3. Proposed Methodology: Exact–Metaheuristic Approach
As shown in the previous section, the proposed model constitutes a highly complex optimization problem due to the combinatorial nature associated with the simultaneous selection of routes and conductors. For this reason, its solution requires a strategy capable of efficiently exploring a large discrete search space without compromising the rigor of the electrical model or the operational representation of the unbalanced three-phase system.
Solution strategies reported in the literature for this type of problem are commonly based on metaheuristic algorithms, due to their ability to handle non-convex and highly complex models with both discrete and continuous variables [
10,
11,
12]. Their flexibility and capacity to explore large search spaces with reasonable computational effort make them attractive for network planning problems [
13]. However, because they rely on stochastic processes and parameter tuning, they do not guarantee the global optimum and may exhibit variability across runs, reducing result repeatability [
14,
15,
16].
On the other hand, exact solution methods provide a more rigorous alternative, since they can obtain optimal solutions when global optimality conditions are certified, or otherwise the best feasible solution achievable under the adopted solver settings [
17,
18]. Their main advantage is the delivery of unique, verifiable, and reproducible results. However, this rigor entails a high computational cost, as solution time increases significantly with system size, the number of binary variables, and model nonlinearity, which may limit their application to large-scale systems [
21].
Considering the strengths and limitations of both approaches, this article proposes a hybrid methodology to address the joint problem of route and conductor selection, as shown in
Figure 1.
The figure illustrates the proposed hybrid exact–metaheuristic methodology as an iterative framework in which both stages continuously exchange information. In the first stage, each metaheuristic individual proposes a candidate network topology for the route selection problem. This topology is then evaluated in the second stage through an exact optimization model, which determines the best conductor configuration and computes the objective function while enforcing all technical and operational constraints. The resulting objective value is returned to the first stage, where it guides the exploration and exploitation process to generate new candidate topologies. In this way, the methodology combines efficient global search with rigorous and reproducible solution evaluation.
This structure balances the strengths of both approaches, the metaheuristic enhances global exploration, while the exact stage reduces the variability and limited optimality guarantees of stochastic search. As a result, the proposed framework yields high-quality, optimal or near-optimal solutions with greater repeatability and lower computational burden than a fully exact solution of the complete problem.
3.1. Metaheuristic Stage: Route Selection
To address the route selection problem, this article implements the Equilibrium Optimizer (EO). The choice of this algorithm is supported by its strong numerical performance reported in the specialized literature, where it has shown competitive results against widely established metaheuristics such as Particle Swarm Optimization, Grey Wolf Optimizer, Genetic Algorithm, and Salp Swarm Algorithm [
23].
EO is an algorithm inspired by the dynamic mass balance model in a control volume, where the concentration of a substance evolves according to inflow, outflow, generation, and equilibrium conditions [
23,
26]. Based on this analogy, EO interprets each candidate solution as a particle and its position in the search space as a concentration, so that the optimization process is modeled as a gradual transition toward an equilibrium state representing the optimal solution [
24]. Under this formulation, particle updating combines three fundamental components: a reference toward high-quality solutions, a term associated with the difference with respect to the equilibrium state, and a generation term that contributes to balancing the global exploration and local exploitation of the search space [
23,
25].
This behavior can be mathematically modeled as explained below.
3.1.1. Initial Population
To initiate the search process, EO generates the initial individuals or concentrations, randomly within the solution space, thereby ensuring population diversity from the outset of the optimization procedure. Each individual
i, or concentration
i, is encoded as follows:
where
represents concentration
i at iteration
t, and
is the number of individuals or concentrations that make up the population. As can be seen, each concentration
i is represented by a vector of size
, corresponding to the number of active lines. Each position in this vector stores an integer associated with a candidate line, indexed from 1 to the total number of candidate lines
.
To ensure a valid radial topology, a route feasibility algorithm based on graph connectivity and spanning-tree verification is applied, following the principles described in [
8]. For completeness and reproducibility, the procedure is summarized in Algorithm 1.
The purpose of this algorithm is to transform each candidate solution generated by EO into a feasible radial topology before it is evaluated by the exact conductor-selection stage. In this context, each EO concentration is encoded as a vector of candidate line indices. Since the EO position-update mechanism may generate repeated line indices, disconnected configurations, or topologies containing cycles, a feasibility verification step is required.
The algorithm first removes duplicated line indices and constructs an undirected graph
using the remaining selected routes. Then, the graph is checked to verify whether all demand nodes are connected to the substation node. In addition, the number of selected branches is forced to be exactly
. These two conditions are sufficient to guarantee radiality: according to graph theory, a connected undirected graph with
n nodes and
branches is a tree [
29,
30]. Therefore, it cannot contain meshes, cycles, or isolated sub-loops. If the candidate graph is disconnected, the algorithm adds feasible candidate lines that connect different components. If the graph contains more than
branches, redundant branches associated with cycles are removed. Thus, the procedure terminates only when the selected topology is connected and has exactly
branches, ensuring that only feasible radial configurations are passed to the exact MINLP stage.
![Technologies 14 00439 i001 Technologies 14 00439 i001]()
After initialization, each concentration is evaluated through the objective function in Stage 2. The population is then sorted from the individual with the best objective function value to the one with the worst, in order to identify the equilibrium candidates [
23].
3.1.2. Equilibrium Pool and Candidates
Once the population has been evaluated and sorted according to the objective function value, EO selects a set of high-quality solutions referred to as the equilibrium pool. This set is composed of the four best concentrations found up to the current iteration, together with a fifth concentration computed as the arithmetic mean of those solutions [
24]. Mathematically, the equilibrium pool is defined as follows:
where
,
,
, and
represent the four best concentrations in the population, while
corresponds to their arithmetic mean, computed as follows:
The incorporation of multiple equilibrium candidates, instead of a single best solution, enriches the search process by providing several high-quality references for particle updating [
23]. At each iteration, each concentration randomly selects one of the elements from the equilibrium pool to guide its movement through the search space, thereby promoting a suitable balance between diversification and intensification in the optimization process.
3.1.3. Updating the Position of Each Concentration
Once the equilibrium pool has been defined, each concentration updates its position in the search space by taking as reference one of the equilibrium candidates selected at random. This process is modeled through an update equation that combines three components: the equilibrium concentration, a term associated with the difference between the current concentration and the equilibrium state, and a generation term that contributes to refining the search. Accordingly, the new position of each concentration is obtained as follows:
where
and
represent concentration
i at iterations
t and
, respectively;
is the equilibrium candidate selected from the equilibrium pool;
F is the exponential control term;
G is the generation rate;
is the turnover-rate vector; and
V is the control volume, which is assumed to be unitary in the algorithm implementation.
The exponential term
F is defined as follows:
where
is a parameter that regulates the exploration capability of the algorithm, and
r is a random vector in the interval
. In turn, the generation rate is computed as follows:
with
where
is a control parameter that activates or deactivates the contribution of the generation term during the update process. Altogether, this formulation allows each concentration to combine global exploration and local exploitation movements, progressively guiding the population toward higher-quality regions in the solution space.
3.1.4. Updating the Equilibrium Pool
After updating the position of each concentration and re-evaluating the population through the objective function in Stage 2, the equilibrium pool is updated. In this implementation, the update is performed using an elitist criterion. First, the population is sorted according to the objective function value, from the best concentration to the worst one. Then, the first four concentrations of the current population are compared with the four candidates stored in the equilibrium pool. Each candidate is replaced only if the corresponding concentration in the current iteration exhibits a better objective function value.
Mathematically, this updating rule can be expressed as
where
denotes the
j-th best concentration in the population at iteration
, while
represents the
j-th equilibrium candidate stored in the pool from the previous iteration.
This procedure ensures that the equilibrium pool preserves only solutions of equal or better quality throughout the iterative process.
3.1.5. Stopping Criterion
The proposed solution methodology adopts a single stopping criterion based on the maximum number of iterations. Accordingly, the iterative process continues until the predefined iteration limit is reached, at which point the algorithm is terminated and the best solution stored in the equilibrium pool is reported as the final solution.
3.2. Exact Stage: Conductor Selection
Once the metaheuristic stage proposes a candidate radial topology, its quality is evaluated by exactly solving the conductor selection problem, which is formulated according to the following mathematical structure:
At this stage, the topology remains fixed, and the model determines the optimal conductor assignment over the active lines by minimizing the equivalent annual cost while simultaneously ensuring compliance with all technical constraints of the system. This stage is formulated as a MINLP problem, whose solution is obtained by combining a branch-and-bound scheme, responsible for handling the binary variables associated with conductor selection, with an interior-point method used to solve the nonlinear continuous relaxations that arise at each node of the search tree [
19,
20].
Branch-and-bound: The branch-and-bound (B&B) scheme constitutes the core exact mechanism for handling discrete decisions in the conductor selection problem. In this work, the binary variables associated with the choice of conductor size on each active line generate a large combinatorial search space, whose exhaustive enumeration is computationally impractical. To overcome this difficulty, B&B organizes the search through a tree structure in which each node represents a partial assignment of the binary variables [
27].
At each branching step, a discrete variable is fixed to mutually exclusive values, thereby generating more restricted subproblems. For each of these nodes, a continuous relaxation of the model is solved, and its solution provides a lower bound on the best objective value achievable within that branch [
27]. If this bound does not improve the best feasible solution currently known, or if the subproblem is infeasible, the corresponding branch is pruned from the tree. Otherwise, the branching process continues recursively. In this way, B&B enables a systematic exploration of the discrete solution space, while discarding unpromising regions at an early stage and significantly reducing the computational effort required to identify an optimal solution or the best feasible solution attainable.
Interior-point method: At each node of the B&B tree, the resulting relaxation preserves the nonlinear structure of the model and must therefore be solved as an NLP problem. For this purpose, an interior-point method (IPM) is employed, which is particularly suitable for large-scale problems with nonlinear constraints and multiple inequalities. The principle of this method consists of traversing the feasible region from its interior by incorporating barrier functions that penalize proximity to the constraint boundaries [
31,
32]. Throughout the iterative process, the IPM solves the continuous system associated with the Karush–Kuhn–Tucker optimality conditions and simultaneously updates the primal and dual variables, following a central path that converges to a feasible stationary point. As a result, the solutions of the continuous relaxations not only provide informative bounds for the pruning process in B&B, but they also ensure technical consistency in the evaluation of each candidate topology.
The integration of B&B and IPM makes it possible to solve the exact conductor selection stage in a rigorous manner. While B&B efficiently handles the discrete nature of the problem and bounds the combinatorial search space, IPM optimizes the continuous part while preserving the operation of the electrical system. This complementarity makes a suitable tool for evaluating each topology proposed by the metaheuristic stage, providing feasible, reproducible, and high-quality solutions that serve as the basis for feedback within the overall iterative process.
5. Simulation Results
This section presents the main results of the proposed exact–metaheuristic methodology and its comparison with other solution approaches. All computational routines were executed on a workstation equipped with a 12th-generation Intel Core i7-12700T processor running at 1.40 GHz, 32 GB of RAM, and a 64-bit Windows 11 Pro operating system. The metaheuristic optimization strategy for route selection was implemented in Julia v1.11.6. Likewise, the exact solution of the conductor selection model was also carried out in Julia, using the JuMP v1.29.0 optimization environment together with the BONMIN v1.8.9 solver, which integrates a branch-and-bound scheme with interior-point methods to handle the mixed-integer nonlinear structure of the problem.
To improve reproducibility,
Table 10 summarizes the main BONMIN and Ipopt parameters used in the computational experiments. The BONMIN tolerance, maximum number of branch-and-bound nodes, and maximum number of iterations were kept at their default values. This choice was adopted because, within the proposed EO-MINLP framework, BONMIN is not used to solve the complete route-and-conductor planning problem at once. Instead, it solves the conductor-selection subproblem for a fixed radial topology provided by the EO stage. As a result, the number of binary variables is significantly reduced and the corresponding MINLP exhibits fast convergence. Therefore, no additional limits on the number of nodes, iterations, or optimality gap were imposed. The parameters explicitly specified in the solver configuration were related to the NLP solver, the linear solver, the output level, and the treatment of original variable bounds.
The proposed methodology was validated through a comparative analysis against the metaheuristic approach presented in [
8] and the exact approach reported in [
9]. For this particular case, EO was configured with 30 individuals and 500 iterations. Since the route-selection stage is stochastic, no fixed random seed was imposed in the simulations. Instead, each test system was solved through 50 consecutive independent runs in order to statistically evaluate the repeatability of the proposed methodology. For this purpose, the best objective function value, the standard deviation, and the average computational time were computed and reported. In this way, the effect of the random initialization and stochastic search operators is reflected in the statistical indicators presented in
Table 11,
Table 12 and
Table 13.
For the pure metaheuristic methods, namely, SSA, GWO, VSA, and EO, each candidate solution was evaluated using a three-phase power-flow method based on the fixed-point numerical approach, also known as the successive approximation method in its three-phase version [
37]. Therefore, these methods did not rely on a simplified single-phase approximation or on a conventional backward-forward sweep formulation. The adopted power-flow procedure solves the same three-phase nonlinear network equations considered in the MINLP formulation, preserving the impedance matrices, phase coupling, unbalanced nodal demands, and both wye- and delta-connected load models. The difference is that, in the pure metaheuristics, the three-phase power flow is used as an external evaluation tool to compute losses, voltages, currents, and constraint violations for each candidate solution, whereas in the MINLP and EO-MINLP approaches, these nonlinear relationships are embedded directly into the optimization model as constraints.
5.1. Results for the 10-Node Distribution System: Nuquí, Chocó
Table 11 and
Table 14 summarize the results obtained for the 10-node distribution system located in Nuquí, Chocó. The first table reports the route and conductor caliber selected by each solution strategy, whereas the second table presents the corresponding annual cost components, the standard deviation of the solution process, and the mean computational time.
Table 14 shows that all metaheuristic approaches, namely, SSA, GWO, VSA, and EO, converged to the same radial topology and conductor allocation. In these solutions, the selected construction routes correspond to lines 3, 4, 6, 8, 9, 11, 12, 13, and 14, as illustrated in
Figure 5a. The conductor calibers are also identical among the four metaheuristics, which indicates that, for this system, the search space contains a highly attractive feasible region that can be consistently identified by different population-based algorithms.
In contrast, the exact MINLP formulation and the proposed EO-MINLP strategy selected a slightly different topology. In both approaches, line 14 was replaced by line 17, as shown in
Figure 5b, while the remaining selected routes and conductor sizes were preserved.
This modification is relevant because it demonstrates that a small topological change can improve the total annual cost, even when most of the network structure remains unchanged. Therefore, the difference between the metaheuristic solutions and the MINLP-based solutions is not associated with a generalized change in conductor sizing, but rather with a more effective selection of one route within the radial configuration. This result highlights the importance of solving route selection and conductor selection in an integrated manner, since the economic performance of the network is sensitive not only to conductor calibers but also to the spatial arrangement of the selected lines.
From the conductor selection perspective, the predominance of caliber 1 in the 10-node system is consistent with the rural nature of the network. Since the load density is low and the maximum conductor loading remains far below the thermal limit, the selected calibers are not mainly determined by ampacity requirements. Instead, the few branches assigned larger calibers, such as lines 3, 9, and 11, reveal that conductor sizing is driven by the need to control voltage drops and reduce the equivalent impedance of electrically relevant paths. Therefore, although most branches can be built with the smallest available caliber without violating current limits, the optimization model assigns larger conductors only where the feeder length, accumulated downstream demand, or voltage regulation requirements justify the additional investment.
Table 11 provides a more detailed economic comparison among the evaluated methods.
The metaheuristic methods SSA, GWO, VSA, and EO reached the same total annual cost of 49,353.4688 USD. This value is composed of 23,116.1636 USD associated with annual energy losses and 26,237.3052 USD associated with annualized conductor investment. The equality of these values confirms that all metaheuristics identified the same network configuration and conductor allocation.
The MINLP and EO-MINLP approaches achieved a lower total annual cost of 49,147.4576 USD, which represents a reduction of approximately 0.42% with respect to the metaheuristic-only solutions. Although this percentage may appear moderate, it is technically significant because the 10-node system is a small-scale network with a limited number of feasible radial configurations. In this context, even a small reduction in annual cost indicates that the exact–metaheuristic formulation was able to identify a more economically efficient trade-off between route construction and operational losses.
Regarding energy losses, the metaheuristic solutions obtained a lower annual loss cost, equal to 23,116.1636 USD, while the MINLP and EO-MINLP solutions obtained 23,462.3526 USD. This represents an increase of approximately 1.50% in annual losses for the MINLP-based solution. However, this increase is compensated by a reduction in the annualized investment cost. Specifically, the investment cost decreased from 26,237.3052 USD in the metaheuristic solutions to 25,685.1051 USD in the MINLP and EO-MINLP solutions, corresponding to a reduction of approximately 2.10%. Therefore, the best solution is not the one with the lowest technical losses, but the one that achieves the best economic balance between investment and operation.
This performance is explained by the fact that the hybrid method tends to incorporate a larger number of lateral branches (
Figure 5), which reduces power concentration in the network sections and improves current distribution throughout the distribution system; as a result, Joule losses decrease. Additionally, by relieving the loading of the network sections, the solution assigns smaller conductor calibers to a larger portion of the network, thereby reducing the investment component without compromising compliance with the electrical constraints.
In terms of standard deviation, GWO, VSA, and EO exhibited values that were practically zero, in the order of , indicating that these algorithms consistently converged to the same solution. SSA also presented a low standard deviation of 0.14380%, showing stable behavior, although with slightly higher dispersion than the other metaheuristics. As expected, the MINLP solution presents zero standard deviation because it is obtained through a deterministic exact optimization process. The EO-MINLP strategy also reports zero standard deviation, confirming that the hybrid procedure was able to reproduce the exact MINLP solution for this test system.
The mean computational time shows that the pure metaheuristic approaches required between 63.9897 s and 81.2272 s, with VSA being the fastest method and SSA the slowest among them. The exact MINLP formulation required 113.0900 s, which is higher than the computational time of the metaheuristics. This behavior is expected, since the MINLP model performs a more rigorous exploration of the feasible space and explicitly handles the nonlinear electrical constraints and discrete conductor decisions. The proposed EO-MINLP strategy required 95.2335 s, reducing the computational time by approximately 15.79% compared with the standalone MINLP formulation, while preserving the same optimal objective value. This result indicates that the hybrid strategy can improve computational efficiency without sacrificing solution quality.
5.2. Results for the 30-Node Distribution System: Leticia, Amazonas
Table 12 and
Table 15 summarize the results obtained for the 30-node distribution system located in Leticia, Amazonas. These tables contain the same type of information as the tables presented for the 10-node system.
Table 15 presents the selected routes and conductor sizes obtained with SSA, GWO, VSA, EO, MINLP, and EO-MINLP, where it can be observed that the specific set of selected lines varies across the methodologies, indicating that the larger search space leads to different feasible radial topologies. This contrasts with the 10-node case, where most methods converged to nearly the same configuration.
Figure 6 complements the information reported in
Table 15 by visually comparing the radial topologies obtained for the 30-node system.
As observed in
Figure 6, the best metaheuristic solution, the exact MINLP solution, and the hybrid solution share a common structural backbone composed mainly of lines 1, 4, 5, 6, 8, 9, 12, 14, 15, 16, 17, 18, 20, 23, 27, 30, 32, 34, 35, 44, 53, and 55. These routes preserve the main feeder paths and guarantee radial connectivity, suggesting that they are structurally relevant corridors for the 30-node system. However, the differences observed in the remaining branches confirm that the system admits multiple feasible radial alternatives. In particular, the variations in the upper and terminal sections of the feeder show that small changes in route selection can modify the way power flows are distributed through the network. Therefore, compared with the 10-node case, the route selection stage becomes more sensitive to the search strategy, since different algorithms may identify alternative radial configurations with similar feasibility but different economic and operational performance.
Regarding conductor selection, calibers 6, 5, and 4 are mainly assigned to the most relevant or highly loaded sections of the network, particularly in branches close to the substation or in paths that supply a larger portion of the feeder. In contrast, calibers 1, 2, and 3 appear in more specific terminal or lightly loaded branches, where current flow and voltage-drop impact are less critical. This behavior is consistent with the semi-urban nature of the 30-node system: unlike the rural 10-node case, where conductor sizing is mainly governed by voltage regulation under low loading conditions, the Leticia system requires a more balanced planning criterion. In this case, conductor selection must simultaneously account for current-carrying capacity, voltage regulation, and investment cost, since higher loading levels near the substation and more severe voltage drops at the feeder ends make both technical and economic effects relevant in the final solution.
The comparison between MINLP and EO-MINLP shows that both approaches identify different radial topologies. This indicates that the hybrid strategy does not simply reproduce the standalone MINLP solution; instead, it guides the search toward an alternative feasible configuration with better economic performance by combining the exploration capacity of EO with the rigorous conductor evaluation of the MINLP model.
From
Table 12, it can be seen that EO-MINLP obtained the lowest total annual cost, with 436,610.1270 USD. The standalone MINLP formulation reached 437,251.4735 USD, while the best pure metaheuristic solution was obtained by EO, with 439,716.6985 USD. Therefore, EO-MINLP reduced the total annual cost by 641.3465 USD, equivalent to approximately 0.15%, with respect to the standalone MINLP. Similarly, when compared with the best pure metaheuristic, EO-MINLP achieved an annual saving of 3106.5715 USD, corresponding to approximately 0.71%. Although these differences may seem moderate in percentage terms, they are relevant in planning problems because the objective function represents an annualized cost. Consequently, even small annual savings may accumulate significantly over the planning horizon.
Moreover, EO-MINLP achieved the lowest annual loss cost, equal to 348,383.8475 USD. This value is lower than the loss cost obtained by the standalone MINLP, which was 352,416.9334 USD, and also lower than the best metaheuristic loss cost, obtained by SSA with 351,376.4414 USD. In particular, EO-MINLP reduced the loss cost by approximately 1.14% with respect to MINLP and by approximately 0.85% with respect to the best metaheuristic value. This result shows that the topology selected by EO-MINLP is not only economically competitive but also electrically more efficient in terms of active power losses.
Regarding the annualized investment cost, the standalone MINLP obtained the lowest value, equal to 84,834.5400 USD. This means that the exact formulation identified a less expensive infrastructure configuration in terms of conductor investment. However, this lower investment cost was accompanied by a higher annual loss cost. On the other hand, EO-MINLP obtained an investment cost of 88,226.2795 USD, which is higher than the MINLP investment cost but lower than or comparable to several metaheuristic solutions. This confirms that EO-MINLP selected a slightly more expensive infrastructure, but one that produced a greater reduction in losses. As a result, the hybrid solution achieved the lowest total annual cost.
On the other hand, the pure metaheuristic methods presented standard deviations ranging from 1.0769% to 1.7084%, which are higher than those obtained for the 10-node system. This behavior is expected, since the 30-node system involves a larger combinatorial search space, making it more difficult for the algorithms to consistently converge to the same solution over multiple runs. Among the pure metaheuristics, VSA achieved the lowest standard deviation, with 1.0769%, followed by GWO, EO, and SSA. As expected, the standalone MINLP formulation reported zero standard deviation due to its deterministic nature. In contrast, EO-MINLP achieved a low standard deviation of 0.1099%, indicating that the hybrid strategy significantly improves the repeatability of the stochastic search while maintaining a high-quality solution.
Finally, the computational time highlights the main computational challenge of the exact optimization approach. The pure metaheuristics required between 217.7099 s and 295.9033 s, with EO being the fastest method. In contrast, the standalone MINLP formulation required 39,562.0100 s, which reflects the computational burden associated with solving the nonlinear and discrete optimization problem exactly for a larger network. The EO-MINLP strategy required 8433.3063 s, which is considerably higher than the pure metaheuristics but much lower than the standalone MINLP. Specifically, EO-MINLP reduced the computational time by approximately 78.68% with respect to MINLP, while also improving the final objective value. This result demonstrates the practical advantage of the hybrid strategy for larger systems.
5.3. Results for the 50-Node Distribution System: San Andres Island
Table 13 and
Table 16 present the results obtained for the 50-node distribution system. Compared with the 10- and 30-node cases, this system represents a more challenging planning scenario due to the larger number of candidate routes, radial configurations, and conductor assignment possibilities. Consequently, the differences among the evaluated methods become more evident, especially in the selected topology and in the balance between investment and energy losses.
Figure 7 complements the information reported in
Table 16 by comparing the radial topologies obtained for the 50-node system.
Unlike the smaller systems, the selected routes exhibit a higher degree of diversity among the methodologies. Although the best metaheuristic solution, the exact MINLP solution, and the hybrid solution preserve a common structural backbone in several parts of the network, important differences appear in the lateral and terminal branches. This behavior is particularly evident in the upper-left, central, and right-side sections of the feeder, where the algorithms select different connections to preserve radiality and satisfy the electrical constraints.
This higher topological diversity confirms that, as the system size increases, the route selection problem becomes more sensitive to the exploration strategy used by each algorithm. In the 50-node case, small changes in the selected routes can significantly modify the distribution of power flows, voltage drops, and losses throughout the feeder. Therefore, the differences observed in
Figure 7 explain why the evaluated methods lead to different investment and loss components, even when all solutions satisfy the radiality condition. In this context, the hybrid EO-MINLP strategy is able to exploit alternative radial configurations more effectively, leading to the best economic performance reported in
Table 13.
From the conductor selection perspective, calibers 6 and 5 are frequently assigned to the main sections of the network, while calibers 1, 2, 3, and 4 are used in more specific lateral or terminal branches. This behavior is consistent with the urban characteristics of the 50-node system, where the higher demand density produces larger current peaks near the substation and in the main feeder sections. Unlike the rural 10-node case, where conductor loading was not critical, in this system the loading level reaches values close to the thermal limit, making ampacity an active design condition. Therefore, larger calibers are required not only to reduce voltage drops but also to ensure adequate current-carrying capacity in the most stressed branches. At the same time, smaller calibers are assigned to less loaded sections to avoid unnecessary investment.
The comparison between MINLP and EO-MINLP is especially relevant for this case. Both approaches select different topologies and conductor allocations. EO-MINLP guides the search toward an alternative radial configuration with better economic performance. This behavior becomes more significant in the 50-node system, where the exact MINLP formulation faces a much larger combinatorial space and, consequently, a higher computational burden. Thus, the hybridization allows the exploration capacity of EO to be combined with the rigorous conductor evaluation of the MINLP model.
From
Table 13, it can be observed that EO-MINLP obtained the lowest total annual cost, with 1,069,605.0150 USD. The standalone MINLP formulation reached 1,078,691.2328 USD, while the best pure metaheuristic solution was obtained by EO, with 1,084,334.6538 USD. Therefore, EO-MINLP reduced the total annual cost by 9086.2178 USD, equivalent to approximately 0.84%, with respect to the standalone MINLP. Similarly, when compared with the best pure metaheuristic, EO-MINLP achieved an annual saving of 14,729.6388 USD, corresponding to approximately 1.36%. These savings are more pronounced than those observed in the smaller test systems, showing that the benefits of the hybrid strategy become more relevant as the network size increases.
The annual loss cost is the dominant component of the objective function in this system. For all methods, this component represents most of the total annual cost, which indicates that the operational efficiency of the selected topology has a strong impact on the final planning decision. EO-MINLP obtained the lowest annual loss cost, with 986,210.1854 USD. This value represents a reduction of 4523.4210 USD, or approximately 0.46%, with respect to the standalone MINLP. Compared with the best pure metaheuristic in terms of total annual cost, EO, the loss reduction achieved by EO-MINLP was 11,247.7651 USD, equivalent to approximately 1.13%. This result shows that the hybrid strategy identified a topology and conductor allocation that improved the operational behavior of the network.
Regarding the annualized investment cost, EO-MINLP also achieved a competitive result, with 83,394.8296 USD. This value is lower than the investment cost obtained by SSA, VSA, EO, and MINLP. In particular, EO-MINLP reduced the investment cost by 4562.7969 USD, equivalent to approximately 5.19%, with respect to the standalone MINLP. Although GWO obtained the lowest investment cost, with 82,555.5830 USD, this solution presented the highest loss cost and the highest total annual cost among all methods. Therefore, the lowest investment cost does not necessarily lead to the best planning solution. In this case, EO-MINLP achieved the best global balance by simultaneously reducing losses and maintaining a low investment cost.
The standard deviation values confirm the increasing complexity of the 50-node system. The pure metaheuristics presented standard deviations between and . VSA achieved the lowest dispersion among the pure metaheuristic methods, followed by EO, GWO, and SSA. The standalone MINLP formulation reported zero standard deviation due to its deterministic nature. EO-MINLP presented a standard deviation of , which is lower than that of all pure metaheuristics. This indicates that the hybrid strategy improves the repeatability of the stochastic search while maintaining the best objective value among all evaluated methods.
The computational time highlights the main limitation of the standalone MINLP approach for larger systems. The pure metaheuristics required between 516.5858 s and 639.3958 s, with EO being the fastest method. In contrast, the standalone MINLP formulation required 535,680.0000 s, evidencing the high computational burden associated with the exact solution of the 50-node route and conductor selection problem. EO-MINLP required 59,218.2661 s, which is considerably higher than the pure metaheuristics but much lower than the standalone MINLP. Specifically, EO-MINLP reduced the computational time by 476,461.7339 s, equivalent to approximately 88.95%, with respect to MINLP. This reduction is substantial and confirms the computational advantage of the hybrid strategy for larger-scale planning problems.
Overall, the results obtained for the 10-, 30-, and 50-node test systems demonstrate that the optimal planning criterion in unbalanced three-phase distribution networks strongly depends on the operating context and the network scale. In the rural 10-node system, the presence of long feeders and low current levels makes voltage regulation and the electrical efficiency of the selected paths more relevant than thermal loading limits. In the semi-urban 30-node system, a mixed behavior is observed: higher demand levels increase the relevance of current flow and make the investment–loss trade-off more sensitive to the selected topology and conductor sizes. Finally, in the urban 50-node system, the greater load density causes power losses to dominate the annualized cost, making it essential to coordinate route selection and conductor sizing to improve the operational efficiency of the network.
These results also confirm the scalability of the proposed EO-MINLP methodology. As the number of nodes increases, the combinatorial complexity of the route selection problem grows significantly, making the standalone MINLP formulation computationally demanding. However, the hybrid strategy consistently obtained the best total annual cost in the 30- and 50-node systems and reproduced the exact MINLP solution in the 10-node system, while reducing computational effort with respect to the standalone exact approach. Therefore, the proposed methodology provides a suitable balance between solution quality, repeatability, and computational tractability, showing its potential for solving larger and more realistic distribution network planning problems.
5.4. Large-Scale Validation and Scalability-Oriented Extensions
To further assess the computational scalability of the proposed methodology, an additional urban distribution network with 110 nodes was considered. The system is supplied at 13.2 kV line-to-line from the substation located at node 1 and comprises 109 load buses, with a maximum of 50 users per node and an average population density of 1100 users/km
2. The total active and reactive power demands are 2602.7 kW and 657.9 kvar for phase A, 2232.1 kW and 569.5 kvar for phase B, and 2709.8 kW and 702.1 kvar for phase C, respectively. The route-planning stage includes 197 candidate line sections, which substantially increases the combinatorial search space compared with the 10-, 30-, and 50-node systems. The complete set of candidate routes is illustrated in
Figure 8a.
Table A1 and
Table A2 summarize the main parameters of the 110-node test system, including the nodal load data and the candidate line sections considered for network construction.
Table 17 presents the radial topologies obtained for the 110-node system by the EO-MINLP, while
Figure 8b shows the resulting radial topology.
For this large-scale case, the evaluation of the EO population was parallelized. Since each EO concentration represents an independent candidate radial topology, the associated conductor-selection MINLP problems were distributed among multiple processing units and solved through independent BONMIN/Ipopt instances. Once all individuals were evaluated, their objective-function values were collected to update the equilibrium pool. This implementation preserves the mathematical structure of the EO-MINLP framework while reducing the wall-clock time required for population evaluation.
The EO-MINLP methodology obtained an equivalent annual cost of 621,063.6939 USD, composed of an annualized energy-loss cost of 569,477.7646 USD and an annualized investment cost of 51,585.9293 USD. Therefore, approximately 91.69% of the total cost is associated with energy losses, whereas conductor investment represents approximately 8.31%. This result confirms the increasing relevance of loss reduction in large urban systems with higher aggregate demand and longer power-transfer paths. Consequently, the optimization favors conductor and route decisions that may require greater initial investment when they provide significant long-term reductions in operating losses.
The standard deviation obtained over the independent executions was 0.4287%, indicating that the proposed strategy maintained good repeatability despite the considerable increase in the number of nodes and candidate routes. This value remains below 0.5%, showing that the stochastic topology-exploration stage consistently converged toward solutions of similar quality. The average computational time was 84,536.28 s, equivalent to approximately 23.48 h. Although this runtime is substantially higher than those obtained for the 10-, 30-, and 50-node systems, the methodology was still able to produce a technically feasible solution satisfying radiality, voltage, ampacity, and unbalanced three-phase power-flow constraints.
In contrast, the standalone MINLP formulation became computationally prohibitive for the 110-node system. The simultaneous exploration of route-selection and conductor-assignment binary variables, combined with the nonlinear and non-convex three-phase power-flow equations, produced a branch-and-bound search space for which no converged solution was obtained within the available computational experiment. This result reinforces the advantage of the proposed decomposition: EO handles the large topology-selection space, whereas the MINLP stage is restricted to conductor sizing for each fixed radial configuration. Thus, the 110-node case provides additional evidence that the hybrid formulation extends the practical applicability of the model beyond the system sizes that can be handled directly by the standalone MINLP approach.
Nevertheless, the computational time obtained for this case also indicates that further algorithmic improvements are desirable for systems with several hundred nodes. A first extension consists of increasing the degree of parallelism in the EO population evaluation. Since the conductor-selection problems associated with different candidate topologies are independent, they can be solved simultaneously using distributed-memory or shared-memory architectures. Additional reductions may be obtained by using sparse linear solvers with multicore CPU support, such as SPRAL, within the nonlinear programming stage. GPU-enabled sparse solvers may also be considered when they are compatible with the optimization framework and the linear algebra operations required by the NLP solver.
A second scalability-oriented modification consists of introducing an additional decomposition layer before the EO-MINLP process. For very large networks, the candidate graph can be partitioned into electrically or geographically coherent regions. The route-selection problem can then be solved hierarchically: first, a main feeder backbone is identified to guarantee global connectivity, and subsequently, local lateral branches are optimized within each region. This strategy reduces the effective combinatorial search space and limits the number of candidate routes simultaneously considered by the metaheuristic stage.
Another possible enhancement is the application of candidate-route reduction rules. Before executing EO, routes with excessive length, limited electrical contribution, or low relevance to radial connectivity can be filtered using distance-based, graph-theoretic, or electrical-sensitivity criteria. This preprocessing stage decreases the number of route-selection variables and, consequently, the number of feasible radial configurations that must be explored. In addition, warm-starting the conductor-selection MINLP with conductor calibers obtained from previously evaluated or structurally similar topologies may reduce the solution time of the exact stage.
The 110-node test demonstrates that the proposed EO-MINLP methodology can be applied to a considerably larger unbalanced distribution network than the initial benchmark systems, while preserving technical feasibility and solution repeatability. Further scalability improvements can be supported by three complementary modifications: parallel evaluation of EO individuals, hierarchical or regional graph decomposition, and preprocessing-based reduction in candidate routes. These extensions are fully compatible with the proposed framework and constitute promising directions for large-scale unbalanced distribution network planning.
6. Conclusions and Future Works
This paper presented an exact–metaheuristic methodology for the simultaneous selection of routes and conductors in unbalanced three-phase distribution systems. The proposed strategy combines the exploration capability of the EO for identifying candidate radial topologies with the rigorous evaluation of conductor selection through a MINLP formulation. The optimization model minimizes the annualized cost associated with energy losses and conductor investment while satisfying radiality, voltage regulation, ampacity limits, and three-phase power-flow constraints. The methodology was implemented in Julia using the JuMP optimization environment and the BONMIN solver, and its performance was compared against pure metaheuristic approaches, including SSA, GWO, VSA, and EO, as well as the standalone MINLP formulation.
The numerical results obtained for the 10-, 30-, and 50-node systems confirmed the effectiveness of the proposed EO-MINLP strategy. In the 10-node rural system, EO-MINLP reproduced the standalone MINLP solution, achieving an annualized cost of 49,147.4576 USD and reducing the cost by approximately 206.0112 USD with respect to the pure metaheuristic solutions. In the 30-node semi-urban system, EO-MINLP obtained the lowest annualized cost, equal to 436,610.1270 USD, with annual savings of 641.3465 USD compared with MINLP and 3106.5715 USD compared with the best pure metaheuristic. In the 50-node urban system, the benefits of the hybrid strategy became more evident: EO-MINLP achieved the lowest annualized cost, 1,069,605.0150 USD, reducing costs by 9086.2178 USD relative to MINLP and by 14,729.6388 USD relative to the best pure metaheuristic. Additionally, EO-MINLP reduced the computational time of the standalone MINLP by approximately , , and for the 10-, 30-, and 50-node systems, respectively. These results show that the hybrid methodology improves the balance between investment and operational losses while increasing computational scalability as the system size grows.
The analysis also showed that the optimal planning criterion depends strongly on the operating context. In the rural 10-node system, the low loading levels make voltage regulation and feeder length more influential than ampacity constraints. In the semi-urban 30-node system, conductor selection must simultaneously balance current-carrying capacity, voltage regulation, and investment cost. In the urban 50-node system, the higher load density makes power losses the dominant component of the annualized cost, requiring a more coordinated selection of routes and conductor sizes. Therefore, the proposed EO-MINLP methodology provides a flexible and scalable planning framework capable of adapting to networks with different load densities, topological characteristics, and operational requirements.
Future work should extend the proposed methodology from passive distribution network planning toward active distribution network planning. This extension should include multi-period formulations considering demand growth, hourly load variability, load factors, renewable generation profiles, and uncertainty in operating conditions. In particular, the incorporation of load factors or representative hourly demand curves would allow a more realistic estimation of annual energy losses and operating costs, reducing the conservativeness associated with the full-load planning assumption adopted in this study. The integration of distributed energy resources, such as photovoltaic generation, battery energy storage systems, and reactive compensation devices, should also be incorporated to evaluate their impact on route selection, conductor sizing, operational flexibility, and long-term investment decisions. In addition, future studies may explore decomposition techniques, parallel computing strategies, and more advanced hybrid exact–metaheuristic schemes to further reduce computational burden in large-scale active unbalanced distribution systems.