Abstract
Due to the high penetration of renewable distributed generation (RDG), many issues have become conspicuous during the intentional island operation such as the power mismatch of load shedding during the transition process and the power imbalance during the restoration process. In this paper, a phase measurement unit (PMU) based online load shedding strategy and a conservation voltage reduction (CVR) based multi-period restoration strategy are proposed for the intentional island with RDG. The proposed load shedding strategy, which is driven by the blackout event, consists of the load shedding optimization and correction table. Before the occurrence of the large-scale blackout, the load shedding optimization is solved periodically to obtain the optimal load shedding plan, which meets the dynamic and steady constraints. When the blackout occurs, the correction table updated in real time based on the PMU data is used to modify the load shedding plan to eliminate the power mismatch caused by the fluctuation of RDG. After the system transits to the intentional island seamlessly, multi-period restoration plans are generated to optimize the restoration performance while maintaining power balance until the main grid is repaired. Besides, CVR technology is implemented to restore more loads by regulating load demand. The proposed load shedding optimization and restoration optimization are linearized to mixed-integer quadratic constraint programming (MIQCP) models. The effectiveness of the proposed strategies is verified with the modified IEEE 33-node system on the real-time digital simulation (RTDS) platform.
DURING the past decades, the scale of power system expands rapidly due to the economic development and urban expansion. The complex power system provides more efficient energy, but makes reliability a challenging task, leading to more and more blackouts [
Fortunately, with the rapid development of distributed generation (DG) as well as advanced devices, the distribution system becomes active, controllable, and observable, which has the ability to form an intentional island to maintain the power supply during the external blackout. It is reported that cumulative installed distributed photovoltaic (PV) is projected to reach 60 GW by 2020 in China [
When a blackout occurs, the massive power deficit caused by the interruption of the main grid will result in a rapid frequency drop, and the governors of dispatchable DGs may fail to maintain the stability of the intentional island with low inertia. Therefore, it is necessary to shed some non-critical loads to rebalance the system quickly to ensure the uninterrupted supply of critical loads.
Traditionally, the load shedding strategy generally responds to the changes of frequency and sheds a predefined load when the frequency falls below a certain threshold. Reference [
Meanwhile, the cost of load shedding is high, and it is essential to optimize the load shedding plan to achieve the required seamless transition with the minimum load curtailment. Besides, the uncertainty of RDG should also be taken into account to ensure the feasibility of load shedding plan. A bi-level optimization is proposed in [
The duration of the intentional island operation depends on the repair time of the main grid, which may take a few hours. However, the output of RDG and the demand of customers change significantly on a long time scale, which may cause the system to collapse when there is a large unbalanced power. Therefore, after the transition, the restoration strategy is desired to make full use of resources to maintain the power balance and optimize the restoration performance.
Many research works in recent years have focused on the restoration of distribution system [
Load demand can be regulated flexibly, which is usually realized through the financial compensation of demand response (DR). However, the performance of DR depends on the response of the end-user [
Motivated by the challenges mentioned above, this paper proposes a PMU-based online load shedding strategy and a CVR-based multi-period restoration strategy for the intentional island with RDG. Besides, the modified IEEE 33-node system is employed to verify the effectiveness of the proposed strategies. The main contributions are as follows.
1) An online load shedding strategy is proposed based on the real-time PMU data. The existing strategy only updates the load shedding plan periodically, which may be invalid in the scenarios with rapid fluctuations of PV and loads. By combining the load shedding optimization with the correction table, the proposed load shedding strategy can obtain the optimal load shedding plan online and ensure the smooth transition of the intentional island with the minimum load shedding cost. Besides, the load shedding optimization, which meets dynamic and steady constraints, is linearized to a mixed-integer quadratic constraint programming (MIQCP).
2) Compared with previous restoration research works that focus on the optimization of DG output and load shedding, this paper exploits the continuous adjustment of load demand based on CVR during the restoration process. With limited DG capacity, the restoration performance can be further improved. Meanwhile, the restoration problem is formulated as multi-period optimization to adjust the restoration plans dynamically in order to adapt to the intermittence of PV output, which is also linearized to MIQCP. Besides, the impacts of the forecasting errors of PV output are also considered in the dynamic scenario.
The remainder of this paper is organized as follows. Section II describes the intentional island. The load shedding strategy and restoration strategy are introduced in Section III and Section IV, respectively. In Section V, the simplified methods for load shedding optimization and restoration optimization are presented. The case study is given in Section VI, whereas concluding remarks are given in Section VII.
The intentional island discussed in this paper is a medium-voltage distribution system, which has only one transmission line connected to the main grid and is prone to large-scale blackouts. This system is widespread in the mountains of southern China. The substation is regarded as the point of common coupling (PCC) between the main grid and the intentional island. The status of the breaker at the PCC can be regarded as the indicator signal of the load shedding event, which is continuously monitored by the distributed management system (DMS). There are dispatchable DGs and RDGs in the intentional island. The output and terminal voltages of the dispatchable DGs can be controlled by DMS. The active power of PV depends on the solar irradiance and temperature, but the reactive power can be regulated to perform CVR. During the intentional island operation, the dispatchable DG with the largest capacity is the master DG that maintains the stability of the island, while other DGs are the slave ones with constant output. Most loads in the modern distribution system are equipped with remote units such as the distribution terminal unit (DTU) and smart switch [

Fig. 1 Framework of proposed load shedding strategy and restoration strategy.
The proposed load shedding strategy consists of the load shedding optimization and correction table. Firstly, before the blackout occurs, the load shedding optimization is solved periodically based on the snapshot of the system. The calculated load shedding plan meets various constraints with the minimum load shedding cost. Meanwhile, the correction table is updated in real time based on the PMU data with the heuristic algorithm. Then, once the DMS detects the occurrence of blackout event, the load shedding process is activated immediately. According to the power difference at PCC between the moments of blackout and optimization, i.e., , the correction table modifies the load shedding plan online to reduce the power mismatch caused by PV. For example, indicates that the DG output reduces or the load demand increases compared with that at the optimization moment. Therefore, in addition to the loads in the pre-calculated load shedding plan, some other non-critical loads need to be shed. The details about the load shedding strategy are presented in Section III.
During the intentional island operation, due to the rapid fluctuation of PV, it is necessary to generate multi-period restoration plans to ensure the power balance and improve the restoration performance during each time period. For the proposed restoration strategy, in addition to the optimization of DG output, load shedding, and restoration, CVR is implemented through the volt/var control to regulate the load demand to restore more customers. Besides, the PV outputs are represented by dynamic scenarios to reduce the impacts of forecasting errors. Meanwhile, the multi-period restoration optimization is solved through the look-ahead method [
The objective of load shedding optimization is to minimize the number of loads to be shed, which is expressed as:
(1) |
(2) |
where is the load weight; i is the priority factor; is the customer factor; I is the set of loads; and the load status is the decision variable, which is a binary variable, and indicates that load is to be shed.
According to the losses caused by blackouts, the priority of load is divided into three classes [
The system average interruption duration index (SAIDI) is one of the most critical reliability indices [
(3) |
where is the duration time of blackout k; is the number of customers of load i affected by blackout k; K is the set of blackouts; and NT is the total number of customers.
SAIDI plays an important role in the reliability assessment, and it is essential to reduce the SAIDI for both power utilities and customers. When facing load with the same priority, based on the customer factor, the optimization program can preferentially select the load with a small number of customers to be shed, thereby reducing the SAIDI as well as the customer complaints.
The constraints of the load shedding optimization include:
Since the large frequency drop may trigger the cascading event, the frequency deviation during the transition process should be limited by:
(4) |
where is the frequency deviation; and is the frequency limit.
The operation of the intentional island should meet the power flow constraints. Besides, the power at PCC should be limited to zero.
(5) |
(6) |
where and are the injected active and reactive power at node i, respectively; and are the voltage of node i and node j; is the node set connected to node i; and is the conductance between node i and node j.
Besides, the node voltage should be within the allowable ranges as shown in (7).
(7) |
where is the voltage amplitude of node i; and and are the minimum and maximum limits of voltage, respectively.
The line current should also not exceed its allowable range.
(8) |
where is the line current; and is the current limit.
The output of dispatchable DG should be within the ramp limits process.
(9) |
where and are the active power of dispatchable DG before and after the transition, respectively; and and are the ramp-up and ramp-down active power of dispatchable DG during the transition process, respectively.
The output of RDG should be unchanged during the transition.
(10) |
(11) |
where , , , and are the active and the reactive power of RDG before and after the transition, respectively.
In addition, each DG should be within its rated capacity.
(12) |
where is the rated capacity of DG .
The ZIP load model is utilized to represent the dependence of the load on voltage, which is formulated as:
(13) |
(14) |
where and are the rated active and reactive power of load at the rated voltage , respectively; and , , , , , and are the ZIP coefficients.
Meanwhile, it also should be noted that only the load equipped with the remote breaker can be shed, which is shown as:
(15) |
Due to the influence of dynamic constraints and the binary-continuous variables, the calculation burden of load shedding optimization is heavy. Even if the optimization model is solved periodically, there is still a power mismatch between the DG output and load demand in the load shedding plan when the fluctuation of PV is rapid. Therefore, in order to make a correct load shedding decision online, the correction table is proposed as an auxiliary tool for load shedding optimization. The power difference at PCC between the moments of blackout and optimization indicates the mismatch level of the load shedding plan, which can be reduced by additionally shedding or restoring loads. The input item of the correction table is , and the output item is the corrective load combination. By determining which condition the input satisfies, the output corresponding to this condition is quickly selected to modify the load shedding plan.
It should be noted that, compared with the load shedding optimization, the correction table is only providing a feasible correction scheme quickly, but may not be optimal. In order to ensure that the calculation results of the correction table are consistent with the load shedding optimization results, the load selection principles of the correction table are designed.
1) The load with lower priority should be shed preferentially and restored later.
2) For the same power deficit, the load with the same priority but with fewer customers should be shed preferentially and restored later.
The first principle is used to deal with the selection of loads with different priorities, and its role is the same as the priority factor in the load shedding optimization, ensuring that the load with higher priority is restored preferentially. The second principle is used to deal with the selection of loads with the same priority, and its role is the same as the customer factor. Based on the above principles, a heuristic algorithm that can quickly generate the correction table is proposed. There are only two scenarios in the correction table: additional load restoration () and additional load shedding (). An example is given below to illustrate the generation process of the correction table in the case of additional load restoration with the heuristic algorithm, and the generation process of additional load shedding is similar.
Step 1: identify the set of loads to be shed and obtain their information. For example, according to the pre-calculated load shedding plan, loads , , and are to be shed when the blackout occurs. Their priority factors are , , and , respectively. The number of their customers are , , and , respectively, and their power demands are , , and , respectively.
Step 2: generate power segment points according to the combination of load demand. According to the load demand of L1, L2, and L3, seven power segment points are generated: {50 kW, 63 kW, 113 kW, 204 kW, 254 kW, 267 kW, 317 kW}.
Step 3: generate power intervals according to the ascending order of power segment points. Arrange the segment points in ascending order, and generate seven power intervals, namely seven scenarios, including , , , , , , and .
Step 4: for each power interval, select appropriate loads according to the proposed principles to form a load combination. The total load demand in the load combination should be less than the lower limit of the power interval, and each combination should contain as many loads as possible. According to the proposed principles, for the loads with different priorities, the load with higher priority is selected preferentially. Then, for the loads with the same priority, the load with more customers is selected preferentially. Therefore, for , L1 is preferentially selected due to its high priority, and no other loads can be further selected due to the power limit. Thus, the load combination of S1 is . For , due to the priority of L1 is higher than L3, the corresponding load combination is also . For , is also selected in addition to , i.e., the load combination is . For , the load combination is also due to the power limit. For , although and have the same priority, is selected preferentially because it has more customers, and the load combination is . For , no more load can be selected due to the power limit, and the load combination is also . For , all loads are selected, and the load combination is .
Step 5: generate the correction table. The condition of the correction table is that is within the power interval. The result is to restore all the loads in the load combination corresponding to the power interval. The example of correction table is generated, as shown in Table I.
It should be noted that as the number of loads N increases, the number of power intervals will increase to . In order to find a tradeoff between the optimality and the speed, the total number of power intervals for and is limited to 20 in this paper. The power intervals can be 20 equal intervals between the minimum and the maximum power segment points. Although the limited number of power intervals reduces the optimality, it improves the update speed and ensures the validity of correction table. Meanwhile, the number of power intervals can be changed flexibly according to the actual situation. The correction table can be updated within 3 s using the heuristic algorithm.
CVR is a load control technology based on the fact that most loads are sensitive to voltage. There have been extensive CVR tests around the world. The effect of CVR depends on the load composition, which is usually 0.3%-1% load reduction per 1% voltage reduction. The effect of CVR is quantified by the CVR factor, as shown in (16).
(16) |
where is the voltage reduction; and is the power deficit.
Different loads have different CVR factors. In general, the CVR factors of commercial, residential, municipal, and industrial loads are 0.99%, 0.76%, 0.76%, and 0.41%, respectively [
The PV forecasting is the indispensable input for multi-period restoration optimization. In this paper, a dynamic scenario generation method and a scenario reduction method are utilized to reduce the impact of forecasting error [
The objective of restoration optimization is to minimize the number of loads to be shed over the optimization window. The decision variable is the load status in each time period, which is expressed as:
(17) |
where is the set of time period.
The constraints of the restoration optimization are described as follows.
The steady constraints and load constraints are similar to those in the load shedding optimization, which are omitted here.
The output of dispatchable DG should not exceed its maximum, minimum, and ramp limits.
(18) |
(19) |
(20) |
where and are the active and reactive power of dispatchable DG g during period t in scenario s, respectively; and are the maximum and minimum active power of dispatchable DG , respectively; and are the maximum and minimum reactive power of dispatchable DG , respectively; and and are the ramp-up and ramp-down power of dispatchable DG g during the restoration process, respectively.
The active power of RDG should be equal to the forecasting value, and the reactive power of RDG should not exceed its maximum and minimum limits.
(21) |
(22) |
where and are the active and reactive power of RDG g during period t in scenario s, respectively; is the forecasting active power of RDG during period t in scenario s; and and are the maximum and minimum reactive power of RDG , respectively.
All DGs should be within its rated capacity.
(23) |
The reactive power of capacitor bank (CB) depends on its operation status.
(24) |
where is the reactive power of CB; is the operation status of CB, which is a binary variable, and indicates that CB is in operation; and is the rated reactive power of CB.
Due to the dynamic and nonlinear constraints as well as the binary-continuous variable, the proposed load shedding optimization and restoration optimization are complex. In this section, a simplified frequency response model and a linear power flow model are presented, which are used to linearize the above two optimization models into the MIQCP models.
The maximum frequency deviation is the key index. In this paper, an approximate model of primary frequency response is used to calculate the maximum frequency deviation [
(26) |
where f is the system frequency; and H is the equivalent inertia.
Since the system power is balanced again after the transition, the initial power deficit after load shedding is equal to the increased output of dispatchable DG during the transition process, which is formulated as:
(27) |
where is the set of dispatchable DG.
The governor of dispatchable DG responds to the frequency drop and increases the output. Therefore, the power deficit gradually decreases according to the ramp-up rate of DG Rg.
(28) |
When is equal to 0 for the first time at , the frequency deviation is the maximum (the stationary point). Therefore, the maximum frequency deviation during the transition process can be approximately calculated as:
(29) |

Fig. 2 Process of governor adjustment and change of frequency.
The linear power flow models have been widely used in optimization problems such as OPF. The widely-used linear DistFlow model [
For the radial or meshed system with n nodes, firstly, the node voltages at the adjacent period (e.g., before the blackout) are regarded as the reference voltage . Then, the current power injections are obtained through DMS, and the voltage , the voltage amplitude , the line current , and the power of PCC can be directly calculated as:
(30) |
(31) |
(32) |
(33) |
where , , , G, a, b, c, and d are related to the reference voltage as well as the admittance matrix Y. More details can be found in [
The accuracy of the linear Z-bus power flow model depends on the difference between the current value and the reference value, and the accuracy can be improved by constantly updating the reference value with the solution value.
For the load shedding optimization, the dynamic constraint (4) and steady constraints (5)-(8) can be linearized through (29) and (30)-(33), respectively. For the load constraints (13) and (14), can be linearized around through Taylor series expansion as:
(34) |
where and .
Then, the binary-continuous variable can be linearized through the big-M method as:
(35) |
(36) |
(37) |
where is the auxiliary binary variable; and M is a constant, which is set to be 1.5.
Then, the proposed load shedding optimization is formulated as an MIQCP model (the quadratic constraint is (12)), where the objective function is (1) and the constraints are (4)-(12), (15), and (29)-(37).
For the restoration optimization, the steady constraints and load constraints can be simplified similarly to those in the load shedding optimization. The constraint (25) can be linearized with the auxiliary binary variable in the following five inequality formulas.
(38) |
(39) |
(40) |
(41) |
(42) |
where indicates that the status of load i changes during the period t.
Then, the proposed restoration optimization is formulated as an MIQCP model (the quadratic constraint is (23)), where the objective function is (17) and the constraints are (5)-(8), (18)-(24), and (30)-(42).
This section focuses on the simulation of the proposed load shedding strategy and restoration strategy. For the load shedding strategy, the effectiveness is firstly verified in Section VI-A. Then, by comparing with other research results, the importance of the correction table is proven in Section VI-B. For the restoration strategy, the effectiveness is firstly verified in Section VI-C. Then, the effectiveness of CVR in improving the restoration performance is compared in Section VI-D, and finally, the impact of the forecasting errors of PV output is analyzed in Section VI-E.
The modified IEEE 33-node system is employed as the simulation case, as shown in

Fig. 3 Modified IEEE 33-node system.
The parameters of DG are shown in Table II. In the normal operation, the power supply of the main grid is 2410 kW, and the power supply of DGs is 1470 kW. Besides, the distribution system has a spinning reserve of 140 kW in G1 and G2. Therefore, in theory, the intentional island can restore up to 1610 kW loads during the transition process. The blackout is performed by disconnecting the circuit breaker at PCC.
Before the grid is disconnected, the load shedding optimization proposed in Section III (LS1) is solved to obtain the optimal load shedding plan. According to the DG output, load demand, load priority, and the number of customers of loads, Table III lists the load shedding plans with LS1 and the load shedding strategy that only considers the priority factor (LS2) [
Besides, with the help of the priority factor, it can be seen that the first-class loads are all restored with LS1, which is in line with the goal of intentional island, and the number of restored customers is 189. Due to the limited capacity of DG, it is necessary to shed part of second-class loads to ensure the power balance.
The load shedding plan with LS2 is also calculated to verify the necessity of the proposed customer factor in load weight. As shown in Table III, the number of restored loads with LS2 is 18, which equals that with LS1. However, the power of the restored load with LS2 is 1535 kW and the number of restored customers is 174, which are significantly lower than those with LS1, and this is because LS2 randomly selects the load with same priority. For example, LS2 sheds with more customers instead of with fewer customers, which is disadvantageous to the SAIDI. In contrast, LS1 considers more factors in the load weight such as the number of customers. Therefore, the load shedding plan is more reasonable and the load shedding cost is lower. For example, , , , and are all second-class loads with the same power demand, and LS1 chooses that has the least number of customers to be shed. With the help of customer factor, LS1 automatically selects the load with a small number of customers to be shed, which is favorable to the SAIDI.
Different from the conventional RLS strategy (LS3) driven by the frequency change, LS1 is driven by the status of the circuit breaker at PCC (i.e., the blackout event). When the blackout occurs, the system frequencies during the transition process with LS1 and LS3 [

Fig. 4 System frequencies during transition process with LS1 and LS3.
The correction table is generated according to the load shedding plan, as shown in Table V. For simplification, only part of the correction table is listed. It can be seen that for , the third-class load with the largest number of customers is selected to be preferentially restored. The reason why the second-class loads are not selected is that the power of each second-class load (, , , , , and ) is larger than 60 kW, which exceeds the lower limit of the power interval. For , with the lowest priority is selected to be preferentially shed. The results of the correction table are in line with the principles of correction table in Section III.
Assuming that the fluctuation of PV is rapid, and the total power of PV reduces to 508 kW and the is kW at the moment of blackout. Therefore, is additionally shed according to the correction table. The system frequencies during the transition process with LS1 and the strategy without correction table (LS4) [

Fig. 5 System frequencies during transition process with LS1 and LS4.
Assuming that the blackout duration is 1 hour and each time period is set to be 15 min. The demand of each load and the output of each PV follow the same profile during the restoration process.

Fig. 6 Multipliers of load demand and PV output.
The multi-period restoration plan obtained with the proposed restoration strategy (RS1) is shown in Table VII. By increasing the outputs of G1 and G2, the number of restored loads during reaches 27, which is much larger than that during the transition process. Besides, the first-class loads are all restored during all periods, which is consistent with the goal of the intentional island. Meanwhile, according to the changes of load demand and PV output, the restoration plan is adjusted automatically to optimize the restoration performance while maintaining the power balance. For example, the load demand increases from 4068 kW during to 4384 kW during , which exceeds the increase of PV output. Therefore, the number of restored loads is reduced during to ensure the power balance. In addition, during , the number of the restored loads increases because the PV output increases but load demand decreases. To sum up, with the help of the RS1, the DG resources are optimally distributed during each period with the optimal restoration performance.
In order to verify the effectiveness of CVR in improving the restoration performance, RS1 is compared with the restoration strategy without CVR (RS2) [
However, it should be noted that CVR should be implemented on the premise that the node voltage is within the statutory limit. The node voltages with RS1 and RS2 during each period are shown in

Fig. 7 Node voltages with RS1 and RS2 during each period.
In this subsection, RS1 is compared with the restoration strategy using the forecasting values of PV output (RS3) [

Fig. 8 Total power demands with RS1 and RS3 and actual range of DG output.
This paper proposes a PMU-based load shedding strategy and a CVR-based multi-period restoration strategy. Through the combination of load shedding optimization and correction table, the power mismatch caused by the real-time power fluctuation of RDG during the load shedding process is minimized, so that the intentional island can be seamlessly transitioned with the optimal load curtailment. Besides, the multi-period restoration plans are generated, which can effectively ensure the power balance under the drastic intermittence of PV output on a long time scale. Meanwhile, CVR is also implemented to improve the restoration performance. In order to verify the effectiveness of the proposed strategies, this paper takes the IEEE 33-node system as the simulation case, and the results are concluded as follows.
1) The proposed event-based load shedding strategy can perform the optimal load shedding immediately, which has better transient characteristics than the conventional response-based strategy.
2) Establishing the correction table helps make the effective load shedding plan online, which reduces the impact of real-time fluctuation of PV.
3) During the restoration process, more customers can be restored by reasonably reducing the load demand based on CVR.
4) By representing the forecasting values of PV output by dynamic scenarios, the robustness of the restoration plan is improved.
The future work will focus on the utilization of existing equipment as well as the consideration of time-varying CVR effects.
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