1. Introduction
Power system protection is a crucial subject that has been studied by researchers over the years to ensure the reliable delivery of electrical energy to consumers, prevent damage to the power system during short-circuit faults, and avoid the accumulation of fault-induced stress on power system components, thereby enabling their long-term operation. In protection systems, relays undoubtedly play a critical role in detecting faults and taking appropriate actions. Distance relays and directional overcurrent relays are widely used to protect transmission and sub-transmission systems [
1].
Distance relays (DRs) consist of two protection zones, namely Zone-1 and Zone-2. Zone-1 operates instantaneously for faults occurring up to 80% of the protected line, whereas Zone-2 operates with a time delay and provides protection up to 120% of the line length [
2]. On the other hand, directional overcurrent relays (DOCRs) operate based on current magnitude and have two main setting parameters: time dial setting (TDS) and plug setting (PS) [
3]. In addition to these parameters, directional overcurrent relays can exhibit various instantaneous and time-delayed operating characteristics in accordance with the International Electrotechnical Commission (IEC)-60255 and some other standards [
4]. The DOCRs serve as backup relays in transmission systems; they can function as both primary and backup relays in sub-transmission systems [
5]. Therefore, to ensure the secure operation of power systems, DRs and DOCRs must be properly coordinated.
The optimal DR–DOCR coordination aims to minimize relay operating times while satisfying the coordination time interval (CTI) constraints between DRs and DOCRs, as well as among DOCRs themselves, thereby enabling selective fault isolation, rapid relay operation, and reliable protection performance [
6]. A review of the literature on this topic indicates that recent studies commonly include optimization algorithm-focused improvements in relay operating times, relay characteristic-based innovations, renewable energy source (RES)-adaptive strategies, or combinations of these tendencies. Building on the first approach, it can be observed that several existing algorithms, as well as newly developed problem-specific algorithms, have been proposed to achieve high success in reducing relay operating times. For example, in study [
7], an extended continuous-domain ant colony optimization (xR-ACO) and ant colony optimization–linear programming (ACO-LP) methods are employed to solve the coordination problem and are tested on IEEE 3-, IEEE 6-, IEEE 8-, and IEEE 30-bus power systems. In study [
8], an improved seagull optimization algorithm (ISOA) is applied to IEEE 8- and IEEE 14-bus power systems. In study [
9], the grey wolf optimization (GWO) algorithm is proposed for optimal coordination of DRs and DOCRs, and the results for both small- and large-scale power systems are compared with those obtained using the genetic algorithm (GA) and particle swarm optimization (PSO). In study [
10], a total of eight optimization techniques—including classical algorithms such as PSO and GA, as well as recently developed methods like the teaching–learning-based optimization (TLBO) algorithm and the African vulture optimization algorithm (AVOA)—are tested on power systems of different sizes. In addition, the modified school-based optimization (MSBO) [
2], enhanced white shark optimizer (EWSO) [
3], crow search algorithm (CSA) [
11], nutcracker optimizer algorithm (NOA) [
12], sine-cosine algorithm (SCA) [
13], and enhanced equilibrium optimizer (EEO) [
14] are also included.
On the other hand, the relay characteristic curve is another factor that can significantly affect coordination performance. In addition to the conventional use of relay characteristics as defined by standards such as IEC and ANSI, the increasing adoption of digital relays in recent years has led to the proposal and widespread use of various non-standard characteristics with different designs in many studies. In the context of optimal DOCR coordination, some of the used non-standard characteristics include dual-setting [
11,
15], logarithmic function-based [
16], piecewise linear [
17], shifted user-defined two-level [
18], and exponential function-based relay characteristics [
12]. Furthermore, in [
19], the dual-setting DOCR characteristic is adopted for DR–DOCR coordination. In [
13], a dual DOCR characteristic incorporating the inverse-time curves defined by IEC and ANSI/IEEE standards is proposed for optimal DR–DOCR coordination.
As can be observed from the literature review, studies focusing on DOCR coordination with improvements in relay characteristics have been steadily increasing, whereas such studies on DR–DOCR coordination remain limited. However, it is evident that the number of such studies has to be increased for DR-DOCR coordination, as they can provide effective solutions for DR–DOCR coordination. Considering this gap in the literature, this study proposes a new DR-DOCR coordination scheme based on a two-level DOCR characteristic. In this context, the relay characteristic used in [
18] for DOCR coordination is adapted in this study for DR–DOCR coordination. By doing so, the difficulty of encountering CTI violations arising from the coordination of these two relay types with different operating principles is alleviated, aiming to achieve much lower relay operating times than conventional DR–DOCR coordination approaches based on single-setting DOCRs. It should be noted that a dual DOCR characteristic is used for DR–DOCR coordination in [
13]. However, since the proposed strategy in [
13] relies on standard inverse characteristics, its flexibility is restricted, thereby reducing the benefits of the two-level approach. Therefore, as adopted in this study, user-defined curve control and the incorporation of a shift parameter in a two-level DOCR characteristic provide greater flexibility to avoid CTI violations while reducing relay operating times.
Renewable energy sources (RESs) are undoubtedly positioned as a key solution for enabling humanity to reduce its dependence on fossil-based resources and to achieve a sustainable and clean energy future. However, in recent years, concerns have emerged regarding their environmental impacts, such as the extensive land use associated with large-scale solar installations and the potential disruption of bird migration routes by wind turbines. In addition, insufficient precautionary measures may lead to various environmental risks and hazards [
20]. Nevertheless, the appropriate approach is not to limit the deployment of renewable energy systems, but rather to develop effective strategies to mitigate these adverse effects while increasing their share in the current energy mix, as addressed in [
21].
As in other areas of electrical engineering, the increasing penetration of RESs introduces additional challenges in power system protection. RESs can be connected to the grid either directly using synchronous or induction generators, or via a power electronic interface [
22]. In this context, the fault current contribution of RESs varies depending on the generator type and the mode of grid connection. Synchronous generator-based RESs, such as hydro plants, that are directly connected to the grid can contribute fault currents of up to ten times their rated current during the sub-transient and transient periods following a fault. In contrast, for inverter-interfaced RESs, the fault current contribution is typically limited to about 1.1–1.2 times of their rated current to ensure the protection of power electronic components responsible for energy conversion between the RES and the grid [
23]. While this limitation enhances the operational security of RES units, it may complicate the discrimination between fault and normal operating conditions by relays, specifically in microgrids dominated by inverter-interfaced RESs. On the other hand, for RESs based on induction generators, although the fault current contribution can reach relatively high levels during the first few cycles following a fault—albeit lower than that of synchronous-based ones—it rapidly decays to negligible levels in subsequent cycles corresponding to backup protection operations [
3].
Nevertheless, due to the inherent variability of renewable energy generation—particularly the significant intermittency and uncertainty associated with wind and solar energy sources, which constitute a major share of modern renewable energy portfolios—substantial variations in load currents may occur. Undoubtedly, the accurate determination of load currents, in addition to fault currents, is of great importance in setting the parameters of DOCRs. Otherwise, under high load current conditions, relays may incorrectly interpret these currents as fault conditions. Therefore, in this study, in accordance with the structure of modern power systems, possible variations in load currents arising from the generation uncertainty or disconnection of inverter-interfaced RESs, such as wind and solar energy systems, are also taken into consideration.
Moreover, the optimization technique used inherently affects the overall performance of the optimization process. In this paper, an enhanced version of the red-tailed hawk (RTH) algorithm, called ERTH, is proposed to solve the optimal coordination problem of DRs and DOCRs. Originally introduced by Ferahtia et al. in 2023, the RTH algorithm emulates the high-soaring, low-soaring, and stooping/swooping hunting behaviors of red-tailed hawks for solving real-world optimization problems [
24]. Owing to its limited number of control parameters and the well-established modeling of this unique animal’s impressive hunting mechanism, the RTH algorithm has been successfully applied to various engineering optimization problems and has demonstrated promising performance [
25,
26]. However, despite its superior performance in the exploitation phase, the RTH algorithm may suffer from insufficient exploration capability, which can lead to premature convergence to local optima—a common drawback of many metaheuristic algorithms. Accordingly, in this study, three strategies are integrated into the original RTH algorithm to enhance its exploration performance and thereby establish a proper and more powerful exploration–exploitation balance. These strategies include chaotic initialization, effective tracking of the best individual and its neighborhood, and a diversity enhancement procedure based on the differential evolution (DE) algorithm.
Table 1 provides a summary of the literature on optimal relay coordination in the manner of employed relay characteristics, optimization algorithms, and the inclusion of RES or renewable energy–based distributed generation (DG) effects.
The main contributions of this study can be summarized as follows:
A novel two-level DR–DOCR coordination approach, incorporating user-defined curve design and shift parameter control, is developed to provide an alternative to conventional single-level schemes with the aim of improving coordination performance.
An enhanced RTH algorithm, referred to as ERTH, is proposed to solve the optimal coordination problem, and its performance is rigorously evaluated through comparative analyses involving twelve state-of-the-art optimization algorithms, including arctic puffin optimization (APO) [
27], electric eel foraging optimization (EEFO) [
28], EEO [
14] golden jackal optimization (GJO) [
29], GWO [
30], honey badger algorithm (HBA) [
31], jellyfish search optimizer (JS) [
32], kepler optimization algorithm (KOA) [
33], mantis search algorithm (MSA) [
34], PSO [
35], TLBO [
36], and the original RTH algorithm.
The proposed method aims to enable low relay operating times while satisfying all coordination and relay-setting constraints, thereby offering a fast and selective protection scheme, as required by power system protection engineers. In addition, the proposed framework is tested through simulations on RES-integrated 8-bus and 30-bus power systems and explicitly considers the effects of renewable energy sources and associated variations in load currents, providing practical insights for the reliable protection of power networks with RES-based generation.
The remainder of the paper is structured as follows.
Section 2 describes the optimal coordination problem of DRs and DOCRs for both the conventional single-setting DOCR-based and the proposed two-level DOCR-based coordination schemes.
Section 3 introduces the proposed ERTH algorithm.
Section 4 presents the simulation results.
Section 5 provides a discussion and outlines directions for future research. Finally, the conclusions are presented in
Section 6.
4. Simulation Results
The proposed method is implemented on the modified versions of the 8-bus and the 33 kV portion of the 30-bus test systems. For the experiments conducted on these power systems, both Scenario 1 and Scenario 2, described in
Section 2, are considered. Load and fault currents seen by the relays are obtained using DIgSILENT PowerFactory. The bounds of the decision variables for Scenarios 1 and 2 are presented in
Table 2 and
Table 3, respectively. The coordination design parameters, namely the minimum operating time of the DOCRs (
) and the minimum coordination time interval (
), are set to 0.05 and 0.2 s, respectively. Due to the instantaneous operating characteristic of DRs in Zone-1, the operating time is taken as
= 0.
On the other hand, to evaluate the performance of the ERTH algorithm, in addition to ERTH, the APO, EEFO, EEO, GJO, GWO, HBA, JS, KOA, MSA, PSO, TLBO, and the original RTH algorithms are also employed to solve the problem, and the obtained results are presented comparatively in this section. Among the comparison algorithms, as shown in
Table 1, GWO, EEO, and TLBO have been previously proposed in the literature for solving the optimal DR–DOCR coordination problem. The parameter settings of these algorithms, along with their corresponding values, are presented in
Table 4. All simulation experiments are performed using MATLAB R2025b through a personal computer with 8 GB RAM and 2.7 GHz CPU speed. The population size is 500, and
is set to 500,000 and 1,000,000 for the 8-bus and 30-bus systems, respectively. Due to the stochastic nature of metaheuristic optimization algorithms, each algorithm is run 20 times independently.
4.1. 8-Bus Test System
The single-line diagram of the modified 8-bus power system is shown in
Figure 4. In this system, unlike the benchmark model, a 20-MW renewable energy source is assumed to be connected to bus no. 2 to reflect the structure of modern power systems. As mentioned before, since most renewable energy sources are inverter-interfaced, their contributions to fault currents are limited. Therefore, the fault current contribution from the renewable energy source is neglected in this study. However, the integration and disconnection of this source may significantly affect the system load currents [
3]. In this context, the maximum load currents flowing through the relays (
) are calculated by considering both operating conditions of the source, i.e., when it is in service and out of service.
On the other hand, as shown in
Figure 4, the 8-bus test system includes a total of 14 relay locations at the sending and receiving ends of each transmission line and 20 relay pairs [
39].
For the 8-bus power system under Scenario 1, the optimal DR and DOCR settings obtained using the ERTH algorithm are presented in
Table 5. The relay operating times and the corresponding CTI values for these settings are given in
Table 6 and
Table 7 for DOCR–DOCR and DR–DOCR coordination, respectively. Since the DR operating times for the DR–DOCR coordination are already provided in
Table 5, they are not repeated in
Table 7 to avoid redundancy.
As observed from
Table 6, and consistent with the relay characteristic curves shown in
Figure 1, the relay operating times and CTI values obtained for the F1 fault location are lower than those obtained for the F3 fault location due to the inverse-time behavior of the DOCR characteristic. On the other hand, for the critical fault locations F1 and F4 in terms of CTI violations, the CTI values (CTI
2 and CTI
5 in
Table 6 and
Table 7, respectively) are close to the minimum allowable limit of 0.2 s. Nevertheless, the minimum CTI requirement is satisfied for all relay pairs at all fault locations.
The optimal relay settings obtained using the ERTH algorithm under Scenario 2 are presented in
Table 8. Compared with the objective function (OF) value obtained for Scenario 1 in
Table 5, the OF value in Scenario 2 is reduced by approximately 80%. In addition,
Table 9 and
Table 10 present the relay operating times and CTI values obtained under Scenario 2 for DOCR–DOCR and DR–DOCR coordination, respectively. Compared with the relay operating times and CTI values given for Scenario 1 in
Table 6 and
Table 7, significantly lower values are achieved in Scenario 2. In particular, the CTI values for all fault locations and all relay pairs are observed to be close to the minimum CTI requirement (
) of 0.2 s.
The significant difference between Scenarios 1 and 2 can also be visually observed in
Figure 5, which illustrates the primary and backup relay operating times for DOCR–DOCR coordination at the F1 and F3 fault locations. For Scenario 2, all primary relay operating times at the F1 and F3 fault locations are seen to lie on the minimum operating time limit of 0.05 s. Similarly, when the backup relay operating times are examined, it is observed that the high, widely varying backup operating times observed for different relay pairs in Scenario 1 are significantly lower and closer in Scenario 2.
These results indicate that, within the scope of Scenario 2, the flexibility provided by the two-level DOCR characteristic used for the proposed DR–DOCR coordination enables the coordination constraints to be satisfied more easily at lower relay operating times.
Table 11 presents the minimum (Min), maximum (Max), average (Avg), and standard deviation (Std) values, along with the average CPU time (CPU
avg), obtained from 20 independent runs of different optimization algorithms for Scenarios 1 and 2 on the 8-bus power system.
When the results are examined, it is observed that, for Scenario 1, the ERTH algorithm provides significantly lower Min, Max, and Avg values compared with the other algorithms. On the other hand, it is observed that the Std value obtained by the ERTH algorithm is relatively high. The higher Std indicates that the ERTH algorithm does not reach near-global solutions in every run; however, the considerably low Avg value obtained via ERTH demonstrates that, compared with the other algorithms, it is more effective in exploring the promising regions of the solution space.
For Scenario 2, the JS, RTH, and ERTH algorithms exhibit closer performance. However, the ERTH algorithm yields a lower Min value, indicating that it is more effective than the other algorithms at approaching the global optimum.
On the other hand, in Scenario 2, compared to Scenario 1, the increase in the number of decision variables leads to a higher problem dimensionality, which in turn results in a greater computational burden during the iterative updating of population solutions by the algorithms. As shown in
Table 11, this is reflected in the difference in average CPU time between Scenarios 1 and 2. In terms of computational cost, it is observed that the ERTH and RTH algorithms require higher computation times compared to the other algorithms. However, the lower CPU
avg value of ERTH relative to RTH indicates that the additional mechanisms incorporated into ERTH impose less computational overhead than the original stages of the RTH algorithm. At this point, it should be noted that several factors contribute to the high computational cost of the original RTH algorithm. First, the position update mechanism involves computationally expensive operations such as the Lévy flight mechanism, Gamma functions, and trigonometric calculations, which significantly increase the per-iteration cost. Second, the population mean vector is computed and utilized in all phases of the RTH algorithm—namely high soaring, low soaring, and swooping—for updating individual positions, resulting in additional computational overhead at each iteration.
However, it should be emphasized that although both RTH and ERTH yield higher CPU
avg values compared to the other algorithms, the superior performance of ERTH compensates for this drawback. Indeed, as illustrated by the convergence curves obtained for the 8-bus power system in
Figure 6, the ERTH algorithm is capable of producing effective solutions even in early iterations. Particularly for Scenario 1, it is observed that a value close to the average OF value of 136.804 s—obtained by TLBO as the second-best algorithm in this metric—is achieved by ERTH at approximately 123,300 NFE.
4.2. 30-Bus Test System
Figure 7 shows the single-line diagram of the modified 30-bus test system. The system is actually the 33 kV portion of the IEEE 30-bus system and is widely used in coordination studies [
18,
40]. It is assumed that renewable energy sources with a rated generation capacity of 20 MW are installed at bus nos. 15 and 18. Similar to the approach applied in the 8-bus power system, the maximum load currents flowing through the relays were obtained by considering all possible combinations of these energy sources being in service or out of service. The system includes a total of 38 relay locations and 62 relay pairs. However, for the fault locations considered in this study, the primary-backup relay pairs 1–21, 2–20, and 16–36 were excluded from the analysis because the fault current flowing through the backup relay was lower than the corresponding load current.
For the 30-bus power system, the optimal relay settings obtained using the ERTH algorithm for Scenario 1 are presented in
Table 12, while the corresponding relay operating times and CTI values are presented in
Table 13 and
Table 14, respectively. An examination of the results shows that there are no violations of the CTI
2 and CTI
5 constraints, which are critical for CTI violations. On the other hand, the optimal relay settings for Scenario 2 obtained using the ERTH algorithm are presented in
Table 15, and the relay operating times together with the values of six CTI constraints (CTI
1–CTI
6) at five different fault locations (F1–F5) are provided in
Table 16 and
Table 17. It is observed that the OF value, which was obtained as 376.757 s in Scenario 1, decreases to 70.742 s in Scenario 2, corresponding to an approximately 81% reduction, close to the decrease obtained for the 8-bus system. This significant difference between Scenario 1 and Scenario 2 is also evident in the relay operating times shown in
Figure 8.
According to the statistical optimization results obtained for the 30-bus power system presented in
Table 18, the superiority of the ERTH algorithm over the competing algorithms becomes much more prominent compared to the results obtained for the 8-bus power system. It is observed that the ERTH algorithm performs as the best method in Min, Max, and Avg values. This effective performance can also be observed in the convergence curves obtained for the 30-bus system, as shown in
Figure 9.
On the other hand, an examination of the CPU
avg values presented in
Table 18 indicates that the RTH and ERTH algorithms are computationally expensive compared to the other algorithms. However, as illustrated in
Figure 9, for Scenarios 1 and 2, values close to the second-best average OF values—obtained by TLBO and JS at the end of the optimization—are achieved by ERTH at approximately 344,900 and 83,920 NFE, respectively. This indicates that although the ERTH algorithm results in a high computational cost by the end of the optimization process, it is capable of attaining competitive solutions at much earlier stages. In other words, even before reaching half of the total computational effort, ERTH can produce better results compared to the other algorithms.
All these results indicate that the ERTH algorithm is a highly effective method for solving the coordination problem in both small- and large-scale power systems, with particularly strong performance in large-scale power systems.
4.3. Performance Evaluation Under Consideration of Multiple Fault Types
Three-phase short-circuit (3-L) faults are considered the most severe type of fault in power systems due to the high magnitude of the resulting fault currents and their associated impacts. Therefore, fast and reliable protection measures are required against such faults. Accordingly, in the majority of relay coordination studies, fault currents corresponding to three-phase short circuits are typically employed. However, in practical power systems, in addition to three-phase faults, line-to-line (L-L) and single line-to-ground (L-G) faults may also occur, and their occurrence probabilities are, in fact, higher than those of three-phase faults.
In this context, to evaluate the performance of the proposed method under different fault conditions, the objective function values associated with line-to-line and single line-to-ground faults, in addition to the three-phase short-circuit fault, are incorporated into the problem formulation. Accordingly, the modified objective function considered in this study is defined as the summation of relay operating times obtained for these three fault types based on their respective fault currents, i.e., = + + . Consequently, the number of coordination time interval (CTI) constraints is also tripled. Within this framework, a single relay setting group must satisfy all CTI constraints for all fault types, which significantly increases the complexity of the optimization problem.
The simulations are carried out on the 30-bus power system. The TLBO and JS algorithms—which provide the second-best results for Scenarios 1 and 2 in
Table 18, respectively—are considered for comparison purposes. The minimum objective function values obtained from 20 independent runs are presented in
Table 19. Consistent with the previous results, the ERTH algorithm is observed to outperform both the TLBO and JS algorithms again in this experiment.
On the other hand, for Scenario 1, the objective function (
) value previously obtained as 376.757 s for the three-phase short-circuit fault in
Table 18 is observed to increase to 382.036 s (i.e.,
) due to the increased number of constraints. In contrast, for Scenario 2, when the proposed two-level DOCR-based coordination scheme is employed with the ERTH algorithm, a result (70.656 s) very close to that reported in
Table 18 (70.742 s) is achieved under this extended analysis. This clearly demonstrates the effectiveness of the proposed coordination scheme in handling increased constraint conditions. Furthermore, under line-to-line and single line-to-ground fault conditions, the fault currents flowing through backup relays decrease, which—due to the inverse-time characteristics of the relays—results in higher values of
and
compared to
. However, considering the results obtained by the ERTH algorithm, this increase remains quite limited in Scenario 2 compared to Scenario 1. This effect is also evident in
Figure 10, where the operating times of primary and backup relays at fault location F1 are presented.
4.4. Sensitivity Analysis for Penalty Coefficients
In optimization problems where metaheuristic methods are employed, avoiding infeasible solutions is typically achieved by incorporating a penalty term into the objective function. Accordingly, in this study, a penalty function given in Equation (4) is added to the objective function defined in Equation (1) in order to prevent CTI violations and to ensure that relay operating times do not fall below a specified minimum value. In this context, the coefficients included in the penalty function are of critical importance and are generally determined through a trial-and-error process. In the literature on optimal relay coordination, studies employing similar penalty functions assign penalty coefficients over a wide range of values, such as 100 [
41], 1000 [
42], and 10,000 [
43] to prevent violations of CTI constraints, and 1000 [
44] and 100,000 [
43] to avoid violations of relay operating time constraints.
In this study, since is set to 0.2 and is 0.05 s, the penalty coefficients associated with relay operating time violations are selected to be relatively larger. Accordingly, four different combinations of (, ), namely (100, 200), (250, 500), (500, 1000), and (2500, 5000), are considered. A sensitivity analysis is conducted using the ERTH algorithm based on 20 independent runs for the 30-bus power system. The 30-bus system is selected because the number of backup relays per primary relay is relatively high, making the satisfaction of coordination constraints more challenging.
According to the results presented in
Table 20, it is observed that the value of the objective function increases as the penalty coefficients increase. In this context, higher penalty coefficients tend to degrade the search performance of the algorithm, whereas lower penalty values may lead to infeasible solutions. On the other hand, within the scope of Scenario 1, CTI violations are significantly higher for lower penalty coefficients compared to those in Scenario 2. These results also demonstrate that the proposed two-level DOCR-based coordination scheme in Scenario 2 is more effective in handling CTI violations. Indeed, it is observed that the penalty coefficient combination at which the algorithm achieves its best performance, without leading to infeasible solutions, is (
,
) = (500, 1000).
5. Discussion and Future Research Directions
This study introduces two main innovations for optimal DR–DOCR coordination. The first is the proposal of a two-level DOCR-based DR–DOCR coordination scheme as an alternative to the conventional single-level DOCR characteristic-based coordination widely adopted in the literature, including recent studies. In conventional coordination approaches, the single-level DOCR characteristic is often insufficient to effectively handle the challenges imposed by CTI constraints, leading to relatively high operating times for both primary and backup relays. In the proposed method, the DOCR characteristic is divided into two distinct levels corresponding to primary and backup protection regions. In addition to this structural modification, the relay characteristic curve is endowed with enhanced flexibility through user-defined parameters (, , ) as well as a shift parameter () that controls the separation between the two levels. With these features, the proposed coordination scheme effectively mitigates CTI violations while significantly reducing relay operating times, bringing them close to the minimum allowable relay operating time (). The results obtained from the 8-bus and 30-bus test systems clearly demonstrate the effectiveness and significance of the proposed characteristic.
The second contribution of this study is the development of an enhanced version of the RTH algorithm, referred to as ERTH, for solving the coordination problem. The results indicate that the ERTH algorithm outperforms all algorithms considered, including recently applied methods for optimal DR-DOCR coordination such as GWO, EEO, and TLBO, particularly in terms of convergence toward the global optimum. Furthermore, the superior performance of ERTH in terms of both average and maximum objective function (OF) values demonstrates its robustness, consistency, and stability.
On the other hand, one of the primary drawbacks of the proposed method is that, similar to all non-standard relay characteristics, it is not directly applicable to the electromechanical relays that are still widely deployed in existing power system protection infrastructures. In this context, the proposed approach requires the use of digital relays, which may introduce additional costs. However, considering the technological advancements achieved by relay manufacturers, it is reasonable to expect that digital relays will play a much more significant role in power system protection in the near future. As also evidenced in
Table 1, the use of non-standard relay characteristics has been increasingly adopted in recent studies. Moreover, with the growing penetration of renewable energy sources, power systems are increasingly exposed to challenges such as fluctuations in load currents [
3], reverse fault currents under grid-connected and islanded operating modes in microgrids [
11], and both short- and long-term variations in network topology [
45]. Under such conditions, achieving reliable protection using conventional electromechanical relays becomes highly challenging, thereby making the adoption of digital relays essential.
Another limitation of the proposed DR–DOCR coordination approach is the significant increase in the number of decision variables compared to the conventional coordination scheme (from 3 to 10). While this increase provides enhanced flexibility in shaping the relay characteristic, it also enlarges the problem dimension and consequently increases the computational burden of the optimization process. Indeed, the results indicate that the use of the proposed relay characteristic leads to approximately a 1.5–2 times increase in computational effort. This implies that, in order to obtain optimization results within comparable time frames to conventional approaches, additional computational resources—and thus extra hardware cost—may be required. Nevertheless, it should be noted that the higher relay operating times obtained with conventional coordination approaches may impose cumulative thermal and mechanical stress on power system equipment during fault conditions, potentially leading to severe damage and significantly higher long-term costs. In this regard, the proposed method offers a more reliable and cost-effective solution from a system-level perspective.
The ERTH algorithm is observed to provide highly effective solutions for the coordination problem considered in this study. A potential shortcoming of ERTH is its computational requirement during the optimization process. However, as demonstrated by the convergence curves, ERTH is capable of reaching solution levels—often only attained by other algorithms at the end of the optimization process—at much earlier stages. This indicates that ERTH can still deliver effective performance even under lower computational time, making it a competitive and efficient optimization tool.
Under the current hardware conditions considered in this study, it is not deemed practical to employ all the investigated algorithms within a real-time relay coordination framework. However, when combined with advancements in supercomputing technologies, the strong performance demonstrated by the ERTH algorithm suggests that this integration could evolve into a powerful tool for real-time relay coordination applications.
Recent developments in relay coordination studies indicate a growing focus on addressing the challenges introduced by synchronous-based DGs, which can be based on either thermal or renewable energy sources. Due to their high fault current contributions, synchronous-based DG units can significantly alter fault current levels when they are connected to or disconnected from the system, thereby complicating protection coordination. To mitigate these effects, some studies in the literature have incorporated fault current limiters to restrict excessive fault currents [
46]. Additionally, adaptive protection schemes based on assigning predefined relay setting groups in real time, in accordance with changing network topologies, have been proposed as an effective solution [
47]. In contrast, the renewable energy sources considered in this study are inverter-interfaced types, which contribute relatively limited fault current. As part of future work, it is planned to extend the proposed method to scenarios involving synchronous-based renewable energy sources.
On the other hand, another research area closely related to power system protection is power system stability. Protection coordination schemes should ensure relay operating times that prevent generators from losing stability under fault conditions. Indeed, recent studies have incorporated transient stability constraints into DOCR coordination problem [
48]. In this regard, future research will focus on extending the proposed method by integrating transient stability constraints into the DR–DOCR coordination framework, which, to the best of the authors’ knowledge, has not yet been addressed in the literature.
6. Conclusions
In this study, a new two-level DOCR-based DR-DOCR coordination is proposed. The proposed DR-DOCR coordination aims to achieve lower relay operating times by facilitating the avoidance of CTI violations more effectively than conventional coordination through the flexibility provided by using the two-level DOCRs. In addition, a novel variant of RTH, called ERTH, is proposed to solve the coordination problem.
The proposed method introduces two main novelties: a two-level DOCR-based coordination scheme and the use of the ERTH algorithm for optimization. It is compared with the conventional single-level DOCR coordination scheme and 12 competing optimization algorithms. Results obtained on modified 8-bus and 33 kV portions of the 30-bus test systems, including renewable energy integration, show that the proposed coordination scheme reduces relay operating times by approximately 80% and 81%, respectively, compared to the conventional method. The ERTH algorithm outperforms all other algorithms in achieving the minimum objective function, providing additional reductions of 7.5% and 9.4% compared to the second-ranked algorithms for the conventional coordination scheme in the 8-bus and 30-bus systems, respectively. Overall, a minimum reduction of 83% in relay operating times is achieved, especially for the 30-bus system, when both the proposed coordination scheme and the ERTH algorithm are employed, compared to combinations using the conventional coordination scheme and other algorithms. The method is also validated under three-phase, phase-to-phase, and single-phase-to-ground faults, demonstrating effective coordination with low relay operating times for all fault types.
The proposed scheme employs a non-standard relay characteristic, requiring digital relays. Although their higher cost may be considered a drawback, the reduced stress on power system equipment and prevention of potential damage due to shorter operating times outweigh this disadvantage. Moreover, increasing renewable energy penetration further necessitates the use of digital relays. Although the ERTH algorithm introduces a relatively high computational burden, convergence results indicate that it produces effective solutions even in early iterations.
Based on these findings, the proposed method is an effective and practical approach for DR-DOCR coordination. Future work will focus on incorporating different objective functions, additional constraints such as transient stability, and extending the method to systems with various types of renewable energy sources (e.g., synchronous and inverter-interfaced).