figure 2-20
Industry Needs and Value of synchronized Measurements [11]

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Figure 2-21
Deployment Roadmap [11]

Facing the both challenges and opportunities brought by increasing deployments and extensive
applications of PMUs, EPRI will provide service to assist utility members in PMU
implementation.

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PMU APPLICATION

3.1 Introduction

The introduction of synchronized phasor measuring units (PMUs) in power systems improves the
performance of monitoring, controlling and analyzing power system. Important system
information about different AC quantities, such as currents, voltages, frequency, active and
reactive power with same Global Position System (GPS) time reference, can be obtained using
several PMUs installed at different locations of a power system. Synchronized measurements
units make it possible to measure phase angles in different locations within the power system
directly. System operators have the ability to utilize the existing power system more efficiently
through improved monitoring and remedial action capabilities. Improved information allows
faster and more reliable emergency actions. Synchronized phasor measurement units open a wide
range of new applications:
• Improvement on state estimation
• Oscillation detection and control
• Voltage stability monitoring and control
• Load modeling validation
• System restoration and event analysis

This chapter is organized in six sections: Section 2 describes the use of PMUs to improve state
estimation. This includes bad data processing, state estimation accuracy, dynamic state
estimation and research requirement in state estimation. Section 3 deals with the applications of
PMUs in oscillation detection and control. This section first addresses a research project tilted
“adaptive out-of-step relaying”, through which a PMU-based power system oscillation detection
scheme is brought out. Then an example of PMU application in oscillation detection and control
in Southern California Edison Cooperation will be presented. Finally, the opportunities for power
industry to improve the oscillation detection and control will be discussed through two ongoing
research projects. Section 4 will illustrate the use of PMUs in voltage stability monitoring and
control. This includes Voltage Instability Load Shedding (VILS) and Wide Area Voltage
Stability Monitoring and Control. Section 5 will illustrate the application of PMUs in load
modeling validation through a research study titled “measurement-based load modeling”. Section
6 will describe the uses of PMUs in system restoration and event analysis. This section first
addresses the problem of fault location and the opportunity for PMU application in fault location.
Then the Europe power system disturbance that happened on November 4, 2006 will be used as
an example to illustrate how PMUs improve the process of system restoration and event analysis.

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3.2 Improvement on State Estimation

State estimation has been introduced to power systems and implemented in the 1960s, and it
plays a very important role in the real-time monitoring and control of the power system. State
estimation processes redundant measurements and provides steady-state operating state for
advanced Energy Management System (EMS) application programs (e.g. security analysis,
economic dispatch, etc). Once receiving field measurement data, network parameter, network
topology, and other information, state estimation filters incorrect data to ensure that the
estimated state is correct. Through state estimation, the system operator has the ability to observe
the operation conditions of power system. Furthermore, the consistent solution provided by the
state estimation provides a starting point for studying the effects due to the loss of transmission
lines or generation units.

Traditional state estimation only uses measured voltage, current, real power and reactive power
to determine the operating condition of the electric network. Certain limitations persist in the
traditional state estimation, and many of these limitations stem from the fact that it is technically
more difficult and computationally more expensive to estimate the most likely state of the system
based on measured voltage, current, real power and reactive power. Meanwhile, traditional state
estimation is typically solved at intervals of minutes, which means that the results provided by
state estimation may be old. Synchronized phasor measurement units (PMUs) which provide
globally time synchronized phasor measurements with accuracy of one microsecond for bus
voltages and line currents, together with the improvement of computer computation ability, can
overcome those technical difficulties. This section will focus on the uses of PMUs to improve
state estimation in the following areas: bad data processing, state estimation accuracy, dynamic
state estimation, and research requirement in state estimation.

3.2.1 More Effective Bad Data Processing

Bad data processing is commonly integrated into the state estimation, and it is closely related to
the measurement redundancy and configuration. For a given system, measurements are classified
as either critical or redundant. Removing the redundant measurement from the measurement
system will not cause the system unobservable and the errors can be detected by statistical tests,
while removing the critical measurement will cause the system unobservable and the errors can
not be detected. Critical measurement, however, can be transformed into redundant measurement
by adding PMUs at strategic locations [15].

In order to convert all critical measurements into redundant ones, the procedure for the
placement of PMUs can be described as three steps:
• Identification of critical measurements.
• Finding candidate PMU locations where each critical measurement can be transformed into a
redundant one.
• Choosing the optimal set of PMU locations among those candidates.

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Figure 3-1
IEEE 57- Bus System [16]

Table 3-1
Critical Measurements for the IEEE 57-Bus System [16]

Critical 1 2 3 4 5 6 7
Measurement

Measurement Type F41-43 F36-35 F42-41 F40-56 I-11 I-24 I-39

Critical 8 9 10 11 12 13
Measurement
Measurement Type I-37 I-46 I-48 I-56 I-57 I-34

F means power flow, for example F41-43 represents power flow of line 41-43.
I means injection current, for example I-11 represents the injection current of bus 11.

In reference [16], IEEE 57-bus system has been used as a simulated system to demonstrate the
performance of PMU in bad data processing. The simulated system has a total of 33 real power
flow measurements and 32 injection measurements, as shown in Figure 3-1. This measurement
configuration contains 13 critical measurements, which are listed in Table 3-1. By placing two
PMUs at bus 34 and 46, no critical measurements exist in this system.

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3.2.2 Improvement on State Estimation Accuracy

Compared with conventional measurements, synchronized phasor measurement units (PMUs)

are able to improve state estimation accuracy. PMUs have the ability to measure voltage angles
directly, which are the state variables to be estimated. Therefore, adding voltage phase angle
measurements to a conventional state estimator could greatly increase the accuracy of state
estimation. In addition, since the measurements from PMUs are real-time and no time skew
exists between PMU measurements, this also improves the state estimation accuracy.

In Reference [16], the IEEE-30 Bus system has been used to demonstrate the improvement of
state estimation accuracy with use of PMUs. Figure 3-2 compares the state estimation accuracy
expressed as standard deviation of voltage magnitude, and Figure 3-3 shows the average value of
standard deviation of voltage magnitude. Figure 3-3 shows that the average value of standard
deviation of voltage magnitude is 0.0046 without any PMUs, while this value deceases
dramatically to 0.001 when 10% of the buses are deployed with PMUs. Furthermore, this value
decreases to 0.0005 when 20% of the buses are deployed with PMUs. However, no significant
accuracy improvement can be observed if more PMUs are deployed into the system. The result
of accuracy expressed as standard deviation of voltage angle is similar, which is displayed in
Figure 3-4 and 3-5.

Figure 3-2
IEEE 30-Bus Accuracy of |V| (Std) [16]

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Figure 3-3
IEEE 30-Bus Average Std of |V| [16]

Figure 3-4
IEEE 30-Bus Accuracy of Angle of V (Std) [16]

Figure 3-5
IEEE 30-Bus Average Std of Angle of V [16]

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3.2.3 Dynamic State Estimation

The technology of synchronized phasor measuring units (PMUs) also makes dynamic state
estimation possible. Conventional state estimation formulation assumes that the system is in
quasi steady state and measurements are collected in a time window. It is assumed that changes
in states in this time window are negligible and therefore they are used as if taken at the same
time instant. While this assumption is valid during normal operating conditions, it can become
problematic during system emergencies and system restoration. Because PMUs enable
synchronized measurements to be collected, this assumption may no longer be necessary.
Furthermore, since synchronized measurements from PMUs can be obtained much more
frequently than conventional measurements, they can be used to capture fast dynamics associated
with the states.

3.2.4 Research Requirement in State Estimation

In order to process the received data and information to obtain an accurate state, state estimation
is required to have the ability to detect and identify the bad data and information. Such bad data
and information include bad measurement data, network parameter error and network topology
error. Among them, network parameter errors are the most challenging one to be detected. The
network parameter errors may not be identified for a long time, which will lead to permanent
errors in the results of state estimation. In recent years, more and more PMUs have been
implemented in power systems; these phasor measurements offer an opportunity of improving
the performance of state estimation.

EPRI is launching a supplemental project to improve the state estimation. Chapter 4 provides the
detail description of the supplemental project.

3.3 Oscillation Detection and Control

Because of the competition between utilities and deregulation of the electric power markets, it is
common to transfer large amount of electrical power from distant generators to load through long
transmission lines. Therefore, the substantially increased amount of electric power transmitted
through the existing networks might result in transmission bottlenecks and oscillations of power
transmission systems.

The system oscillation origins from those interconnected generators in the system. The
interconnected synchronized generators have the ability to remain synchronism because of the
self-regulating properties of their interconnections. If one generator deviates from the
synchronous speed, the rest generators in the system will provide power in order to reduce the
speed deviation. Due to the effect of inertia of the generators, the whole system or part of it starts
to swing. Normally, if the initial disturbance is not significant such as small change in load, the
oscillations will decay and finally the system will maintain stable. If the initial disturbance is
significant such as a few MWs load lost, however, the oscillations might cause the system lost of
synchronism, and finally the system will collapse in worst case.

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In order to keep system stable, system oscillation can be controlled either by operators or by
automatic control through adjusting the output of generators. However, if a new system
operating condition occurs which causes the oscillatory lightly damped, the operators might
overlook this new condition, thus make the system potentially dangerous. Advanced monitoring
of the power system can help the system operators to assess power system states accurately,
control the system appropriately and finally avoid a total blackout. The synchronized phasor
measurement units (PMUs), which can provide the measurements with both magnitudes and
angles, and are time-synchronized with accuracy of one microsecond, offer a new opportunity in
power system oscillation detection and control. Fed with the voltage and current phasors, the
PMU-based power oscillation monitoring processes the input phasors and detects different power
swing (oscillation) modes. The PMU-based power oscillation monitoring has the ability to
quickly identify the amplitude, frequency and the damping of swing rate, which might incur
angular instability.

This section first addresses a research project tilted “adaptive out-of-step relaying” conducted by
EPRI and other members, through which a PMU-based power system oscillation detection
scheme is brought out. Then a practical PMU application about oscillation detection and control
in Southern California Edison Cooperation will be presented. Finally, with more and more PMUs
are implemented in the power system, together with recent advancements in communications and
computer technology, the opportunities for power industry to improve the oscillation detection
and control will be discussed through two ongoing research projects.

3.3.1 Adaptive Out-of-Step Relaying 1

This research project was jointly sponsored by EPRI, Florida Power and Light Company,
Georgia Power Company, and the National Science Foundation. A prototype out-of-step relay at
the interface between the Florida Power & Light and Georgia Power Company systems has been
installed. The theory of adaptive out-of-step relaying was developed during a period of three
years and field trial was conducted during a period of one-year. This research project has proven
that adaptive out-of-step relaying can be applied to a power system interface to separate the
system where unstable oscillations are detected.

3.3.1.1 Overview of Out-of-Step Relaying

The goals of out-of-step relay in power system are to detect transient swings, assess the swings,
and classify the swings as stable or unstable. Conventional out-of-step relays use distance relays
and timers to detect the system swings. The settings of the out-of-step relays are determined
based on numerous of contingency cases studies. Through plotting the resulting apparent
impedance trajectories on the R-X plane, the contingency cases can be classified into stable and
unstable. However, if the prevailing condition of the power system changes, the response of the
system to various transients may be totally different and the results of contingency cases studies
are not valid any more. For example, the trajectory and depth of the swing will be different at

1
Material from this subsection was excerpted from two EPRI report [17], [19], authored by several people,
universities and companies.

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different load level. Out-of-step relays have been known to mis-operate when the prevailing
conditions have not been foreseen during the design phase [17].

Adaptive protection is a protection philosophy that permits and seeks to make adjustments
automatically to various protection functions to make them more attuned to prevailing power
system conditions [19]. The characteristic of out-of-step relay make it suitable for the application
of adaptive techniques. Adaptive out-of-step relays have the ability to recognize the changes in
the power system and adapt the setting to the prevailing conditions accordingly. As the system
state changes, instead of trying to change the zone and timer setting of the adaptive out-of-step
relaying, it is advantages to invokes entirely new approaches to the issue of out-of-step relaying.
Since the function of the out-of-step relaying is to predict the outcome of a transient stability
analysis, it is reasonable to consider the technique normally used for stability analysis. The
transient analysis method of equal area criterion can be used for a system that behaves like a
two-machine system.

3.3.1.2 System Description

There are two major initiating disturbances in the Florida system, one is the outage of high
voltage lines and the other is loss of generation. If any lines are tripped due to some reasons and
the consequence is so significant that will sufficiently affect the power angle characteristic, the
change of status in these lines must be communicated to the out-of-step relay to determine the
post-clearing system. If the system condition before disturbance is known, the equal area
criterion can be used for stability analysis directly and the outcome of the resulting stability
swing can be predicted accurately.

There are two 500-kV transmission lines that run from Georgia to the Duval substation in
northern Floridian which are the major connections between Florida peninsula and the rest of the
country. Several 230 kV lines also connect Florida to the rest of the country. Approximately 93%
of the transfer power flows on the two 500-kV tie lines with the other 7% flowing on the smaller
voltage lines. The 500-kV transmission system plays an important role in delivering the imported
power. Due to the geography characteristic, the Florida system can be modeled as a two machine
system, especially for faults on the tie lines. All the Florida generators can be grouped into one
equivalent generator, while the generators in the rest of East Coast can be grouped into the
second generator. Figure 3-6 shows the representation of the Florida-Georgia interconnection as
a two-machine system. The original machine equivalent consisted of an equivalent inertia
constant and an equivalent transient reactance, which is obtained by paralleling all the major
generation in Florida and in the southeastern United States [18].

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Figure 3-6
Two Machine System Model [19]

There are some discrepancies between the measured angle swings and those predicted by the
original models by field testing. Therefore, in order to account for the errors in the angle
prediction, the inertia constant of the Florida equivalent has to be adjusted. At first, the relay
initialize the inertia constant of the Florida equivalent to a computed value, then the relay
updates this value every time a swing is detected using the previous inertia constant and the
angle difference measured for the first twenty cycles.

The network between the two equivalents was reduced to the interconnecting lines between the
two measurement sites. Two Phasor measurements installed at the bus of Duval and Hatch
respectively are used to compute the voltage phasors of the equivalents using the impendence
matrix of the reduced network at the time of measurement. The voltage angles of the two
equivalents are then used for equal area calculation to determine the degree of stability for the
detected angle swing [20].

3.3.1.3 PMU-Based Adaptive Relaying

There are two PMUs, two relays and supporting communication hardware in the adaptive out-of-
step relay system. As shown in Figure 3-6, the adaptive relay was installed at the Duval
substation and Hatch substation. The PMUs measure positive sequence voltage and currents of
various lines in the substation, as well as the status of important circuit breaker in the substation.
Each PMU has a GPS receiver to generate the sampling pulses that drive the A/D converter of
every input channel. The sampled data is digitally filtered and a combination of DFT and
positive sequence algorithm is performed in three phase input to get the positive sequence phasor
of the fundamental frequency components of the voltage and current. Every two cycles the data
measured by PMU is sent to the local relay. The software in the digital relay has the ability to
detect system swings and system changes. At the same time, the software can perform the equal
area algorithm and angle prediction at a rate of 30 times per second, and keep the angle
computational accuracy to 0.02˚ at the same time [17].

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3.3.1.4 Experience and Lessons

Since its first operation in 1993, the adaptive relay system captured several significant swings
and three lines faults. Based on those experiences, it is necessary to change relay’s original
algorithms. A fixed value of inertia constant for the Florida equivalent is used in the original
algorithm at first. During the process of swing, the Florida inertia constant in the original model
is smaller than the actual one. Therefore, an improved algorithm was adopted to use the first 20
cycles of the angle swing to determine a new value for Florida inertia constant based on the
angle trajectory, power flow and previous value of inertia constant. The use of this improved
algorithm enhances the adaptability of the out-of-step relay system to seasonal changes in the
Florida system [21] [22].

The concepts and technology used for this research project demonstrate a sound base to apply
adaptive out-of-step relaying into power system which behaves primarily as two-machine
system. If the synchronized phasor measurement is used as input to the relay, estimation of
stability or instability of an evolving swing can be made in sufficient time to produce blocking or
tripping signals. Current information about the state of power system, if possible, should be
communicated to the relay from control center. This information can be used to set up a current
system model, which improves the relay performance. The relay can be programmed to learn and
refine the system model from all observed transients. Especially, much can be learned about the
system damping, a characteristic which is crucial for making accurate prediction of system
swing.

3.3.2 Oscillation Detection and Control in Southern California Edison Cooperation

(SCE) [23]

3.3.2.1 Project Overview

EPRI started the synchronized phasor measurement project in WSCC around 1993-1994,
Southern California Edison joined this EPRI project in 1995. As part of the EPRI project, SCE
installed four PMUs on the system and a Phasor Data Concentrator (PDC). With more additional
PMUs were procured, SCE now have a total of 16 PMUs installed in its system. The PDC in
SCE has the ability to receive multiple PMU inputs. The PDC triggers if any PMU detect a
disturbance. It stores data from all the PMUs which is time synchronized. The recorded files are
three minutes long, with one minute of pre-trigger and two minutes of post-trigger. The trigger
takes place based on trigger settings for deviation of voltage, phasor angle, frequency and rate of
change of frequency. All the phasors are stored in the file and the data can be viewed using
software. Figure 3-7 shows the SCE network connectivity and PMUs’ installation locations.

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Figure 3-7
PMUs locations at SCE substation [24]

3.3.2.2 Oscillation Detection and Control in SCE

The Western System Coordinating Council (WSCC) system is one of the largest power grids in
the United States and covers a wide geographical area. Because of the large inter-connected
power system with the long transmission lines, some areas can suffer from power system
oscillations with respect to other areas. Some of the inter-area oscillations occur at very low
frequencies range from 0.2 to 1 Hz. The low oscillation frequencies are normally large
generation/load areas connected by a weak transmission system and thus limit the power
transfers on the inter-connected transmission lines. These oscillations occur when two large areas
in an interconnected power system swing with respect to each other. Normally such power flow
oscillations could be damped by system damping, but if the interconnected system is relatively
weak, the oscillation can grow. This is exactly what happened in the major disturbance in the
WSCC on August 10, 1996.

The implementation of PMU enables SCE monitor and controls the system oscillation. Figure 3-
8 shows one event of system oscillation detected by PMUs in SCE on August 4, 2000. Based on
the oscillation observed, immediate action taken by system operators prevented this oscillation to
spread into whole system.

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Figure 3-8
System Oscillations under Stressed Conditions [23]

3.3.3 New PMU Applications in Oscillation Detection and Control 2

With more and more phasor measurement units are implemented in the power system, together
with recent advancements in communication technology, there is a great opportunity for power
industry to improve the oscillation detection and control. EPRI is launching two supplemental
projects titled “PMU-Based Out-of-Step Protection Scheme” and “Pinpointing the Initiating
Location of a Disturbance”, which use the state-of-art technology to improve the oscillation
detection and control.

3.3.3.1 PMU-Based Out-of-Step Protection Scheme

Certain disturbances may cause the interconnected power systems to lose synchronism, which
may lead to cascading blackouts and equipment damage. In order to avoid these severe results,
controlled separation using out-of-step protection is an effective way to preserve stability in
several smaller islands. The disadvantage of the traditional out-of-step protection scheme is that
it only uses local measurements to estimate the condition of entire power system network, which
inevitably affects its ability to detect the out-of-step conditions in certain circumstances.

PMU can provide real-time measurements of power system quantities such as phasor of voltage
and current, frequency, rate of frequency deviation, and angle difference between different buses.
Therefore, instead of the indirect measurement or estimation used in traditional out-of-step
protection, the voltage frequency and angle measurement from different buses can provide the

2
Material from this subsection was excerpted from two EPRI supplemental projects, authored by P. Zhang and G.
Zhang respectively.

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ability to directly monitor system transient stability conditions. At the same time, PMU is able to
monitor power-flow change on some specific key buses and transmission lines. This information
is important for developing the strategy of system separation, which can help keep the
generation-load balance during the separation to minimize generation and load shedding.

This project will develop an out-of-step protection scheme using phasor measurements in order
to prevent the loss of synchronism in the interconnected transmission network. The proposed
protection scheme will be designed to realize the following key functions:
• Monitor the system and detect the out-of-step condition.
• Identify the out-of-step areas in the power system.
• Control separation of the interconnected system to prevent cascading failures.

Please refer Chapter 4 for more information about this supplemental project.

3.3.3.2 Pinpointing the Initiating Location of a Disturbance

The location of a disturbance on the electric power grid can be accurately pinpointed using
multiple devices that accurately measure frequency of the grid. The frequency of the electrical
grid will change whenever a line trips or generator trips. Because this change in frequency
propagates like a wave over the system from the point or origin of the disturbance to the entire
interconnected system, it is possible to detect the change in frequency with highly accurate
monitors and back propagate to determine the location of the disturbance.

From the replay snapshots, it has been observed that the dots spread out gradually at a speed
much less than the speed of light or in the form of electromechanical wave propagation in the
system as the time progresses. If there are enough measurement units in the system, it would be
able to view this propagation in greater detail as traveling “waves.” Fast communication may
even allow real-time display as the travel time is measured in seconds. The time delays seen at
different observation points in the system provide the opportunity for a number of applications,
namely, to study the speed of propagation and to use the time difference for triangulation of
event location.

Many utilities have placed Phasor Measurement Units (PMUs) on the high voltage transmission
grid, and more and more PMU devices will be put into place in and around the utility electrical
grid. With those measurement units in the system, disturbances can be located accurately by
viewing the frequency propagation as traveling waves. Algorithms such as either time and
distance or Fast Fourier Transform methods will be developed to back propagate from the
measurements to the location of the disturbance.

The simulation results as well as data from PMUs show the frequency wave propagation speed
varies from region to region and it is not the same between two points in opposite directions. In
the same region, the speed of frequency wave propagation is almost proportional to the amount
of real power generation tripped. The reactive power plays a much smaller role. Figure 3-9

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shows the snapshots of frequency wave propagation after a trip of 501 MW and 22.6 MVAR
from a generator in Tennessee.

In particular, the simulation results suggest that the frequency wave propagates faster in the west
region than in the east region. The east region has denser generation than the western region so
the wave would experience more “resistance.” The simulation results also show that the wave
would propagate slightly faster from the central part of the system than from the rim of the
system, and the wave propagates at lower speed from north to south than from south to north.

Please refer Chapter 4 for more information about this supplemental project.

Figure 3-9
Snapshots of Frequency Wave Propagation

In conclusion, remote information such as active and reactive power flow, frequency and phasor
provided by synchronized phasor measuring units (PMUs), together with advanced
communication system technology, have made it feasible to enhance the performance of
oscillation detection and control. Synchronized measurement information provides system-wide
data in time frames appropriate for damping purposes, and system-wide communication makes it
possible to decide where to measure and where to control.

3.4 Voltage Stability Monitoring and Control

Voltage stability is closely related to the loadability of a transmission network. In power systems,
this may take place as a precursor to the traditional frequency instability problem. As power
systems are pushed to transfer more and more power, environmental constraints restrict the
expansion of transmission network and the need for long distance power transfers has been
increased, voltage stability problem has become a major concern in planning and operating
electrical power systems.

New measurement devices and high-speed communication systems have become available in
transmission system operation. Based on these technologies, measurement-based on-line voltage
stability monitoring and control become feasible, which has the ability to raise the transfer limits
and increase security of system operation. This section describes recent research conducted by

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EPRI based on the use of synchronized phasor measurements units (PMUs) to improve voltage
stability monitoring and control through the following two applications:
• Voltage Instability Load Shedding (VILS) with focus on local protection control.
• Wide Area Voltage Stability Monitoring and Control with focus on system wide voltage
stability and control.

3.4.1 Voltage Instability Load Shedding 3

3.4.1.1 Overview of Conventional Under Voltage Load Shedding

Voltage stability now becomes a major concern in planning and operating electric power
systems. Load increases and/or generation rescheduling stress the system by increasing power
transfer over long distances and/or by drawing on reactive power reserves. It is critical to track
how close the transmission system is to its loadability limit. If the loading is high enough,
actions (such as load shedding) have to be taken to relieve the transmission system. A problem
associated with tracking the loadability limit of the transmission system is that such limit is not a
fixed quantity, but rather depends on the network topology, generation and load patterns, and the
availability of VAR resources. All of these factors can vary with time due to scheduled
maintenance, unexpected disturbances, etc.

Under Voltage Load Shedding (UVLS) scheme has been used as an economic means to avoid
voltage collapse. This scheme is only used when all other means of avoiding voltage collapse are
exhausted. Since load shedding results in high costs to electricity suppliers and consumers,
UVLS schemes have been deployed as a ‘Safety Net’ to prevent voltage collapse following an
extreme event. UVLS sheds load in pre-defined blocks that are triggered in stages when local
voltage drops to various pre-defined levels.

In conventional UVLS schemes, voltage magnitude is the only triggering criteria. However, past
research has demonstrated that voltage magnitude alone is not a satisfactory indicator of the
proximity to voltage instability under all circumstances. In fact, voltage stability is determined
by the power systems’ ability to supply and deliver reactive power. In actual systems, the
computation of actual system PV curves may be very complicated due to the large number of
generators, the widespread applications of capacitor banks, the uncertainty about the dynamic
characteristics of system loads, and the variability of power flow pattern. In addition, operation
of under load tap changers, the actual dynamic reactive capability of generators and accurate
reactive reserve monitoring all affect the ability of the system to supply and deliver the reactive
power.

Currently, settings of UVLS are determined by system engineers through extensive network
analyses using computer simulation packages. However, simulated system behaviors do not
usually coincide with actual measured system responses due to data and modeling issues.

3
Material from this subsection was excerpted from EPRI report “Voltage Instability Load Shedding”, authored by P.
Zhang.

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Developing appropriate settings for the under voltage levels and time delays are challenging
problems faced by system engineers. Inappropriate settings can result in unnecessary shedding or
failure to detect the needs for load shedding.

3.4.1.2 Voltage Instability Predictor (VIP)

Vu and Begovic et al. [25] have proposed Voltage Instability Predictor (VIP) method to estimate
the proximity of a power system to voltage collapse. The VIP only uses the local measurements
(voltage and current) at the bus terminal to estimate the Thevenin impedance and calculate the
apparent impedance of local load, then detects the proximity to voltage collapse by monitoring
the relationship between those two impedances. VIP method indicates that, at the point of
maximum loading, the absolute value of the apparent load impedance and the equivalent
Thevenin impedance are equal. Based on the closeness between those two impedances, VIP
method will determine whether need to shed load. However, VIP method does not provide any
information about how much load should be shed in order to bring the system back to voltage
stable. Moreover, VIP method uses the Least Square technique to determine the Thevenin
equivalent impedance. The Least Square technique makes use of measurements taken at different
time instant to estimate the equivalent source impedance. Protective relay impedance
comparators have been able to estimate the source impedance with some accuracy during faults,
but this is primarily due to the fact that there is a significant difference in measurements between
pre- and post-fault conditions. During power swings, this is not necessarily the case, and unless
the measurements have changed sufficiently from one measurement to the next, the accuracy of
the Least Square technique may be questionable.

3.4.1.3 Voltage Instability Load Shedding (VILS)

EPRI proposed an innovative control scheme named “Voltage Instability Load Shedding” to
enhance traditional UVLS scheme. The VILS uses Kalman Filter technique to track Thevenin
equivalent impedance which is a recursive method that has fast convergence property. VILS
method computes Voltage Stability Margin Index (VSMI), which express voltage stability
margin in terms of active, reactive, and apparent power, in order to continuously track the
voltage stability margin at local bus level. Compared with the VIP method, VILS method can
determine how much loads need to be shed at local bus level in order to prevent voltage
instability or collapse.

The VILS method provides the load shedding information in the injection plane instead of the
impedance plane. Displaying the voltage stability margin in the power injection space provides
voltage stability margin in terms of MW, MVar and MVA. As a result, it not only judges
whether load shedding action should be taken place but also provides the information about how
much loads need to be shed.

IEEE 118-Bus system has been used in this research as an illustrative example. IEEE 118-Bus
system is the equivalent system of a portion of the American Electric Power transmission
network in Midwestern of US. Figure 3-10 shows the one-line diagram. Table 3-2 shows the
partition of this system. Lists case is a transaction between area 2 and area 1.

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• The load at Bus 22 in base case is 10+j5 MVA.

• The total load in area 1 increase 5 MW per step.
• The reactive power of load in area 1 increases correspondingly according to the power factor
defined in the base case.
• Governor power flow is used to calculated generators’ output in order to balance the
increasing load.
• Generator reactive power output limits are also considered.
• The simulation ends when the power flow calculation failed to converge.

Figure 3-10
One Line Diagram of IEEE 118-Bus System [26]

Table 3-2
Transaction between Area 2 and Area 1 [26]

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Figure 3-11 shows the voltage stability margin as a function of local load at bus 22. It clearly
indicates that as the load at bus 22 increases, the voltage stability margin will decrease.

Figure 3-11
Voltage Stability Margin as a Function of Local Load at Bus 22[26]

Therefore, the new control scheme referred as “Voltage Instability Load Shedding” (VILS) has
the ability to enhance the conventional UVLS at designated location. The VILS control scheme
uses local measurements to continuously compute Voltage Stability Margin Index (VSMI) to
track voltage stability margin at local bus level. The VSMI is expressed in terms of active,
reactive and apparent power, which indicates how much load to be shed to bring the system back
to voltage stable region. When this smart device detects that the voltage stability conditions cross
a warning threshold, it will send an alarm signal to inform system operators. When it detects that
the voltage stability conditions cross an emergency level, it will perform local load shedding
function.

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3.4.2 Wide Area Voltage Stability Monitoring and Control

3.4.2.1 Overview of Wide Area Voltage Stability Problem

Voltage stability is a major concern in power system operation and a leading factor to limit
power transfers in the prevailing open access environment. Voltage stability assessment (VSA)
program is a computer simulation tool to help operators monitor and control system voltage
stability. The accuracy of VSA results fully depends on the accuracy of modeling the generation,
load, and transmission facilities. Uncertainties of these factors pose challenges of obtaining
accurate voltage stability analysis results using VSA program. Inaccurate VSA results may lead
operators to make incorrect decisions, therefore increase the risk of voltage collapse. Moreover,
VSA program also relies on the state estimator to provide steady-state solution for further
analysis. In extreme operating conditions when state estimator fails to converge, VSA program
also fails to help operators monitor and control system voltage stability.

The limitations of VSA program can be overcome by using measured data at substation level to
calculate voltage stability margin in real-time and send the margin information to the control
center for operators to monitor system voltage stability

3.4.2.2 Implementation of Wide Area Voltage Stability Monitoring and Control

EPRI invented a new algorithm titled “measurement-based voltage stability monitoring” that is
able to calculate the critical voltage and voltage stability margin continuously at a local bus using
measured voltage and current waveforms. The critical voltage is the voltage when the load at this
local bus reaches the maximum value due to voltage stability limit. The calculated voltage
stability margin can be expressed as active, reactive, and apparent power. This will provide
system operators not only the power transfer limit to this local bus in terms of active power but
also the reactive power support needed at this local bus.

Implementation of wide area voltage stability monitoring and control includes following major
tasks:

Task 1: Implementation of Measurement-based Voltage Stability Monitoring at Substation Level

The critical substations need to be determined and monitored for voltage stability concerns. Once
the critical substations are determined, the measurement-based voltage stability monitoring
algorithm is implemented to calculate the voltage stability margin in real-time. The critical
voltage and voltage stability margin in terms of active power and reactive power information will
be sent to the control center for operators to monitor the voltage stability for those critical
substations. Figure 3-12 shows the voltage stability margin in term of active power.

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Figure 3-12
Stability Margin in terms of Active Power

Task 2: Investigation of Voltage Stability Margin of Load Centers

Most of load centers are supplied by more than one power source to ensure the security and
reliability of power transfer. As a number of power sources are connected to the load center area
at the distributed substations, the location of implementing the measurement-based voltage
stability monitoring algorithm need to be determined. To monitor the voltage stability condition
of a load center supplied by multiple sources, a new method is needed to calculate the voltage
stability margin using the voltage stability margin calculated at individual substations. Figure 3-
13 shows an example of a load center supplied by multiple power sources.

Figure 3-13
An Example of A Load Center Supplied by Multiple Power Sources

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Task 3: Development of Visualization Tools for Operators to Monitor Voltage Stability of Entire
System

Engage the operators of the participating utilities and experts in human factors to design effective
human-machine interface to convey the critical voltage stability information calculated at the
local substations and load centers. Based on the design, a visualization tool will be developed to
help system operators to monitor voltage stability profile of the entire transmission network. This
will broaden the visualization methods to help system operators to increase situation awareness.

In conclusion, the wide area voltage stability monitoring has the ability to modify the operation
strategy in direction of higher used capacity while simultaneously reducing the risk of evolving
collapse. EPRI is launching a supplemental project titled “measurement-based wide area voltage
stability monitoring” to enhance the real-time voltage stability monitoring capability. Please refer
to Chapter 4 for more information about this project.

3.5 Load Model Validation 4

Power system planners and operators rely on the computer simulation programs to assess system
dynamic performance. Loads have significant impact on system voltage and dynamic stability.
Unfortunately, load is the most uncertain factor in the system studies and it is becoming more
evident that the largest single source of simulation inaccuracy for planning and operations is the
uncertainty of load model. Modeling load has always been a challenging task for power system
engineers. Figure 3-14 illustrate a concept relating to the state of load modeling and
identification [17]. The circle labeled Power System Load Model represents the performance of
the load based on mathematical description of load dynamics. The circle labeled Actual Load
represents the real load performance. The overlapping areas of these two represent the parts of
the model that closely represents the behavior of the actual system. Ideally the two circles should
completely overlap, indicating that the load model exactly represents the actual load.

4
Material from this subsection was excerpted from EPRI report “Measurement-Based Load Modeling”, authored by
P. Zhang

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Figure 3-14
Illustration of the Concept of Comparing Load Model to Actual Load Response [17]

Traditionally, the component-based load modeling methodology, which was invented by EPRI in
1970s, has been used as a tool for power system engineers to model loads. The component-based
approach requires performing an extensive survey to collect load composition information. After
deregulation, however, transmission system planners may not be able to get access to such
information. An alternative is to use measurement data from disturbance monitoring devices
such as synchronized phasor measurement units (PMUs) to develop load models [27]. The
measurement-based approach has certain advantages over component-based approach in that it
reflects the actual load behavior during disturbances. This section will deal with the application
of PMUs in load modeling validation through a recent research study titled “measurement-based
load modeling” conducted by EPRI.

3.5.1 Overview of Load Modeling Problem

It is recognized that at high voltage levels, the power system loads have to be aggregated in order
to obtain manageable models suitable for analysis and simulations. The usefulness of a load
model is directly related to the correctness of the parameters of the model. High complexity
models with a large number of parameters are not flexible for general applications because they
may represent the load accurately for some specific situations, but may not be appropriate for
others. A more simplified model defined by less parameters, provides a general description of the
problem and high flexibility in the usage.

At the same time, depending on the load type (e.g. lighting, motor load, heating, etc.), the
parameters of the aggregate load model may vary in a wide range. When the parameters of all
load components are well known, the parameters of the aggregated load models can be readily
determined. If the parameters of individual loads are not known or the load structure is known,
but the proportion of various load components is not, deriving an aggregate load becomes more
difficult.

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Normally, modeling power system loads is more complicate than modeling a particular power
system component because of following reasons [27]:
• Loads are time variant and stochastic
• At high voltage levels the loads must be aggregated
– The large number of diverse load components
– New load components penetration into the system
– The lack of precise information on the composition and mix for certain loads
– Level of details used to represent various load components
• Load models must be verified with actual measurements of the dynamic response

The last two reasons are due to the large number and types of loads that are connected at the
transmission system level, which makes the consideration of each individual load numerically
impractical and provides no insight into the bulk power system analysis. The time variance of
loads can be taken into consideration by explicitly modeling their dynamic behavior using
differential equations.

3.5.2 Measurement-Based Load Modeling

Measurement-based load modeling gives a closer look at the real-time power system loads and
their dynamic characteristics. System steady state and dynamic response is currently available
from a number of data sources, and PMU is one of them being deployed by numerous utilities
around the world. PMU measure power system quantities such as phasor of voltage and current,
frequency, rate of frequency deviation, and angle difference in real-time. Therefore, during
disturbances in a power system, the response of load to voltage and frequency deviation, which
is one of the key factors that influence the overall power system response, can be captured and
recorded by PMU.

As load characteristics change from traditional incandescent light bulbs to power electronics-
based loads, and as the characteristics of motors change with the emergence of high-efficiency,
low-inertia motor loads, PMU has the ability to help system planner and operators to understand
and model load response to ensure stable operation of the power system during different
contingencies.

In [27], a systematic methodology has been developed to obtain load models at a bulk load
delivery point in a power system using system disturbance data recorded by two PMUs. The key
accomplishments include:
• A determination of the desirable characteristics and specifications of the synchronized phasor
measurement units (PMUs) to be used for load modeling purposes.
• An improved non-linear optimization technique to derive composition percentages and
individual parameters for static and dynamic load models.

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• A survey of most existing disturbance monitoring devices including PMU that can be used
for load modeling purpose.

In [27], the authors also suggest that the future research interest about load modeling should
focus on:
• Sensitivity analyses of load model parameters because the impact of varying the values of
specific load model parameters on the dynamic response of the load has not been fully
investigated.
• Assessment of temporal and spatial variability of aggregate load models because the seasonal
and geographical variations of parameters estimated from measured disturbances have not
been evaluated.
• Study of the feasibility of utilizing single-phase and two-phase disturbance field
measurements for load model parameter estimation.

In conclusion, EPRI provided a unique collaborative opportunity to use disturbance monitoring

devices including PMU to address the important issue of power system load modeling in light of
the growing importance of real time system security assessment and changing characteristics of
end-use load.

3.6 System Restoration and Event Analysis

System restoration and event analysis are two major challenges that power system operators have
to face during any major disturbance. System operators want to restore the system as quick as
possible in order to limit the impact. System operators also want to conduct a complete event
analysis to determine the root cause so that lessons can be learned and similar event can be avoid
next time. However, because of the computational burden and absence of synchronized data, the
process of system restoration and event analysis is always time consuming and technically
difficult to implement. Synchronized phasor measurement units (PMUs) open up a new
opportunity for system restoration and event analysis. This section first addresses the problem of
fault location and the opportunity for PMU application in fault location. Then, the Europe power
system disturbance that happened on November 4, 2006 will be used to present how PMU can
improve the process of system restoration and event analysis.

3.6.1 Fault Location [17]

3.6.1.1 Overview of Fault Location Problem

Once a disturbance happens in a power system, the protection system should identify it correctly
and take appropriate action immediately in order to isolate and minimize the disturbance area.
After the area is isolated, the location and source of the disturbance should be identified and
repaired to restore the power service as quick as possible. The fault location problem has been
studied for a long time [29] [30].

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For overhead transmission lines, it is time consuming to identify the fault location manually.
However, the process can be expedited using the recording data from several equipments such as
protective relay, digital fault recorder etc., which are located in substation and control center.
One method named impedance-based fault location, which has been used in power industry for a
long time, uses the fault impedance to calculate the fault location. The fault impedance can be
calculated by post-fault voltages and currents. In [31], the fault location is determined using the
knowing transmission line impedance per miles.

There are basically two main approaches in the impedance-based fault location method: single-
ended and double-ended. In the single-ended approach, the data is only sampled at one point in
the transmission line. Therefore, this approach could be affected by several factors such as line
switching, load condition, fault current and fault resistance [32]. In double-ended approach, the
data is sampled at two ends of the transmission line. Therefore, the result of this approach could
be affected by factors such as ground resistance and communication failure. Both approached are
used in power industry and have the ability to reduce the amount of time required by
maintenance crews to find the fault location and reason.

PMU can provide the synchronized phasor information of voltage and current with accuracy of
one microsecond. The new approach of fault location using PMU technology has advantages
over previous methods because the computation burden and the assumptions techniques can be
reduced.

3.6.1.2 Opportunities for PMU Application in Fault Location

The application of synchronized phasor measurements for the fault location is in the developing
stage. There are several papers published describing the techniques [32, 33, 34]. Phasor
measurement can be used for both single-ended approach and double-ended approach. It is not
necessary to apply synchronized phasor measurements in single-ended approach, although it can
complement the analysis. The double-ended approach can use the synchronized phasor
measurements to synchronize the data sampling. In [32], a typical PMU-based double-ended
fault location system is presented. With PMUs installed at both ends of the transmission line, the
fault location system collects data samples through the CT and CCVTs at each substation. The
data samples at the both ends of the transmission line with time-stamped are transmitted to one
location and are processed by either DFR or separate computer.

Reference [32] suggests that the PMU-based double-ended fault location approach has the
following advantages over single-ended approach:
• Approach is simple and only need transmission model and synchronized measurements at
both ends of the lines.
• Not necessary to know the model characteristic and operating conditions.
• The operating conditions on the line can be highly unbalanced.
• The fault may have an inductance component.
• The fault resistance may be variable in time.

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• Fault waveforms may be arbitrary, containing any number of harmonics.

• Line transposition does not significantly impact the results.

In conclusion, the time of restoring power system to its normal operating state after a fault can be
improved by providing maintenance crews more exact information about the location and reason
of the fault. Research has indicated that, for PMU-based fault location systems, the accuracy of
pinpointing a fault increases from ±2 ~ ±3% for a system without phasor measurement to as
accurate as ±0.6% in most instances [17].

3.6.2 The Europe Power System Disturbance that Happened on November 4, 2006
5
[35]

The Europe power system disturbance that happened on November 4, 2006 is a good example of
PMU application in system restoration and event analysis. It should be noted that the event of
November 4, 2006 is one of the most severe and largest disturbances in Europe. However, the
impact of this event is limited compared with other similar scale blackouts:
• Full resynchronization of the UCTE system was completed 38 minutes after the splitting.
• The Transmission System Operators (TSO) were able to re-establish a normal situation in all
Europe countries in less than 2 hours.
• The final report about the facts and analyses on the root causes of the disturbances as well as
finial conclusion and recommendations came out in 87 days.

Much of these improvements are due to the PMU-based Wide Area Measurement System
(WAMS) in UCTE system. With the help of Wide Area Measurement System in UCTE system,
transmission system operators perform resynchronization actions immediately after having
awareness about the system splitting. The actions which finally allowed the resynchronization
can be grouped into the following phases:
• Resynchronization trials which did not result in real interconnection.
• Resynchronization attempts which resulted in real interconnection but failed after a few
seconds.
• Successful resynchronization process.

The UCTE classification of actions to the above grouping is based on the WAMS measurements
of frequencies in split areas (each measurement point with exact GPS time stamp, 100 msec
resolutions). Figure 3-15 shows the frequencies in those three areas during the process of system
resynchronization.

5
Material from this subsection was excerpted from UCTE Final Report “System Disturbance on 4 November 2006”

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Figure 3-15
Frequencies Variation during UCTE Reconnection [29]

The UCTE investigation team also successfully replays the disturbance accurately through
retrieving the disturbance data recorded by WAMS in UCTE system:
• The UCTE system was split at 22:10:28, and finally at 22:10:32 the system split into three
areas, which is shown in Figure 3-16.
• The frequency recordings in the three areas from 22:10:06 to 22:10:30 are shown in Figure 3-
17.
• The frequency recordings in the three areas from 22:09:30 to 22:20:00 are shown in Figure 3-
18.

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Figure 3-16
Schematic Map of UCTE Area Split into Three Areas [29]

Figure 3-17
System Frequencies before Separation [29]

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Figure 3-18
System Frequencies after Separation [29]

In conclusion, practical experience has proven that the application of PMU in power system
significantly speeds up the system restoration process and technically simplifies the event
analysis process. EPRI spent significant effort in the research about system restoration and event
analysis. In March 2007, EPRI successfully organized the System Restoration Workshop with a
number of experts in this area. To receive more information about this workshop, please contact
Pei Zhang at [email protected] or 650-855-2244.

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EPRI R&D PLAN FOR PMU IMPLEMENTATION &
APPLICATION

The objective of the research, design, and development (RD&D) plan in the area of PMU
implementation and application is to improve the reliability of the local and wide area
transmission grid by preventing outages, and when outages occur, preventing the spread or
cascade of the outage. Achieving these objectives will require the coordinated efforts of a broad
range of stakeholders, including regulatory agencies, associations, utilities, regional transmission
organizations (RTOs), equipment and system vendors, and others. Such efforts will include both
technology advancements and institutional changes. In either case, collaborative approaches to
addressing the relevant issues will leverage industry knowledge and resources in the most cost-
effective and time-efficient manner to meet the objectives.

EPRI’s role includes the following:

• Establish a forum for the sharing of information and experiences
• Periodically assemble industry experts who can advice on current best practices and help
shape RD&D needs
• Provide independent assessments of industry needs and equipment performance
• Manage and conduct collaborative RD&D projects that mutually benefit project participants
and the industry in general.

EPRI now proposes the following collaborative R&D projects to address the increasing industrial
needs in the area of PMU implementation and application:
• Predicting Cascading Outages with Human Factor Research for Visualization of Massive
Data
• Measurement Based Wide Area Voltage Stability Monitoring
• Network Parameter Error Identification
• PMU-Based Out-of-Step Protection Scheme
• Assessment on Optimal Placement of Synchronized Phasor Measurement Units (PMU)
• Pinpointing the Initiating Location of a Disturbance
• Transforming WAMS into WACS for Western Region

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4.1 Predicting Cascading Outages with Human Factor Research for

Visualization of Massive Data

4.1.1 Background

In its April 4, 2007 Final Rule on Mandatory Reliability Standards, FERC recognized the
importance for a reliability coordinator to have a wide-area view of its own and adjacent areas to
maintain situational awareness. Many utilities have spent money and time installing Phasor
Measurement Units (PMU) and collecting massive amount of real-time data at high data rates.
Apart from a few obvious uses, e.g., post-disturbance analysis, input to state estimators,
visualization of phase angle differences between major load or generation centers to measure
stresses due to power transfer, real-time frequency and voltage visualization, etc., the data have
not been transformed in a way that human operators can spot the critical information for
situational awareness and know how to respond to it and prevent cascading outages. This project
will determine the predictive vulnerability index that measures and tracks a probabilistic risk of
cascading outages. When that risk level takes a sharp turn upward and crosses beyond an
acceptable level, operators will be alerted and advised what actions to take. EPRI believes that its
recent research activities in cascading outages can provide new directions which will deliver the
break-through.

EPRI believes that two major factors need to be considered: power system infrastructure
degradation and system stresses. EPRI research in critical cut-sets (both for long distance power
transfer and for load or generation clusters) show promise for incorporating probabilistic forced
outage analysis into a loss of cut-set probability, similar to the LOLP (loss of load probability)
method in generation adequacy analysis. Initial results indicated that under increasing power
flows across the cut-set, especially with scheduled and forced transmission outages degrading the
grid infrastructure, at some point, the probability of losing the entire cut-set (ultimately an N-N
event) can have a value similar to an N-1 or N-2 random event. In other words, a cascading
outage may then happen with a probability that existing Electric Reliability Organization (ERO)
reliability standards may consider a violation.

4.1.2 Project Summary

This project will establish a forum for operators and researchers to turn operators’ input on their
visualization requirements into visualization tools which can be tested by users for their usability
and effectiveness. Work includes the following activities:
• Monthly webcasts. Technical progress by EPRI and participants will be presented and
discussed.
• Codes will be developed or contributed by EPRI and participants for visualization,
vulnerability indices, diagnosis, operator-interface designs, and related applications. These
will be maintained as open source by EPRI. Commercial vendors will also be encouraged to
share information on their visualization tools.
• Research into human intelligence and application for wide-area situational awareness and
control. PMU and other data sources can be processed locally and passed upward through
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multiple layers, as in the human brain. Along the way, anomalies through comparison with
short term prediction are detected and associated with other adjacent information, and further
aggregated hierarchically into awareness of critical situations. Information flowing
downward, after awareness at the top level, will provide the control signals for operators or
automatic control systems to respond effectively and rapidly.

4.1.3 Benefit

Grid operators, ISO, RTO, reliability coordinators, operating engineers, transmission planners
and organizations with investment into the installation of PMU, would benefit from this project.
There will be significant and tangible benefits from the practical uses from such PMU
investments. Grid reliability will be increased. Grid operators will have greater situational
awareness on the potential risk of cascading outages, and have useful diagnosis and advices on
how to respond to the risk. The man-machine interface for operators and for operating engineers
will make them perform more effectively due to the advances in human factors research.
Research will lead to the application of human intelligence into this project, which will pave the
way for a humanly-intelligent grid of the future. Participants will share open-source code and
their experiment results through task force meetings. This project will be conducted in support
and in coordination with the North American Synchro-Phasor Initiative (NASPI).

4.1.4 Contact Information

For more information, contact the EPRI Customer Assistance Center at 800.313.3774
([email protected]).

Technical Contact

Stephen Lee at 650.855.2486 ([email protected]).

4.2 Measurement Based Wide Area Voltage Stability Monitoring

4.2.1 Background

Voltage stability is a major concern in power system operation and a leading factor to limit
power transfers in the prevailing open access environment. Voltage stability assessment (VSA)
program is a computer simulation tool to help operators monitor and control system voltage
stability. The accuracy of VSA results fully depends on the accuracy of modeling the generation,
load, and transmission facilities. Uncertainties of these factors pose challenges of obtaining
accurate voltage stability analysis results using VSA program. Inaccurate VSA results may lead
operators to make incorrect decisions, therefore increase the risk of voltage collapse. Moreover,
VSA program also relies on the state estimator to provide steady-state solution for further
analysis. In extreme operating conditions when state estimator fails to converge, VSA program
also fails to help operators monitor and control system voltage stability.

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Having recognized the limitations of VSA program, can we use measurement-data at substation
level to calculate voltage stability margin in real-time and send the margin information to the
control center for operators to monitor system voltage stability?

EPRI invented a new algorithm that is able to calculate the critical voltage and voltage stability
margin continuously at a local bus using measured voltage and current waveforms. The critical
voltage is the voltage when the load at this local bus reaches the maximum value due to voltage
stability limit. The calculated voltage stability margin can be expressed as active, reactive, and
apparent power. This will provide system operators not only the power transfer limit to this local
bus in terms of active power but also the reactive power support needed at this local bus. EPRI
name this approach as “Measurement-based Voltage Stability Monitoring”

4.2.2 Project Summary

This new supplemental project aims at enhancing the real time voltage stability monitoring
capability using measurement-based approach.

Task 1 Implementation of Measurement-based Voltage Stability Monitoring at Substation Level

EPRI project team will work with the participating utilities to determine the critical substations
to be monitored for voltage stability concerns. Once the critical substations are determined,
EPRI project team will implement the measurement-based voltage stability monitoring algorithm
to calculate the voltage stability margin in real-time. The critical voltage and voltage stability
margin in terms of active power and reactive power information will be sent to the control center
for operators to monitor the voltage stability for those critical substations.

Task 2 Investigation of Voltage Stability Margin of Load Centers

Most of load centers are supplied by more than one power source to ensure the security and
reliability of power transfer. As a number of power sources are connected to the load center area
at the distributed substations, the location of implementing the measurement-based voltage
stability monitoring algorithm need to be determined. To monitor the voltage stability condition
of a load center supplied by multiple sources, a new method is needed to calculate the voltage
stability margin using the voltage stability margin calculated at individual substations.

Task 3 Development of Visualization Tools for Operators to Monitor Voltage Stability of Entire
System

EPRI project team will engage the operators of the participating utilities and experts in human
factors to design effective human-machine interface to convey the critical voltage stability
information calculated at the local substations and load centers. Based on the design, EPRI
project team will develop a visualization tool to help system operators to monitor voltage
stability profile of the entire transmission network. This will broaden the visualization methods
to help system operators to increase situation awareness.

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4.2.3 Benefit
• EPRI measurement-based voltage stability monitoring method can calculate the voltage
stability limit and margin in real-time, therefore help system operators to monitor voltage
stability of the entire transmission system.
• EPRI measurement-based voltage stability monitoring method can avoid the potential
problems of using simulation-based online Voltage Stability Assessment method.

4.2.4 Contact Information

For more information, contact the EPRI Customer Assistance Center at 800.313.3774
([email protected]).

Technical Contact

Pei Zhang at 650.855.2244 ([email protected]).

4.3 Network Parameter Error Identification

4.3.1 Background

State Estimation (SE) is an important function of Energy Management System (EMS). It

processes redundant measurements and provides steady-state operating state for advanced EMS
application programs (e.g. security analysis, economic dispatch, etc). Once receiving field
measurement data, network parameter, network topology, and other information, state estimation
filters incorrect data to ensure that the estimated state is correct. Weighted Least Squares (WLS)
approach is usually used to solve state estimation problem due to its statistical prosperities.

In order to process the received data and information to obtain an accurate state, state estimation
is required to have the ability to detect and identify the bad data and information, including bad
measurement data, network parameter error and network topology error. Among them, network
parameter errors are the most challenging one to be detected. Incorrect network parameters may
be caused by inaccurate manufacturing data, miscalibration, tap changer being locally modified
without knowledge of the control center, etc. The network parameter errors may not be identified
for a long time, which will lead to permanent errors in the results of state estimation.

Existing parameter estimation techniques can be classified into two categories. The first category
is based on residual sensitivity analysis, where the sensitivities of the measurement residuals to
the assumed parameter errors are used for identification. The main advantage of this method is
that it is performed on the solved state estimation case, and therefore, the core state estimation
code will remain untouched. The second category uses a state vector augmented by additional
variables, which are the suspected parameters. This method can be implemented in two different
ways: one using the static normal equations, and the other using the Kalman filter.

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In recent years, more and more GPS synchronized phasor measurement units (PMU) have been
implemented in transmission systems. Incorporated into state estimation together with
conventional measurements, these phasor measurements offer an opportunity of improving the
performance of state estimation in terms of bad data detection and identification.

4.3.2 Project Summary

This project aims at developing a parameter error identification scheme in order to improve the
performance of state estimation. The scheme will be designed to:

1) detect and identify the parameter error based on the solved result from state estimation and
phasor measurements; 2) estimate the correct network parameter once the parameter error is
detected. In order to achieve the objective, this project includes the following major tasks:

Task 1 –Development of Parameter Error Identification Scheme

EPRI project team will develop the parameter error identification scheme that will use the
conventional measurements, phasor measurement data, and the initial state estimation result to
detect and identify the network parameter errors. Once the parameter errors are determined, the
scheme can also estimate the correct value of the parameters.

Task 2 –Validation of Parameter Error Identification Scheme

EPRI project team will produce parameter error scenarios to validate the correctness of the
designed parameter error identification scheme. In this task, the parameter errors will be
introduced into transmission lines, transformer taps, and shunt capacitors to create parameter
error scenarios. Different parameter error scenarios will be simulated to evaluate the
performance of the scheme.

Task 3 – Implementation of Parameter Error Identification Scheme

EPRI project team will investigate integrating the designed scheme into the existing EMS state
estimation function. In this task, the designed parameter error identification scheme will be
implemented as an added feature into a utilities member’s existing state estimation without
affecting the original functions of EMS. This task will include two steps: In the first step, the
scheme will receive the measurement data and estimated results from state estimation in order to
detect the errors of network parameters. In the second step, the scheme will fix the incorrect
network parameters detected by the first step, so that state estimation can use the correct network
parameters to produce a steady-state solution.

4.3.3 Benefit

EPRI’s network parameter error identification algorithm can correct the network parameter
errors; therefore, improve the performance of state estimator.

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4.3.4 Contact Information

For more information, contact the EPRI Customer Assistance Center at 800.313.3774
([email protected]).

Technical Contact

Pei Zhang at 650.855.2244 ([email protected]).

4.4 PMU-Based Out-of-Step Protection Scheme

4.4.1 Background

Power systems are required to remain stable after experiencing any size of disturbance, which
may be caused by a fault, loss of a generator, or loss of a transmission line.

Certain disturbances may cause the interconnected power systems to lose synchronism, which
may lead to cascading blackouts and equipment damage. In order to avoid these severe results,
controlled separation of the system using out-of-step protection is an effective way to preserve
stability in several smaller islands.

Traditional out-of-step protection uses distance relays and timers to detect the out-of-step
condition by deducting that the voltage and current during a power swing is gradual instead of a
step change. Both faults and out-of-steps lead to a change of measured apparent impedance, but
the change is much slower during out-of-step conditions. After the out-of-step condition is
detected, out-of-step protection must block other fault relays prone to malfunction during out-of-
step conditions. Meanwhile, the controlled separation at the pre-selected points provides load-
generation balance in each separated area with the help of a load-shedding program. However,
the disadvantage of the traditional out-of- step protection scheme is that it only uses local
measurements to estimate the condition of the entire power system network, which inevitably
affects its ability to detect the out-of-step conditions in certain circumstances.

The implementation of phasor measurement units (PMU) in the power system, together with
recent advancements in communications technology provides the power industry a great
opportunity to improve the out-of-step protection scheme.

PMU can provide real-time measurements of power system quantities such as frequency, rate of
frequency deviation, current phasor, voltage phasor, and angle difference between different
buses. Therefore, instead of the indirect measurement or estimation used in traditional out-of-
step protection, the voltage frequency and angle measurement from different buses can provide
the ability to directly monitor system transient stability conditions. Meanwhile, PMU is able to
monitor power-flow change on some specific key buses and transmission lines. This information
is important for developing the strategy for system separation, which can help keep the
generation-load balance during the separation to minimize generation and load shedding.

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EPRI is launching a project to develop a new out-of-step protection scheme using phasor
measurement units. Using the voltage angle difference between different buses, the out-of-step
conditions in the power system can be detected. This project will also investigate the use of
wide-area measurement information to perform controlled separation in order to improve the
reliability and security of the entire interconnected transmission system.

4.4.2 Project Summary

This project will develop an out-of-step protection scheme using phasor measurements in order
to prevent the loss of synchronism in the interconnected transmission network. The proposed
protection scheme will be designed to realize the following key functions: 1) monitor the system
and detect the out-of-step condition, 2) identify the out-of-step areas in the power system, and 3)
controlled separation of the interconnected system to prevent cascading failures.

The EPRI project team will design a PMU-based out-of-step protection scheme. The project
team will also investigate the wide-area protection scheme to ensure its ability to identify the
out-of-step areas and decide the optimal separation strategy. The device and associated algorithm
will be examined using simulation and available field data.

This project includes three major tasks.

Task 1 – Development of Out-of-Step Protection Using PMU

The project team will develop the out-of-step protection scheme using PMU. This PMU-based
out-of-step relay can process the measured data from phasor measurement devices and detect the
out-of-step conditions from faults and swings.

Task 2 – Validation of Out-of-Step Protection

The team will simulate the out-of-step scenarios of a large interconnected network and use the
simulated data to validate the correctness of the PMU-based out-of-step protection scheme.
Moreover, if the recorded data during an out-of-step incident can be obtained, it will also be used
to examine the performance of the PMU-based out-of-step relay.

Task 3 – Investigation of Wide-Area Out-of-Step Protection

The project team will further investigate the placement strategy of PMUs to monitor the transient
stability condition of a large interconnected system. The project team will develop a central
control algorithm using the measurement data from those PMUs to identify the out-of-step areas
during faults and oscillation conditions. The central algorithm will use PMU and EMS data to
determine the optimal separation point so that the unbalance of generation and load shall be
minimized after the separation.

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4.4.3 Benefit

Utilities, transmission owners, and independent system operators (ISOs), or regional

transmission organizations (RTOs) that participate in this project will be able to enhance the
effectiveness of out-of-step protection in both ensuring its safety net function and taking
advantage of wide-area coordination.

4.4.4 Contact Information

For more information, contact the EPRI Customer Assistance Center at 800.313.3774
([email protected]).

Technical Contact

Pei Zhang at 650.855.2244 ([email protected]).

4.5 Assessment on Optimal Placement of Synchronized Phasor

Measurement Units (PMU)

4.5.1 Background

Synchronized phasor measurement units (PMU) are power system devices that provide
synchronized measurements of real-time phasors of voltage and current. The abilities to calculate
synchronized phasors make PMU one of the most promising technologies in power system.
Since its first appearance, PMU have evolved into a practical tool which can improve many
applications of power system such as state estimators, stability controls, remedial action
schemes, and disturbance monitors etc.

One challenge that utilities have to face when implementing the technology of PMU into their
system is how to deploy the PMU. It is neither economical nor necessary to install PMU at each
node of a wide-area interconnected system. Therefore, determination of optimal placement of
PMU becomes one of the most important issues that need to be addressed in the emerging
technology of PMU, and this issue becomes emergent as the devices are increasingly accepted in
the utilities.

EPRI believe that system characteristic and intended application are two major factors that
determine the optimal placement of PMU.

Regarding to the system characteristic, topology configuration (system size, node location, weak
nodes and power flow pattern etc.) and communication ability (available channels, bandwidth
limits and time delay etc.) will influence the optimal placement of PMU. Topology configuration
and communication ability are very important to PMU placement because they determine the
potential PMU sites and communication pattern, which is the foundation of PMU placement.

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Furthermore, each system’s topology configuration and communication ability are so unique that
they need comprehensive study before the application of the technology of PMU.

Regarding to the intended application, study and research results have proven that different PMU
applications could have totally different PMU placement schemes. For example, the application
of state estimation requires that the placement of PMU should be performed considering the
accuracy and reliability of the estimated state. While the application of out-of-step protection
requires that the placement of PMU should be performed considering observability of generator
rotor angle in real time. The situation becomes more complicated when multi-applications is
required, different optimal PMU placement schemes are developed first, then those schemes are
evaluated together and finally a final optimal scheme is concluded using optimal methodology.

Because of the above mentioned challenges and difficulties, it is very difficult and time
consuming to determine the optimal PMU placement for most system, especially for those large
inter-connected systems.

EPRI is launching a new project to help utilities members to determine the optimal placement of
PMU. Through system characteristic study, PMU placement schemes design and PMU
placement schemes evaluation, the final optimal PMU placement can be determined.

4.5.2 Project Summary

This project team will first perform a comprehensive system study in order to recognize the
topology configuration and communication ability, which is the foundation of the PMU
placement. According to various intended application required by utility members, the project
team will then perform extensive system performance study to design the corresponding PMU
placement schemes. Finally an optimization methodology will be used to evaluate and determine
the optimal placement of PMU.

This project includes the following major tasks:

Task 1 System Characteristic Study:

The project team will perform a comprehensive system characteristic study aimed at identifying
the topology configuration and communication ability. This study will justify the potential sites
for PMU placement which could maximize the utilization of present system resource and avoid
unnecessary cost.

Task 2 PMU Placement Schemes Development:

The project team will perform extensive system performance study to develop the PMU
placement schemes. Those system performance studies could be electromechanical, small-signal,
and voltage stability studies etc., depending on the intended application requirements. Based on
the result of system characteristic study from task 1, each system performance study will come
up with a resultant PMU placement schemes.

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Task 3 PMU Optimal Placement Determination:

The project team will use an optimization methodology to evaluate and determinate the optimal
placement of PMU from those schemes which are developed in task 2. In the process of
optimization, the team will also consider the technology migration path that the utilities will take
in the near future.

4.5.3 Benefit

The knowledge gained from this project will help utility members determine the optimal PMU
placement, and help utility members to apply the technology of PMU in cost-effective way.

4.5.4 Contact Information

For more information, contact the EPRI Customer Assistance Center at 800.313.3774
([email protected]).

Technical Contact

Pei Zhang at 650.855.2244 ([email protected]).

4.6 Pinpointing the Initiating Location of a Disturbance

4.6.1 Background

It has been recently been determined that one can accurately pinpoint the location of a
disturbance on the electric power grid by using multiple devices that accurately measure
frequency of the grid.

When a line trips or generator trips, the frequency changes in the electrical grid. Because this
change in frequency propagates like a wave over the system from the point or origin to the entire
interconnection, it is now possible to detect the change in frequency with highly accurate
monitors and back propagate to determine the location of the disturbance.

From the replay snapshots, we can observe that as the time progresses, the dots spread out
gradually at a speed much less then the speed of light, or in the form of electromechanical wave
propagation in the system. If there are enough measurement units in the system, we would be
able to view this propagation in greater detail as traveling “waves”. Fast communication may
even allow real-time display as the travel time is measured in seconds. The time delays seen at
different observation points in the system provide the opportunity for a number of applications,
namely, to study the speed of propagation and to use the time difference for triangulation of
event location.

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This is useful as a supplement to a Topology Estimator or State Estimator and may be faster than
a Topology or State Estimator.

In addition, if a change occurs outside the footprint of the state estimator it is difficult to
determine the cause or location of the disturbance just using a state or topology estimator.

4.6.2 Project Summary

Virginia Tech University has distributed some low cost frequency detector devices, FNET, in the
United States on the distribution network that detects and accurately time stamp the
measurements using GPS time stamps. In addition, many utilities have placed Phasor
Measurement Units (PMUs) on the high voltage transmission grid. More of these FNET and
PMU devices would have to be put into place in and around the utility electrical grid to support
this project.

Algorithms would be developed to back propagate from the measurements to the location of the
disturbance using either time and distance or Fast Fourier Transform methods.

The simulation results as well as FNET data show the frequency wave propagation speed varies
from region to region and it is not the same between two points in opposite directions. In the
same region, the speed of frequency wave propagation is almost proportional to the amount of
real power generation tripped. The reactive power plays a much smaller role.

In particular, the East US simulation results suggest that the frequency wave propagates faster in
the west region. The east part has denser generation than the western part so the wave would
experience more “resistance.” The simulation result also shows that the wave would propagate
slightly faster from the central part of the system than from the rim of the system, and the wave
propagates at lower speed from north to south than from south to north.

Simulations also show the 127 bus WECC system has faster “speed” than the East US grid.

Using the derived electromechanical wave propagation speed of the uniform continuum model of
a ring system example, some observations of how the speed would vary as a function of the
system parameters can be further explained.

We will also investigate the scalability issue when the number of sensors is in the hundreds or a
thousand. The study will be under the assumption that the current broadband Internet or private
utility network will be used for data transmission will be used. The possibility of automating the
trip location algorithm will be investigated. It may not be a very simple process based on the
algorithm. However, the location identification difficulty is actually inversely proportional to the
number of sensors in the field. As more data points are available, the location estimation will
inevitably be more accurate.

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4.6.3 Benefit
• Benefit from the development of algorithms to back propagate from the measurements to the
location of the disturbance using either time and distance or Fast Fourier Transform methods.
• Accurately pinpoint the location of a disturbance on the electric power grid

4.6.4 Contact Information

For more information, contact the EPRI Customer Assistance Center at 800.313.3774
([email protected]).

Technical Contact

Guorui Zhang at 650.855.2248. ([email protected]).

4.7 Transforming WAMS into WACS for Western Region

4.7.1 Background

The wide area measurement system (WAMS) consists of Phasor Measurement Units (PMUs)
distributed throughout the Western region. These units accurately measure the voltage, current
and phase angle at various points on the transmission grid at very high frequency (30-60
measurements per second) and are precisely time-stamped using Global Positioning System
(GPS) satellite data. These phasor data can be used to calculate the relative phase angle of buses
relative to one another on the transmission grid. It is well known that small relative phase angle
differences happen when the grid is stable and not prone to oscillations whereas large relative
phase angle differences across an interconnection (especially if increasing with time) tend to
lead to oscillations and make the system unstable, particularly if a contingency or fault occurs.

This project plans to develop techniques so that the WAMS data can be used to monitor,
diagnose and control the grid through two types of control schemes: one-shot remedial action
scheme (RAS) and a feedback control scheme to prevent system oscillations. It is seen that this is
a 5 phase process that will take several years to complete. The process will take time so that
developers, operators and planners:
• Feel comfortable that the data and the modeling are accurate,
• Believe the results of the analysis of the data are reliable and
• Understand that control actions planned will actually improve the system stability.

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4.7.2 Project Summary

Expert Panel and Workshop to Formulate Research Scope

As the very first step of this project, a workshop will be held and a panel of experts from the
research community will be invited to interact with a panel of utility experts in a two-day
meeting. The purpose of this workshop is to take a snapshot of the latest research efforts in the
technical area of Wide Area Measurements and Wide Area Control, so that a comprehensive
survey of expert opinions can be collected from the direct interaction between utility engineers
and these researchers. This interaction will ensure that the technical work scope in this project is
cast with a sufficiently wide technical net to increase its prospect of success and relevance. This
workshop will be patterned after the successful EPRI/NSF workshop on cascading failures held
in 2005. The research panelists will be asked to make presentations on their research efforts
related to WAMS and WACS. The utility panelists will be asked to present their needs and
requirement for practical implementations of WAMS and WACS. Exchanges between these two
panels will be used to create research ideas, which will be categorized and prioritized in the
workshop to provide input to the work scope of this project.

It is anticipated that out of this workshop, a request for proposal will be developed and sent out
by EPRI. Two parallel efforts will be initiated:
• One to perform theoretical research for promising and innovative WACS approaches.
• One to develop operating tools which can be delivered to members of this research program.

A number of tasks are tentatively defined for this project, as follows:

Task 1, Pattern Recognition using WAMS and Other Data

Task 1 will be focused on developing a pattern recognition process so that a program can easily
determine from a set of measurement data if the pattern of measurements can be classified so that
one can infer the stability of the grid and how close the grid is to instability.

The pattern recognition process will take two parallel approaches. The first one, using Genetic
Algorithms, is as follows:

The space of all generation and load patterns along with transmission line and generator
configurations is a very large space to explore all situations. It is therefore necessary to use some
high power techniques such as genetic algorithms to search the space for the likely locations for
stable and unstable situations. The genetic algorithms provide a way to probe areas that are
similar, but not identical, to their parent situation to come up with areas in the multidimensional
space that have stable and unstable cases. The search technique needs to be paired up with a fast
stability program simulating the Western region.

The results of step (a) can be put into a pattern classification learning program or neural network
program to initialize the classification program.

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Further classification can be done using real and actual conditions which are collected at a
regular interval (e.g., hourly) by WAMS and ideally a state-estimated power flow case from
some source. These data are then combined into a “real-time” Western grid model and run
through a Dynamic Stability Assessment program using a selected number of potentially critical
contingencies. If these ideal state-estimated cases are not available, a computerized process will
be used to combine the WAMS and other real-time data with a Western planning power flow
case to construct a close-to real-time model for the dynamic stability simulations.

The second approach, using Cluster Identification, is designed as a fail-safe alarm system.
Developed by NASA in the aftermath of the Columbia shuttle disaster, this method continuously
classifies streaming data into clusters. When the data suddenly departs significantly from
previous cluster patterns, and the divergence continues to increase, an alarm will be tripped to
warn the operator of some impending disaster. Coupled with geographical visualization of where
these abnormal data come from, the operator will be able to quickly apply human intelligence to
direct his attention to other sources of data which together would diagnose the causes of the
unusual operating conditions.

Both methods will use a color scheme of Blue, Yellow and Red for indicating normal conditions,
requiring corrective action, and requiring emergency action.

Task 2, Operator Notification and Control

The pattern recognition program would be run periodically (for example every 5 minutes) using
the present system conditions (generation, load and network configuration). If a pattern of wide
area measurements is detected in a real system that indicated a Yellow alert, operator(s) in the
affected areas would be notified and they would take necessary redispatch actions to improve the
system reliability. The Cluster Identification algorithm will be running continuously. When
diverging anomalies appear and indicating a Red alert, a geographical visualization of the
locations of the abnormal data will help the operator diagnose the problem and take emergency
action, if appropriate.

Task 3, Optimized Steady State Control

The pattern recognition program would be run periodically (for example every 5 minutes). If a
pattern of wide area measurements is detected in the real system that indicates a Yellow alert,
then an application needs to be written to suggest control actions that will mitigate the problem.
This application would be a combination of an optimal power flow program that would reset
generation levels to optimize the angles and a stability program (considering voltage stability,
angle stability, and small signal stability aspects) to verify the results. CIM data would be needed
for the region affected to run the application programs.

The operator would be informed of the problem and the proposed optimized solution to the
problem. The actual and proposed solution would be maintained in a data base for further
evaluation by engineers.

Task 4, SPS (Special Protection Schemes) Control Actions

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The pattern recognition program would be run periodically (for example every 5 minutes). If a
pattern of wide area measurements is detected in the transmission system that indicates a Red
alert, the supervisory control program would recommend that certain of the previously designed
special protection schemes be set to trip load or generation if another contingency occurs that
would further reduce the transmission system stability. These schemes may include automatic
system separation, or wide-area under-voltage or voltage-instability load shedding.

Task 5, Wide Area Feedback Control System

If a pattern of wide area measurements is detected in the transmission system that indicates a
Yellow alert and further diagnosed to be of an oscillatory nature, requiring a feedback control
system, the supervisory control program will decide whether a feedback control scheme would
be used, e.g., by exercising control devices on the grid such as power system stabilizers,
generation levels, FACTS devices, dynamic brakes etc, in order to bring the system back to a
stable state. In some scenarios it may be necessary to use both SPS schemes and feedback
control schemes to make the system stable.

The developed concepts will be applied to a reduced order WECC test system in particular to
damp the low frequency modes of oscillations (0.3 Hz and 0.7 Hz modes) that are observed in
the WECC system.

4.7.3 Benefits

This effort is focused on the Western region in North America. Participation by a Western
organization will bring the power of collaboration to modernize the Western power grid and
deliver the promise of wide area control when the WAMS (wide area measurement system)
concept was turned into reality about eight years ago, pioneered by BPA, EPRI and others.
Participants will help direct the research in using WAMS data for Wide Area Control of the
Western power grid and will have access to the results of this research and development effort.
They will also work together as a group to ensure that the control system thus developed will be
thoroughly tested over a sufficient period of time before a prudent decision would be made by
the Western grid operators to deploy it for operation evaluation. The WAMS-WACS
implementation is envisioned to be the platform for evolving into the future hierarchical energy
control infrastructure as the Western region-wide supervisory control system of the future. This
collaboration will draw on works done by other research programs at EPRI, other research
entities and members of this collaborative.

4.7.4 Contact Information

For more information, contact the EPRI Customer Assistance Center at 800.313.3774
([email protected]).

Technical Contact

Stephen Lee at 650.855.2486 ([email protected]).

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 References

30. T. W. Springfield, D. J. Marihart, R. F. Stevens, “Fault location Methods for Overhead

Lines,” AIEE Transactions, Part 3, No. 76, 1957, pp. 518-530.
31. S. Horowitz, A. Phadke, Power System Realying, Second Edition, Research Studies Press,
LTD, Somerset, English, 1995.
32. M. Kezunovic, B. Perunicic, “ Synchronized Sampling Improves Fault Location,” IEEE
Computer Application in Power Magazine, April 1995.
33. M. Kezunovic, B. Perunicic, “An Accurate Fault Location Using Synchronized Sampling,”
Electric Power System Research Jounal, Vol.29, No.3, May 1994, pp. 161-169.
34. B. Perunicic, A. Y. Jakwani, M. Kezunovic, “An Accurate Fault Location on Mutually
Coupled Transmission Lines Using Synchronized Sampleing,” Proceeding of the IEEE/KTH
Stockholm Power Tech Conference, Stockholm, Sweden, June 1- 5.
35. “Final Report System Disturbance on 4 November 2006”, union for the co-ordination of
transmission of electricity.
36. “NIST support of phasor measurements to increase reliability of the North American electric
power grid”, Power Engineering Society General Meeting, 2006. IEEE, 18-22 June 2006
Page(s):3 pp.

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WORKSHOP ATTENDEES

First Name Last Name Company

John Finney ABB Corporate Research
Michael Kirschner ABB, Inc.
Shane Haveron AMETEK Power Instruments
David Reed Arizona Public Service Co.
Randy Spacek Avista Utilities
James Burns Bonneville Power Administration (BPA)
John Kerr Bonneville Power Administration (BPA)
George Carter California Public Utilities Commission
Eduardo Alegria Chevron Energy Solutions
Karen Kyain Chevron Energy Solutions
Enrique Martinez Comision Federal de Electricidad (CFE)
Quintin, Jr. Verzosa Doble Engineering Co.
Jeremy Bloom Electric Power Research Institute (EPRI)
Jian Chen Electric Power Research Institute (EPRI)
Paula Foster Electric Power Research Institute (EPRI)
Wayne Johnson Electric Power Research Institute (EPRI)
Steve Lee Electric Power Research Institute (EPRI)
Liang Min Electric Power Research Institute (EPRI)
Simon Santillanes Electric Power Research Institute (EPRI)
Miaolei Shao Electric Power Research Institute (EPRI)
Pei Zhang Electric Power Research Institute (EPRI)
Bob Stuart Elequant, INC
Dongchen Hu EPRI I&C Center
Robert McFeaters FirstEnergy Service Co.
Pui Lau GE Industrial Systems
Mark Adamiak General Electric Co.

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Workshop Attendees

First Name Last Name Company

Sakis Meliopoulos Georgia Institute of Technology
Damir Novosel InfraSource
Bartosz Wojszczyk InfraSource
Mike Adibi IRD Corp
Sushil Cherian Kalki Communication Technologies Private Limited
Abdul Salim Fahid Kalki Communication Technologies Private Limited
Prasanth Gopalakrishnan Kalki Communication Technologies Private Limited
Eric Udren KEMA Consulting
Yi Hu KEMA, Inc.
Joseph Eto Lawrence Berkeley National Laboratory
Roger King Mississippi State University
Steven Hill Modesto Irrigation District
Bob Cummings NERC
Ali Abur Northeastern University
Daniel Barry NorthWestern Energy
Rikin Shah NorthWestern Energy
Renan Giovanini Operador Nacional do Sistema Eletrico
Rui Moraes Operador Nacional do Sistema Eletrico
Hector Volskis Operador Nacional do Sistema Eletrico
Farshid Brojeni Pacific Gas & Electric Co.
Christopher Dux Pacific Gas & Electric Co.
Usama Elbakhshish Pacific Gas & Electric Co.
Sandra R. Ellis Pacific Gas & Electric Co.
Sebastian Fiala Pacific Gas & Electric Co.
Vahid Madani Pacific Gas & Electric Co.
Paul Mather Pacific Gas & Electric Co.
Hadi Noureddine Pacific Gas & Electric Co.
Garcillano, Rico (ET) Pacific Gas & Electric Co.
Miro Ristic Pacific Gas & Electric Co.
Kristin Tolentino. Pacific Gas & Electric Co.
Mark Wilhelm Pacific Gas & Electric Co.
Milt Patzkowski PacifiCorp (PC)

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 Workshop Attendees

First Name Last Name Company

Bryan Preas PARC
Yuri Makarov PNNL
Matthew Leyba Public Service Co. of New Mexico
Solveig Ward RFL Electronics Inc.
MALKIAT DHILLON Sacramento Municipal Util. Dist.
Sarah Majok Sacramento Municipal Util. Dist.
Jonathan Sykes Salt River Project
Tariq Rahman San Diego Gas & Electric Co.
Armando Guzman Schweitzer Engineering Laboratories, Inc.
Greg Rauch Schweitzer Engineering Laboratories, Inc.
Demetrios Tziouvaras Schweitzer Engineering Laboratories, Inc.
Gene Henneberg Sierra Pacific Resources
Patricia Arons Southern California Edison Co.
William Conner Southern California Edison Co.
Farrokh Habibi Ashrafi Southern California Edison Co.
Robert Tucker Southern California Edison Co.
Shinichi Imai Tokyo Electric Co.
Tadaaki Yasuda Tokyo Electric Co.
Paul Myrda TRC Companies, Inc.
Philip Overholt U.S. Department of Energy
Jim Cole UC/CIEE
Alfredo Vaccaro Universitàdel Sannio
Domenico Villacci University of Sannio, Italy
James Thorp Virginia Tech
Anjan Bose Washington State University
Alex Apostolov

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WORKSHOP AGENDA

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Workshop Agenda

Thursday, March 1, 2007

Time Item Presenter

7:30 am Registration Refreshments

8:00 am Introductions Vahid Madani, PG&E / Pei Zhang, EPRI

Welcome PG&E -Officers and Sr. Management

EPRI - Technical Executive Power
System Assets, Planning and Operation
Mark Wilhelm, PG&E - Director Electric
Host System Engineering

8:15 am Synchronized Phasor Standards Primer Mark Adamiak – GE

Next Generation Communication and

9:00 am Anjan Bose – Washington State Univ.
Network Architecture
Application of integrated satellite Alfredo Vaccaro & Domenico Villacci
9:45 am technologies in large scale power systems Power System Research Group,
monitoring and control University of Sannio, Italy
10:30 am Break
Advance Technologies to Improve Power
10:45 am Damir Novosel – InfraSource Inc.
System Reliability
Utilizing the Semantic web for electric power
11:20 am grid monitoring and advanced real-time Roger King - Mississippi State Univ.
control
12:00 Lunch – Group Discussions Alex Apostolov & Vahid Madani
Event Analysis and Protection – System
12:45 pm Bob Cummings – NERC
Considerations

1:30 pm NERC / DOE Data Management Task team Paul Myrda – Trans-Elect

Application of the Supercalibrator for Real Sakis Meliopoulos - Georgia Tech.

2:15 pm
Time Protection Monitoring and Assessment Univ.
3:00 pm Break
TEPCO's experiences with SIPS for Shinichi Imai & Tadaaki Yasuda
3:15 islanding, utilizing phase angle
measurements Tokyo Electric Co.

Next Generation SIPS and RAS

3:45 pm Vahid Madani – PG&E
System Integrity Protection Scheme
Discussion of Research and
4:20 pm Group Discussion
Development
5:15 pm Adjourn

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 Workshop Agenda

Friday, March 2, 2007

Time Item Presenter
7:30 • Registration • Refreshments

System Integrity Protection Scheme using

8:00 am Armando Guzman – SEL
Synchrophasor Technology
PMU Applications for Real time identification
of oscillatory modes and in use of flywheel
8:45 am Yuri Makarov – PNNL
energy storage to oppose inter-area
oscillations
Synchronized Phasor Applications in Adaptive • James Thorp – Virginia
9:15 am
Protection Tech. Univ.

10:00 am Break

Experiences and Directions in Wide-Area

10:15 am John D. Finney – ABB
Monitoring and Control
Rui Moraes & Hector Volskis –
11:00 am Deployment of Large Phasor Systems ONS (Brazilian ISO)

Grid modernization and priorities for real time

11:45 a.m Philip Overholt - DOE
grid reliability management

12:05 pm Lunch – Group Discussion Alex Apostolov & Pei Zhang

1:00 pm Contingency Analysis with PMUs Enrique Martinez, CFE

a) Synchronized Measurement and Analysis
in Real Time - SMART Bharat Bhargava - SCE
1:45 pm
b) Piloting a Centralized Remedial Action Patricia Arons – SCE
System
2:15 Break

Condition-Based Protection System Eric Udren – KEMA T&D

2:30 pm
Maintenance Consulting
Controlled Separation of Power Systems -
3:15 pm Using Out-of-Step Blocking and Transfer Mike Adibi
Tripping Scheme
4:00 pm Discussion of Research and Development Group Discussion

5:00 pm Adjourn

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Export Control Restrictions The Electric Power Research Institute (EPRI), with major
Access to and use of EPRI Intellectual Property is granted with the locations in Palo Alto, California, and Charlotte, North Carolina, was
specific understanding and requirement that responsibility for ensur- established in 1973 as an independent, nonprofit center for public
ing full compliance with all applicable U.S. and foreign export laws interest energy and environmental research. EPRI brings together
and regulations is being undertaken by you and your company. This members, participants, the Institute’s scientists and engineers, and
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EPRI may make available on a case-by-case basis an informal as-
Together...Shaping the Future of Electricity
sessment of the applicable U.S. export classification for specific EPRI
Intellectual Property, you and your company acknowledge that this
assessment is solely for informational purposes and not for reliance
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of the applicable U.S. export classification and ensure compliance
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your obligations to make a prompt report to EPRI and the appropriate
authorities regarding any access to or use of EPRI Intellectual Prop-
erty hereunder that may be in violation of applicable U.S. or foreign
export laws or regulations.

Program:
Wide-Area Power Systems

© 2007 Electric Power Research Institute (EPRI), Inc. All rights reserved. Electric Power
Research Institute, EPRI, and TOGETHER...SHAPING THE FUTURE OF ELECTRICITY are
registered service marks of the Electric Power Research Institute, Inc.

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