Abstract
Relieving network congestions is a critical goal for the safe and flexible operation of modern power systems, especially in the presence of intermittent renewables or distributed generation. This paper deals with the real-time coordinated operation of distributed static series compensators (DSSCs) to remove network congestions by suitable modifications of the branch reactance. Several objective functions are considered and discussed to minimize the number of the devices involved in the control actions, the total losses or the total reactive power exchanged, leading to a non-convex mixed-integer non-linear programming problem. Then, a heuristic methodology combining the solution of a regular NLP with k-means clustering algorithm is proposed to get rid of the binary variables, in an attempt to reduce the computational cost. The proposed coordinated operation strategy of the DSSCs is tested on several benchmark systems, providing feasible and sufficiently optimal solutions in a reasonable time frame for practical systems.
THE electricity sector is quickly shifting towards low-fossil electricity generation constituted primarily by intermittent renewable energy sources. Despite their advantages in achieving the objectives like emission reduction, they give rise to the problems associated with their low dispatching capability and unanticipated power grid congestions. In this upcoming context, additional flexibility resources will be required to properly solve these new problems. As a matter of fact, new operational schemes involving self-generation, electric vehicles with smart charging/discharging, domestic- and utility-scale energy storage, smart grid technologies, microgrids, etc. are being applied currently in modern power systems [
Within this category of distributed FACTSs, static series synchronous compensators (SSSCs) stand out, frequently attached directly to substation bays through single-turn transformers [
This extensive review of the state of the art reveals two major research areas on DSSCs: planning and operational applications. The planning tries to determine the optimal DSSC deployment (e.g., number, rating, and location) given a limited budget and a series of future planning scenarios. This usually leads to a least-cost problem, where the resulting DSSC investment is compared with alternative reinforcement techniques [
Several previous works have been published dealing with the inclusion of series FACTS models into optimal power flow (OPF) tools [
This paper deals with the role that DSSCs may play in improving the operation security of transmission systems, through corrective control actions aimed at relieving network congestions in real time. This customarily leads to a non-linear programming (NLP) problem. However, when considering the discrete nature of the control devices, the resulting model generalizes to a mixed-integer non-linear programming (MINLP) problem, which involves binary variables. Solving MINLPs for large systems is time-consuming, usually leading to unacceptable delays when real-time corrective actions are sought. Therefore, a hybrid methodology is proposed, aimed at handling binary variables in a more efficient fashion, iteratively combining NLP with heuristic clustering algorithms.
The remainder of this paper is organized as follows. First, the general framework defining the scope and goals of this study is described. Second, the mathematical models involved in the optimization of the DSSC operation for congestion relief are presented, followed by a description of the possible objective functions that can be considered by the OPF problem. Next, a heuristic methodology combining the solution of a regular NLP with clustering algorithms is proposed. Different test cases involving the IEEE 14-bus, 118-bus, and 300-bus test systems are considered to evidence the performance of the proposed methodology. Finally, the main conclusions and future research efforts are outlined.
Unlike shunt FACTSs, whose influence on the grid is generally limited to nearby buses, and hence whose settings can be determined based mainly on locally measured magnitudes, series FACTSs, including DSSCs, usually have a more widespread impact on meshed transmission systems. Therefore, the setpoints of their local control systems should be ideally defined through a centralized wide-area controller, capable of considering all network interactions and constraints. Evidently, this presumes the existence of a wide-area communication infrastructure, which is an off-the-shelf technology in modern transmission systems, capable of exchanging the information in real time between different geographical locations. Note that such information and communication technology (ICT) infrastructure is becoming more and more common to support emerging power grid applications, including but not limited to phasor measurement unit (PMU) based situational awareness [
Therefore, the setpoints of the distributed controllers can be computed in real time in the energy management system (EMS) following the flowchart of

Fig. 1 Basic flowchart of real-time operation of transmission system.
First, the state estimator determines the most likely network state considering the raw measurements from the field. Then, depending on whether all the electrical magnitudes are within their recommended limits or not, the most suitable objective function is chosen. In absence of network congestions, the operator may decide, for instance, to reduce power losses, or maximize the reactive power reserve of generators.
Note that, in deregulated systems, where the generation is open to competition, the active power of generators is imposed by the outcome of an auction process which cannot be modified unless strictly necessary. Therefore, customarily, only reactive power controllers such as capacitor banks or on-load tap changers are involved in the optimization process. However, the presence of DSSC will allow branch series impedances to be modified to a certain extent, which in turn may prevent branch congestions without having to reschedule the active power of generators.
When selecting the objective function, it should be kept in mind whether the control actions are supervised, approved, and then performed manually by an operator [
This section formulates the mathematical programming problem with a complete steady-state power flow model of DSSC. Working with a full AC model is particularly important in this case, since branch loadings may be significantly affected by reactive power flows. In this sense, the network model adopted in this paper generalizes the one elaborated in [
Each DSSC device installed in the network is represented as a variable reactance (the internal resistance is neglected) inserted in series between nodes k and m. Accordingly, changes the real and imaginary components of the branch (transmission line or power transformer line) series admittance, which become variables as:
(1) |
(2) |
(3) |
where is the series resistance of the branch between nodes k and m; is the original reactance of the branch; and is an auxiliary binary variable introduced for convenience to define whether the DSSC is actually regulating the series reactance () or bypassed (). Note that the use of the binary variables is of interest in operator-assisted control modes, where minimizing the number of control actions is always a key aspect, as discussed in Section IV. The branch variable admittances are used to build the real and imaginary components of the bus admittance matrix (), whose elements and are defined as:
(4) |
(5) |
where and are the parameters that correspond to the real and imaginary components of the shunt admittances connected to node k, respectively; N is the number of nodes; and is the capacitive susceptance of transmission line (0 for transformer branches). Transformer taps are not considered.
The problem addressed in this paper consists of minimizing the “effort” or “cost” of jointly rescheduling a subset of DSSC (where the “effort” is measured in different ways, as presented below), so that the power system is operated within security constraints, that is, in a normal state lacking network congestions, i.e., overload, under-voltage or over-voltage. Mathematically, the model is formulated as the objective function (6) subject to the set of constraints (7) to (15).
(6) |
s.t.
(7) |
(8) |
(9) |
(10) |
(11) |
(12) |
(13) |
(14) |
(15) |
where is the active power generation at bus k other than the slack bus; is the active power load at bus k other than the slack bus; is the reactive power generation at bus k (including the slack bus); and are the minimum and maximum reactive power generations, respectively; is the voltage magnitude of bus k, and for voltage regulated buses, is a parameter, i.e., ; and are the minimum and maximum voltage magnitudes, respectively; is the reactive power load at bus k (including the slack bus); is the active power generation of the slack bus, labelled as bus 1, whose voltage angle is used as reference; is the active power load of the slack bus; , , and are the voltage angles of nodes j, k, and m, respectively; and are the real numbers representing the allowed capacitive and inductive sizes of DSSCs, respectively, as a (or multiple) fraction of the original branch series reactance; is the current of the branch between nodes k and m; is the specified ampacity of the branch between nodes k and m; and and are the active and reactive power flowing through the branch between nodes k and m, respectively.
Constraints (7)-(9) ensure the fulfillment of the AC power flow equations, including series compensated branches, while (10) and (11) relate branch power flows with the state variables. Constraints (12)-(15) impose limits on state, control and dependent variables, among which the ampacity and voltage constraints (14) and (15) are the most important for the optimization model considered in this work. Indeed, even if series compensation is the most influential on branch power flows, its impact on bus voltages is not negligible either, particularly for heavily loaded systems and/or long-distance corridors. The goal is to optimally operate the set of existing DSSCs so that branch currents and voltage magnitudes are kept within acceptable limits, which cannot be assured when using DC power flow models.
The above optimization problem is a complex and highly non-linear and non-convex one, irrespective of the objective function to minimize. Note that (7)-(9) involve the product of up to four variables, i.e., voltage magnitudes of the two terminal buses, controllable series admittance (in turn embedding products of the form ), and cosine or sine of bus phase angles. Therefore, several feasible local minima are expected in the general case.
The candidate objective functions considered in this work are summarized in
The objective functions in group usually involve all control variables, and hence are more suitable when the network state is optimized in the closed-loop automated mode [
Conversely, objective functions within group are especially suited when human intervention is involved, typically when a few network congestions occur, where corrective actions are required to return to a normal state. In this case, the goal is twofold. On the one hand, given that the corrective control actions are supervised by a human network operator, the number of control actions should be reduced as much as possible to facilitate the decision-making. On the other hand, returning to the normal state must be as fast as possible. Unfortunately, these two goals are frequently contradictory.
The minimization of the number of control actions can be achieved by introducing in the objective function the binary variables , related to each installed DSSC. In this way, minimizes the number of DSSCs whose setpoint should be updated to relieve the network congestions. Following this line, the objective functions to are derived from the corresponding ones in group , by introducing the corresponding binary variables. These objective functions can be of interest because they minimize the use of the existing DSSCs and, therefore, maximize the resource “reserves” to face new congestions in the short term, without resorting to generation dispatch or renewable generation curtailments.
The introduction of the binary variables, however, turns the problem into an MINLP whose solution is time-consuming. Moreover, those problems may have multiple locally optimal solutions and can take a while just to identify whether a solution actually exists or if the solution is globally optimal [
The next section outlines the application of a heuristic methodology capable of eliminating identified network congestions by means of DSSC, where clustering techniques are applied to reduce as much as possible the computational cost of determining a minimum subset of corrective actions.
The aim of the proposed heuristic methodology is to somehow get rid of the binary variables involved in the objective functions , which turns the problem into an MINLP, while at the same time dealing with the high number of control actions typically arising when the objective functions are considered. The proposed methodology is based on the sequential procedure outlined in

Fig. 2 Sequential procedure for reducing computational cost of corrective actions.
The k-means clustering algorithm tries to partition the dataset into k pre-defined non-overlapping clusters, with each data point belonging to only one cluster. The applications of k-means clustering algorithm are extensive, particularly for power grid planning problems such as pattern definition preserving the original information of complex systems [
1) Algorithm k3. In the first algorithm, as illustrated in

Fig. 3 Two clustering algorithms. (a) Algorithm k3 (3-means clustering). (b) Algorithm k2 (preselected set and 2-means clustering).
2) Algorithm k2. In the second algorithm, as illustrated in
The IEEE 14-bus, 118-bus, and 300-bus test systems are used to evaluate the performance of the proposed methodology for relieving the network congestions, when the objective functions outlined in
The IEEE 14-bus test system [
Regarding the DSSC ratings, the manufacturer can arrange the device according to the customers’ needs. In our experiments, parameters and are defined as and 1, respectively, for all branches, so capacitive (inductive) compensation can reach up to 90% (100%) of the series reactance (in practice, the inductive range could be higher than 100%). It has been considered that the DSSC setpoints are zero in the base case, i.e., all DSSCs are considered in bypass mode by default.
The resulting model has been coded in AMP
The following subsections will analyze the performance of the different objective functions outlined in
This subsection analyzes the results obtained for the IEEE 14-bus and 118-bus test systems.
In this case shown in

Fig. 4 IEEE 14-bus test system with 3 line congestions and resulting state when using . (a) Test system. (b) Resulting state when using .
The obtained results evidence the usual characteristics of the proposed objective functions. Regarding the NLPs (objective functions ), note that minimizes the whole system losses, but this is achieved by activating very high values of series reactance, which is not an advisable solution if the useful life of the DSSCs is to be maximized. Conversely, the objective function gets the lowest reactive power but uses all the available DSSCs to solve the congestion problems. The objective function (1-norm) calls for a lower number of involved DSSCs than (2-norm). It is well-known that quadratic functions tend to reschedule all control variables, most of them by modest amounts (in this case, the reactance is very small), at a moderate computational cost, as shown in
Regarding the MINLPs, obtains the lowest total reactance at a significant computational effort. Whereas results in the lowest quantity of operating DSSC (3 rather than 4), but it inserts more series reactance. Note that the objective function effectively obtains the minimum reactive power injected/absorbed by the set of DSSCs. However, owing to the nature of the function (triple product of variables, one of them binary), the computational effort is too large in practice for real-time applications, and the total reactance needed is also very high. The results when is adopted are detailed in
The relevant transmission lines involved in the overload situation are listed along with their corresponding ampacity. The resulting compensation , expressed in p.u. and in percentage with respect to the line reactance as well as the loading level (expressed in percentage of line ampacity) with and without DSSCs installed, are presented as well. In this scenario, a total of four DSCCs are involved in the solution, and two of them are in each range (capacitive/inductive). Activating the DSSC in line 1-5 reduces the overload of line 1-2, but can increase the loading level of line 4-5, which has alrealy been congested. To deal with this situation, an inductive DSSC is activated in the overloaded line 4-5 to reduce its own load, and a capacitive DSSC is inserted in line 2-4, taking its load to 99.98% and keeping the three lines (1-2, 2-4, and 4-5) at exactly 100% load. This is an interesting and non-intuitive solution. At the 132 kV side, a single inductive DSSC in line 6-13 solves the overload situation.
With 8 line congestions, the operation results of DSSCs considering different objective functions are presented in
Therefore, these tests performed with larger systems confirm that provides a compromise solution between computational effort and optimality, in terms of total series reactance inserted. However, in terms of the number of the devices rescheduled, which is also an important factor in real-time operation, still offers the margin for improvement, as many reactance values are so small that could be neglected. This means that some of the involved DSSCs could be forced to remain at the same setpoints as those before the congestion. This can be done automatically, without resorting to the binary variables involved in and , by applying the proposed methodology whose results are discussed in the next subsection.
The proposed methodology combines the solution of an NLP with a clustering technique. Based on the results analyzed in the previous subsection, is an adequate objective function. Note that it is based on the 1-norm which leads to a smaller number of activated DSSCs, as shown in Tables
The performance of the proposed methodology is tested in two different contexts. First, the proposed methodology is compared with the MINLP solver without imposing any constraint on the computational time required to solve the optimization problem. This comparison focuses on the computational time required to solve the problem and the optimality of the solution. Second, the proposed methodology is compared with the MINLP solver when an upper limit on the solution time is imposed to account for the real-time feature of the application. Given the fact that the computational time may depend on the location and congestion type, a statistical assessment is carried out, as described in the sequel.
Comparing the results between and , in some cases, provides a lower total reactance, but gets the results in less time, so both of them are considered suitable for real-time application in an EMS.
In order to further check the validity of the results discussed in the previous test cases, 50 additional scenarios are simulated for each of the three test systems with increasing number of congestions. The result comparisons of the proposed methodology and MINLP solver () in all scenarios are presented in
Note that, in the EMS of a typical transmission system operator (TSO) or independent system operator (ISO), monitoring and relieving the possible congestions caused by the load evolution require that the corrective control actions should be computed in very few minutes. Therefore, in all tests presented below, the solution time is limited to 180 s. If an optimal solution is not found in that time, the KNITR
1) is the relative number of executions in which a feasible solution is found, even if the solution process is stopped before reaching the time or iteration limit.
2) is the relative number of executions in which an optimal solution is found before reaching the time or iteration limit.
As expected, in all scenarios, the number of DSSCs which are needed to operate the system securely, increases when more congestions arise in the power grid. Moreover, in most of the cases for the three methods, the DSSC reactance inserted in series also increases with the number of congestions.
Regarding the average simulation time, as concluded in the previous section, for large systems, most of the cases with more than one congestion reach the time limit when using the objective function . This is evidenced by a very low success rate when using that function. However, even if the simulation ends because the time limit is reached, the solver still finds a solution (not an optimal one, but a valid solution), which explains why may have high values while has very low values (near 0% in some cases).
Concerning the average number of DSSCs to be operated and their total reactance in the different scenarios, the proposed methodology yields very good results at a modest computational time. The best average simulation time is achieved by using , because it involves only two iterations while performs three iterations. However, the latter can find better solutions in terms of total reactance and number of DSSCs to be operated, as it can bypass some additional DSSCs during the third iteration.
This paper presents a methodology to carry out the optimal coordinated operation of DSSC in power systems using full AC power flow models. Previous approaches based on simpler DC models lack the capability to consider the mitigation of voltage violations. Moreover, as the reactive power is considered in the models, the branch loadability is more accurately computed.
The DSSCs are modular devices which can receive control settings from an EMS to enforce the compliance of security constraints (branch loading and node voltage). This leads to a non-convex complex MINLP model, for which different objective functions related with operation “cost” (some of them including binary variables) are considered and assessed. Two heuristic methods based on k-means clustering algorithms are proposed to reduce the computational time, so that the methodology can be used for real-time DSSC rescheduling, while at the same time keeping the solution as close as possible to the optimal one.
The optimization problem is programmed in an algebraic language and can be applied to any power system. Three power systems are thoroughly tested to evaluate the performance of the objective functions and to compare the proposed methodology. While the two heuristic methods have pros and cons, both of them provide sufficiently optimal results at a reasonable computational time compared with the MINLP solver, which is not suitable for real-time applications in realistically large-scale power systems.
Future research efforts will be devoted to designing a wide-area hierarchical control scheme, in which the local DSSC controllers follow the EMS computed settings, for the relief of steady-state congestions. While at the same time, they are able to transiently contribute to damping dynamic phenomena.
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