1. Introduction
Global energy cost increases, combined with the desire to minimize harmful fossil-based emissions, are driving the demand for global clean and efficient energy sources and systems [
1]. As per the Department of Energy’s report in South Africa, by the end of June 2017, 3162 MW of electricity generation capacity had been added to the national grid through 57 independent power producer (IPP) projects. According to the CSRI report from February 2023, renewable energy technologies, such as wind, solar PV, and CSP, saw an increase in installed capacity in 2022, reaching a total of 6.2 GW and contributing 7.3% to the overall energy mix. The Department of Mineral Resources and Energy (DMRE) is inviting interested parties to register potential bids for the Seventh Bid Submission Phase (Bid Window 7) of the Renewable Energy Independent Power Producers Procurement Programme (REIPPPP). This call for proposals aims to solicit bids from independent power producers (IPPs) to develop 5000 MW of new generation capacity, including 1800 MW of solar PV and 3200 MW of wind power. Furthermore, the eThekwini Renewable Energy Roadmap technical report, building upon the Energy Strategic Roadmap (ESR), outlines the municipality’s climate action objectives for 2030 and 2050. Through its Municipal Independent Power Producer Programme (MIPPP), eThekwini seeks to secure 400 MW of capacity from IPPs to ensure a reliable and diverse energy supply. The MIPPP will be implemented in phases, with the aim of having this new generation capacity operational by July 2025 or sooner. These advancements highlight a clear change in the dynamics of power systems, as numerous developing countries are progressively embracing the integration of renewable energy to improve their energy accessibility. However, technical challenges arise due to this widespread adoption of renewable energy. These challenges include issues such as reduced inertia due to the replacement of traditional synchronous generators with virtual synchronous generators, fault ride-through capabilities to ensure the continuous operation of renewable energy sources (RES) during faults, uncertainties, voltage and frequency fluctuations, high fault currents, low generation reserves, and diminished power quality [
2].
Compensated transmission lines are utilized within power system networks to boost energy transmission capacity, enhance system stability, reduce transmission losses, and offer greater flexibility in managing power flow [
3]. The non-linear properties of a series capacitor used for line compensation cause the impedance characteristics of the system to change rapidly, resulting in the generation of high-frequency signals. These signals interfere with the proper operation of relays by affecting voltage (V) and current (I). Consequently, the relay faces challenges in accurately identifying, categorizing, and locating faults [
4]. When designing a protection system for a compensated transmission line, two main occurrences must be considered: current inversion and voltage inversion resulting from compensation. If a fault arises where the total reactance is capacitive, it triggers current inversion, also known as current reversal. During this inversion, the current leads the voltage instead of lagging behind it. The probability of current inversion increases with greater levels of compensation. While current inversion is not a major issue at lower compensation levels, it becomes a concern as compensation increases. At higher levels, current inversion can affect faults along an extended section of the line, potentially reaching beyond the receiving end of the compensated line [
5]. If a fault happens on a series-compensated transmission line and the impedance from the fault location to the relay point is capacitive while the overall impedance from the power system source to the fault stays inductive, it results in what’s known as a voltage inversion in the power system [
6].
According to Pilotto in [
7], it has been noted that compensating transmission lines can unintentionally increase the likelihood of encountering sub-synchronous resonance (SSR). This challenge arises from the interplay between an electrical mode of the series-compensated network and a mechanical shaft mode of a turbine-generator group. The repercussions of these interactions could potentially lead to the generation of harmful torsional forces. Transmission lines are formally compensated using flexible AC transmission system (FACTS) devices bringing forth novel power system dynamics that necessitate a thorough examination by system protection engineers [
8]. Normally transmission lines are subjected to various fault conditions, such as L-L (line-to-line), L-G (line-to-ground), and even three-phase fault [
9]. When these faults happen, the protection system is expected to isolate the faulty system; reliability, accuracy, and speed are some of the major priorities for any protection scheme. Distance protection relay is used to protect transmission line, these schemes used the system impedance seen by the relay to issue a trip signal. The effectiveness of the distance protection scheme (DPS) is significantly impacted by the integration of FACTS devices, as their inclusion may interfere with the coordination of protective relays, leading to both under-reaching and over-reaching of the relays [
10]. Distance relays are commonly employed for the protection of transmission lines. Distance relays face several challenges when protecting compensated lines, such as fault detection, classification, and location, due to voltage inversion, current inversion, and low-frequency oscillation. Also, the presence of harmonics in the context of compensated transmission line protection, may cause the relay will malfunction. According to [
11] in many instances, protective relays for transmission lines have unfortunately triggered due to harmonics present in the power system. The other concept that affects the distance relay when protecting compensated line is compensation level. This is described as the percentage of the capacitive reactive impedance introduced by capacitors, FACTS devices added to compensated transmission line. The capacitive reactance then cancels the inductive reactance of the line. Compensation level is dependent upon the quantity of capacitors connected to the line, hence affecting the overall impendence seen by the relay, and a proficient understanding of the compensation level is imperative for the accurate functioning of distance relays. The presence of fluctuation in the reactance of capacitors requires the implementation of adaptive distance protection mechanisms [
12] to improve the performance of the relays. It is hypothesized that the complexity of a transmission line protection system may be further increased when the integration of renewable energy sources (RES) into a compensated transmission line. Consequently, the conventional transmission line protection schemes may not be sufficient, this necessitates further investigation into the impact of integrating renewable energy sources (RES) on existing protection schemes for heavily compensated lines [
13]. The majority of the existing investigation of distance protection techniques whn protecting compensated lines is conducted without considering the incorporation of renewable energy sources (RES) and the associated complexities. Although some literature has assessed the impact of renewable energy sources (RES) on conventional protection schemes, most researchers have investigated for a condition where the lines at point of penetration are not compensated, and only the methodologies involving time–frequency analysis and real-time evaluation have been examined particularly for windfarms, it is also noted that most schemes are not tested or subjected to various system dynamics like power swing or higher levels of compensation.
While adaptive distance protection strategies have addressed the issue of these schemes not being subjected to testing under dynamic system conditions. The investigation of the impact of various compensation levels and high penetration of different types of renewable energy sources is lacking in the literature. This paper provides a thorough examination of the challenges posed by the integration of renewable energy sources (RES) and the significant compensation levels on transmission line protection schemes. It also explores various techniques employed to address these challenges. This paper reviews the techniques available in literature to address the challenges presented by lines compensation and RES integration into power systems network operation including the protection systems, it then makes recommendation for further research that maybe conducted to improve the protection system of compensated transmission line with penetration of RES.
2. The Landscape of Renewable Energy in South Africa
Despite recent investments in renewable energy technologies, wind, solar PV, and CSP account for a pitiful 13.7% of the total energy mix (without hydro, it is 7.3%). Coal continues to be South Africa’s primary energy source, accounting for 80% of the nation’s electricity generation. A total of 2.6% and 4.6%, respectively, came from diesel and nuclear energy [
14]. In 2003, South Africa unveiled a white paper with a strategy to produce 10 TWh of power from renewable energy sources, including biomass, wind, sun, and small-scale hydro. An integrated resource plan was subsequently passed in May 2011 with the revised objective of increasing the amount of renewable energy in the energy mix to 17,800 MW by 2030 [
15]. RSA’s annual power demand is predicted to increase from 345 TWh to 416 TWh by 2030, compared to the Department of Energy’s 454 TWh projection in the Integrated Resource Plan (IRP) for power document [
16]. Furthermore, Eskom’s Just Energy shift (JET) office was founded in early 2020 and has advanced the shift towards a greener and cleaner energy future with notable advancements [
17]. “Just” clarifies that there won’t be any detrimental effects on society, employment, or livelihoods from this transition, which is defined as the progressive shift towards lower carbon technology. The future growth and sustainability of the nation depend on the Just Energy Transition.
The installed capacity of renewable energy sources in South Africa is depicted in
Figure 1, which highlights the prevalence of hydro, solar, and photovoltaic energy sources. This assertion is in fact supported by the live report reported in
Table 1 on the Eskom website. The report can be accessed at the Eskom website [
18]. Moreover,
Table 2 presents the comprehensive annual contribution of renewable energy, derived from data provided by operators. Both Eskom and IPP contributions are included in the wind data.
Table 2 displays the yearly amount of renewable energy added to Eskom’s grid in 2023–2024.
Figure 2 displays the hourly contribution. It is evident from this figure that wind is the primary source of grid enhancement, contributing up to over 2500 MWh, while photovoltaics contributes over 1750 MWh. This demonstrates how the South African grid network is increasingly integrating renewable energy sources. The integrated resource plan is a long-term energy strategy that describes the infrastructure needs and electricity generating mix for South Africa in order to provide affordable, sustainable energy security, minimal water use, and low carbon dioxide emissions [
6]. The eleven geographic regions that are suitable for the large-scale development of solar PV and wind energy are referred to as the renewable energy development zones. Through optimization of the RE capacity allocation mix and future plant location in the context of national grid support, the REDZs introduce geographical dispersion in the siting of RE facilities [
20], this zones are shown in
Figure 3 and highlights a great potential for renewable energy integration in South Africa. Job losses in the coal industry, a lack of local manufacturing of renewable energy components, high entry barriers into the renewable energy sector due to a lack of competitiveness, a shortage of critical skills, and grid capacity for the integration of renewables in high resource areas are some of the challenges associated with renewable energy integration in South Africa. It suggests doing research and a cost–benefit analysis on alternative complementary technologies that can offer the required grid services to support variable renewable technologies in order to address the issue of the performance of renewable technologies. Therefore, in the presence of renewable intergraded networks, our research further suggests a development of improved protective systems, grid stability support and improve technologies for integrating renewables such that the grids stability is maintained.
3. FACTS Devices on Protection Schemes
FACTS devices introduce an innovative concept that utilizes power electronics and controllers to enhance the controllability and capacity expansion of transmission networks, while also offering opportunities to improve control operations and stability in transmission systems. The underlying technology of FACTS involves advanced high-power electronics that incorporate various thyristor devices for future applications. These are supported by advancements in digital protective relays, controls, and integrated communication systems. These devices enable the regulation of critical parameters and characteristics of transmission lines, such as impedance, admittance, and voltage (both angle and phase), which are fundamental constraints on power transmission. Detecting, categorizing, and locating faults in transmission lines compensated by FACTS devices and series capacitor (SC) is considerably more complex than traditional lines due to the presence of time-variant voltage and current sources in the line’s structure. Included among these devices are thyristor-controlled series capacitors (TCSC), static VAR compensators, static synchronous compensators (STATCOM), static synchronous series compensators, and unified power flow controllers (UPFC). The presence of FACTS devices and SCs in transmission lines results in continuous changes in line impedance, presenting significant challenges for line protection [
23]. TCSC and UPFC emerge as the two most crucial devices, widely deployed on high-voltage transmission lines [
24].
The UPFC comprises a static synchronous series compensator (STATCOM) and a static synchronous compensator (SSSC), as illustrated as Figure 6 of [
25]. The parameters of voltage (V), current (I), and phase angle can be adjusted independently. This, consequently, aids in the autonomous regulation of both active and reactive power flows within a transmission line [
26]. The voltage and current signals experience significant alterations as a result of the UPFC controllers, both during transient conditions and in a steady-state. Hence, the performance of the standard distance relay is significantly affected due to the nonlinearity in output power resulting from diverse operational modes of the UPFC [
27]. The impedance measurement will exhibit an increase as a consequence of the incorporation of the UPCF due to the aforementioned phenomenon, it is possible for the impedance relay to exhibit over-reaching or under-reaching. In [
28], UPFC was designed to regulate the voltage of transmission lines and bus voltages apart from the reactive and active electrical power they carry. It is suggested that factors such as installation point, operating modes, fault location, fault resistances, fault inception angles, fault types, and external faults must all be considered while designing the protective system of transmission line compensated using the technique.
The STATCOM acts as a controller for reactive power compensation, operating in parallel with the system. Advances in power electronics, particularly with the GTO thyristor, have made it feasible to implement this technology practically, offering a viable alternative to traditional SVCs. The torsional properties of remote generators can be modified by implementing a static VAR compensator (SVC) within an advanced transmission system that utilizes series capacitors for compensation. The torsional interaction is significantly influenced by various parameters such as system loading, the level of series compensation, the operating point and control setting of the static VAR compensator (SVC), and other relevant factors [
29]. The management of reactive power flow is governed by the relationship between the AC voltage of the system and the voltage at the STATCOM’s AC terminals. If the voltage at the STATCOM terminals exceeds the system voltage, the STATCOM functions as a capacitor, injecting reactive power from the STATCOM into the system. Conversely, if the STATCOM voltage falls below the AC voltage, it behaves as an inductor, causing the reversal of reactive power flow. Under normal operating conditions, both voltages are equal, resulting in no power exchange between the STATCOM and the system [
30]. The SSSC, as a series-connected FACTS device, has the capability to provide either inductive or capacitive voltage regardless of the current in the transmission line, within its rated current limits. Additionally, the SSSC has the capacity to exchange both active and reactive power with the AC system, primarily by regulating the angular position of the injected voltage [
31]. In [
32] The SSSC, functioning as a series-connected FACTS apparatus, is capable of supplying either inductive or capacitive voltage independently of the current in the transmission line, within its specified current limits. Moreover, the SSSC can exchange both active and reactive power with the AC system, primarily by controlling the angular position of the injected voltage [
33]. According to [
34] Enhancing the dynamic performance of power systems, regulating power factor, voltage management, and stabilizing power flow can be enhanced through the integration of a STATCOM. Additionally, it can effectively mitigate sub synchronous resonance (SSR). However, to adequately suppress SSR, an auxiliary controller needs to be incorporated alongside the STATCOM.
The TCSC consists of a capacitor that is connected in series with a thyristor-controlled reactor (TCR) and an antiparallel thyristor [
35]. To protect the capacitor against over-voltage, a metal oxide varistor (MOV) is employed. On the contrary, the TCR alters the impedance of the TCSC by manipulating the firing angle of a thyristor, thereby boosting the fundamental voltage across the fixed capacitor. When the voltage is altered, the series capacitive reactance adapts correspondingly [
9]. Hence, the impedance seen by the relay is influenced by the presence of a TCSC in the fault loop. These influences affect both the inductive and capacitive modes of operation [
36]. When thyristors are triggered in close proximity to the zero crossing of the capacitor voltage, the capacitive reactance has the potential to increase up to 2–3 times the fixed capacitor reactance. Miscoordination, over-reaching, and other operational challenges arise when the TCSC switches between different modes of operation. To mitigate these challenges, it is recommended to employ adaptive and pilot protection schemes. Since the positive-sequence impedance as determined by the conventional stand-alone distance relays becomes ineffective in determining the fault distance due to rapid changes brought about by the associated TCSC control actions in the primary system parameters, including line impedances and load currents, throughout the fault duration [
37].
Power swings are also a consequential matter arising from line compensation, as the impedance seen by the distance relay during a power swing may encroach upon the relay’s operational region, which is deemed undesirable [
38], this occurrence will result in an erroneous trip and instigate instability within a system. The occurrence of an out-of-step issue may arise when the swing exhibits instability, leading to a loss of synchronization within the system [
39]. The implementation of an out-of-step blocking (OSB) strategy prevents the inhibition of protection relays’ activation in the presence of a stable power swing [
38,
40]. The presence of harmonics introduced by implementing transmission line compensation on the power system networks affects the accuracy of the distance protection; the first-zone protection would not detect the faults at the reach setting [
11].
In [
41], smart power flow control (SPFC) is introduced, utilizing a 48-pulse converter, compensates for the reactive power of the power grid. The maximum power is achieved in SSSC at an injected voltage angle of 90 degrees when using a 48-pulse STATCOM, and harmonic distortion is minimized. In [
42,
43] a VSC-Base STATCOM is investigated using ANN-based closed-loop control techniques, this article shows how to regulate the reactive power produced by a long transmission line across a broad area, keeping the voltage profile at the receiving end constant. Harmonics are reduced to a tolerable level using the ANN method and H-bridge multi-level VSC architecture. Authors in [
44] used a fuzzy logic (FL)-based controller for UPFC, in their work lines current total harmonic distortion (THD) was reduced below 5%, reactive power adjustment, and voltage sag mitigation. Furthermore, a comparison is made between the performance of the proposed FL-based UPFC and proportional integral (PI)-based controller under varying transmission network operating conditions, with the results showing that the FL-based UPFC provides superior results.
Depending on the design, these compensation devices may be situated in various locations, such as the midpoint of the line, at the busbar near the generating station, or at the distant busbar toward the load. Determining the optimal placement of these devices is crucial for maximizing their benefits. Achieving desired operating characteristics involves continuously adjusting the location of the FACTS device along the transmission line [
45,
46]. According to [
47] FACTS devices achieve optimal voltage support when strategically positioned at the midpoint of the transmission line. Moreover, an in-depth examination of FACTS device applications is presented in article [
46], which reviews research from the past decade on different methodologies for placing FACTS devices. This research utilizes a meta-heuristic approach to address the placement of FACTS devices, aiming to maintain appropriate bus voltages, control line flow, and enhance overall system efficiency. The literature provides an extensive analysis of the prospective methodologies aimed at mitigating the emerging challenges associated with introduction of FACTS devices for transmission line compensation; this is summarized in
Table 3, highlighting different techniques and their contribution, including the challenges each work is trying to address.
Static VAR compensator (SVC) is a first-generation FACTS device that can control voltage at the required bus thereby improving the voltage profile of the system. The primary task of an SVC is to maintain the voltage at a particular bus by means of reactive power compensation (obtained by varying the firing angle of the thyristors) [
9]. SVCs have been used for high-performance steady-state and transient voltage control compared with classical shunt compensation. SVCs are also used to dampen power swings, improve transient stability, and reduce system losses by optimized reactive power control [
51]. Thyristor-controlled series capacitor (TCSC) is one of the important members of FACTS family that is increasingly applied with long transmission lines by the utilities in modern power systems. It can have various roles in the operation and control of power systems, such as scheduling power flow; decreasing unsymmetrical components; reducing net loss; providing voltage support; limiting short-circuit currents; mitigating sub synchronous resonance (SSR); damping the power oscillation; and enhancing transient stability [
52]. Among the available FACTS devices, the unified power flow controller (UPFC) is the most versatile one that can be used to improve steady-state stability, dynamic stability and transient stability [
53]. The UPFC can independently control many parameters since it is the combination of static synchronous compensator (STATCOM) and SSSC. It has been reported in many papers that UPFC can improve stability of single machine infinite bus (SMIB) system and multimachine system [
54,
55]. Transmission line compensation is subdivided into three categories, which are shunt series compensation and combination of series parallel; this is shown in
Figure 4. Furthermore, the technology used in each category is listed for each classification
4. Renewable Energy Integration
While the integration of high-level renewable energy sources (RES) mitigates adverse environmental effects in contrast to traditional fossil fuel-based energy generation, it also presents technical challenges. These challenges include decreased total inertia, limited fault ride-through capability, increased uncertainties, fluctuations in voltage and frequency, elevated fault currents, diminished generation reserves, and reduced power quality. [
2]. Another challenge with integration of RES into the grid is the significant issues is the drop in short circuit levels (SCLs), which can result in poor power quality and the failure of some protection schemes, such as distance and over-current protection [
56]. Solar PV plants have zero inertia to contribute to the power grid and variable speed wind turbines have a negligible amount, it is crucial to develop suitable controlling mechanism for RES that mimic the characteristics of a synchronous generator to enhance the grid’s frequency response. The frequency of RES integrated systems is supported by the notion of virtual inertia technologies, which make use of energy storage systems (ESSs), PE converters, and control algorithms. Grid-connected solar PV always works at its maximum power point (MPP) with no reserve margin, it cannot contribute to frequency management during negative frequency excursion. To address these challenges these methods are discussed in the literature, which are energy storage devices [
57], ref. [
58] de-loading [
59,
60,
61,
62], and inertial response [
63]. Security considerations arise regarding the practicality of integrating large-scale wind RES into the current electrical grid, particularly concerning transmission infrastructure [
34]. Frequency responsiveness of wind integrated systems can be enhanced by the application of virtual inertia technologies such de-loading, inertia emulation, droop controller, and energy storage.
Also, the prompt response to disturbances by disconnecting photovoltaic (PV) and wind plants can have adverse effects on the stability of the system. Hence, it is imperative for photovoltaic (PV) and wind power plants to maintain grid connectivity in the event of faults for a specified duration, ensuring their fault ride-through (FRT) capabilities. The stipulation is primarily attributed to the contemporary grid code, which may vary across countries based on various criteria. The requirements specified by the South African grid code include voltage limits of ±1 per unit (pu), frequency limits of ±5%, and limits on current/voltage harmonic distortions, specifically a total harmonic distortion voltage (THDv) of 0.1% and a total harmonic distortion current (THDi) of 5% [
64]. For the purpose of enhancing fault ride-through (FRT), a concise summary of various methodologies, as presented in the literature, is categorized in accordance with
Figure 5. They are classified as per their configuration that requires auxiliary devices and those that do not require these devices [
64].
Power electronic converters play a crucial role as the central processing units of a renewable energy system and grid integrated systems. The presence of these components induces harmonic injection, leading to system destabilization in the entire system. The enhancement of power quality in renewable energy systems (RES) is achieved through the implementation of diverse techniques, such as the integration of advanced control systems and the utilization of various ancillary equipment [
65]. These can be classified based into four categories which are use of Facts devices, using energy storage technologies, the use of filtering technologies and different design for converter control as shown in
Figure 6. Furthermore, each category uses specific technologies to achieved an improved power quality for example under battery storage system there is use of batteries, supercharged capacitors etc.
It is evident that integrating RES affects the operation and stability of the power systems network. Frequency fluctuations is one of the challenges these integrated systems encounter. The incorporation of frequency support is increasingly crucial in evolving standards for grid-connected renewable energy sources to maintain the safety and reliability of these power systems with low inertia. Given this prevailing situation, it becomes essential to integrate inverter-based renewable energy generators to improve the frequency stability of modern electrical grid [
66]. The primary frequency response (PFR) and inertia work together synergistically to actively mitigate power frequency fluctuations, thus preventing potential negative outcomes like the activation of under-frequency load-shedding (UFLS) relays, false tripping of protection relays, damage to machinery, or the occurrence of unstable frequencies that could result in a blackout [
67]. Renewable energy storage systems (RESS) maintain a greater power reserve to offset the reduced levels of power system inertia. To bolster the grid’s resilience against frequency disturbances, an accelerated frequency-Watt response can be integrated [
68]. Improvements in frequency response for PV inverters can be deemed impractical [
69], hence the power reserve is an essential requirement for providing complete support to the frequency [
70].
The task of ensuring frequency stability in advanced grids is progressively growing in complexity, necessitating the development of grid codes and standards in numerous countries as a means to address this challenge. As the adoption of renewable energy sources (RES) increases, the number of primary and secondary control reserve power generating units will decrease. This results in a rise in frequency deviation, as indicated in [
16]. The integration of the energy storage system (ESS) into the power grid is aimed at facilitating frequency support. Nevertheless, the implementation of this particular approach for delivering frequency support is deemed expensive [
71]. The construction of the energy storage system (ESS) can be accomplished through the utilization of diverse energy storage devices, such as batteries [
72,
73,
74], electric double-layer capacitor [
59], and storage buffer units [
75]. However the incorporation of virtual synchronous generators (VSG} technology into commercial photovoltaic (PV) power plants is impacted by the prevalence of energy storage systems (ESSs), one of the disadvantage on using batteries for energy reserve is reduced life span due to when a battery is required to sustain a primary frequency, it is subjected to frequent and substantial power fluctuations [
76]. Marzebali et.al [
77] developed a hybrid energy storage system that incorporates a fuel cell as the primary power source, supplemented by a battery for additional power supply. In [
78], in order to mitigate voltage and frequency fluctuations within the isolated micro grids, it is suggested that battery energy storage systems (BESs) incorporate a synchronized and integrated energy management system, known as coordinated energy management system (SAMGs). The power outputs of renewable sources exhibit significant variability, whereas battery power densities are comparatively low. Following significant voltage fluctuations, batteries encounter difficulties in initiating start-up subsequent to rapid oscillation. A higher magnitude of reserve power is maintained for photovoltaic (PV) systems when operating at reduced levels of power system inertia.
Overloading, voltage fluctuations, and insufficient frequency support capacity are among the potential issues that may arise from continuous maximum power point tracking (MPPT) operation [
79], It is advisable to consider the possibility of implementing a faster frequency-Watt response to enhance grid support during frequency disturbances. In [
70] a power reserve control (PRC) technique based on maximum power point tracking (MPPT) has been established. This technique enables real-time measurement of the maximum power point (MAP) at regular intervals, eliminating the requirement for supplementary hardware or intricate computations. The coupling of the MAP measuring loop with the power reserve loop poses a hindrance to the implementation of the virtual inertia control. In order to optimize the frequency response in power networks that have a substantial integration of renewable energy resources, it is advisable to implement frequency droop-based control [
80]. The summary of the techniques implemented for frequency support for grid integrated networks is shown in
Table 4.
The methods employed in the literature to address the issue of FRT capabilities have been succinctly summarized in
Table 5.
Furthermore
Figure 4 shows a summarized model of strategies that can be used to improve frequency response of RES integrated networks. They are categorized into three, which are mathematically based, equipment-based, and control-based, as shown in
Figure 7. Also, under each category the list of specific technique falling under each category for example under mathematically based there is root cause analysis and frequency-based calculations.
In the event of a power system fault resulting in a voltage drop, it is imperative that the integrated renewable energy sources (RES) exhibit the capability to sustain uninterrupted operation while remaining connected to the grid for an extended duration. Furthermore, these RES should promptly contribute to the power grid’s swift restoration following a fault-induced disconnection. The primary objective behind these measures is to guarantee the ongoing safe and stable functioning of the grid. Consequently, it is imperative that wind generators possess specific low voltage ride-through (LVRT) capability. To ensure a secure and efficient integration into the power system, it is necessary that grid-feeding inverters possess significantly improved monitoring capabilities for operation and enhanced performance. These specific inverters are required to enhance grid stability during fault conditions while maintaining continuous connection to the system. When the primary grid is experiencing an imbalance, addressing this situation becomes challenging. According to [
90] has been identified that there are two primary challenges encountered during a fault condition in RES integrated networks which are systems frequency response and fault ride-through capabilities.
The investigation of wind energy utilization has been the subject of numerous investigations by researchers [
66], and recently, there has been a significant an increase in the increase of wind farms having a capacity of one megawatt or higher, to attain fault ride-through capability (FRTC) even under zero system voltage conditions, various techniques and their corresponding control systems are thoroughly examined during both symmetrical and asymmetrical breakdown scenarios.
Development and integration of renewable energy sources into the existing power system has enhanced the complexity in the network. Efficient operation of this complex network is a tedious task for the authorities. It is emphasized that accurate interpretation of these codes holds paramount importance for wind farm developers, manufacturers, and network operators. These codes delineate the operational limits of RES connected to the grid, encompassing parameters such as frequency range, voltage tolerance, power factor, and fault ride-through capability. The emergence of new power-electronic technology assumes a crucial role in facilitating the integration of renewable energy sources into the grid. This technology should enable the development of power-electronic interfaces tailored to accommodate the highest projected turbine ratings. This entails optimizing energy conversion and transmission, managing reactive power, minimizing harmonic distortion, achieving high efficiency across a broad power spectrum, ensuring reliability, and withstanding subsystem component failures. Additionally, it is imperative to comprehend the impact of these device characteristics on protection systems.
5. The Impact of Renewable Energy on Protection Schemes
Designing relay tripping characteristics presents a significant challenge for distance relays on transmission lines, particularly given the increased pressure on power system operation. The increasing presence of non-synchronous and inverter-connected generating plants, driven by the rise of renewable energy sources (RES) in electricity generation, poses unique challenges. Unlike conventional plants, RES plants utilize active control systems or sophisticated software to manage disturbances. Protecting grid-integrated RES presents several issues, including reduced fault current leading to protection blindness, false or sympathetic tripping due to bidirectional fault current flow, and coordination problems where relays may trip prematurely. The distance relay may face challenges of both under-reach and over-reach, due to the factors mentioned. Additionally, islanding problems may arise, causing unstable operation, while loss of coordination can disrupt relay operation in a cascade manner. Auto-recloser challenges may result in the conversion of temporary faults into permanent ones, and selectivity issues can make it difficult for relays to distinguish between healthy and unhealthy system conditions. Distance relay challenges further complicate the task of accurately detecting faults within the network. These complexities highlight the importance of implementing effective protection systems for grid-integrated RES.
Changes in wind conditions notably affect the reach of distance relays designed for transmission line protection. Wind speed fluctuations cause voltage level changes at local network buses, causing variations in apparent impedance detected by protective relays. These fluctuations in impedance also result in adjustments to the distance relay’s reach setting [
96]. The implementation of new grid regulations regarding fault ride-through (FRT) capability, requiring doubly fed induction generation (DFIG) to remain connected to the grid during fault conditions, may result in converter damage due to current fluctuations. In order to safeguard the converter, crowbar protection is employed to divert current away from it. As a result of the crowbar resistance, DFIG exhibits varying fault current values compared to normal operating conditions for specific durations [
97].
This leads to issues with the reach of transmission line protection connecting these RES to the grid. The short-circuit behavior of various distributed generators (DGs), including induction generators and conventional synchronous generators, differs and influences the settings for distance protection. Moreover, the increased presence of renewable energy systems (RES) may disrupt the operation of transmission line relays. The effectiveness of transmission-line distance protection can be influenced by factors such as the capacity, size, and density of RES plants. Other factors impacting the performance of distance protection include the proximity of the fault to the bus, fault location, the type of fault (transient or steady-state), fault inception angle, power swing, voltage level, fault level, frequency matching, mutual coupling, compensation techniques, and the use of FACTS devices in transmission lines to optimize power transfer [
98]. These difficulties underscore the importance of exploring novel technologies for safeguarding transmission lines. Researchers in the literature have explored various parameters influenced by the characteristics of integrated networks. Furthermore, the inclusion of FACTS devices in the transmission system significantly influences the performance of distance relays by changing apparent impedance. Additionally, the reach setting of the relay is significantly affected by ongoing fluctuations in relay end voltage when offshore wind farms are connected to the power transmission system. Consequently, developing tripping characteristics for suitable operating conditions remains a challenging issue [
99].
Figure 8 shows the number of factors affecting the performance of the distance relay when protecting RES. In this figure, there are two major contributing factor which are the type of RES, penetration level, voltage level which affects parameters such as impedance. Furthermore, it can be noted that these parameters affect fault condition, systems frequency response, etc., which directly affects the effectiveness of the protection relay. The influence of source impedance is an essential factor to take into account as it is closely linked to the number of wind farms integrated into the transmission network [
99]. This is because the equivalent source impedance of the generators will change depending on the number of units connected to the bus simultaneously [
100]. The traditional distance protection philosophy, tailored for lines connected to synchronous generators (SG), functions effectively due to the homogeneity of SG-connected systems. This is not the case for RES integrated systems, where fault current and its angle are governed by control strategies, grid codes, and FRT requirements. Additionally, the distinctive fault current behavior of inverter-based generators (IBG) significantly affects the reliability and security of distance relays zones of protection [
101] for the faults falling within the three zones. According to [
102], due to the current source representation of the RES integration [
2], the phase difference between line-end currents during Zone 1 faults can be considerable and depends on grid code (GC) specifications. This can lead to inaccurate reactance calculations by the distance relay of such systems, potentially compromising relay reliability. In the case of Zone 2 faults, discrepancies in both phase and magnitude between local and infeed currents could jeopardize relay security and render FRT schemes ineffective within the integrated RES. Alternatively, it might bypass backup protection, depending on the system’s characteristics.
Fast determination of the transient frequency leads to significantly decreased delay time in protection compared to using a fixed-delay method. Theoretical analysis suggests that both the power frequency component distance relay and the phase-comparison distance relay are influenced by the prominent harmonic content and frequency deviation of RES systems. Moreover, the fluctuation in power frequency impacts the distance relay because of the impedance properties of the line connected to renewable RES [
103] is directly affected by frequency variation. The research that has been currently conducted is summarized in
Table 6, highlighting the problem addressed and the proposed solution.
Additionally, reactive power compensation objectives are achieved by integrating a distributed static synchronous compensator (D-STATCOM) at the coupling point. This indicates that there is a need for protection engineers and researchers to focus specifically on enhancing the performance of distance protection relays in the presence of RES.
6. Adaptive Distance Protection Scheme
Integration of renewable energy affects the performance of conventional protection schemes. According to [
107] the conventional relay protection employed for the collector line of a wind farm encounters issues pertaining to inadequate selectivity and diminished sensitivity. This arises due to the utilization of a solitary protection component on the bus-side of the collector line. The fluctuations in wind speed directly impact the variations in voltage, frequency, and power generation of wind farms. Hence, it is of utmost importance to implement an adaptive system for distance protection of the transmission lines that interconnect said farm with the power grid is essential [
108]. The effectiveness of a distance relay may be notably influenced by several uncontrolled variables, including fault resistance, fault type, fault location, and noise. Furthermore, the integration of photovoltaic power plants into electrical grids results in unique fault current characteristics compared to conventional power systems with synchronous generators [
109].
Firstly, the short-circuit level could either decrease or increase. Secondly, the fault ride-through (FRT) capability may decline. All of these factors could lead to inferior power quality and the malfunction of certain protection schemes, such as distance and over-current protection [
12]. As the primary aim of a protection system is swift fault elimination, while power quality ensures the consistent delivery of reliable power within defined parameters, it is crucial to explore how protection systems are impacted by the integration of renewable energy sources (RES). The challenge stemming from RES integration lies in the fluctuating operating conditions of wind farms (WF), which can result in power, frequency, and voltage fluctuations, potentially introducing new hurdles for existing protection algorithms [
110]. The incorporation of renewable energy sources into power networks alters the network topologies. Their fault levels are intermittent, and existing protection schemes may fail to operate due to their predefined conditions. Therefore, it is crucial to design and select an appropriate protection scheme for reliable control and operation of renewable integrated power systems, as conventional line protection schemes rely on preset settings and are not well-suited for dynamic operating conditions. Implementing an adaptive protection scheme may be a viable solution for protecting RES-integrated systems. According to the literature, challenges in protecting RES-integrated networks include protection blindness, false or sympathetic tripping, islanding issues, and loss of coordination [
96].
According to [
111], it has been noted that traditional distance relay features are highly susceptible to malfunctions triggered by both under-reaching and over-reaching the fault point when a transmission line is compensated. As a result, employing these relay features in such situations is considered unsuitable. The influence of positioning the static VAR compensator (SVC) in the middle on the ideal impedance characteristic of a distance relay is simulated in [
112]. Simulation outcomes of the adaptive distance protection for the single-source power system are examined when a phase A-to-ground fault arises through various transition resistances located 70 km away from the relay. The fault resistance is simulated at 0, 10, 50, and 100 ohms. It is concluded that the proposed scheme remains unaffected by the transition resistance and transmission line compensation. According to [
113], with the static VAR compensator (SVC) introduced in the fault loop, the traditional distance relay features are significantly prone to operational errors, including both under-reaching and over-reaching the fault point. Hence, the conventional characteristics cannot be effectively utilized when the static SVC is present. The impact of the SVC on the ideal impedance profile of the distance relay is analyzed in cases where the SVC is positioned at the midpoint and the far end is studied in [
114]. The findings indicate that when the SVC is not within the fault loop and the fault resistance is zero, there is a minimal impact on the ideal tripping characteristics of the distance relay. However, when the SVC is within the fault loop and the fault resistance is zero, there is a notable alteration in the tripping characteristics. This is particularly evident when the impedance of the SVC shifts from inductive to capacitive. In [
115], Kalman and adaptive Kalman filters and the average classification time of the adaptive model is 1.3 ms. In [
116], decision tree-based classifier created in real time, providing out-of-phase safety during power swing. ANFIS and SVM are also used to clear a three-phase-to-ground fault with a fault resistance of one in 0.25 s. The impacts of phase shifting transformer (PST) is investigated [
117], using analytical and computational methods, for the first time the impacts of PST on the distance relays are investigated. Results reveal that the PST causes the distance relays to under-reach. The author in [
118] used machine learning model to develop overcurrent and distance protection scheme for transmission line, a hybrid artificial neural network and support vector machine (ANN-SVM) model is proposed for state recognition in microgrids, which utilizes the growing massive data streams in smart grids. The protection scheme based on impedance complex plane is developed in [
119], the proposed scheme is fault resistance-immune and very flexible, making it suitable for use in a wide variety of system configurations. In [
120], an adaptive scheme that using local data to determine the phase angle associated with the current is developed distance protection method using local data is proposed for transmission lines connecting renewable plants. The proposed method calculates the phase angle of faulted loop current by determining the pure-fault impedance of the renewable plant at every instant following fault detection, irrespective of the control scheme associated with the plant. Utilizing the information, it calculates the line impedance up to the fault point accurately. An artificial neural network (ANN)-based adaptive protection scheme was developed in [
121], the proposed strategy uses data from locally linked field instruments to calculate fault resistance, which is then used to automatically alter the relay settings. An adaptive protection scheme employing a radial basis function neural network (RBFNN) is discussed in [
122], which utilizes infeed current, voltage, and impedance data measured at the remote ends of the transmission line by the remote terminal units, this scheme automatically adjusts its relay operational settings based on acquisition of remote end infeed data from the remote substation. In [
123], both the original heap-based optimization (HBO) and a modified version (MHBO) of the algorithms were employed. These algorithms successfully addressed challenges in coordinating distance protection relays, and their performance was evaluated on a 400 MW grid-connected microgrid.
In [
124], a scheme is suggested that relies on the modified complete ensemble empirical mode decomposition with adaptive noise (MCEEMDAN) technique. This algorithm serves as a supervisory scheme for determining the backup zone setting (Z3) of the distance relay. Pilot-superimposed impedance (PSI) is proposed in this scheme where there is no requirement to send the voltage readings from the distant bus [
125]; bandwidth is saved while simultaneously increasing the data’s dependability. Demonstration of the effect infeed has on the existing distance protection approach is discussed in [
126], the authors also proposed a novel algorithm for distance relays that can adaptively modify for the influence of infeed by measuring phasors in synchronization. The model that analyzes the hybrid system’s response to asymmetrical faults involves real-time calculations of the equivalent impedance of the power grid and the current flowing through the fault point is discussed in [
127]. The authors in [
128] build a prototype using an MCU (LPC2368_ARM7TDMI) for experimental purposes. This study also explores the impact of mutual coupling. Additionally, a Mho distance relay utilizing a phase comparator scheme is developed in [
129,
130]. The root-mean-square (RMS) of the positive sequence current within the faulty loop is contrasted with the TCSC terminal current. A phase comparator is suggested for the ground and phase distance elements, utilizing the positive sequence voltage as a polarized memory component. In the event of a fault occurring on the opposite side of the relay, the adaptive quadrilateral setting will transition to the third quadrant of the RX plane in coordination with the other relays safeguarding the additional feeds from the same bus. The study [
131] examines the adaptability of distance protection in response to fault conditions in an offshore wind farm connected via VSC-HVDC. It utilizes the power frequency component (DPPFC) of the transmission line. In [
132], dynamic frequency estimation-based adaptive protection scheme has been devised, employing a multiple signal classification approach to gauge the dynamic frequency. When the estimated frequency closely aligns with the fundamental frequency, the distance requirement is activated. Consequently, the regular distance protection remains unaffected by the frequency variation of the fault current. An adaptive distance protection scheme is developed in [
133]; the proposed method revolves around analyzing the influence of integration of largescale The proposed approach focuses on examining how large-scale RES affect the changes in observed transmission line impedance, enabling accurate fault identification and localization. Additionally, the methodology factors in parameters such as fault location, fault resistance, fault type, fluctuations in LSPPP generation, and varying noise conditions when determining the phase angle of the fault loop current.
7. Fault Detection, Classification, and Location
Distance protection schemes typically comprise three sub-units, specifically fault detection, classification, and location [
27]. The efficacy of the distance protection technique is contingent upon the speed and precision of the initial two units. Power grid is expected to affect the effectiveness of traditional protection relay systems, which were originally tailored for setups dominated by synchronous generators (SGs). Consequently, the suggested approach focuses on assessing how RES influence changes in the observed impedance of transmission lines to enhance the accurate identification and localization of faults [
133]. The following mathematical application of techniques are popular in the context of fault detection, classification, and location, as further classified in
Table 7:
The process of fault classification presents several challenges due to various factors. The determination of both the fault type, such as line-to-ground or line-to-line, and the estimation of fault direction are of utmost importance. The task of fault localization and classification in a series compensated line is a crucial and challenging matter. Transmission line protection utilizes fault detection and pattern identification methodologies, employing intelligent techniques such as symbolic expert systems, neural networks, and fuzzy logic systems. The input signals for the classifier design under consideration are derived from the measurements of the three-phase voltage and current in the power system as illustrated in
Figure 6, which illustrates the flowchart for the complete protection scheme. Firstly, feature extraction is performed to reduce signal processing without losing the original data. The extracted feature is further processed to detect, classify, and locate faults. The challenges associated with classification and fault localization exhibit comparable complexities. Within advanced signal processing methodologies, wavelet transform (WT) stands out as a widely utilized tool extensively employed in fault detection research. This method involves decomposing the signal into high- and low-frequency bands, referred to as approximate and detailed coefficients [
34]. In [
151], the authors introduced a novel fault location method for transmission lines, which combines wavelet packet decomposition (WPD) with support vector regression (SVR). This approach caters to different fault types, locations, fault resistances, and fault inception angles within a series compensated scheme. It utilizes regression to associate WPD sub-band energies of various fault types with fault locations on the modeled transmission line. Furthermore, it is observed that the inclusion of a low-pass filter improves the accuracy of the method.
Figure 9 shows the process flow when applying fault detection, classification and location algorithm for protection relays. Voltage and current signals are collected using different methods at the relay bus during fault conditions. Afterward, feature extraction is performed; feature extraction is a method for reducing the dimensions of data. It produces a more compact and informative set of attributes. The number of features can be specified by the user or determined by the algorithm. Fault detection and diagnosis typically involves classifying faults after extracting features, a process that includes selecting the classification algorithm, while location is the information given as a response of the protection scheme in regards of the fault location.
Because of the variations in fault characteristics and the unpredictable nature of RES, the data observed may not be suitable for the wide area protection system (WITS) during faults. Therefore, advanced signal processing techniques are employed to enhance the effectiveness of protection algorithms. Additionally, the presence of series compensation alters the apparent impedance, significantly affecting the performance of distance relays. These methods include using microphone arrays and thermal imaging cameras [
153]; the adaptive cumulative sum method (ACUSUM) [
154]; a sequence-based method using positive sequence component of voltage (V) and (I) [
155]; a fuzzy-logic-based algorithm [
156]; a correlation factor-based [
135] for combined fault detection and classification [
140]; data-mining modeling; traveling wave-based protection scheme using game theory [
128]; techniques that also include fault classification and location that are traveling waves applying fast discrete S-transform (FDST) [
157]; a real-time analysis of a time-frequency-based technique [
158]; a current-based Wigner distribution index (WD-index) and a voltage-based alienation index (ALN-index) [
159], based on pre- and post-fault positive sequence components of V and I [
160]; using high-frequency signals generated by V drops at the fault point, which eliminates the impact of frequency offset and the weak feed of RES on distance protection [
161]; an adaptive property for removing the detrimental effects of fault resistance and static synchronous compensator (STATCOM) on distance protection scheme [
162]; an empirical wavelet transform (EWT), Hilbert transform (HT), and weighted random vector functional link network (WRVFLN) [
163,
164], based on a convolutional sparse auto encoder [
165] using phasor measurement units (PMUs) [
166], supervised learning-based intelligent schemes, like artificial neural network (ANN), support vector machines (SVM), and a decision tree (DT); a k-nearest neighbors (k-NN) neighborhood component analysis (NCA); a minimum redundancy maximum relevance (mRMR); sequential feature selection (SFS) [
167,
168,
169,
170,
171,
172]; cooperative game theory; traveling waves; and a discrete wavelet transform (DWT) [
173]. Refs. [
174,
175] Cooperative game theory, traveling waves and Discrete Wavelet Transform (DWT). In [
176], an alternative approach known as the reverse synchronous reference frame (RSRF) technique is proposed for rapid fault detection and classification. Subsequently, an analytical algorithm based on symmetrical components theory is introduced to accurately determine fault location. Three potential configurations of the series capacitor bank (SCB) placement on the line are assessed. Comprehensive modeling of the SCB and its associated protective metal oxide surge arrestor (MOV) is conducted to understand its behavior during a fault. Research in signal processing has been extensively explored in the existing literature, especially in the development of tools for detection purposes. A common challenge faced by many time–frequency domains tools is their reliance on high sampling frequencies, rendering them impractical for real-time applications. Additionally, current methods often overlook crucial factors contributing to the failure of detection schemes and commonly these techniques are applied to improve the performance of a distance relay when protecting compensated transmission lines most did not consider the impact of various compensation levels and penetration level is not significantly studies.
8. Conclusions
The introduction of flexible AC transmission system (FACTS) devices presents several challenges across multiple dimensions. These include the introduction of harmonics into the system, which can disrupt fault loop currents, as well as the torsional interaction and nonlinear and fluctuating characteristics inherent in these devices. Factors such as the Ferranti effect, the effects of switching operations and firing angles, and the potential rise in reactance observed by relays near zero capacitor crossings also need to be considered. Proper placement of these devices along the line is critical, as it impacts both transient and steady-state voltage and current signals, thereby affecting the performance of distance protection relays in fault detection, classification, and localization, due to modifications in the apparent impedance seen by the relay.
Various factors contribute to the malfunction of a distance protection relay, including over-reaching and under-reaching. To enhance the performance of distance protection relays in terms of accuracy and signal processing speed, schemes based on computational intelligence and diverse methodologies are recommended. These include control methods based on artificial neural networks (ANNs), fuzzy logic controllers, and PI controllers. Additionally, machine learning and data mining techniques, such as decision trees, Kalman filters, and adaptive Kalman filters, along with various associated methods, are being explored. Furthermore, to effectively address technical challenges such as the impact of remote in feeds, out-of-step tripping during power swings, high-resistance faults, relay accuracy and speed, and the consequences of changing transformers and transmission lines, adaptive protection techniques are being employed. However, it is noteworthy that these techniques have yet to undergo testing in the presence of renewable energy sources (RES) on compensated transmission lines, and there is a lack of investigation into the impact of various compensation levels in the literature.
Moreover, limited information is available on the methodologies involving time–frequency analysis and real-time evaluation at the point of integration where the line is compensated. The recognized impact of RES integration on the distribution network primarily focuses on enhancing frequency response and fault ride-through capabilities, as well as characterizing low inertia in RES, without delving into the analysis of these phenomena in distance protection schemes. Researchers have explored the implementation of adaptive distance protection for transmission lines connected to wind farms, particularly those without compensated transmission lines. Although these methodologies have undergone extensive testing under various system operating conditions, they have yet to establish a solid foundation within the literature concerning the integration of RES into compensated transmission lines.
9. Recommendations
Existing is a compelling opportunity for further research into the implications of integrating renewable energy sources (RES) into compensated transmission lines, particularly concerning the distance protection scheme. Future investigations should aim to develop an adaptive protection system capable of accurately identifying, classifying, and locating faults using time–frequency analysis and machine learning techniques. Rigorous testing of the network topology under various system dynamics is essential to ensure both speed and accuracy. Additionally, the utilization of IoT technology presents several challenges, including real-time structural awareness, rapid and precise fault localization, fault detection, fault classification, cost reduction, and condition-based maintenance. These challenges can be addressed through the implementation of a wireless sensor network IoT for monitoring and managing transmission and distribution lines. Advancements in IoT offer improved methods for overcoming protection challenges and implementing smart grid policies. Further research can explore the impact of RES on protection systems, particularly in scenarios where underground cables are utilized at the point of connection, considering their unique characteristics. Various aspects such as fault detection and localization, fault clearance, ground fault protection, cable thermal protection, communication and coordination, maintenance and testing, and cybersecurity can be investigated within the context of digital protection schemes. Moreover, the integration of renewable energy networks into high-voltage direct current (HVDC) systems requires a comprehensive approach encompassing cybersecurity measures, physical security measures, resilient monitoring, and response systems. Establishing an effective collaboration framework among government agencies, energy providers, technology vendors, and cybersecurity experts is crucial for ensuring the protection and resilience of renewable energy and HVDC network systems. Researchers can explore ways to enhance the protection philosophy of DC transmission networks.
Ensuring the reliable and safe operation of hybrid systems, which involves the integration of various energy sources and technologies, is paramount. Robust cybersecurity measures are essential for protecting hybrid systems, given their reliance on digital controls and communication networks. Continuous monitoring, meticulous maintenance, and rigorous testing are imperative to guarantee the sustained dependability and safety of these hybrid systems. The implementation of the DC optimal power flow (DC-OPF) approach may introduce capacity problems that trigger protective systems, data privacy, and cybersecurity issues. Therefore, studying the effects of DC-OPF implementation on protection systems is worthy of investigation. Furthermore, the transmission network expansion planning (TNEP) model offers significant benefits in terms of cost optimization and anticipating future energy requirements. However, it also presents numerous challenges related to complexity, data accuracy, compliance, initial expenditures, and the need for continuous adjustment to evolving conditions. The protection system for the Transmission Network Expansion Project (TNEP) plays a crucial role in maintaining the stability and security of the transmission network. Hence, researchers should thoroughly examine the protection philosophy, considering the DC TNEP.