1. Introduction
The insertion of soft open points (SOPs) and distributed generators (DGs) into radial distribution networks (RDNs) is being considered a key measure for improving power system efficiency, minimizing active power losses, in addition to enhancing voltage profiles [
1,
2,
3]. With rising renewable penetration, SOPs and DGs mitigate volatility, but their interdependent allocation requires mixed-integer nonlinear programming (MINLP) due to integer variables (switch states, SOP/DG locations) and nonlinear power flow. Despite its benefits, optimal distribution network reconfiguration, coupled with the optimal positioning of SOPs and DGs, is an intricate MINLP problem, necessitating sophisticated solution methods for managing operational constraints like voltage, thermal capacity, and preserving network radiality [
4,
5,
6].
Recent metaheuristic approaches for distribution network optimization can be categorized into four key themes: (1) Reconfiguration-only methods, which optimize switch states for loss reduction; (2) DG-only allocation techniques, focusing on renewable integration; (3) SOP-based strategies, enhancing flexibility via power electronics; and (4) Hybrid methods, combining reconfiguration, DG, and SOPs.
The search for the optimal operation of distribution networks has compelled the development of novel metaheuristic techniques for network reconfiguring. Recent research in the field exhibited impressive advances along the loss reduction, and voltage improvement. In [
1], the Wild Mice Colony (WMC) algorithm proved to be a potent force for multi-objective reconfiguring, with special capability for fast convergence, aside from solution quality, over traditional methods. This follows from earlier research in arithmetic optimization, where in [
2], a variant of the Arithmetic Optimization Algorithm (AOA) utilized reversely differential evolution for rapid network reconfiguring, as well as greater loss savings. Algorithmic advances have continued apace, with the Equilibrium Optimizer of [
3] besting ten alternative metaheuristics for both loss reduction, as well as improving voltage stability, simultaneously. Harris Hawks Optimization (HHO) in [
4] and a Genetic Algorithm (GA) variant of [
5] further enriched the repertoire of network reconfiguring tools. The development of discrete optimization methods for distribution networks has been especially remarkable. In [
6], the Whale Optimization Algorithm (WOA) produced better reconfiguration solutions than standard heuristic techniques, a fact reaffirmed by further work described in [
7]. The capabilities of metaheuristics are illustrative of their adaptability, as in [
8], where Cuckoo Search (CS) was effectively adapted to accommodate radiality constraints while performing better than for Ant Colony Optimization (ACO). Hybrid methods have also shown to be of special promise, as evidenced by [
9] where Binary PSO with gravity search enhanced solution reliability, and by [
10] where the direct backward forward sweep method outperformed Newton-Raphson for realistic reconfiguration problems.
Parallel research advancements for DG allocation have yielded advanced techniques for optimal sizing and placement. The Artificial Bee Colony (ABC) method of [
11] set new standards for loss minimization and improving the voltage profile, whereas by using an AOA-based method, ref. [
12] had advantages over Fireworks algorithm (FWA) and Harmony Search algorithm (HAS) for allocating DG alongside network reconfiguration. By employing a Chaotic Search Group Algorithm (CSGA), ref. [
13] made a big leap forward by reducing power losses compared with standard techniques through its novel search approach. Integration of renewable energies has remained of special interest, with [
14] offering a multi-objective approach of reducing losses by 16.6% by coordinating PV-based distribution generations alongside SOP placement in IEEE 33-bus distribution system, whereas by employing the IPOP-CMA-ES algorithm, ref. [
15] exhibited great scalability with 33-bus test systems.
The discipline has increasingly acknowledged the merit of hierarchical and hybrid optimization techniques. In [
16], the combination of Evolutionary PSO (EPSO) with reconfiguration outperformed ABC and classic GA methods. The enhanced Sine-Cosine Algorithm (SCA) of [
17] sped up reconfiguration tasks, though still exhibited parameter-tuning challenges. New hybrids such as the Beetle Antennae Search with Improved GA (BAS-IGA) of [
18] and the evolutionary programming-firefly algorithm of [
19] have shown how appropriate pairing of algorithms can reduce losses by a considerable amount in complex, multi-DG systems. There is increasing focus on managing uncertainty within distribution network optimization over recent years. In [
20], a PSO with an adjustment successfully addressed random-fuzzy uncertainty for renewable generation, whereas in [
21], the coati optimization algorithm offered resilient solutions for reconfiguration under varied renewable output. Sophisticated methods such as Cheetah Optimization (CO) in [
22] and optimized Jellyfish Search in [
23] have further optimized DG allocation under varied along with adverse load situations.
Integration of soft open points created new prospects for network adaptability. In [
14,
15], it was shown that SOP could help improve the system efficiency with appropriate coordination of DG location. In [
24], the integration of the African Vulture Optimization Algorithm (AVOA) with fuzzy control effectively tackled the challenging problem of concurrent allocation of DG, capacitor, and EV charging stations. The Bidirectional co-evolutionary algorithm pushed multi-period optimization to new levels in [
25], whereas in [
26], the combination of dynamic thermal rating with metaheuristic optimization achieved substantial cost savings for DG-energy storage systems.
Multi-objective optimization continued advancing, with Slime Mold Algorithm (SMA) for [
27] successfully trading-off conflicting objectives in hybrid PV-DG and DSTATCOM allocation, and Lichtenberg and Thermal Exchange optimization techniques for [
28] that proved resilient over different loads. Comparison studies have yielded insight, for example, as in [
29] where six conflicting algorithms were carefully compared for PV allocation, the Coot optimization algorithm (COOT) algorithm proving especially effective. The Bat Algorithm (BA) for [
30] incorporated critical considerations of environmental impact into problems of DG allocation, as optimization factors are increasingly complex in contemporary distribution systems.
In spite of remarkable progress made so far in optimizing radial distribution networks (RDNs), there are some critical gaps still existing within current research work. The current methodologies commonly address the integration of distributed generators (DGs), soft open points (SOPs), and network reconfiguration as individual issues, disregarding their interdependence and synergies. Although hybrid metaheuristic algorithms have proved successful in managing exploration and exploitation, many of them are not scalable for larger systems, nor do they consider real-world operating uncertainties, including renewable output fluctuations and load variations. Most research works concentrate solely on static operating modes, not considering the dynamism of modern power systems where adaptive optimality is essential. The lack of an integrated framework with the ability to jointly optimize the integration of DG-SOP along with the preservation of the radiality constraints and voltage stability is a critical impediment toward optimal network realization. Moreover, current practices mostly limit the positioning of SOPs within the ties, discounting the possible advantage of locating SOPs within sectionalizing switches, potentially increasing the topological flexibility in addition to loss reduction within larger-scale networks.
In this paper, the gaps identified above are addressed by four main contributions. First, we introduce a new hybrid framework for optimizing the placement and size of DGs and SOPs alongside network reconfiguration as a single MINLP problem. This holistic approach allows for the joint minimization of multiple decision variables, capturing their interdependent impacts on the system outcome. Second, the algorithm combines the WCA for its ability of exploring the search space with PSO for its exploitation capabilities, effectively circumventing premature convergence issues of isolated methods. Third, our framework enhances the flexibility of SOP location through the consideration of both sectionalizing switches as well as tie switches as candidate sites, enhancing the scope for loss reduction as well as voltage profile improvement for complex networks of larger sizes. Last, rigorous validation on standard test cases of 33-bus as well as 69-bus systems confirms the algorithm’s better performance through up to 92.7% reduction of power loss while providing sturdy voltage stability—significantly outperforming current techniques such as the WCA, as well as PSO algorithms. The scalability of the solution together with its capability for multi-objective, complex problems place it as a viable solution for current distribution network planning and operational strategies.
Table 1 compares existing literature with the proposed HWCAPSO model to highlight key features.
The remainder of this paper is organized as follows:
Section 2 formulates the optimization problem, including the objective function and operational constraints.
Section 3 details the proposed HWCAPSO algorithm, explaining its hierarchical structure and mathematical modeling and the implementation of HWCAPSO to the optimization problem.
Section 4 provides a comprehensive analysis of the results for both 33-bus and 69-bus test systems, including performance comparisons with standalone WCA and PSO.
Section 5 concludes the paper, summarizing key findings and suggesting directions for future research.
4. Results and Discussion
This section presents numerical results and comparative results of the proposed HWCAPSO algorithm for optimal SOP/DG placement and network restructuring of 33-bus and 69-bus test systems. The HWCAPSO performance is compared with the individual WCA and PSO to establish the efficiency of HWCAPSO to address the challenging MINLP optimization problem as defined in
Section 2. Seven different case studies (subsumed by
Table 2) are explored, varying from the base grid (Case 1) to complete optimization (Case 7), where switch restructuring, SOP placement, and integration of DG, is optimized simultaneously. The maximum capacities of each SOP and DG are set at 2.5 MW and 2 MW, respectively. While two installation locations are assumed for both SOPs and DGs, and voltage limits to 0.95–1.05 p.u. Important metrics like reduction in power losses, voltage profile, and computational efficiency are considered to validate the supremacy of the proposed HWCAPSO strategy to deliver high-performance solutions for all scenarios. All three algorithms (HWCAPSO, PSO, and WCA) have been implemented under homogeneous conditions to enable comparison. The results are based on standard IEEE 33-bus and 69-bus test systems with load and branch data from [
31,
32]. In the case of the 33-bus system, 20 population with a maximum of 200 iterations were utilized. In the large 69-bus system, 30 population with 500 iterations was utilized to provide enough search ability for the large search space. Results are statistically validated over 30 independent runs. The values of parameters for WCA, PSO, and HWCAPSO are given in
Table 3.
Detailed comparative results are given in the subsequent sections, starting with the base case performance as the baseline, followed by incremental gains achieved by different network upgrade methods. Simulations for every case have been run using MATLAB R2021a on an Intel Core i7-10750H processor computer with 32GB RAM.
4.1. Numerical Results for 33-Bus RDN
The base topology, as shown in
Figure 3, consists of 33 buses connected by 37 branches with five strategically determined fundamental loops (FL1–FL5) to provide flexible network reconfiguration [
32]. The loops were appropriately chosen to preserve radial operation while offering adequate topological flexibility, as seen in
Table 4. The fundamental loops are the search space for optimum switch positions under network reconfiguration studies.
The efficiency of the HWCAPSO algorithm is evidenced by seven operating scenarios on the 33-bus system, with detailed results provided in
Table 5. The unoptimized base case (Case 1) is used as a point of reference, reflecting 208.46 kW losses and critical voltage depression to 0.9107 p.u. at the peripheral buses. Network reconfiguration (Case 2) yields initial gains, narrowing losses by 33.4% to 138.93 kW and raising the minimum voltage to 0.9423 p.u. via judicious switch changes (7, 9, 14, 32, 37). Strategic SOP positioning along key lines guides additional improvements for Case 3. SOP placement on lines 8–9 and 25–29 lowers system losses to 102.49 kW (50.8% reduction) while delivering controllable voltage support via reactive power injections (0.21/0.31 MVAR and 0.40/0.99 MVAR, respectively). The measure significantly benefits buses 8–12 and 25–29, with voltage stability enhanced to 0.9548 p.u. at the weakest bus. DG deployment (Case 4) shows even higher potential, where optimal placing at buses 12 and 30 (0.96 MW and 1.12 MW) reduces losses by 58.5% (86.43 kW) and lifts the minimum voltage to 0.9707 p.u. The combined optimization scenarios indicate the algorithm’s capability to merge techniques synergistically. Case 5’s simultaneous strategy–combining reconfiguration with SOPs on lines 25–29 and 18–33–achieves a 51.3% reduction in losses (101.62 kW) at voltages over 0.9589 p.u. Case 6 shows the strategy to place DG at buses 24 and 33 along with reconfiguration to reap a better 68.6% reduction in losses (65.51 kW), albeit at slightly less voltage support (minimum 0.9665 p.u.) than SOP-centered methods.
The system-wide optimization (Case 7) is the system performance pinnacle with SOPs on lines 5–6 and 25–29 combined with DGs at buses 9 and 29. The system shows an outstanding 92.4% loss reduction (15.80 kW) with near-optimal voltage profiles (0.9891 p.u. minimum). The SOP on line 5–6 offers essential mid-feeder support (0.00/0.48 MVAR), while the SOP on line 25–29 (0.40/0.95 MVAR) cooperates with DGs to stabilize the far feeder. The efficiency of this system is graphically validated by plots of loss reduction curves (
Figure 4) and voltage profiles (
Figure 5) illustrating constant outperformance with respect to individual optimizations by 23.8–41.1 percentage points.
The voltage level throughout the seven test cases has to be within the given operational limits of 0.95–1.05 pu, the base case identifying prominent depression of voltage, especially at the system’s remote ends. The unoptimized system (Case 1) shows severe voltage sag, with the voltage at bus 33 dipping to 0.9107 pu, highlighting the requirement of the network to be corrected. Network reconfiguration (Case 2) yields quantifiable improvements, raising voltages around the system, as shown in
Figure 5. The largest gains are seen at previously troublesome buses, with bus 8 increasing from 0.9390 pu to 0.9626 pu and bus 33 increasing from 0.9233 pu to 0.9472 pu. Nevertheless, continuous low voltages at buses 15–18, ranging from 0.947 to 0.953 pu, reflect continuing difficulties with voltage regulation. The deployment of SOPs on critical lines (Case 3) results in additional voltage stability. The SOP deployed on line 8–9 proves to be especially effective, bringing the voltage level at bus 8 to 0.9727 pu, whereas the SOP on line 25–29 offers vital support to the remote feeder, enhancing bus 29’s voltage to 0.9634 pu. These installations, combined with their 0.21/0.31 MVAR and 0.40/0.99 MVAR reactive power injections, effectively mitigate the mid-feeder voltage sag witnessed in the past cases. Implementation of distributed generation (Case 4) yields the most significant single-intervention benefits, with DG units at buses 30 and 12 inducing localized voltage support that extends to other surrounding buses. The bus 12 voltage is boosted to 0.9837 pu, and bus 30 to 0.9799 pu, with advantages spilling over to previously distressed areas such as bus 33, holding at 0.9749 pu. Overall optimization (Case 7) integrates these methods to provide optimal voltage allocation throughout the system. Proper placement of SOPs along lines 5–6 and 25–29, acting in cooperation with DGs at buses 9 and 29, results in an impressively flat voltage profile from 0.9891 pu to 1.0018 pu. The SOP along line 5–6 is essential mid-feeder support, keeping bus 5 at 0.9972 pu, while the line 25–29 SOP and bus 29 DG work cooperatively to mitigate far-feeder voltages, holding bus 29 at 1.0018 pu.
The progressively better results for each case reflect the value of coordinated optimization. Although individual actions ensure quantifiable gains, the synergistic effect of the combination of reconfiguration, placement of SOPs, and DG integration in Case 7 results in the best overall voltage support, keeping every bus within 1.2% of unity voltage level. The overall method solves both local and system-level voltage regulation difficulties while complying with all operating limitations.
4.2. Performance Analysis of 69-Bus RDN
The IEEE 69-bus RDN is a medium-scale power system comprising 73 branches, 68 sectionalizing switches, and 5 tie switches. The total load demand of the system is 3802 MW and 2696 MVAr, with data sourced from [
33].
Figure 6 illustrates the single-line diagram of the IEEE 69-bus RDN, while
Table 6 presents its FLs. The initial tie switches are numbered 69, 70, 71, 72, and 73.
Analysis of the 69-bus system shows increasing improvements over seven scenarios of optimization, fully captured in
Table 7. The HWCAPSO algorithm solves the system’s multifaceted challenges with success, with the unoptimized base case (
Table 7, Case 1) registering high power losses of 224.99 MW and deep voltage sag seen in
Figure 7, especially at remote buses where voltages reduce to 0.9092 p.u. Network restructuring (Case 2 of
Table 7) yields short-run benefits, lowering losses to 93.05 MW (58.6% reduction) with optimal switch settings. The voltage level is boosted to a minimum of 0.9625 p.u., with the voltage profile benefits evident from
Figure 7’s comparative graph. The largest improvements are seen over the range of buses 60–69, where voltages increase by 3–5 percentage points over the base case. As outlined in
Table 7, SOP integration across critical lines (Case 3) has additional system benefits, where installations across lines 58–59 and 12–13 cut losses to 87.31 MW. The resultant voltage profile given by
Figure 7 indicates SOPs offer reactive power assistance where it is locally needed, that is, to their neighboring bus clusters. The reduction in losses given by
Figure 8 indicates how this action narrows the gap between DG integration and the pure reconfiguration solution.
The implementation of the DG (Case 4 of
Table 7) exhibits better performance than that of single-intervention scenarios, with both numerical values (
Table 7) and voltage profiles (
Figure 7) demonstrating this effectively. The DG at bus 61 is especially effective, as observed by the significant voltage increase reflected in
Figure 7’s bus range of 55–65. The overall optimization (Case 7) encompasses all methods to provide optimal system performance reported under
Table 7. The loss reduction curve for
Figure 8 indicates this arrangement to have achieved an astounding 92.7% reduction, while
Figure 7’s voltage profile indicates sustaining near-optimal voltages (0.9932 p.u. minimum). The combined effects of multiple interventions are obviously apparent from these graphical plots.
The voltage improvements progressively follow orderly patterns, as seen from
Figure 7, where each optimization solution has different kinds of enhancement signatures. The base case’s drastic voltage depression at Bus 65 (0.9625 p.u.) is by Case 7, where the buses are at tight tolerances. The combined evaluation of
Table 7 (numerical results) and
Figure 7 and
Figure 8 (graphical trends) indicates that individual optimization techniques offer quantifiable advantages benefits far beyond the sum of the individual improvements. Observation identifies the merit of comprehensive optimization to grid modernization. The scalability of the method has been confirmed through consistent performance on different test systems, with reduction curves and voltage profiles demonstrating that it is capable of sustaining better technical performance while maximizing economic advantages.
4.3. Comparative Performance Analysis
4.3.1. Performance Comparison of Algorithms for 33-Bus RDN
Experimental results, as represented in
Table 8 and
Table 9, and
Figure 9, identify HWCAPSO as distinctly better performing than PSO and WCA for all test cases under the 33-bus system, delivering lower power losses, better voltage stability, and more stable convergence behavior. In Case 2, HWCAPSO achieves a power loss reduction to 138.93 kW (33.4% reduction) with the minimum voltage of 0.9423 p.u., better than PSO (158.46 kW, 24.0% reduction) and WCA (91.63 kW, 56.0% reduction). Although WCA has less loss in this scenario, it is at the expense of voltage stability (0.9184 p.u.), illustrating HWCAPSO’s capability to trade off loss reduction with system reliability. For SOP and DG integration cases (Case 3–Case 7), HWCAPSO always produces optimal solutions (
Table 8). In Case 3, it achieves 102.49 kW (reduced by 50.8%) with stable voltage (0.9548 p.u.), much higher than PSO (132.12 kW, reduced by 36.6%) and WCA (115.37 kW, reduced by 44.7%). In Case 5, the advantage is again revealed as HWCAPSO achieves 101.62 kW (reduced by 51.3%) compared to PSO (142.02 kW) and WCA (132.93 kW) while demonstrating the stability of SOP and DG placement optimization. The largest performance difference is observed in Case 7, where HWCAPSO has an incredible 92.4% reduction in losses (15.80 kW) with very near-optimal voltage (0.9891 p.u.), while PSO (32.50 kW, 84.4% reduction) and WCA (45.41 kW, 78.2% reduction) lag behind. HWCAPSO’s capability to polish the solutions past PSO and WCA’s stagnation points is best witnessed here, as it continues to improve even after these two algorithms plateau.
Convergence behavior even more supports HWCAPSO’s supremacy, as seen in
Figure 9. While PSO tends to converge quickly (i.e., 5 iterations for Case 2), it compromises on inferior solutions (i.e., 158.46 kW compared to HWCAPSO’s 138.93 kW). WCA, while sometimes competitive (i.e., 41.54 kW for Case 6), is plagued with instability and irregular convergence (i.e., 6 iterations for Case 3) along with inferior voltage profiles (0.9445 p.u. for Case 6 compared to HWCAPSO’s 0.9666 p.u.). HWCAPSO balances the two, accomplishing near-optimal solutions within feasible iterations (i.e., 99 iterations for Case 7), demonstrating its efficiency for dynamic optimization applications.
4.3.2. Performance Comparison of Algorithms for 69-Bus Test System
The results of experiments, as represented in
Table 10 and
Table 11, and
Figure 10, confirm HWCAPSO’s better performance than PSO and WCA for all test scenarios with less power loss, better voltage profiles, and more efficient convergence behavior. In Case 2, HWCAPSO lowers power losses to 93.05 kW (58.6% reduction) with the minimum voltage at 0.9625 p.u., better than that of PSO (128.56 kW, 42.9% reduction) and WCA (105.31 kW, 53.2% reduction). HWCAPSO achieves within only 444 iterations, demonstrating strong convergence in spite of the larger search space of the 69-bus system (
Table 11). For SOP and DG integration cases (Case 3–Case 7), HWCAPSO always yields optimal settings. In Case 3, it achieves PSO’s loss (87.31 kW) at greater stability, whereas WCA has poorer losses (88.34 kW) along with unstable convergence (342 iterations). The gain is even more significant in Case 5, where HWCAPSO yields 70.26 kW (68.8% reduction) as compared to PSO’s 77.00 kW and WCA’s 92.64 kW, proving it to be efficient in refining SOP and DG allocation. The largest performance difference is evident in Case 7, where HWCAPSO achieves a 92.7% reduction in loss (16.40 kW) with nearly optimal voltage (0.9932 p.u.), while PSO deteriorates badly (103.32 kW, 54.1% reduction) because of early convergence (63 iterations). When compared to HWCAPSO, WCA is better (44.60 kW, 80.2% reduction) but is short on both solution quality and voltage stability.
Convergence behavior is even more in favor of HWCAPSO’s supremacy as illustrated in
Figure 10 and
Table 11. PSO converges quickly (i.e., 19 iterations for Case 4) but compromises on suboptimal solutions (73.29 kW vs. HWCAPSO’s 71.67 kW). WCA is competitive at times (i.e., 73.09 kW for Case 4) but takes too many iterations (230) and is unstable, as evidenced by Case 6 (49.24 kW vs. HWCAPSO’s 42.92 kW). HWCAPSO balances by providing near-optimal solutions within acceptable iterations (i.e., 83 iterations for Case 7), demonstrating efficiency for large-scale optimization.
4.4. Trade-Offs of HWCAPSO
From the above results, HWCAPSO’s hybrid mechanism guarantees uniform dominance over all test scenarios—loss minimization, voltage regulation, or reliability of convergence—rendering it an able and useful candidate for optimization of the 33-bus and 69-bus RDNs. Its performance over individual algorithms, both on solution quality and stability, validates it for actual system applications.
The complexity of the hybrid is O(M × N × T × C) where T refers to the iterations and C denotes the constraint checks. Experimentally, HWCAPSO requires 1.2× more time than PSO but converges to optimality 30% faster.
The introduced HWCAPSO algorithm benefits from several strengths, mainly its capacity to synergize Water Cycle Algorithm (WCA) global exploration richness with Particle Swarm Optimization (PSO) local exploitation intensity. The hybrid formation effectively tackles the MINLP problems inherent in simultaneous DG placement, SOP allocation, and network reconfiguration. By integration of these techniques, HWCAPSO addresses the issue of premature con-vergence by improving power loss (up to 92.7%) and voltage profiles significantly, verified by extensive case studies from 33-bus and 69-bus systems. Balanced exploration-exploitation through hierarchical interaction from WCA and PSO layers ensures stability and robust optimization. Nonetheless, complexity in the algorithm comes at a cost, mainly increased computational time (1.2 times longer than standalone PSO), potentially limiting real-time use. Parameter calibration for both WCA and PSO components increases the challenge in implementing, requiring thorough calibration to ensure performance. Although experimentally validated in standard systems, scalability to large or dynamic systems with real-world uncertainties remains un-tested, while use of penalty terms for constraints can detract from solution quality if not care-fully formulated. Withal, despite this drawback, HWCAPSO shows superior optimization for static radial distribution systems, providing a suitable candidate for grid modernization, though with trade-offs in terms of computational efficiency and dynamics adaptability in real-world contexts.