The problem of calculating the steady-state mode of the electrical network according to the measurements was called the state estimation [
30]. Because of its cyclic solution, almost all software applications for controlling the operating mode of an electric power system are performed: mode forecasting, stability analysis, the determination of control actions for emergency automation, etc. The use of synchronous vector measurements for the task of state estimation (SE) opens up the possibility to significantly improve the accuracy and speed of calculations, and therefore, in general, to improve the quality of power system management. Provided that the power system is sufficiently supplied with devices, the transition from a nonlinear formulation of the SE problem with an iterative solution algorithm to a linear formulation associated with a one-time solution of a system of linear equations (SLE) is possible. Due to the high cost, the amount of PMUs in the energy system is still limited; therefore, the integration of PMUs into the classical formulation of the SE problem based on telecommunications and their joint use is a promising area of research. In addition, there are other problems that need to be reviewed, taking into account the data received from the PMU; for example, the choice of weighting coefficients for conventional and vector measurements, the placement of measurements and the analysis of the observability of the network, and the identification of bad data. The assessment of the reliability of the PMU is of independent importance, since with the development of these measurement systems, the scope of their application in the control algorithms of normal and emergency modes is expanding. Measurement errors for these algorithms should be detected reliably and quickly. To date, many studies have been conducted on the possibility of including PMUs in SE algorithms. We consider both options for evaluating information from the PMU together with classical tele-measurements and solving the SE problem only on the basis of the PMU. The works analyze the features, efficiency, advantages, and problems that arise when introducing new types of measurements into static and dynamic SE algorithms. Some studies are devoted to the issues of the optimal arrangement of the PMU [
31], including those aimed at improving the observability and minimizing the number of critical measurements [
32]. In [
33,
34], the use of PMUs is considered for a robust SE based on the method of smallest modules. In [
35], the SE of PMUs is solved on the basis of the method of control equations. In [
36,
37], approaches to the SE based on the use of the Kalman filter are presented, which, in addition to the current electrical mode, make it possible to determine the synchronous rotation angle of the generator rotor and the rotor rotation frequency. However, most of these approaches are very demanding in terms of equipping the PMU power system.
The active implementation of PMUs in the task of assessing the state of the EPS is possible due to the constant reduction in the cost of electronic components and the unification of devices and approaches to production. Thus, it is feasible to introduce a significant number of PMUs into the EPS.
The most common practice is the implementation of the SE based on the weighted least squares method. Many researchers considered its adaptations for the purpose of inclusion in the composition of the used measurements and PMUs. There exist several methods in the literature that were developed to account for ultrasound data in the SE based on the weighted least squares method (WLSM). These methods can also act as a basis for the development of SE algorithms based on other methods of minimizing measurement errors. Next, the main ways of including the PMU in the task of the SE based on the WLSM are considered.
Based on standard telemetry, the WLSM-based SE problem is solved iteratively since the equations for most measurements are nonlinear. When only complex values of currents and voltages act as measurements, and when writing the state vector in the form of voltages in a rectangular shape, a linear dependence of the estimated functions can be obtained. Thus, if the observability of the network is provided only by ultrasound, then the SE can be performed linearly by a single solution of the SE problem.
The use of PMUs enables switching to a linear solution of the SE problem, eliminating the iterative procedure, which will help to increase the speed of SE execution and will allow avoiding the problem of the divergence of the iterative process. On the other hand, the linear formulation of the SE problem introduces additional restrictions on the initial data necessary for its solution, and the transition to it may require the processing of existing algorithms.
Currently, many operating SE algorithms perform the solution of the problem based on the state vector, represented in polar form. When using such a formulation, the stress complexes obtained by the PMU can be seamlessly included in the task. Then, the relationship between the source data and the desired information will be linear. The problem of the transition to a linear SE in this formulation lies in the measurements of current complexes since their calculated functions have a nonlinear dependence on the state vector. The solution to the presented problem may be to change the coordinates of the state vector by moving from the polar form of its record to a rectangular one. In this case, the dependences of both the current and voltage measurements on the state vector will be linear. The transition to this form of recording will preserve the possibility of using it on a par with the vector measurements of classical telemetry. The need for its addition may arise as a result of the low level of observability of the analyzed repair scheme of the power system or at the initial stages of the implementation of the PMU. However, the introduction of power measurements will require an iterative solution to the problem since their even functions will retain a nonlinear dependence on the state vector.
3. The Use of PMUs for Relay Protection
Considering the specifics of the implementation of the PMU technology, it is important to consider the scope of its application in relay protection. Modern protection complexes are autonomous systems that provide the detection and selective elimination of damage. The autonomy of their functioning is achieved by obtaining measurements and making a decision at the point of setting the terms. The encapsulation of the main parts of relay protection complexes also includes communication channels that ensure the transmission of signals over long distances, thereby achieving the required performance. In case of damage to communication channels, the main defenses are taken out of operation, and the backup ones are usually slowed down.
In the presence of extended communication channels, the integration of PMU subsystems into automatic relay protection modules should be carried out only at the level of improving their existing characteristics rather than replacing measuring protection bodies and the basic principles of their functioning with new ones. The distributed functions implemented based on PMU capabilities are more suitable for automation and slow-acting emergency automation. However, at the same time, the use of PMUs in relay protection functions within digital stations and substations becomes more justified. Especially relevant is the creation of protections on PMUs covering a variety of connections (differential) in conditions of limited bandwidth of the communication network and having almost 3–4 times less transmitted data in comparison with protections using SV streams.
With the aim of improving the protection functions, it is doubtful that the measuring and logical part based on PMUs will completely replace the traditional relay protection in terms of the new principles of its functioning, but it is expected that they will be able to significantly improve its characteristics. In case of a loss of communication with the PMU subsystem, the protections should not fail and should reliably perform their functions in accordance with the purpose.
3.1. Classification of Directions of Development of Protection Functions with PMUs
According to the requirements of the existing regulatory and technical documentation [
59], particularly productive solutions should be able to implement work with instantaneous values of operating parameters in their algorithms. This opens up new possibilities for using mathematical methods for processing sampled signals that were previously unavailable for analog measuring paths. The possibilities of using PMU currents and voltages can be implemented in the following directions:
-
Providing the existing protections of power system elements with new properties: expanding the properties of the traditional differential protections of lines, motors, generators, tires, and busbars; increasing the sensitivity of remote protections during swings by clarifying the protection response zone; perfecting swing blocking (SB) functions; selectively triggering overcurrent protections (OPs) by fixing the direction of the short-circuit power flow and reducing the response time due to the control of the U vectors; protecting the generators (from loss of excitation, etc.) by tracking the movement of the vector in its operation mode according to the P−Q diagram;
-
Adaptive protections that adapt to the conditions of changing the mode and network scheme. Basically, these are step-by-step protections with relative selectivity, the setpoint or characteristic of which depends on circuit-mode changes in the power system;
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Protection with a wide coverage of the protected area (due to coverage of communication channels and PMUs)—WAMPAC (Wide Area Monitoring Protection and Control).
-
Centralization of the protection and automation functions in one decision-making device with action on the actuators of power system facilities through digital communication channels;
-
Protections based on the analysis of trends in vector changes on the complex plane or the shape of current and voltage curves (Continuous Point-On-Wave, or CPOW technology). Mathematical apparatus: application of the DWT wavelet transform and application of AI machine learning methods.
A sufficiently high rate of measurement and transmission of PMU data, up to four times per period, allows us to apply modern methods for assessing changes in trends in current and voltage values and performing protections with a new fault detector. The existing digital signal processing algorithms make it possible to implement fast and reliable protection functions on a hardware base with low productivity. Furthermore, it is interesting to identify the moment of development of the accident before its occurrence.
It is worth mentioning that when implementing the new principles of damage detection, issues arise in ensuring the calculation of the settings of such protections and assessing the sensitivity coefficient, including issues related to the coordination of such protections and with traditional solutions in the field of protection and automation.
3.2. Solutions in the Field of Integration of PMUs into Traditional Protection Algorithms
According to the reviewed IEEE reports and the publication of the North American SynchroPhasor Initiative over five years, from 2015 to 2020, the share of research in the field of PMU application in relay protection alone increased from 4% to 15%. First of all, this research relates to the protection of lines, which accounts for 11% of publications, and the protection of station equipment, which accounts for about 4% of publications. This is due to an increase in the number of PMUs installed at facilities, the development of technologies, and digital data transmission networks. From the totality of scientific works, two relevant areas can be identified that determine the integration of PMUs into the functions of relay protection:
-
The use of PMUs as part of existing, traditional protection algorithms.
-
The use of algorithms based on new principles of damage detection, which are different from traditional ones.
When it comes to the relevance of using ultrasound as part of the existing protection algorithms, the obvious area of their application is protection based on the differential principle. The advantage of PMUs in such protections is not so much the response speed but the possibility of providing a wide coverage of connections and a significant expansion of the protected area due to digital communication channels [
60]. In the future, it will provide protection not only for individual extended power transmission lines but also for branched sections of distribution electric networks with a voltage from 6 kV to 35 kV [
61]. The latter is partly possible due to the appearance of relatively inexpensive PMU sensors (micro-PMU class
P), the cost of which is projected to reach USD 250–300 in the near future.
The control of voltage vectors is a new concept in differential protections [
62], the use of which was previously impossible due to the principle of the summation of current vectors used in differential protections. In case of damage in the protection operation zone, a difference in modulus and angle appears between the voltage vectors at the ends of the reactivated cable line, which additionally allows for the source of the damage to be fixed and the sensitivity of differential protection to be increased, as shown in
Figure 1.
Figure 1. Change of voltage vectors in case of a short circuit on the line.
It becomes possible to block the magnetization current surges along the U angle in the case of the implementation of differential current protection in a power transformer with the control of voltage vectors.
According to sources [
63,
64,
65,
66], for redundant step protections, including current and di-station, the calculation of the parameters of the forward, reverse, and zero sequences according to the PMU vectors is carried out by applying the method of symmetric components in traditional protection algorithms. For maximum current protection, the use of PMUs obtained at the point of protection installation is relevant, first of all, when directing the power flow for fixing organs based on the analysis of the angles of currents and voltages of the phases of the same name. The initial use of PMUs in the OP of organs increases the speed of digital protection but, at the same time, worsens the detuning from higher harmonic components in the normal mode current.
In [
67], the results demonstrating the effect of monitoring the bus voltage vectors of opposite substations in OPs are presented. In addition to time exposures, selectivity is ensured by identifying the damaged and undamaged elements of the electrical network for issuing permissive or blocking signals to the output protection relays, as shown in
Figure 2.
Figure 2. Block diagram of the use of voltage vectors to implement the current protection blocking function.
Remote protection algorithms operate on the principle of single-side measurements and are necessarily equipped with an SB. At the same time, the blocked protection may not work in case of a short circuit with a small degree of asymmetry, which occurred during swings. To solve this problem, in [
68] it is proposed to use the SB algorithm based on the differential principle and to use the PMUs to calculate the differential current. Exceeding the setpoint value of the differential current permits the protection action. However, all this requires PMU sets and digital communication channels installed at opposite substations.
In general, the acceleration of the action of the first and second stages of backup protections may not make much sense in cases of a localization of short-circuit currents with a large and slowly decaying aperiodic component, delaying the transition of the current to zero for several periods.
In addition, there are technologies that improve the characteristics of existing protection algorithms based on a functional bundle of PMUs and a synchronized vector measurement concentrator. In the presence of the controlled elements of the electrical network, the existing algorithms of microprocessor protections allow for detuning from the adjustment range of flexible compensation devices, as a rule, by compromising the static form of the response characteristic, which leads to a decrease in the sensitivity coefficient of protection. To ensure accurate detuning from the adjustment range of flexible reactive power compensation devices without significantly reducing the sensitivity of the protection, a dynamic change in its settings is required. This process is not fast. The total time for the settings change is estimated at 2.2 s [
69]. This should be sufficient for the operation of compensation devices that correct the parameters of the network and its operating mode, as well as in the event of circuit-mode changes caused by the work of operational personnel or the work of network automation. At the same time, if signals are lost from the system, providing additional information according to the PMU data, the protection will not be disabled and will work with the traditional static settings.
Furthermore, the development of adaptive protection algorithms is relevant for active distribution networks [
70] containing renewable energy sources (RES) equipped with compensation devices.
The publications consider the improvement of the operation characteristics of remote protection directly by zones; these are the second [
71] and third [
72] zones, as well as the correction in response time of the stages intended for long-range redundancy in the direction of its reduction [
64].
Figure 3 shows the response characteristics with the degree of longitudinal compensation of the line equal to 20% and 60%.
Figure 3. Characteristic of line resistance change.
To solve the problem of the resistance vector not falling into the zone of operation of the second stage of protection, an algorithm is proposed for assessing the degree of compensation according to PMU data, as well as the use of combined remote differential protections [
73,
74].
It is proposed to ensure the correct operation of the third stages of remote protection during circuit-mode changes in the network in [
75] by evaluating the resistance of the direct sequence in the decision-making center (APDC), calculated and transmitted via communication channels from PMU source devices installed on different substation buses. This provides a comparison of the characteristics of the operation of the first stages and the long-range backup stages to block the latter when the first ones are triggered. PMU technologies in the backup protections of lines of various voltage classes have high applicability. Even taking into account the sufficiently long time of information transmission to the APDC and the return signal of the control action, it is possible to reduce the operating time of the stages by up to 5 times.
In addition to the protection of the lines of all voltage classes, adaptive principles can be used in the protection of generators, for example, in the protection against field loss or a loss of excitation [
76], which account for about 60% of all triggers. The main problem in traditional protections based on the criterion of the limit value of the resistance corresponding to the boundary of static stability is the complexity and sometimes the impossibility of detecting damage in the ignition system during oscillations. In [
76], as well as in other publications [
77,
78], vector measurements are used in the algorithms for determining the equivalent resistance of a system in on-line mode.
Figure 4 shows the change in the shape of the characteristic when the resistance of the equivalent of the system changes.
Figure 4. Estimation of damage detection time.
When the equivalent resistance increases, the adaptive characteristic is recalculated. If damage occurs in the excitation system of the generator, accompanied by a complete or partial loss of excitation, the reaction time of the non-adaptive protection system for entering the mode into the trigger zone of the trigger organ can reach from 140 to 150 ms. If, at the same time, the real characteristic turns out to be less, the use of protection with static charters can lead to false work caused by premature activation of protection.
Another promising direction of using PMUs to improve the protection of generators is the dynamic tracking of the movement of the generator vector along the P-Q coordinates of the diagram with control of its boundary crossing, as well as the limit on static stability for the implementation of the “soft” unloading of the generator in the case of a loss of excitation [
79]. The proposed protection algorithm does not provide an instantaneous shutdown of the generator, as in traditional protections, but assumes an assessment of its capabilities for the duration of its operation without a loss of stability.
On a separate note, it is worth mentioning the automation—synchronization functions for the generation and detection of isolated work for the microgrid. Already today, there are functioning software and technical automation complexes built on the PMUs and ensuring the synchronization of the microgrid with an external public network. In electrical distribution networks, especially in the networks of large enterprises with their own generation operating in parallel with the network, automation is in demand, which ensures the determination of the occurrence of an isolated mode of operation. This is especially important when connecting a consumer to a network with power switches only on the side of the power substation of an electric grid company, without the possibility of monitoring the state of the line using the discrete signals of the switching device. This automation is included in the complex protection of distribution networks and is called RAS (Remedial Action Scheme or corrective Action Scheme), which performs the function of detecting isolated work using voltage vectors [
80]. The measurement of vectors is carried out both from the microgrid side and from the receiving substation side.
The integration of all subsystems into a single centralized hardware and software platform that ensures the operation of various functions, in particular protection and automation, is a special, key direction of the development of PMUs in management tasks. The logic of this approach, described in many publications and technical reports, resembles the concept of creating the IV architecture of the digital substation (DS). It consists of using the capabilities of a common communication and computing space without the need to organize separate communication channels with related equipment and for various subsystems. However, the creation of a relay protection and automation coordination system based on PMUs is possible only with a sufficient number of PMUs.
It is noted in [
81] that a system can be created for distribution networks that provides damage localization and network connectivity control based on algorithms for processing measurements and signals in a single decision-making center using the traditional measurements of the operating values of regime parameters and discrete signals without PMUs.
3.3. Solutions in the Field of New Principles of Damage Detection
Given the development of high-precision measurement devices and the increase in the computing resources of microprocessor terminals, it has become possible to develop new protection algorithms based on other principles of damage detection. Within the framework of the digital substation concept, the transition to the use of high-discrete measurements (POW—Point of Wave) with the discretization of currents and voltages in the range of 1 kHz to 10 MHz [
82] makes it possible to create new starting bodies whose work is based on the analysis of changes in the shape of the curves of the operating parameters. Today, one of the most important and promising tools for working with such time series are artificial neural networks (ANNs), as well as discrete wavelet transform (DWT) mechanisms.
The ANNs, as universal approximators and classifiers, provide an analysis of the shape of curves on the basis of equipment and allow for the stable detection of damage during various circuit-mode changes in the network without correction of the setpoint. The latter, using wavelet transformations, have the ability at different levels of decomposition to analyze changes in the current and voltage curves of each phase simultaneously in the frequency and time domains, thereby providing a consistent solution to the problems of damage detection, determining its type, and determining the exact location of damage, implementing the function of determining the location of damage [
83]. It is expected that the algorithms of such protections will be able to reliably complete their tasks for a quarter of the period, which is five times faster than the requirements for the basic protections. Furthermore, the creation of multiparametric protections that react to changes in the forms of several parameters at once will ensure that the initial protections in their properties approach the protections with absolute selectivity without the use of communication channels.
Due to PMUs with productive analog-to-digital converters, it has become possible to detect accidents in a time of no more than 33 ms before the moment of their development, in particular, the detection of the breakage of the conductor and the disconnection of the damaged section before the wire touches the ground. The main idea is to monitor such dynamically changing parameters using the following parameters: incremental changes in the voltage vector, angles, and voltage modules of the reverse and zero sequences.