483 IEEE Transactions on Power Systems, Vol. 10, No. 1, February 1995 A BRANCH-CURRENT-BASEDSTATE ESTIMATION METHOD FOR DISTRIBUTION SYSTEMS Mesut E. Baran Arthur W.Kelley Department of Electrical and Computer Engineering North Carolina State University Raleigh, NC 27695 Abstract A branch-current-based three-phase state estimation (SE) method is proposed for distribution systems. The method is tailored for distribution feeders with a few loops. The method is computationally more efficient than the conventional node-voltage-based SE methods. To further improve the computational efficiency it is shown that distribution systems can be reduced without much loss of accuracy in SE. Key Words: Distribution Systems, State Estimation, Real-Time Monitoring. I. INTRODUClYON The interest and efforts of the last couple years to "modernize" distribution systems have resulted in the development of many new concepts and methods for distribution system problems, many of which are challenging [l]. Most of the feeder analyses needed for real-time monitoring and operation of distribution systems a r e power flow based, such as v o l t h a r control, feeder reconfiguration and restoration. A detailed power flow analysis of a distribution system is challenging because distribution systems a r e unbalanced, have very short lines with high r/x ratios, and the loads a r e highly distributed and diverse. The biggest challenge, though, i n real time applications is i n obtaining the necessary data which includes the data for on-line power flow based feeder analysis methods. monitoring of distribution feeders in real-time. A branch-current-based three-phase SE method is developed. The method can handle radial and weakly meshed feeders which may have a few loops created by closing some normally-open tie or line switches. The method is computationally more efficient and more insensitive to line parameters than the conventional node-voltage-based SE methods. This improvement mainly comes from the fact that the branch current formulation decouples the SE problem into three subproblems, one for each phase. Furthermore, a simple rule based feeder network reduction method is proposed in this paper to further improve the computational efficiency of SE without sacrificing accuracy. 11. STATE ESTIMATION The branch-current-based SE method, like conventional node-voItage-based SE methods, is based on the weighted least square (WLS) approach. An excellent review of the state-of-the-art on SE can be found in [5]. Rather than using the node voltages as the system state, the proposed method uses the branch currents and solves the following WLS problem to obtain an estimate of the system operating point defined by the system state x: min J(x) = Recently, encouraged by the fact t h a t many utilities are i n the process of installing or planning to install Supervisory Control and Data Acquisition (SCADA) systems to automate some of the distribution system operations, new methods are proposed for obtaining the consistent and accurate real-time data needed for monitoring and operation of distribution systems. One of the approaches is power flow based [21 and the others [3,41 are extensions of the conventional state estimation (SE) method for three-phase analysis. In 171 an alternative single-phase SE is developed for balanced radial feeders. Although SE is preferred over t h e power flow approach, i t s computational complexity may prevent i t s use i n practical applications. X $ wi(zi - h,(x))' = [ z i=l - h(x)ITw[z - h(x)] (1) where W i and hi(x) represent the weight and the measurement function associated with measurement zi, respectively. For the solution of this problem the conventional iterative method is adapted by solving the following normal equations at each iteration to compute the correction x k + l = xk + Axk, [G(xk)IAxk = HT(xt)W[z- h(xk)] (2) (3) is the gain matrix and H is the Jacobian of the measurement function h(x). The main focus of this paper is to develop a computationally efficient SE method that is tailored for One of the main challenges in implementing this approach for SE in distribution feeders is incorporating the unbalanced nature of distribution feeders into the 94 SM 602-3 p m s A paper recommended and approved by the I E E Power System Engineering Committee of the problem. Other challenges are the lack of enough realtime measurements and the fact that most of the IEEE Power Engineering Society f o r presentation at the IEEE/PES 1994 Summer Meeting, San F r ~ c i s c o ,CA, available measurements are branch current magnitude jUly 24 - 28, 1994. Manuscript submitted January 4, measurements which are not usually included in the 1994; made available f o r printing June 10, 1994. conventional SE methods. These issues are addressed below. 0885-8950/95/$04.000 1994 IEEE 484 Feeder Representation In general, main feeders are three-phase, however, some laterals can be two-phase or single-phase. The lines are usually short and untransposed. Loads can be three-phase, two-phase or single-phase (like residential customers). Therefore it is desirable to use a three phase model as also recommended for power flow analysis of feeders 161. A three-phase line model takes into account the magnetic coupling between the phases in lines, which for a line section I , l=l...b. such as the one shown in Fig.1, is of the following form or VI= v, - ZJ, where ZI = glZ is the line impedance matrix and g1 is the line length. Note that (4) is written for the assumed branch current direction shown in Fig.1, and the phases are numbered as 9, = 1,2,3 rather than labeled as a,b,c. complexity of the SE problem, especially for radial feeders. To introduce the method, first consider a radial feeder and choose the branch currents I/,,, = Ir/,+, + j I x / , , 9, = 1.2.3 1 = l...b (5) as state variables, xq =[~l,,"'lb,,l=[I~,c.'x,cpl 9,=1*2*3 (6) Branch currents define the state of a system because if the branch currents are known, the node voltages and loads can then be determined. Taking the substation bus as the reference bus, a forward sweep procedure can find the node voltages by starting from the substation and moving down the feeder visiting branches and updating the bus voltages at their receiving end by using the line equations of (4), [6]. Load currents can also be calculated by applying Kirchhoffs Current Law (KCL) at every phase of every node, for example, for node t in Fig.1, 4, = Il,q - 4+l, 9, = 1,2,3 (7) To use branch currents as state variables in SE, we need to determine the measurement functions, h i ( x ) for each measurement zi first. If all the measurements were of complex branch currents and node injection currents, then the measurement functions would be linear as indicated by (5) and (7), and hence the SE would be simple. This observation is exploited by converting the measurements into equivalent current measurements as follows. Figure 1: A three-phase line section Node Voltage Based SE Method Conventional SE methods take the node voltages as the state variables, i.e., x = [S VI where 0 and V are vectors containing the node voltage phase angles and magnitudes, respectively. These methods have been extended for three-phase analysis [3,4]. However, coupling between the phases, as indicated by (4), increases the dimension and decreases the sparsity of the gain matrix G and hence increases both the memory requirements and computational complexity of the method as compared to SE at transmission level which uses a single-phase model. However, the method has the advantage that it can handle feeders with different topologies, radial feeders as well as feeders with grid topology. But, in practice, feeders are predominantly radial, except in some cases in which a grid topology is created by closing some normally open loops. Therefore, the goal here is to develop a method that is specially tailored for SE in distribution systems. Details of the proposed method are elaborated below. i) Power Measurements Two types of power measurements are assumed to be available: actual power flow measurements and pseudo load measurements obtained form the load forecast data. These power measurements are converted into equivalent current measurements which are calculated at each iteration by using the available voltage estimates. For example, the equivalent current measurement for the power flow measurement (fl".QY) at the sending end of line I in Fig.1 is where V," is the available value of the node voltage at the kth iteration of the solution process. Note that for notational simplicity, the subscript 9, for phase index was dropped. The measurement function for the equivalent current measurement (I$,I,"f) is then a linear function of the following form, hriVr) +JMI,)= Ir/ +J{A (9) Measurement Functions It will be shown in this section that choosing branch currents as state variables simplifies the measurement equations h(x) and hence reduces the computational Similarly, pseudo load measurements are converted into equivalent load current measurements. 485 Using equivalent currents amounts to a n approximation of the objective function J ( x ) . For example, the correct term in the objective function corresponding to the power measurement (fl”,@) would be function are for the power a n d the current measurements. For the solution of this problem, note that the measurement functions in the first summation, which are for power measurements, are linear i.e., hr(Ir)= 4 This term is approximated by using the available voltage V,” rather than the actual voltage Vs as where IV,12 is dropped by approximating it as 1.0 p.u. The proposed SE method uses this approximate objective function a t each iteration rather than the linearized measurement functions as the conventional approach does. Approximations used in (11) also indicate that the weights used for power measurements can also be used for equivalent current measurements. ii) Branch Current Magnitude Measurements Branch current measurements are handled exactly since the measurement function for a branch current magnitude measurement I& can be written as which is a non-linear function of branch currents. iii) Voltage Measurements Voltage measurements (if there are any) will be ignored, except the voltage measurement at the substation bus which is taken as the reference bus. This is based on the observation that the voltage measurements do not have a significant effect on SE results provided that the system is observable IS]. We propose to use voltage measurements as a means for checking the consistency of the feeder model and the measurements by comparing the SE results with the voltage measurements. (14) hX(1x)= AI, where A is the constant matrix with non-zero values of 1 or -1. Hence the solution for the special case with power measurements only can be obtained directly from the optimality conditions as, where G = ATWA is the constant gain matrix. Note that the normal equations (15) for this case are decoupled on a phase basis as well as on real and imaginaryparp and their solution yields the estimated state kk =[I: $1 for phase cp. Note also that this solution is approximate since the approximate objective function (11)is used in obtaining (15). To get the exact solution, one should use the exact objective function (10) with the voltage V, be written as a function of the branch currents. Then (15) would include the extra partial terms a l z ( V ‘ ) / d I , a12(Vs)/aI, and dlV,I2/JI. However, these terms are much smaller than the ones included in (15), i.e., ahr//a&[ = ahxl/dI,l = 1, and hence they are neglected. The current magnitude measurements introduce coupling terms between the real and imaginary parts of the normal equations (15), since current measurement functions are non-linear as indicated in (12). For example, the current measurement I&, introduces the following non-zero elements into the measurement Jacobian H Branch Current Based SE Method 1 Now using current measurements, actual and/or equivalent, SE problem (1) needs to be solved to estimate all the branch currents. However, note that the objective function is separable on a phase basis, since the measurement functions for measurements on a given phase are functions of the branch currents of that phase only. Hence we can decompose (1) into three subproblems, one for each phase cp = 1,2,3. The current only SE problem for phase cp is where 6 1 ,=~Tan- ( I , I , ~l 4 1 , ~ ) is the phase angle of the branch current. The contribution of this measurement to the gain matrix G is where we dropped the phase subscript cp for notational clarity. The two summation terms in the objective For the solution of the normal equations, a good estimate of the phase angles for branch currents are needed in the construction of the gain matrix G . To b+1 - Therefore, normal equations become nonlinear and coupled, and thus the real and imaginary parts must be solved together using (2). However, the phase decoupling still holds and hence the gain matrices are still much smaller and sparser than that of the nodevoltage-based case. 486 achieve this, the current measurements are excluded in the first iteration (which corresponds to a flat voltage start with $2 = 0 ) and then introduced in the successive iterations. The gain matrix is reconstructed in the first few iterations (first three in the implemented version) to guarantee the convergence. The current only SE problem (13) is solved together with the voltage update procedure forward sweep to obtain the SE solution. This iterative process involves the following steps at each iteration k: Branch Current based SE Algorithm, SE-br the loop which can be assigned arbitrarily, and T is the set containing all the branches in the loop. Eq.(18) can be written in matrix form as For the general case, let there be nt loops in a given feeder. Then, the KVL equations for these loops can be incorporated into the SE method by adding (19) to the current only SE problem of (13) a s an equality constraint, which yields Step 1: Given the node voltages V k - l , convert power measurements into equivalent current measurements using (8). Step 2 Use current measurements to obtain an estimate of branch currents ?$=[iF,, i:,,] by solving the currenf only SE problem (13) for each phase 9 = 1.2.3. Step 3: G’ven the branch currents, update the node voltages V 1, by the forward sweep procedure. Step 4 Check for convergence; if two successive updates of branch currents are less than a convergence tolerance then stop, otherwise go to step 1. SE-br is computationally efficient since the problem is decoupled on a phase basis. Furthermore, since the gain matrix G is independent of the line impedance parameters, the method eliminates the problems associated with line parameters in nodevoltage-based methods, such as ill-conditioning of the gain matrix [9] and the leverage points [lo]. The leverage points are known to hamper the bad data detection and identification abilities of the SE method which are very important in distribution system applications. SE for Weakly Meshed Feeders Some distribution feeders serving high density load areas operate with loops created by closing normallyopen tie-switches. Branch-current-based SE introduced above can be extended for this “weakly meshed” distribution feeders. Existence of loops in the system does not affect the measurement functions, and measurement functions can be obtained the same way as in radial case. Similarly the forward sweep process can still be applied to determine the node voltages for a given set of branch currents. However, for any loop created by the closure of a tie-switch, KVL must be satisfied around the loop, which can be written as where 6, ~ [ l , - l ] depending on the direction of branch current with respect to the reference direction taken for Gm1 [ G,, i: GT1 AI: -b: GF2 AI: - hi ] . . - -dy[ G : (21) 487 There is an additional incentive in reducing the feeder models for SE because it is very difficult to estimate the exact load distribution with only a limited number of real-time measurements. Therefore, a simple rule-based network reduction method is developed to reduce the distribution feeders for SE. The method exploits the mainly radial topology of the feeders. The main idea is to divide a given feeder into sections such that the total load in each section is small and hence the loads in each section can be lumped at the bordering nodes of the corresponding section. The main steps of the feeder reduction method are as follows: Step 1 Pruning the Feeder LateraIs A feeder usually has many laterals and sublaterals, many of which are short and serves only a few small loads. If the total load served by any of such laterals is smaller than a specified value (50 kVA for example) these loads are lumped at the node at which the lateral is connected to the rest of the feeder and the lateral is eliminated. Step 2: Simplify the Feeder Sections It is important to retain the general topology of a feeder during reduction, hence first identify the following points to be retained in the reduced model: branching nodes, end nodes, nodes with large loads (for example, loads which are 100 kVA or greater) and nodes which have meters. Then calculate the total load in each feeder section between the nodes to be retained and divide these sections into subsections such that the total load in each subsection is about the specified value (50 kVA, for example). Finally, lump the total load in each subsection at their terminal nodes. Note that since the loads are grouped together for network reduction, the weights for the equivalent loads should be adjusted accordingly. Assuming that each load S L ~is forecasted with a certain accuracy, ai, the accuracy of the equivalent lumped load, aeq is the summation of the accuricies of the loads lumped together. Assuming also that the weights for the individual loads are chosen as w i= 1/02 the weight for the lumped load would be weq =l/aeq2:’ Using the reduced feeder model improves the performance of the SE for the following reasons: i) It is easier to forecast the load of a group of distribution transformers than each individual transformer load. ii) The larger the ratio of real-time measurements to forecasted loads the better the performance of the SE 1 23 44 + meter 5 6 78 l;j 11 will be in terms of both correcting the errors in forecasted loads and detecting and identifying the bad data due to topology errors and device malfunction, etc. IV. OBSERVABILITYANALYSIS For SE to be effective, a minimum amount of realtime data is necessary. Currently, power and voltage measurements at the substation are the only real-time measurements available at distribution level. Some feeders may also have a few branch current or power measurements. Since this real-time data is not enough for SE, load forecast data is used a s pseudomeasurements, measurements that are less accurate than the actual measurements, to supplement for the real-time data. It is expected that more measurements will be available as utilities install SCADA systems on their distribution systems. A numerical observability method is also necessary to ensure that the gain matrix is non-singular which is an indication that the data used is sufficient for SE. This is especially necessary when there are coupling terms in the gain matrix due to current measurements and/or loops. Numerical observability can be checked during the LDU factorization of the gain mahix G [ll]. V. TEST RESULTS The proposed three-phase state estimation method is implemented on a DEC Workstation environment to test its performance. The test results are summarized below. The test feeder is a 34 bus, 23 kV, 3-phase radial IEEE test feeder [12]. A one-line diagram of the feeder is given in Fig.2 with the nodes renumbered to make the illustration of the results easier. The feeder is predominantly three-phase with some single-phase laterals and has both spot and distributed loads. For test purposes, distributed line section loads are lumped equally at terminal nodes of the line sections. The nominal load data is taken as the actual load and the power flow results are used to determine the correct measurements for this load. The minimum voltage for this loading is Vmin = V ~ I , ,= 0.9402/ - 3.057 which indicates a heavy loading condition on the feeder. The line data used is given in (131 with line r/x ratios varying between 0.57 and 1.37. 12 14 1516 18 19 22 24 ~ 25 26 29 21 T Figure 2: One-line diagram of the test feeder T 488 To generate measurement data for testing purposes, a measurement scheme consisting of four meters is considered. The meters, marked as m0-m3 on Fig.2, measure the voltage and power flow at the substation, and currents on branches 18-19, 24-25 and 24-30. The forecasted load data is created by perturbing the actual load data by about 30%. The disturbance is done such that the net load perturbation between the meters is zero. This simulates the first measurement case Z1 in which forecasted loads have an error margin of 30% and are scaled according to measurements. Another measurement case 2 2 is created by using the same forecasted load data except that the value of the capacitor at node 33 is reduced by 50 kVar/phase to simulate a case with a bad measurement. The weights for forecasted loads and selected measurements are chosen by assuming that their measurement accuracies are 1% and 10% of their measured values, respectively. The voltage at the substation is held at the assumed measured value of 1.0 p.u. The test runs are grouped into three cases as detailed below. Case 1:SE on a Radial Feeder Two test runs were made with the proposed method S E b r to obtain SE solutions for the two measurement schemes Z1 and 22. The same tests are also repeated with a fully-coupled node-voltage-based SE method, SE-nd, presented in [3], to obtain a base case against which the other results can be compared. These test results are summarized in Tables 1 and 2. The test results indicate that: i) SE-br converges to the same point as SE-nd, as the results from these two methods are very close to each other. However, SE-br is computationally more efficient. The small differences in the results are mainly due to the different convergence criteria used in the two methods. One of the reasons for the efficiency of the S E b r is due to phase decoupling of the problem. The other is the small number of iterations in SE-br solutions which indicate the validity of the approximations used in (11) by using equivalent current measurements. ii) These test results illustrate the main characteristics of a SE solution based on a limited number of branch current measurements. SE in this case adjusts the loads such that the estimated power flows a t the measurement points match the measurements. This can be deduced from the maximum residual values as the maximum residuals are much smaller than the actual p e r t u r b a t i o n s (actual maximum load perturbation is about 11 kW). Nevertheless, residuals from the bad data case 2 2 indicate that current measurements can be effective in detecting bad data as the maximum residual for reactive power, rq, is much greater than the normal data case 21. To investigate the impact of measurement error in substation voltage on the results, test run for 2 2 is repeated with substation voltage measurement of 1.01 p.u. using SE-br. The same test run is repeated using SE-nd also, this time with two more voltage measurements from nodes 18 and 24, which are assumed to be correct. The minimum voltage estimates from SE-br and SE-nd are 0.94871-3.12840 and 0.9380L moo, respectively. Comparing these results with the actual minimum voltage given before indicates that SE-nd has a better performance in correcting the errors in voltage measurements than SE-br. However, in SE-br, the error in substation voltage measurement can be detected and corrected since an error in substation voltage will result in a biased estimation error on the other node voltages. This bias can be calculated by comparing the estimated voltages with measured values and it is about 0.009 for the example considered. Case 2: SE on a Reduced Feeder The 34 node test feeder is reduced to a 17 node feeder shown in Fig. 3 by using the proposed feeder reduction method. First a power flow is run with the nominal data to make sure that the power flow results closely matches with that of the original system. Then two SE-br test runs with data Z1 and 2 2 are repeated with the reduced feeder and the results are summarized in Tb1.3. Comparing Tbl.1 and Tb1.2 with Tb1.3 indicates that: i) The execution time is reduced considerably due to network reduction. Network reduction reduces the execution time of the S E p d as well, to 3.6 and 3.8 sec. for Z1 and 22, respectively. w Table 1: Test Results based on 21 , Mthd SE n d SE br itr 9 4 Mthd SE-nd SE-br itr T(sec) 15. 2.7 J(x) 69.98 73.34 r r ( k W ) rOm(kVar) 2.25 2.13 I I 2.19 2.27 meter T , Table 3: Test Results from Reduced Feeder I 10 4 J(x) 2064 2108 r,"x(kW) rOm(kVw) 5.48 5.39 I I 30.05 30.30 T Figure 3: Reduced Feeder Table 2: Test Results based on 2 2 T(sec) 15.9 2.7 m I Data Z1 22 I I I itr 4 4 I T(sec) I I I 0.7 0.7 J(x) I rDm(kW) 6380.0 3.64 7.04 I 185.0 I I I I rom(kVar) 4.9 36.9 489 ii) The performance of the SE with the reduced feeder is improved in terms of noise filtering and bad data detection, as the residuals in both normal load data, 21, and bad data, 22, are higher than that of previous case. This is mainly because more of the forecasted loads are lumped together in this case and hence error in them can be detected better than in previous case where the loads were more distributed. iii) The estimated voltage profile also closely matches the results obtained from the full feeder model as the minimum voltage estimates given in Tb1.4 indicate. These results illustrate the effectiveness of the proposed feeder reduction method as a means of improving computational efficiency without sacrificing accuracy. Table 4: Minimum Estimated Volta es Data full network reduced network 0.9365/ -3.2777 0.9365/ -3.2605 Case 3 SE on a Meshed Feeder To test the performance of SE-br on a weakly meshed feeder, two loops are created on the test feeder by adding two new branches between nodes 21-31 and 29-33, each 90000 feet long. The two test runs in Case 1 are repeated here for this modified feeder and the results are summarized in Tb1.5 for the bad data case 2 2 only. Test results for the same test using SE-nd is given in Tb1.5 also for comparison. Closeness of the results from the two methods again indicate that the SE-br converges to the same point as SE-nd. Note that SE-br is still computationally more efficient than SE-nd although its run-time increased compared to that of the radial case. Table 5: Test Results for the Meshed Feeder with 2 2 V. CONCLUSIONS A branch-current-based three-phase SE method is developed for distribution systems. Test results indicate that the method has superior performance compared to the conventional node-voltage-based methods both in terms of computation speed and memory requirements. The method is specially tailored for weakly meshed distribution systems which are radial or have a few loops. Another advantage of the method is its insensitivity to line parameters, which improves both its convergence and bad data handling performance. Finally, it is shown that the proposed feeder reduction method is very effective in improving the computation speed and filtering properties of the method without sacrificing accuracy. These features of the proposed method makes it very suitable for practical applications. Acknowledgments This research has been supported by EPRC, NCSU and Pacific Gas and Electric Company. REFERENCES [I] Brown, D.L., et. al, Prospects of Distribution Automation at Pacific Gas and Electric Company, IEEE Trans. on Power Delivery,, Oct. 1991, p. 1946-1953. 121 Roytelman I. and S.M. Shahidehpour, S t a t e Estimation for Electric Power Distribution Systems in Quasi Real-Time Conditions, presented at IEEE PES 1993 Winter Meeting, paper no: 090-1-PWRD. [3] Baran, M.E. S t a t e E s t i m a t i o n for R e a l - T i m e Monitoring of Distribution Systems, paper to be presented a t IEEE PES 1994 Winter Meeting, paper no: 235-2-PWRS. [4] Lu C.N., Teng J.H., a n d W.-H.E. Liu, Distribution System State Estimation paper to be presented at IEEE PES 1994 Winter Meeting, paper no: 098-4PWRS. [q Wu, F.F., Power System State Estimation: a Survey. Electrical Power and Energy Systems, April 1990, pp. 8@87. 161 Kersting, W.H. A Method to Teach the Design and Operation of a Distribufion System. IEEE Trans. on PAS, July 1984, p. 1945-1952. Wu, F.F. and A.F. Neyer, A s y n c h r o n o u s Distributed State Estimation f o r Power Distribution Systems. Proc. of 10th Power System Computation Conference, Aug. 1990, pp. 439-446. [4 Allemong, J.J., L. Radu, and A.M. Sasson, A fast and Reliable State Estimation Algorithm for AEP's New Control Center, IEEE Trans. on PAS, April 1982, pp. 933-944. [9] Monticelli, A., Murari C.A.F. and Wu F.F, A Hybrid State Estimator: Solving Normal Equations by Orthogonal Transformations, IEEE Trans. on Power Systems, Dec. 1985, pp. 3460-3465. [lo] Milli L., Phaniraj V., and Rousseeuw P.J. Least Median of Squares Estimation in Power Systems, IEEE Trans. on PWRS, May 1991, pp. 511-523. Ill] Clements, K.A. Observability Methods and Optimal Meter Placement, Int. Journal of Electrical Power and Energy Systems, April 1990, pp. 88-93. 1121 IEEE W.G., Radial Distribution Test Feeders. IEEE Trans. on Power Systems, Aug. 1991, pp. 975-985. 1131 Goswami, S.K. and S.K. Basu, Direct Solution of Distribufion Systems. IEE Proceedings-C, Jan. 1991. pp. 78-88, __-_ Mesut E. Baran received his B.S. and M.S. degrees in Electrical Engineering from Middle East Technical University, Turkey and his Ph.D. from the University of California, Berkeley. He is currently an Assistant Professor at North Carolina State University. A r t h u r W. K e l l e y received his B.S.E. from Duke University, Durham, North Carolina. He continued at Duke as a James B. Duke Fellow and received his M.S., and Ph.D. degrees in 1981, and 1984, respectively. He is currently an Associate Professor at North Carolina State University. 490 Discussion Fan Zhang (AB6 Automated Distribution Division 1021 Main Campus Drive Raleigh NC 27606-5202) The authors are to be congratulated for combining the weekly meshed topology feature of distribution systems into the state estimation of distribution systems This was achieved by using branch current as state variables instead of conventional node voltage The authors’ opinion on the following three issues are appreciated a) For a radial system even though the gain matrix G is independent of the line impedance parameters the leverage points can not be eliminated Their existence depends on the measurement schemes and system topology b) For a radial system without injection measurements, can the gain matrix be decoupled based on lines? For a weekly meshed system with limited injection measurements, can the state variables be grouped into several islands such that the gain matrix can be decoupled based on these islands? c) For a weekly meshed system the number of spanning tree (or the tree with measiirement assignment) is very limited It seems to me that the topological melhods are better candidates than the numerical methods in performing observability analysts Manusenpl received August 15, 1994 R. L. Lugtu, I. Roytelman (Siemens Energy & Automation, Inc., Empros Power System Control, Plymouth, MN): The authors propose a new and interesting approach to distribution system state estimation (SE). The method is not a simple extension of the conventional SE for transmission systems as proposed the same authors’ previous paper [ I ] and other recently published papers [2, 31. We support the understanding that distribution systems have fundamental characteristics which require exploration of methods other than conventional SE techniques. The number of recent papers devoted to the distribution system SE shows the timeliness of this topic. Choosing the branch currents as the state variables is a novel approach to achieve separable model of the various phases. Although the authors present a test case, more extensive tests, however, need to be performed to get to the same level of confidence and robustness characteristic of today’s estimators based on node voltage formulation. However. the results presented by the authors look very promising. Another idea used in the paper is network reduction. Without real time measurements, it is more reliable to forecast the load of a group of distribution transformers than for each individual transformer. The proposed pruning of feeder laterals looks extremely attractive especially for American type distribution systems where most of the transformers have power less than 50 kVA. We would appreciate the authors’ comments on the following points 1. BRANCH CURRENT MAGNITUDE MEASUREMENTS We would like to ask the authors what their reasons for not including the branch current magnitude measure- ments in the first iteration. It seems that with a large number of current magnitude measurements, including a preliminary current angle estimation (unity power factor) may improve performance. Another issue is the weight coefficient values that are used. The current magnitude is measured and therefore is more reliable. The same accuracy or weight cannot be assigned to the current angle or the real and imaginary pseudo current measurements. How are the weights of the latter chosen such that the accuracy of the other real telemetry are not compromised and yet be able to take advantage of the reliability of the current magnitude telemetry itself that is being replaced? 2. VOLTAGE MEASUREMENTS Voltage measurements are widely used in transmission state estimators. Although the distribution system does not have an overwhelming number of these measurements, they are more accurate than the other available real or pseudo measurements. The significant impact of voltage measurements appear to be corroborated by one of the case results presented. We feel that the incorporation of voltage measurements is a necessary feature and the idea of using voltage measurements as a post-solution check of the consistency of the results does not look very attractive. Do the authors have any ideas on how to incorporate the effects of voltage measurements and still retain the benefits of the current branch formulation? 3. Wmiiirs OF PSEUDO MEASURMENTS When real and pseudo measurements are mixed within the same estimation, the question arises as to how large the ratio of the measurement weights should be between real and pseudo such that the effect of the real measurements is not compromised and yet would not cause convergence problems. Did the authors do experimental runs to test how the method performs with various ratios? Another point is that with a great majority of the measurements being pseudo measurements, was there any attempt to classify some pseudo measurements as more “reliable” than others? For example, voltage and power factor are known to almost lie within a certain range. The same cannot be said of the kw or kva historical values. 4. TESTRESULTS Did the authors test the method using a subnetwork that includes the substation transformer and all the connected feeders? The reason is that there are usually measurements either at the high or low voltage side of the substation transformer(s) that can add substantially to the redundancy of the estimation model. It would also be very interesting to see how the method performs for a network (parallel) which is supplied from different two different substation transformers each with a voltage measurement. As a conclusion, we would like to congratulate the authors for their novel contribution to a very timely function which is needed as Distrihution Management Systems’ evolve. 49 1 References M. E. Baran, A. W. Kelley, “State Estimation for Real-Time Monitoring of Distribution Systems,” presented at IEEE PES 1994 Winter Meeting, paper No 94 WM 235-2 PWRS. C . N. Lu, J. H. Teng, W.-H. E. Liu, “Distribution System State Estimation,” presented at IEEE PES 1994 Winter Meeting, paper No 94 WM 098-4 PWRS. C . W. Hansen, A. S. Debs, “Power System State Estimation Using Three-phase Models,” presented at IEEE 1994 Summer Meeting, paper 94 SM 601-5 PWRS. Manuscript received August 22, 1994. M.E. Baran and A.W. Kelley: We thank the discussors very much for their interest in and for their very valuable comments on the paper. We will respond to each discussor separately. chosen by assuming that the loads are forecasted with a certain accuracy. With these weights the loads seem to be adjusted such that the estimated measurements would match the actual measurements. The “reliability” or what we call the accuracy information about the other pseudo measurements can also be reflected in the weights associated with these measurements. (4) We plan to d o the tests the reviewers propose and publish the results, as we agree that they will contribute more towards illustrating the robustness of the proposed method. Fan Zhang: Our response to Dr. Zhang’s questions are as follows. (a) In the proposed method the measurement Jacobian, H, is independent of line parameters (non-zero elements are +I, Sin$, Cos$) for radial case. Furthermore, the number of branches connected to a node is low. These conditions imp1 that there won’t be an levera e points [Cl]. (b) $he gain matrix wiE be Jecoupled if all the measurements are of line flow type. When there are measurement islands in a system, the gain matrix can be partitioned according to these islands and there won’t be any coupling between the partitions. However, the part of the gain matrix corresponding to a measurement island will be phase coupled if the island contains a looping branch. (c) As the discussor suggests, topological observability will be easy to apply in determining the “topological observability” of the system. However, this observability will not guarantee that the system will be numerically observable (i.e., the gain matrix will be nonsingular), when there are current measurements and/or the system contains loops. We thank again the discussors for their very valuable comments. R.L. Lugtu and I. Roytelman: The discussors’questions are very insightful and our response to them are as follows: (1)The main reason for not including the branch currents in the first iteration is the difficulty in initial estimation of their phase angles. The discussors’ suggestion may indeed improve the convergence. The selection of weights for the equivalent real and imaginary current measurements should be the same as that of power measurements, since the equivalent currents do not change the solution appreciably. [Cl]Milli L., Phaniraj V., and Rousseeuw P.J. Least (2) The justification for not including voltage measureMedian of Squares E s t i i i i n t i o n in Power Systems, ments is based on the observation, as made by others, that IEEE Trans. on PWRS, May 1991, pp. 511-523. the impact of voltage measurements on the state estimation results are negligible. (3) The weights for the pseudo load measurements are Manuscript received October 26, 1994.