1. PS ERC Transmission and Distribution Technology Research Stem Meeting #10 Committee Meeting Mount Hood, August 15-18, 2002

2. PS ERC Agenda Continuation of the discussions from Meeting #9 White paper participation Topic #1: Review of research projects and identification of new areas of interest Topic #2: Focused discussion of two areas of interest and 8 related projects

3. PS ERC (discussions from meeting #9) Preparations for the Retreat

4. PS ERC Possible topics/activities Contribution to the white paper Further refinement of the roadmap Coordination of on-going projects Prioritization of the research topics for new project proposals Discussion of some project management tasks: - on-going project review - final project review Other initiatives: - continuing education - industry site visits - university site visits - targeted funding Technology transfer Project management seminar

5. PS ERC Itinerary August 16, 2002 2:00 – 3:30 White paper organization 4:00 – 5:30 White paper breakout groups August 17, 2002 10:30-12:15 Topic #1: Review of research projects and identification of new areas of interest 2:00 – 3:30 Topic #2: Focused discussion of two areas of interest and 8 related projects

6. PS ERC Topic #1 Review of research projects and identification of new areas of interest

7. PS ERC On-going projects 1. "On-line peak loading..." Tylavski 2. "Differential GPS..." Heydt 3. "...Insulator flashover..." Karady 4. "Corona Discharge..." Karady 5. "..Graunding and Safety issues..." Olsen 6. "...Power acceptability Curves..." Heydt 7. "...Fuel Cell Operation..." Karady 8."...NCI.." Gorur 9. "....Fault Location..." Kezunovic 10. "....Wireless..." Kezunovic 12. " Enhanced State Estimation.." Abur 13. "Intelligent Substation" Shoureshi 14. "...Enhanced Power Quality..." Meliopoulis

8. PS ERC Newly approved projects 3. "...Enhanced Reliability..." Kezunovic 4. "...Automated Integration..." McCalley 5. " Smart Sensors..." Simoes 6. "Differential GPS..." Heydt 7. "Microgrid.." Lasseter 8. "Voltage Dip..." Karady 9. "...NCI..." Gorur 12. "Detection..." Vittal

9. PS ERC Research Roadmap I. Substation Data Integration and Enhanced Functions II. Managing an Aging Infrastructure III. Distribution and Transmission Automation IV. New Devices and Related Control Concepts V. New Monitoring, Control and Protection Paradigms

10. PS ERC Substation Data Integration and Enhanced Functions  Transformer loading  Fault location and outage management  Automated analysis of data coming from DFRs and other IEDs  Power quality  New communication technique, e.g. wireless, etc.

11. PS ERC Managing an Aging Infrastructure  Life assessment  Life extension  Upgrading and re-rating  Risk management and related maintenance strategies  Advanced diagnostics, monitoring and maintenance  Better understanding of failure and stress mechanisms Maximizing the utilization of the existing infrastructure

12. PS ERC Distribution and Transmiss. Automation  EMS and DMS  Improved monitoring and diagnostics  Automated fault assessment and outage management  Advanced communication infrastructures for feeder automation  New DMS functions  Power quality assessment,quantification and mitigation  Load control

13. PS ERC New Devices and Related Control Concepts  New fault current management (devices, strategies, and systems)  New power device concepts  Advanced power electronics devices  New sensors and related measurement system  Novel devices and controls for distributed resources  Electric storage devices and related control issues to meet varied business and system objectives

14. PS ERC New Monitoring, Control and Protection Paradigms  Dynamic rating concepts  System-wide relaying and related coordination with control strategies  Integration of substation and feeder automation into EMS and DMS  Advanced tools for testing and evaluation  Customer focused energy delivery (energy needs from a customer prospective)  Innovative data mining and visualization  Interactive customer/supplier load control and protection

15. PS ERC Topic #2: Focused discussion of research areas related to the use IED data for maintenance and other purposes

16. PS ERC Areas of interest (Use of substation IED data) Substation Data Integration and Enhanced Functions: - Automated analysis of data coming from DFRs and other IEDs - New communication technique, e.g. wireless, etc. Managing an Aging Infrastructure - Life assessment - Risk management and related maintenance strategies - Advanced diagnostics, monitoring and maintenance  - Better understanding of failure and stress mechanisms - Maximizing the utilization of the existing infrastructure

17. PS ERC Areas of interest (Use of substation IED data),cont. Distribution and Transmission Automation: - Improved monitoring and diagnostics - Automated fault assessment and outage management - Advanced communication infrastructures for feeder automation New Devices and Related Control Concepts: - New sensor and related measurement system New Monitoring, Control and Protection Paradigms: - Integration of substation and feeder automation into EMS and DMS - Innovative data mining and visualization

18. PS ERC Discussion focus Benefits to the stem activity: - assessing benefits of on-going projects - discovering areas that are not covered by the roadmap Benefits to the individual projects: - avoid overlaps - identify synergies Benefits to the industry: - understand better multidisciplinary issues involved - better future planning of new projects

19. PS ERC Related projects Intelligent Substation (Shoureshi), ends in 03 Enhanced Reliability of Power System Operation (Kezunovic), ends in 04 Automated Integration of Condition Monitoring ( McCalley), ends in 04 Smart sensor development (Shoureshi), ends in 03 Risk-Based Maintenance Allocation and Scheduling (McCalley), ends in 03 Use of Wireless communications and mobile agents (Kezunovic), ends in 02 Enhanced State Estimation (Abur), ends in 02 Accurate Fault Location (Kezunovic), ends in 02

20. PS ERC Intelligent Substation (Shoureshi) Development of “Virtual Sensors” for transformers, through application of nonlinear observer design. Formulation of an on-line hierarchical predictive maintenance scheme, from equipment level to substation. Development of a portable diagnostic system for transformers. Field implementation using WAPA substations.

21. PS ERC Enhanced Reliability of Power System Operation (Kezunovic) Wireless communications Circuit breaker monitoring Gathering and processing substation data Using substation data for state estimation, fault location, switching sequences, etc. Comparing simulated data to the data recorded of in the field

22. PS ERC Smart sensor development (Shoureshi) Development of an optical-based sensor for health assessment of high voltage oil-filled T&D equipment. Applications of light absorption spectroscopy in conditioning of transformer oil, thereby identifying potential causes of failures. Fuzzy-based pattern matching for predictive failure detection & identification.

23. PS ERC Risk-Based Maintenance Allocation and Scheduling (McCalley) Develop system-wide maintenance allocation and scheduling system based on integration of RCM-approach and optimized scheduling Apply to transmission-level transformers, lines Incorporate effects of equipment failures on system security into optimal maintenance allocation/scheduling Develop long-term simulator to compute cumulative risk associated with each maintainable component Relate maintenance tasks to failure rate reduction for transformers and lines Develop optimizer that selects and schedules maintenance tasks

24. PS ERC Automated Integration of Condition Monitoring ( McCalley) Integrate substation condition-based monitoring for transmission-level transformers and circuit breakers with system-wide RCM-based maintenance allocation and optimal scheduling system (developed in another PSerc- funded project) Use condition monitoring info in estimating equipment failure rates Relate maintenance tasks to failure rate reduction for circuit breakers Use multiagent system software design approach to integrate substation data

25. PS ERC Project properties Technologies Applications Techniques

26. PS ERC Technologies Fiber optic (sensors) Wireless communications (spread spectrum) Agent software (intelligent and mobile) Substation automation (IEDs and related communication protocols)

27. PS ERC Applications Measurements and processing with new sensors Substation data integration for monitoring and control Maintenance SCADA

28. PS ERC Techniques Intelligent techniques (fuzzy logic, expert systems, neural nets, etc) Advanced signal processing Condition-based maintenance Distributed processing Risk-based analysis

29. PS ERC Questions about future research plans New sensors and data acquisition equipment: - Project #4 relates to this area - are there any needs for development of additional sensors through PSerc New way of collecting substation data coming from IEDs: - Project #2 covers wireless comm. - are there other comm. technologies of interest for PSerc research

30. PS ERC Questions about future research plans New way of processing data relevant to maintenance: - Project #3 covers condition-based maintenance and mobile agents - are there needs to explore other technologies/strategies and how all of this relates to legacy solutions (RCM) Maintenance strategies: - Projects #1, 3, and 5 are talking about preventive, condition-based and just-in-time maintenance - How do the big picture and existing practice relate to what we are doing (or what needs to be done) Data Integration and Information exchange: - Projects #1,2 and 3 are addressing this issue - How this issue relates to maintenance and what additional needs to be done

31. PS ERC Conclusions Related to the stem research plans Related to the on-going projects Related to the industry interaction (involvement) Related to new projects or augmentation of the on-going projects