Static and recursive PMU-based state estimation processes for transmission and distribution power grids

In the operation of power systems, the knowledge of the system state is required by several fundamental functions, such as security assessment, voltage control and stability analysis. By making reference to the static state of the system represented by the voltage phasors at all the network buses, it is possible to infer the system operating conditions. Until the late 1970s, conventional load flow calculations provided the system state by directly using the raw measurements of voltage magnitudes and power injections. The loss of one measurement made the calculation impossible and the presence of measurement errors affected dramatically the computed state.To overcome these limitations, load flowtheory has been combined with statistical estimation constituting the so-called state estimation (SE). The latter consists in the solution of an optimization problem that processes the measurements together with the network model to determine the optimal estimate of the system state. The outputs of load flow and SE are composed of the same quantities, typically the voltage magnitude and phase at all the network buses, but SE uses all the types of measurements (e.g., voltage and current magnitudes, nodal power injections and flows, synchrophasors) and evaluates their consistency using the network model. The measurement redundancy is key to tolerate measurement losses, identify measurement and network parameter errors, and filter out the measurement noise. The foregoing properties of SE allow the system operator to obtain an accurate and reliable estimate of the system state that consequently improves the performance of the functions relying on it. Traditionally, SE has been performed at a relatively low refresh rate of a few minutes, dictated by the time requirements of the related functions together with the low measurement acquisition rate of remote terminal units (RTUs). Nowadays, the emerging availability of phasor measurement units (PMUs) allows to acquire accurate and time-aligned phasors, called synchrophasors, with typical streaming rates in the order of some tens of measurements per second. This technology is experiencing a fast evolution, which is triggered by an increasing number of power system applications that can benefit from the use of synchrophasors. SE processes can exploit the availability of synchrophasor measurements to achieve better accuracy performance and higher refresh rate (sub-second). PMUs already compose the backbone of wide area monitoring systems in the context of transmission networks to which several real-time functionalities are connected, such as inter-area oscillations, relaying, fault location and real-time SE. However, PMUs might represent fundamental monitoring tools even in the context of distribution networks for applications such as: SE [5, 6], loss of main [7], fault event monitoring, synchronous islanded operation [9] and power quality monitoring. The recent literature has discussed the use of PMUs for SE in distribution networks both from the methodological point of view and also via dedicated real-scale experimental setups. Since the pioneering works of Schweppe on power system SE in 1970, most of the research on the subject has investigated static SE methods based on weighted least squares (WLS). Static SE computes the system state performing a “best fit” of the measurements belonging only to the current time-step. Another category of state estimators are the recursive methods, such as the Kalman filter (KF). In addition to the use of the measurements and their statistical properties, they also predict the system state by modelling its time evolution. In general, recursive estimators are characterized by higher complexity and the prediction introduces an additional source of uncertainty that, if not properly quantified, might worsen the accuracy of the estimated state. Besides, their ability to filter out measurement noise could not be exploited due to the low SE refresh rate: even in quasi-steady state conditions, the measurement noise was smaller than the state variations between two consecutive time-steps. However, the effectiveness of power system SE based on KF has been recently reconsidered thanks to the possibility to largely increase the SE refresh rate by using synchrophasor measurements. The chapter starts by providing the measurement and process model of WLS and KF SE algorithms and continues with the analytical formulation of the two families of state estimators, including their linear and non-linear versions as a function of the type of available measurements. Finally, two case studies targeting IEEE transmission and distribution reference networks are given.