1. Introduction
The substantial access of distributed energy and the uncertainties brought by nonlinear and unbalanced loads in electricity generation and demand lead to voltage exceeding limits and feeder power imbalance problems easily occurring in current distribution networks, reducing the security and reliability of the distribution network. To solve the above problems, the Smart Soft Open Point (SOP) has emerged. SOP is a highly controllable power electronic device, used to replace traditional switching devices, achieving the regulation of active and reactive power flow during normal operation. At the same time, due to the isolation of the DC link and the instantaneous control of current, SOP can effectively promote fault isolation and power supply restoration in active distribution networks [
1].
To further enhance the flexible regulation capability of power flow in distribution networks, researchers have proposed a device based on SOP, the distribution unified power flow controller (D-UPFC). The D-UPFC integrates series inverters and parallel rectifiers, which can achieve compensation for multiple power quality issues and power flow transfer [
2]. The topology of the D-UPFC is shown in
Figure 1. Its left and right ends are connected between 10 kV medium-voltage distribution networks. The core part consists of a series converter composed of a series transformer and a voltage source inverter (Series Converter, SEC) and a parallel converter composed of a parallel transformer and a voltage source rectifier. The two converters are interconnected via a common DC bus [
2]. The parallel converter of the D-UPFC primarily provides stable DC voltage support for the system, while the series converter achieves power flow regulation by injecting voltage with adjustable magnitude and phase into the grid.
For the problems existing in the traditional D-UPFC, current research has achieved structural simplification and performance improvement through the innovation of power electronic devices. Ref. [
3] proposed a novel DC-isolated UPFC by adopting three parallel equivalent capacitors. Through the switching of power electronic switches, it realizes energy transfer and electrical isolation between series and parallel inverters, eliminating the transformer in traditional converters. A power coordination control strategy for UPFC containing energy storage units is proposed in [
4]. By fixing the rated voltage of the series converter and utilizing the energy storage unit to regulate the source current, it achieves load shedding of the parallel converter, suppresses overcurrent during voltage sags, and provides full load power from the energy storage during source interruption, remarkably reducing the capacity requirement of UPFC.
At the same time, to address the issue that insufficient dynamic response capability of the power grid may cause potential security risks, the scholars have proposed introducing short-term energy storage devices into power electronic converters and improving control strategies, thereby achieving dynamic emulation of the external characteristics of synchronous generator sets, which is the VSG technology [
5]. The related concepts of virtual synchronous generators are explained, classification criteria and application paradigms for VSG are established, and application methods for different functional types of VSG devices are revealed through specific engineering examples in [
6]. Regarding control strategies, an interconnected converter control strategy based on VSG is designed according to the power coordination requirements of hybrid AC/DC microgrids in [
7], which can provide inertia support for both AC and DC sub-microgrids. Model predictive algorithms and VSG technology are innovatively combined in [
8]; through the abandonment of conventional cascaded voltage–current regulation modules, the system topology is simplified while dynamic regulation accuracy is improved. Virtual impedance is introduced into VSG control, and a transient voltage compensation mechanism is constructed through modification of the input voltage, effectively enhancing the system’s low-voltage ride-through (LVRT) capability [
9]. Linear Active Disturbance Rejection Control (LADRC) technology is employed to suppress frequency oscillations caused by load fluctuations under VSG control in [
10]. A nonlinear PID controller is introduced into the dual voltage–current loop, with system dynamic characteristics optimized in real time through a tracking differentiator, resulting in significant improvement of disturbance rejection performance during abrupt changes in operating conditions in [
11]. An adaptive model of virtual rotational inertia is established in [
12]. By utilizing boundary conditions that maintain steady-state system operation, it determines the feasible region for virtual inertia and damping coefficients. Within this feasible region, it achieves dynamic adjustment of virtual inertia and damping coefficients based on rotor angular frequency and its rate of change, and verifies the stability of the VSG system under this control method using the Lyapunov stability criterion. Nevertheless, the selection of constraint conditions is overly complex, increasing the computational burden of the system. Moreover, the linear adaptive model struggles to meet the nonlinear variation requirements of VSG parameters.
Fuzzy control has been widely recognized as an effective approach for addressing nonlinear control challenges. In [
13], an adaptive control strategy for VSG parameters based on fuzzy logic was introduced. This method adaptively adjusts the inertia and damping coefficients of the VSG through fuzzification, fuzzy inference, and defuzzification processes, thereby simplifying the control computation. However, the fuzzy rules employed in [
13] remain relatively simplistic, failing to fully capture the nonlinear characteristics of the VSG power–angle curve. Refs. [
14,
15,
16] have analyzed the dynamic behavior of VSG systems under active power and frequency disturbances. These works divided the oscillation process into four intervals and proposed optimized adjustment strategies for damping and inertia in each interval. Although these methods represent a step forward, they primarily rely on the signs of the angular velocity deviation (Δω) and its rate of change (
dω/
dt), without accounting for the continuous variations in frequency and its derivative. This oversimplification may lead to insufficient adjustment precision and limit the control performance in practical applications. It is also noteworthy that current research on VSG technology has predominantly focused on parallel-connected converters, such as grid-forming inverters in microgrids or renewable energy integration systems [
17,
18]. In contrast, the application of VSG control to series-connected converters, such as those used in power flow regulation devices like the D-UPFC, remains relatively unexplored. Series-connected converters play a critical role in managing line power flow and enhancing grid stability [
19]. Therefore, investigating the implementation of VSG control in series converters is essential to fully leverage its potential in improving grid support capabilities.
This paper aims to address the research gaps by introducing a refined fuzzy-control-based adaptive strategy for VSG parameters. The main contributions are summarized as follows:
- (1)
A combination of Gaussian and triangular membership functions is adopted to enhance the sensitivity and accuracy of the fuzzification process;
- (2)
Moving beyond the conventional four-interval division that relies solely on the signs of state variables, an eight-interval partitioning strategy is proposed for the oscillation process;
- (3)
The proposed refined fuzzy VSG control is applied and validated on the series converter of a D-UPFC. This extends the benefits of VSG technology to flexible power flow regulation, enhancing grid support capabilities from a new perspective.
The remainder of this paper is organized as follows.
Section 2 introduces the fundamentals of synchronous generators and the design of the VSG controller for series converters.
Section 3 investigates the refined fuzzy adaptive strategy for optimizing key parameters of VSG.
Section 4 presents the simulation results and discussion. Finally,
Section 5 concludes the paper.
3. Adaptive Strategy of VSG Parameters Based on Refined Fuzzy Control
When subjected to external power impact or large load fluctuation, it is necessary to optimize the control parameters of the VSG during oscillation to avoid phenomena such as frequency exceeding the limit during oscillation and power impact damaging the converter [
22]. The core purpose of introducing fuzzy control into the VSG control is to solve the inherent contradiction that its fixed control parameters cannot balance stability and rapidity under complex and variable working conditions. The fuzzy controller can dynamically and adaptively adjust key parameters such as moment of inertia and damping coefficient, enhancing system stability under large disturbances and improving response speed under small deviations.
3.1. Influence of Adjustable Parameters on Output Characteristics
The main adjustable parameters include rotational inertia J and damping coefficient D, and their influence on output characteristics is reflected in the variation in active power and angular frequency.
Equation (6) is transformed into torque form, as shown in Equation (14).
where
ω0 is the rated angular velocity of the VSG;
Tm,
Te, and
TD are the mechanical torque, electromagnetic torque, and damping torque of the VSG, respectively.
The output power of the VSG is obtained as shown in Equation (15).
where
U is the load-side voltage value;
Z is the impedance of the VSG filter circuit;
δ is the power angle of the VSG; and
θ is the impedance angle of the filter circuit. Using the small-signal model analysis method of synchronous generators in traditional power systems, assuming that the resistance of the VSG is 0, an approximation is obtained:
θ ≈ π/2;
δ ≈ 0 and, substituting into Equation (14), we get:
If taking 0 <
ζ < 1 and the error is within ±5%, then the overshoot
σ% and the settling time
ts of the second-order system are:
From Equation (17), it can be seen that the dynamic performance of the VSG second-order system is mainly determined by J, D, and kω. In engineering practice, kω is usually a fixed value. When either D or J is constant, the overshoot σ% and settling time ts are proportional to J and inversely proportional to D. The rotational inertia J determines the oscillation frequency during the active power output dynamic response of the VSG, while the damping coefficient D determines the attenuation rate of the power oscillation.
The dynamic response changes of the system’s output active power from 0 to 100 kW under different moments of inertia and damping coefficients are shown in
Figure 11.
According to Equation (14), we have:
Assuming is constant, then the larger D is, the smaller the frequency deviation will be. Assuming is constant, the larger J is, the smaller the rate of change of angular velocity will be. Therefore, in order to maintain a stable system frequency, and can be suppressed by appropriately increasing the damping coefficient d and the moment of inertia J.
The variation in the frequency characteristics of the system output under different moments of inertia and damping coefficients is shown in
Figure 12.
3.2. Dynamic Performance Analysis of VSG
The dynamic performance of the VSG can be characterized by the system power angle and angular velocity trajectory curve as shown in
Figure 13. At the initial operating point A, the rotor angular velocity
ω is synchronized with the rated angular velocity
ωN of the grid. When the system is subjected to external disturbance and the active power increases to
P2, the original equilibrium is broken. Under the combined action of virtual inertia and damping, the system undergoes oscillation over multiple cycles and finally converges to a new equilibrium point B. This nonlinear transition constitutes the typical dynamic response process of the VSG.
The trajectory curve can be divided into four parts:
Stage I: Sudden increase in system input power causes an increase in virtual rotor speed, moving from point A to B.
Stage II: Output power is greater than input power, causing virtual rotor deceleration, but the rotor speed is still greater than the system speed; when reaching point c, the angular velocity is synchronized and, under the influence of output power, continues to decrease.
Stage III: Output power is greater than input power, resulting in continuous decrease in angular velocity.
Stage IV: Output power is less than input power, and virtual rotor angular velocity gradually approaches steady-state value.
This cyclic energy exchange forms attenuated oscillation in the virtual inertia-damping system, finally stabilizing the system at the target operating point B, reconstructing power balance.
3.3. Design of Refined Fuzzy Adaptive Controller for VSG Parameters
3.3.1. Virtual Parameter Adjustment Rules
Traditional fuzzy control methods typically divide the oscillation process of angular velocity into four regions [
13], based on the sign of angular velocity deviation (Δ
ω) and the rate of change of angular velocity (
dω/
dt), to determine the adjustment rules for virtual inertia (Δ
J) and damping coefficient (Δ
D). The control strategy is as follows:
Region I: dω/dt > 0 and Δω > 0. The angular velocity is deviating from the steady state and increasing. Increase ΔJ to suppress the angular velocity change.
Region II: dω/dt < 0 and Δω > 0. The angular velocity is still above the steady state but starts to decrease. Decrease ΔJ and increase ΔD to accelerate the return to steady state.
Region III: dω/dt < 0 and Δω < 0. The angular velocity is below the steady state and continues to drop. Increase ΔJ to suppress further deviation.
Region IV: dω/dt > 0 and Δω < 0. The angular velocity is recovering. Decrease ΔJ and increase ΔD to facilitate a quicker recovery.
These form the basic control strategy under four-interval fuzzy control, as shown in
Table 1.
The conventional four-interval strategy, which relies solely on the signs of Δ
ω and
dω/
dt, offers a basic framework but lacks the precision to capture continuous dynamic variations. To achieve finer-grained control over the system’s kinetic energy and damping dissipation, we refine the oscillation process into eight intervals, as shown in
Figure 14. This granularity enables a superior strategy: (1) distinguishing between strong acceleration and early deceleration for proactive inertia management; (2) implementing a “soft landing” by tapering off parameter adjustments near the setpoint to suppress secondary oscillations effectively. This approach facilitates more precise coordination between virtual inertia and damping. The refined adjustment rules are detailed as follows.
In Interval 1(t1–t2), the angular frequency deviation Δω > 0 and the angular frequency change rate dω/dt > 0. At this time, the angular frequency gradually exceeds the rated value. The virtual inertia J should be increased to suppress dω/dt and slow down the growth of the angular frequency.
In Interval 2(t2–t3), the angular frequency deviation is over zero. At this time, dω/dt has already gradually decreased. The increment of virtual inertia J should be relatively reduced compared to the change in Interval 1(t1–t2). This can both suppress the change in angular frequency and prepare in advance for the reduction in virtual inertia. Simultaneously, in Intervals 1(t1–t2) and 2(t2–t3), the damping coefficient D should be controlled to increase as Δω increases to suppress the frequency oscillation and deviation caused by the increase in J.
In Interval 3(t3–t4), the angular frequency deviation Δω > 0 and the angular frequency change rate dω/dt < 0. Within this interval, the angular frequency gradually decreases until it returns to the steady-state value. At this time, the virtual inertia J should be decreased to reduce the system inertia and accelerate the change in angular frequency.
In Interval 4(t4–t5), the angular frequency deviation Δω > 0 and the angular frequency change rate dω/dt < 0 but, at this time, the angular frequency has already tended towards the steady-state value. At this time, the reduction amount of virtual inertia J should be appropriately decreased. This is both beneficial for the recovery of angular frequency and can prevent the next oscillation triggered by excessively fast inertia reduction. Simultaneously, in Intervals 3 (t3–t4) and 4 (t4–t5), the increase amount of the damping coefficient D should be appropriately lowered. This can both suppress angular frequency oscillation and avoid the increase in regulation time caused by an excessively large D value.
The adjustment rules for Intervals 5 (
t5–
t6) and 6 (
t6–
t7), Intervals 1 (
t1–
t2) and 2 (
t2–
t3), Intervals 7 (
t7–
t8) and 8 (
t8–
t9), and Intervals 3 (
t3–
t4) and 4 (
t4–
t5) are the same and therefore are not repeated. From this, the refined rules table for parameter adjustment during the VSG oscillation process shown in
Table 2 can be obtained.
3.3.2. The Struct of Refined Fuzzy Adaptive Controller
The refined fuzzy controller mainly consists of fuzzification, refined fuzzy control rules, and defuzzification, as illustrated in
Figure 15. Here,
ke and
kec are the input scaling factors, while
kJ and
kD are the output scaling factors.
The input scaling factors ke and kec determine the system’s operating range and the normalized domain [−1, 1] of the fuzzy controller. The frequency fluctuation range of the power grid is usually ±0.5 Hz, corresponding to an angular frequency deviation of ±3.14 rad/s. Therefore, the normalization factor ke is equal to 1/3 = 0.33. The rate of change in angular frequency is usually ±100 rad/s2. Therefore, the normalization factor kec is equal to 1/100 = 0.01. These values ensure that the input variable is evenly distributed within [−1, 1], avoiding the membership of certain regions being too low. The output scaling factors kJ and kD are set based on the steady-state value of J and D.
The factors ke and kec are used to normalize the inputs Δω and dω/dt to the range of [−1, 1]. The values of kJ and kD are selected within a reasonable range based on regulation needs.
First, fuzzification refers to converting the controller input-angular frequency deviation Δω and its rate of change dω/dt into fuzzy variables. The input and output ranges are set within [−1, 1], and Δω and dω/dt are scaled using the input scaling factors to ensure standardization. The Δω represents system energy imbalance and dω/dt reflects inertial response speed. They exhibit distinct dynamic characteristics during VSG oscillations. To balance computational efficiency and dynamic sensitivity, we adopted hybrid membership functions. Gaussian functions avoid abrupt control actions under large disturbances (preserving VSG stability), and triangular functions ensure precise adjustments near steady state (minimizing frequency/overshoot deviations).
Both input and output variables are divided into seven fuzzy levels: {Negative Big (NB), Negative Medium (NM), Negative Small (NS), Zero (ZO), Positive Small (PS), Positive Medium (PM), and Positive Big (PB)}. The membership functions for input and output variables are shown in
Figure 16.
Next is the refined fuzzy control rule stage. Based on the refined virtual parameter adjustment rules designed in
Table 2 and combined with the input and output membership functions, the refined fuzzy inference rule tables for control parameters are created, as shown in
Table 3 and
Table 4.
Finally, defuzzification is performed using the centroid method. The resulting crisp output values are scaled using the output scaling factors
kJ and
kD and then superimposed on the steady-state values
J0 and
D0 to obtain the final adaptive adjustment values. The resulting fuzzy inference surfaces are shown in
Figure 17.
4. Simulink Results
4.1. D-UPFC Validation
To fully verify the effectiveness of D-UPFC in power quality management, a simulation model for the flexible interconnection scenario of a medium-voltage distribution network is established as shown in
Figure 1 and the simulation parameters are tabulated in
Table 5.
Case 1: harmonic control
The load on the rectifier side is replaced with a nonlinear load (as a harmonic generator) and the harmonic current is suppressed by injecting compensation current on the rectifier side. At 0.075 s, the rectifier side injects compensation current into the power grid. Taking the current of phase A of the power grid as an example, the simulation results are shown in
Figure 18.
As can be seen from
Figure 18, before adding the compensation current, the THD of A-phase current is 9.26%. After adding the compensation current, at 0.075 s, the THD of A-phase current is 1.04%. The high-order harmonics and current spikes of the power grid current are significantly suppressed.
Case 2: unbalanced current treatment control
The load on the rectifier side is replaced by a three-phase unbalanced load to generate a three-phase unbalanced current. Compensation current is injected into the power grid on the rectifier side for compensation. The compensation control is activated at 0.075 s. The simulation results are shown in
Figure 19.
Take the D-axis current and divide the negative sequence current component by the positive sequence current component to obtain the result of the three-phase maximum unbalance degree. As shown in the
Figure 19, the maximum unbalance degree of the three phases was 27.45% before 0.075 s, and it became 3.62% after the compensation current was added at 0.075 s, verifying the effectiveness of the D-UPFC.
4.2. VSG Validation
To verify the active power transfer capability of the VSG algorithm through the series side of the system, a scenario is simulated in which 1.7 MW of active power is transferred via the interconnection switch at 0.2 s. A comparison is made between conventional vector control and the proposed VSG control, focusing on the power waveform during the switching process.
The comparison in
Figure 20 shows that, after the switch closes at 0.2 s, the conventional vector-controlled converter responds quickly but exhibits a larger overshoot compared to the VSG-controlled converter, which has a slower response due to its inertia and damping characteristics.
Figure 21 shows the frequency variation of the receiving-end grid under both control strategies during power flow transfer.
After issuing the active power command, the frequency of the receiving-end grid fluctuates. Under VSG control, the converter can actively participate in frequency regulation, reducing oscillations and accelerating frequency recovery.
In another simulation scenario, load fluctuation is introduced. The system is initially set to provide 1 MW of active power and, between 1.2 s and 2.5 s, an additional 0.6 MW load is added at the receiving-end grid. The frequency and converter output power changes during this period are observed.
Figure 22 shows that, under a 0.6 MW load variation, the receiving-end grid experiences an active power imbalance. Under conventional vector control, the grid frequency drops rapidly to 49.8 Hz, and the converter output remains unchanged, contributing nothing to frequency regulation. In contrast, under VSG control, the frequency decreases more gradually and stabilizes at 49.88 Hz, with the converter supplying an additional 0.24 MW of active power to help offset the power deficit in the grid.
4.3. Refined Fuzzy Control Validation
To verify the feasibility and superiority of the refined fuzzy control method applied to the dynamic regulation process of a series converter, a VSG parameter regulation module based on refined fuzzy control was added on the basis of the VSG control algorithm. Using Matlab 2023a, the dynamic process of the system is compared under fixed parameter control, traditional parameter linear adaptive control, four-interval fuzzy control, and refined fuzzy adaptive control. The basic simulation parameters of the system refer to the simulation settings in the previous sections, and other simulation parameters are listed in
Table 6.
In
Figure 23, the converter’s initial output active power was set to 1 MW, and the system reached stability after 1 s. At 1.2 s, the reference active power was adjusted to 1.7 MW. First, the variations in the VSG system’s virtual inertia
J and damping coefficient
D under different control strategies after 1.2 s were observed.
From the figures above, it can be seen that the system’s virtual inertia and damping coefficient vary under different control strategies, all following the previously described control rules. The different control strategies regulate the system’s power and frequency dynamics by adjusting J and D.
A comparative analysis was conducted on the changes in active power and frequency of the dynamic system under fixed parameter control, traditional linear adaptive control, four-interval fuzzy control, and refined fuzzy adaptive control.
In
Figure 24, the maximum active power overshoot under fixed parameter control reached 4.7%, 2.5% under traditional adaptive control, and 1.9% under four-interval fuzzy control, while, under refined fuzzy control, the overshoot was only 0.20%, which was nearly negligible. In addition, the maximum frequency deviation under fixed parameters was 0.356 Hz, 0.315 Hz under traditional adaptive control, 0.293 Hz under four-interval fuzzy control, and 0.259 Hz under refined fuzzy control. Moreover, observing the system frequency variation, the refined fuzzy control strategy effectively reduced the decrease in
J in the defined Interval 4, thereby reducing the occurrence of second oscillation compared to four-interval fuzzy control and making frequency variation smoother. The simulation demonstrates that the proposed refined fuzzy control strategy effectively improves the dynamic performance of the VSG and reduces the frequency deviation of the system.
Although the proposed improved fuzzy VSG control strategy demonstrated superior performance in the studied scenarios, it also had certain limitations.
First, it analyzes and assumes a three-phase symmetrical system. The performance under conditions of significant asymmetry deserves further study.
Secondly, the robustness of the controller was verified within the typical range of network parameters. However, if it is applied to systems with extremely different network parameters (for example, line impedance), its performance may not be optimal and the control parameters need to be readjusted.
In addition, the control strategy proposed in this paper focuses on improving the dynamic response performance of the system and its robustness to the perturbation of system parameters and achieving the frequency support function. For severe fault situations, it must be integrated with a dedicated fault ride-through solution.