1. Introduction
As the demand for power supply stability and reliability in the active distribution network (ADN) increases, the integration of primary and secondary distribution network equipment has become an inevitable industry trend, and the primary and secondary integrated intelligent switch (PSIIS) has also become the primary choice for the smart grid transformation in many weak infrastructure areas [
1,
2]. PSIISs combine the functions of measuring devices and sectional switches. PSIISs can measure and upload electrical data and fault information after a distribution network (DN) fault occurs. Simultaneously, PSIISs can receive open or close commands, identify fault sections, and achieve rapid fault isolation. The uploaded electrical data and fault information can also be used for fault tracing and inversion in the ADN, identifying the causes of faults and troubleshooting vulnerabilities. This process can enhance the operational reliability of the ADN and strengthen infrastructure development in weak infrastructure areas.
However, when installing PSIISs in the ADN, economic and technological constraints often limit comprehensive installation at all necessary points. Instead, installation is typically limited to selected positions and a limited number of PSIISs. Therefore, it is necessary to identify the optimal configuration scheme of PSIISs under economic and technical constraints through optimization methods.
Research on the traditional optimal configuration of DN devices can be categorized into two main categories based on different optimization objects and objectives. The first category involves the optimal configuration method for measuring devices, such as phasor measurement units (PMUs) [
3] and harmonic measuring devices [
4], primarily aimed at online monitoring and analysis. The optimization objectives typically include enhancing system observability, state estimation, redundancy, and related factors. Considering the uncertainty of the parameter values of different types of components in the power system, Reference [
5] defined and quantified the resonance observability index and the observability–cost trade-off factor and proposed an optimal configuration method for potential parallel harmonic resonance monitoring points in the power system. Taking into account the various operation modes of DN reconfiguration, Reference [
6] proposed a configuration optimization method for micro-phasor measurement units (μPMUs). Configuration nodes for various operation modes are evaluated by K-means grouping according to the shortest distance, improving the state estimation accuracy for each DN operation mode. Reference [
7] proposed a voltage sag state estimation method based on the similarity coefficient of voltage sag frequency to simplify the state estimation process. An optimal configuration model is constructed with the constraint of voltage sag panoramic observability, aiming for the lowest configuration cost and the maximum similarity of voltage sag characteristics in configuration schemes. Reference [
8] established a mathematical model with the minimum number of device configurations as the objective function, ultimately obtaining the optimal configuration scheme based on redundancy evaluation.
The second category involves the optimization configuration method for distribution switches, such as interconnection switches and sectional switches. The goal of this configuration is generally to support the functionality of the DN and to enhance its operational capabilities, including reliability, flexibility, and other operational abilities. The optimization objectives typically encompass power supply reliability, resilience, self-healing capability, outage duration, and similar factors. Considering the investment cost of equipment and the differentiated reliability requirements of users, Reference [
9] established a mixed-integer linear programming model for the unified optimal allocation of multiple pieces of equipment in DNs. Reference [
10] analyzed the calculation method of user outage time in different fault scenarios of DNs and proposed an optimal configuration model for DN sectional switches and automatic terminal devices, considering branch lines with the goal of optimal economy. Reference [
11] described the analysis process and quantitative method for DN resilience and established a mixed-integer linear programming model for optimizing the configuration of DN switches to maximize the resilience index. Reference [
12] proposed an evaluation index for the self-healing ability of smart DNs and a block calculation method for load self-healing rate from the perspectives of self-healing time, user, and load. The interruption cost of power outages was added to the objective function of traditional switch optimization configuration, and a minimum self-healing rate constraint was included to construct an optimal configuration model for DN switches suitable for self-healing requirements.
With the development of fault location algorithms, the configuration methods for related devices have gradually gained attention. The concept of fault observability (FO) has been proposed by scholars, and some related research has been carried out. For the power quality monitor (PQM), Reference [
13] defined the observability level index and proposed an optimal configuration method to minimize the cost of installing PQMs, reduce the number of fault identification blind spots, and maximize the FO level of the network. Considering the limitations of measurement equipment in distribution systems and the constraints of cost and data transmission capacity for limited μPMUs, Reference [
14] proposed an optimal configuration strategy and solution algorithm for fault diagnosis and location based on limited μPMUs. Reference [
15] defined fault location in the planning stage as the problem of FO in DNs and attributed the configuration problem of feeder terminal units (FTUs) to the problem of realizing observable meter configuration. An FO process was established using the breadth-first traversal method. Reference [
16] analyzed the contribution rate of FTUs to the FO of DNs and defined the sum of the contribution rates of all configured FTUs in a system as the FO rate of the DN. An optimal configuration model for FTUs in DNs was proposed, taking the reliability and economy of power supply as constraints and maximizing the FO rate as the goal. Based on the principle of traveling wave double-ended positioning, Reference [
17] proposed the observable index of the whole network fault. By taking the observability of the whole network fault as the constraint, a mathematical model with the minimum number of devices as the objective function was established, and an optimal configuration method for traveling wave positioning devices based on the observability of the whole network fault was proposed.
It can be observed from the current state of research on device optimization configuration methods that there is a lack of studies considering FO. In the existing literature, FO is typically understood as the observability of fault section location, which does not comprehensively account for fault information such as fault type, fault current, and transition resistance. Power system personnel require diverse fault information when tracing the causes of faults. Therefore, focusing solely on fault section location is not conducive to the monitoring and investigation of fault events in the ADN.
Current research primarily targets the configuration methods of measuring devices such as FTUs and PQMs, and there is a notable lack of research on the optimal configuration method of PSIISs. The integration of PSIISs represents a major development trend in the modern ADN. PSIISs combine the functions of measuring devices and sectional switches, allowing for the extraction of more detailed fault information.
Furthermore, weak infrastructure areas often exhibit large fault ranges and frequent power outages. During the intelligent transformation of the ADN in these areas, it is essential to consider more fault information characteristics and the typical features of weak infrastructure areas. This ensures more effective fault tracing and enhances the overall reliability and efficiency of the ADN.
Therefore, based on the characteristics of PSIISs, this paper considers the weak infrastructure areas of the ADN and the characteristics of various types of fault information, conducting an in-depth analysis of fault observability-related indexes (FORIs). Under the premise of configuring a limited number of PSIISs, the effective identification of multiple fault information in the ADN can be maximized through an optimal configuration method. The main contributions are summarized as follows:
(1) Based on the functional characteristics of PSIISs, five FORIs are proposed considering the fault information requirements of the ADN. These indexes include the fault type observability index (FTOI), the fault location observability index (FLOI), the fault current distribution characteristics observability index (FCDCOI), the transition resistance observability index (TROI), and the weak infrastructure area observability index (WIAOI). Using a linear weighting method, these five FORIs are transformed into the comprehensive fault observability index (CFOI).
(2) Based on comprehensive fault observability (CFO), an optimal configuration method for a limited number of PSIISs in the ADN is proposed. By maximizing CFOI as the objective and considering economic cost constraints, an optimal configuration model of PSIISs is constructed. The active genetic algorithm (AGA) is employed as the solution method. This optimal configuration method can be applied to PSIISs using any fault diagnosis method, providing an optimal configuration scheme for a limited number of PSIISs, enhancing the fault tracing and inversion capabilities of the ADN, and strengthening infrastructure development in weak infrastructure areas.
The structure of the paper is as follows.
Section 2 presents five FORIs of the ADN based on the functional characteristics of PSIISs. These indexes include the FTO, FLOI, FCDCOI, TROI, and WIAOI.
Section 3 presents an optimal configuration method of PSIISs in the ADN considering CFO. Using a linear weighting method, the five FORIs are integrated into CFOI. An optimal configuration model of PSIISs considering CFO is then constructed, with the AGA employed as the model-solving method.
Section 4 conducts an example analysis to compare and validate the proposed optimal configuration method, demonstrating its validity and feasibility.
Section 5 concludes the whole paper and describes the future work finally.
2. Definition of FORIs
The traditional definition of FO is generally defined as follows: If after a fault occurs in the DN, according to the measurement information of the switches, it can be determined that the fault is located in an area surrounded by several switches; the distribution network is then called fault observability [
14]. In this section, the meaning of traditional FO is extended. Based on the functional characteristics of PSIISs, five FORIs are proposed and defined.
The structure of a simple radial ADN is shown in
Figure 1. In the figure, nodes 1–11 represent the positions where PSIISs can be installed. An area enclosed by two PSIIS configuration positions or a terminal single-end PSIIS configuration position is considered a potential fault area. The line segments
−
represent the potential fault areas. The number of nodes where PSIISs can be installed in the ADN is denoted as
, and the number of potential fault areas is denoted as
.
2.1. Fault Type Observability (FTO)
PSIISs can collect three-phase voltage and current, as well as zero-sequence voltage and current. Based on these electrical quantities, the fault type can be determined. For example, if all surrounding nodes in the fault area are equipped with PSIISs, all types of faults occurring in the fault area can be effectively identified. Let be the fault type determination effectiveness factor. represents the fault type determination effectiveness factor when a fault occurs in the area . When a fault occurs in the area , if the fault type can be effectively detected by the intelligent switch at a certain node position, is 1; otherwise, is 0.
Let
be FTOI. If PSIISs can effectively determine the fault type when a fault occurs in any area,
is 1. Therefore,
is defined as shown in Equation (1):
2.2. Fault Location Observability (FLO)
PSIISs can locate a fault section using a pre-set fault diagnosis method. For example, if all surrounding nodes in the fault area are equipped with PSIISs, the fault area can be effectively identified. As shown in
Figure 1, when a fault occurs in the area
and nodes 3, 4, and 5 are all equipped with PSIISs, the fault can be effectively determined to be in the area
.
However, if the surrounding nodes in the fault area are not all equipped with PSIISs, the determined fault area will expand. For instance, in
Figure 1, if a fault occurs in the area and only nodes 2 and 5 are equipped with PSIISs, the fault area will be determined as
,
, and
. The fault area determined by the fault diagnosis method is defined as the fault diagnosis area.
Let
be the fault location determination effectiveness factor, defined as the ratio of the length of the actual fault occurrence area to the length of the fault diagnosis area, as shown in Equation (2).
where
represents the collection of the fault diagnosis area when a fault occurs in the area
,
represents the total length of the line segments in the actual fault area
,
represents the length of the line segments in the fault diagnosis area
, and
represents the fault location determination effectiveness factor of the area
.
Let
be FLOI. If, when a fault occurs in any area
, it can effectively determine that the fault diagnosis area is the area
,
is 1. The definition of
is as shown in Equation (3):
2.3. Fault Current Distribution Characteristics Observability (FCDCO)
The fault current distribution characteristics of a node are defined as the magnitude and phase of the fault current passing through that node. Let be the fault current observability factor. When a PSIIS is installed at a node, of the node is 1. This node is defined as a directly observable node for fault current distribution characteristics, hereinafter referred to as a directly observable node.
Consider that some nodes can obtain the fault current distribution characteristics through calculation. These nodes are defined as indirectly observable nodes for fault current distribution characteristics, and of these nodes is 1. For example, if a node is connected to a directly observable node, there are no other unknown branch lines within the connected area, and the line impedance is known, the magnitude and phase of the fault current can be calculated. Hence, this node is an indirectly observable node for fault current distribution characteristics, and of this node is 1.
Let
be FCDCO. If, when a fault occurs in any area, the magnitude and phase of the fault current can be obtained for all nodes, then
is 1. The definition of
is as shown in Equation (4).
where
represents the fault current observability factor of the node
.
2.4. Transition Resistance Observability (TRO)
The size of the transition resistance can affect the measurement and response of protective devices, having a significant impact on the reliability of distance protection and single-phase grounding protection. It is an important factor in fault tracing and inversion. Let be the transition resistance judgment effectiveness factor. When a fault occurs in a certain area, if the PSIIS at a certain node can effectively detect the transition resistance, then is 1; otherwise, is 0.
Let
be TROI. If, when a fault occurs in any area, there is an intelligent switch that can effectively determine the transition resistance, then
is 1. The definition of
is as shown in Equation (5).
where
represents the transition resistance judgment effectiveness factor when a fault occurs in the area
.
2.5. Weak Infrastructure Area Observability (WIAO)
The operating environment of ADN is complex and variable, with different operating conditions of devices in different areas. The nature of the electricity usage and demand also vary, and some original areas face issues such as poor communication conditions, low automation rates, and incomplete electrical information. Under limited resource allocation, it is necessary to focus on areas with a weak infrastructure in the ADN. Based on the infrastructure configuration information and historical fault conditions of each line section, potential fault areas are classified, and weights are assigned to the nodes at both ends of different types of areas. Considering the importance of loads and the requirements of various loads for power supply reliability, the connected nodes are classified and then weighted accordingly.
Let be the weight of the node , with an initial weight of 0 for all nodes. Based on the infrastructure configuration and historical fault frequency, potential fault areas are classified into three categories: areas with no faults, areas with past faults, and areas prone to faults. If a node is connected to an area with no faults, its weight remains unchanged. If a node is connected to an area with past faults, its weight increases by 1. If a node is connected to an area prone to faults, its weight increases by 2.
Regarding connected load nodes, loads are categorized from high to low based on their importance and requirements for power supply reliability into first-class loads, second-class loads, and third-class loads. If a node is connected to a first-class load, its weight increases by 3; if connected to a second-class load, its weight increases by 2; and if connected to a third-class load, its weight increases by 1.
Let
be WIAOI in ADN, defined as shown in Equation (6).
where
represents whether the node
is equipped with a PSIIS in the configuration scheme. If the node
is equipped with a PSIIS in the configuration scheme,
is 1; otherwise,
is 0.
5. Conclusions
Based on the functional characteristics of PSIISs, the paper proposes an optimal configuration method of PSIISs in the ADN considering CFO. The innovations and contributions are as follows:
(1) Based on the functional characteristics of PSIISs, five FORIs are proposed considering the fault information requirements of the ADN. These indexes include the FTOI, FLOI, FCDCOI, TROI, and WIAOI. Based on the linear weighting method, five FORIs are transformed into the CFOI.
(2) Taking the maximum CCFOI as the objective function and the economic condition cost constraint as the constraint condition, the optimal configuration model of PSIISs considering CFO is constructed. The AGA is selected as the model-solving method, and an optimal configuration method of PSIISs in the ADN considering CFO is proposed.
(3) This optimal configuration method can be applied to PSIISs using any fault diagnosis method, providing an optimal configuration scheme for a limited number of PSIISs, enhancing the fault tracing and inversion capabilities of the ADN, and strengthening infrastructure development in weak infrastructure areas.
Further research will focus on considering the interrelationships among the various fault observability indicators and improving the CFO model of the ADN.