Abstract
Rural integrated energy systems (RIESs) suffer from volatile renewable generation, surging agricultural peak loads, and unevenly distributed forecast errors, which severely undermine scheduling robustness and economic efficiency. Conventional fixed-scenario robust scheduling cannot dynamically adapt to error variations, leading to either excessive conservatism or insufficient operational safety. This paper proposes a forecast-error-driven multi-time-scale hybrid robust-scenario scheduling framework with a three-layer closed-loop architecture: day-ahead multi-scenario robust baseline scheduling, intraday error-driven rolling correction, and real-time dynamic-simulation calibration. Case studies on a practical Yunnan rural system verify that within ±25% forecast error, the proposed method reduces operating costs by 12.8%, increases the renewable energy accommodation rate by 22.6%, lowers the dynamic constraint-violation rate below 0.05%, and maintains the average solution time within 9 s, achieving a superior balance of resilience and economy for complex rural operations.
1. Introduction
Driven by the dual goals of the “dual carbon” strategy and the rural revitalization strategy, rural energy systems are accelerating their transformation toward cleanliness and intelligence [1]. Rural integrated energy systems (RIESs) integrate distributed photovoltaics, wind turbines, biomass energy, and multi-energy storage equipment to achieve coordinated complementarity and cascade utilization of electricity, heat, and cooling streams [2]. This is a key approach to solving rural energy supply–demand contradictions, enhancing renewable energy consumption capacity, and reducing carbon emissions. However, rural energy systems have operational characteristics that differ significantly from urban energy systems: renewable energy output fluctuates sharply due to microclimates; load surges during busy farming seasons and holidays; biomass fuel supply is unstable due to crop harvest cycles; and rural distribution networks generally suffer from long lines, thin wire diameters, and large voltage deviations, resulting in weak anti-interference capability [3]. These characteristics have led to more severe uncertainty challenges for rural integrated energy systems, with predictive uncertainty being the core bottleneck restricting the system’s safe and economical operation [4].
Extensive studies have been conducted on optimal scheduling of integrated energy systems to address uncertainty. Zhang et al. [5] systematically reviewed the key technologies and development directions of integrated energy systems in response to the energy needs of green ecological townships. Differentiated features for rural scenarios focus on the seasonal and temporal fluctuations of agricultural irrigation load and the supply cycle of biomass fuels. By incorporating agricultural interruptible loads and biomass boilers into the scheduling model, the scheme significantly improves its adaptability to actual rural conditions. However, most of these studies optimize scheduling based on deterministic forecast data, without fully considering uncertainties such as strong randomness in renewable energy output under rural microclimates and dramatic load fluctuations during busy farming periods. In practice, scheduling schemes are prone to issues like power imbalance and constraint exceedance.
To address source and load uncertainty, existing research has mainly developed two technical routes: robust optimization and stochastic scenario optimization, each with its own applicable scenarios and technical limitations.
Robust optimization constructs uncertainty sets to characterize the fluctuation boundaries of uncertainty, ensuring that scheduling schemes still meet operational constraints in worst-case scenarios, providing strong theoretical completeness and security assurance capabilities. Li et al. [6] established a multi-objective robust optimization scheduling model for integrated energy systems that takes into account both source and load uncertainties. By quantifying the fluctuation range of output and load in a box-based uncertainty set, they achieved a multi-objective balance between economy and robustness. To alleviate the problem of overly conservative traditional robust optimization, Li et al. [7] tightened the uncertainty set boundary based on the probability distribution characteristics of prediction errors, reducing operating costs while ensuring robustness. However, existing robust scheduling methods generally use fixed conservatism coefficients and uncertainty set parameters, making it impossible to adjust scheduling strategies in real time with dynamically changing forecasting errors, making it difficult to achieve an adaptive balance between the economic efficiency of conventional operating conditions and the safety of extreme operating conditions.
Random scenario optimization generates a large number of typical uncertain scenarios and solves scheduling schemes with the goal of minimizing expected operating costs, enabling more detailed characterization of probability distribution characteristics and avoiding the overly conservative problem of robust optimization. Cui et al. [8] clustered and reduced the initial scenario set through a fast forward selection algorithm, improving solution efficiency while preserving core fluctuation features. Ishraque et al. [9] built a multi-scenario load scheduling optimization model for isolated renewable energy microgrids, significantly improving renewable energy consumption levels. However, traditional scenario scheduling methods mostly use a fixed number of scenario settings and cannot adapt scenario scale to dynamic changes in prediction error: when prediction errors are small, the number of fixed scenarios easily leads to computational redundancy; when prediction errors are large, fixed scenarios cannot cover extreme fluctuation scenarios, posing risks of insufficient robustness.
With the development of forecasting technology, the deep integration of prediction-error characteristics with scheduling decisions has gradually become a research hotspot. Mao et al. [10] verified the effect of error dynamic characteristics on improving dispatch performance. However, in existing research, prediction errors are mostly embedded as one-way input parameters in optimization models, without establishing a full-process closed-loop mechanism of “prediction–optimization–simulation–feedback”, lacking dynamic physical feasibility checks for scheduling instructions, and still posing risks of constraint violations during actual operation.
To systematically clarify the differences between the proposed method and existing research, Table 1 compares six representative recent studies along multiple dimensions.
Table 1.
Literature survey and comparison of representative related studies.
As can be seen from Table 1, existing studies mostly adopt a single time scale and static uncertainty processing mode, and generally lack a full-process closed-loop mechanism integrating prediction, optimization and simulation. For rural integrated energy systems with prominent multi-time-scale error characteristics and complex operating conditions, it is difficult to achieve a coordinated balance of robustness, economy and computational efficiency.
- Differences in uncertainty processing: adaptive dynamic adjustment vs. fixed-parameter mode
Most existing studies (e.g., [7,11]) adopt fixed robust conservatism coefficients or a fixed number of scenarios, which cannot be adjusted in real time with dynamic changes in forecast errors. This paper proposes a forecast-error-driven adaptive robust-scenario hybrid scheduling strategy, which dynamically adjusts the number of scenarios and robust conservatism according to real-time error quantiles. It prioritizes economic efficiency under small errors and guarantees operational safety under large errors, solving the traditional dilemma between excessive conservatism and insufficient robustness.
- b.
- Differences in time-scale architecture: three-layer multi-time-scale closed loop vs. single-/dual-time-scale open loop
Most existing studies adopt single-time-scale scheduling (e.g., [8,9]), and the few dual-time-scale studies (e.g., [12]) still lack a complete closed-loop mechanism. This paper constructs a three-layer multi-time-scale closed-loop architecture: day-ahead multi-scenario robust baseline scheduling, intraday error-driven rolling correction, and real-time dynamic-simulation calibration, covering time resolutions from 24 h to 5 min and realizing collaborative optimization across multiple time scales.
- c.
- Differences in forecast-scheduling closed loop: full-process simulation closed loop vs. one-way error input
In existing research, forecast errors are mostly embedded in optimization models as static input parameters (e.g., [10]), without forming a full closed loop of “forecast–optimization–simulation–feedback” and lacking dynamic physical feasibility verification of scheduling instructions. This paper feeds actual operation errors obtained from steady-state and dynamic hybrid simulation back to the upper-level optimization layer, continuously revising the forecast model and robust constraints, which greatly reduces the risk of constraint violations in actual operation.
- d.
- Differences in solution approach: improved second-order cone programming vs. heuristic/traditional integer programming
Existing studies mostly use mixed-integer programming or heuristic algorithms, which either have a long solution time or cannot guarantee solution accuracy. This paper converts the original mixed-integer non-linear programming (MINLP) problem into a standard second-order cone programming (SOCP) model through an improved second-order cone relaxation technique, combined with an adaptive integer relaxation algorithm. The single-step solution time is controlled within 10 s, which greatly improves computational efficiency while ensuring accuracy, and is suitable for rural edge-computing scenarios.
To address the above issues, this paper proposes a multi-time-scale robust-scenario hybrid scheduling framework driven by prediction error. The main contributions of this article are as follows:
- Based on four years of measured data, the multi-temporal evolution patterns of rural multi-source prediction errors are revealed, and probability distribution models for time-segment and type-based errors are established, clarifying the statistical characteristics and tail risks of errors at different time scales.
- A prediction-error-driven adaptive robust-scenario hybrid scheduling strategy is proposed, dynamically adjusting the number of scenarios and robustness conservatism based on real-time prediction-error quantiles, achieving an adaptive balance between robustness and economics.
- A full-process closed-loop control system covering forecasting, optimization, and simulation is constructed, feeding back the actual errors obtained from dynamic simulation to upper-level optimization, continuously revising the forecasting model and scheduling strategy.
- An improved second-order cone relaxation and adaptive solving algorithm is proposed, which controls the single-step solution time within 10 s while ensuring accuracy, making it suitable for rural edge-computing environments.
The remainder of this paper is organized as follows. Section 2 presents the physical topology of the rural integrated energy system and quantitatively analyzes the multi-time-scale characteristics of multi-source prediction errors based on field measurement data. Section 3 constructs the forecast-error-driven multi-time-scale robust-scenario hybrid scheduling framework, including the three-layer closed-loop architecture, adaptive scenario generation method, robust constraint adjustment mechanism and full-process dynamic-simulation closed-loop mechanism. Section 4 establishes the mathematical optimization model at each time scale and proposes the efficient solution method based on improved second-order cone programming. Section 5 conducts case studies based on a practical rural energy system in Yunnan Province and verifies the effectiveness and superiority of the proposed method through multi-scenario comparative analysis, sensitivity analysis and full-lifecycle economic evaluation. Section 6 summarizes the main conclusions and prospects future research directions.
2. Multi-Time-Scale Characteristic Analysis of Rural Integrated Energy System Architecture and Prediction Error
2.1. Physical Topology of Integrated Energy Systems for Rural Scenarios
This paper designs a physical topology of an integrated energy system centered on electricity–heating–cooling triage based on the actual operational needs of rural energy systems, as shown in Figure 1. The system focuses on the most commonly used rural energy forms, integrating distributed renewable energy, multi-energy conversion equipment, energy storage systems, and typical rural loads, while retaining bidirectional power interaction with the distribution network. This not only ensures supply reliability but also avoids the increased construction and operation costs caused by introducing overly complex equipment.
Figure 1.
Physical topology of the integrated energy system for rural scenarios.
The main components of the system include:
- (a)
- Distributed power sources: photovoltaics (PV), wind turbines (WTs), micro gas turbines (CHP), and biomass boilers (BBs). Among these, biomass boilers utilize local crop straw and other waste, which fits the characteristics of rural energy resources.
- (b)
- Energy conversion equipment: Electric boilers (EBs), absorption chillers (ACs), and heat exchangers (HEs) enable mutual conversion between electrical and thermal and cooling energy.
- (c)
- Energy storage equipment: Electric energy storage (ES), thermal energy storage (TS), and ice storage and cold storage (IS) provide energy regulation capabilities across time scales.
- (d)
- Load side: Among residential electricity/heating/cooling loads, agricultural irrigation loads (interruptible), and commercial loads, agricultural irrigation loads are an important load unique to rural areas, characterized by significant seasonality and time periods.
- (e)
- Grid interaction: Bidirectional power exchange with the 10kV distribution network serves as backup power and a channel for surplus energy consumption for the system.
The main equipment parameters of the system are shown in Table 2, and all parameters are set based on actual measured data from similar equipment operating in rural area of Yunnan China.
Table 2.
Main equipment parameters of the rural integrated energy system.
2.2. Identification of Multi-Source Prediction Errors and Multi-Time-Scale Characteristics in Rural Areas
Based on hourly operation data from eight typical rural areas in Yunnan from 2021 to 2024, this paper systematically analyzes the prediction errors of photovoltaics, wind power, electricity loads, heat loads, and biomass fuel supply, quantitatively revealing their multi-time-scale evolution patterns.
2.2.1. Time-Scale Convergence Characteristics of Prediction Errors
Figure 2 shows the mean absolute percentage error (MAPE) of each variable at different prediction time scales. It can be seen that the prediction errors of all variables converge significantly as the prediction time scale decreases, which is consistent with the general evolution pattern of prediction errors in active distribution networks:
Figure 2.
MAPE prediction errors for each variable at different time scales.
- (a)
- Days before the scale (24 h): photovoltaic MAPE at 14.2%, wind power at 17.6%, agricultural load at 12.8%;
- (b)
- Intraday scale (4 h): photovoltaic MAPE fell to 6.8%, wind to 8.5%, agricultural load to 5.3%;
- (c)
- Real-time scale (1 h): photovoltaic MAPE further reduced to 3.2%, wind to 4.1%, and agricultural load to 2.7%.
This multi-time-scale convergence characteristic has also been validated in offshore wind power multi-microgrid systems.
2.2.2. Probability Distribution of Forecast Error and Tail Risk
Probability distribution fitting was performed on prediction errors at different time scales, with the results shown in Table 3. It can be seen that the prediction errors for photovoltaic and wind power show a clear skewed distribution at the day-to-day scale, while gradually approaching a normal distribution at intraday-to-day and real-time scales; the forecast error for agricultural load shows a significant thick-tail characteristic during busy seasons, with 95% percentiles reaching 2.3 times the average. This is because irrigation demand during busy seasons is greatly affected by weather and can easily experience sudden load increases [13].
Table 3.
Probability distribution parameters of prediction errors at different time scales.
3. Prediction-Error-Driven Multi-Time-Scale Robustness—A Scenario-Based Hybrid Scheduling Framework
The framework consists of three layers as illustrated in Figure 3. The input layer provides multi-source forecast-error data and characteristic analysis. The core processing layer carries out adaptive scenario generation, dynamic robust constraint adjustment and three-layer multi-time-scale hybrid optimal scheduling. The output and feedback layer implements steady-state and dynamic hybrid simulation and closed-loop calibration. Data flows sequentially from the input layer to the core processing layer, and the feedback signal returns from the output layer to the input layer to realize closed-loop iteration.
Figure 3.
Overall process block diagram.
3.1. The Overall Architecture of a Three-Layer Closed-Loop Control System
This paper constructs a three-layer closed-loop control system for “day-ahead multi-scenario robust benchmark scheduling–intraday error-driven rolling correction–real-time dynamic-simulation correction,” as shown in Figure 4. The core feature of this system is that decisions at each layer are driven by the prediction-error characteristics at the current time scale, achieving an adaptive balance between robustness and economics [14].
Figure 4.
Three-layer closed-loop control system driven by prediction error.
The time resolution, optimization cycle, and core functions of each layer are as follows:
- (a)
- Day-ahead multi-scenario robust baseline scheduling layer: time resolution: 1 h, optimization cycle: 24 h. Based on historical prediction-error distributions, an initial scenario set is generated, and a scenario-robust hybrid optimization method is employed to minimize expected operating costs versus conditional risk value (CVaR) to generate unit combination plans and baseline output curves. At the same time, based on error characteristics at different time periods, the baseline value for robust conservatism is preset.
- (b)
- Intraday error-driven rolling correction layer: time resolution: 15 min, optimization cycle: 4 h (rolling step length: 15 min). This is the core layer of the entire framework, dynamically adjusting scheduling strategies based on the quantiles of real-time prediction errors:
- When error quintile < 0.7 (small error): Scenario optimization is used to increase the number of scenarios to 15, reducing robustness and conservatism to pursue economic efficiency.
- When 0.7 ≤ error percentile ≤ 0.9 (moderate error): robust-scenario hybrid optimization is used, maintaining eight scenarios to moderately increase robust conservatism.
- When error percentile > 0.9 (large error): Robust optimization is used to reduce the number of scenarios to 3, greatly improving robust conservatism and ensuring safety.
- (c)
- Real-time dynamic-simulation calibration layer: time resolution: 5 min, optimization cycle: 1 h. Through steady-state–dynamic hybrid simulation, the physical feasibility of intraday scheduling instructions is verified, and the actual operational errors obtained from simulation are fed back to the intraday rolling optimization layer to correct the prediction model and adjust robust conservatism, forming a complete closed loop of “prediction–optimization–simulation–correction.”
3.2. Adaptive Scenario Generation and Reduction Methods Driven by Prediction Errors
Traditional scenario generation methods use a fixed number of scenarios and cannot dynamically adjust based on real-time prediction errors, resulting in low computational efficiency or insufficient robustness. This paper proposes an adaptive scenario generation and reduction method based on real-time error quantiles, with the workflow shown in Figure 5.
Figure 5.
Adaptive scenario generation and cutting flow.
The specific steps are as follows:
Real-time error calculation: Every 15 min, the deviation between the current forecast value and the actual value is calculated, updating the statistical characteristics and quantiles of the error;
Determining the number of scenarios: Determine the number of scenarios to generate based on the error quantile N:
where q is the quantile of the current prediction error;
Scenario generation: Based on the updated error distribution model, 3N initial scenarios are generated using Latin hypercube sampling;
Scenario Reduction: A fast forward selection algorithm is used to trim generated scenarios, retaining the most representative N scenarios;
Scenario probability updates: Based on the similarity of historical errors, Bayesian methods are used to update the probabilities of each scenario.
This method dynamically adjusts the number of scenarios based on real-time prediction errors, improving economy by increasing the number of scenarios for small errors and improving computational efficiency and robustness by reducing scenarios for large errors.
3.3. A Robust Constrained Adaptive Adjustment Mechanism Driven by Prediction Errors
To further achieve an adaptive balance between robustness and economy, this paper proposes a robust constraint adaptive adjustment mechanism driven by prediction errors. Traditional robust optimization uses fixed uncertain set boundaries, making it difficult to adapt to dynamic changes in prediction errors:
where Γ is a fixed robust conservation coefficient and σ is a fixed-error standard deviation.
This paper designs the robust conservation coefficient (Γ) as a function of the real-time prediction-error quantile (q):
Γ(q) = Γ0 + k × q
Here, Γ0 is the reference conservation coefficient (taken as 1.0) and k is the adjustment coefficient (taken as 1.5).
At the same time, the error standard deviation (σ) is dynamically updated based on the real-time calculated-error standard deviation:
where α is the smoothing coefficient (0.8) and et is the actual prediction error at time t.
σt = α ⋅ σt−1 + (1 − α) × |et|
This adaptive adjustment mechanism can dynamically adjust the boundaries of the uncertainty set based on real-time prediction errors: when the error is small, the uncertainty set is reduced to avoid excessive conservatism; when errors are large, the uncertainty set is expanded to ensure the robustness of scheduling plans.
3.4. Full-Process Dynamic-Simulation Closed-Loop Mechanism
This paper establishes a steady-state–dynamic hybrid simulation mechanism and adds a prediction-error feedback module, forming a full-process closed-loop simulation workflow, as shown in Figure 6. This closed-loop mechanism continuously uses actual operational data to improve predictions and optimization, allowing scheduling strategies to continuously adapt to the system’s actual operational characteristics [15].
Figure 6.
Full-process dynamic-simulation closed-loop process.
- (a)
- Solar Steady-State Simulation: Uses the quasi-steady-state assumption with a time resolution of 1 h to verify the long-term economic and feasibility of the Upcoming Robust Program;
- (b)
- Intraday dynamic simulation: Uses differential algebraic equations to describe the dynamic characteristics of equipment, with a time resolution of 5 min, to verify the short-term physical feasibility of intraday scheduling instructions;
- (c)
- Prediction-error feedback: Within each simulation step, compare the deviation between actual output and predicted output, update the statistical characteristics of the prediction error, and feed the bias back to the intraday rolling optimization layer to correct the forecast value and robust constraints for the next scheduling cycle.
Supplement for frequency-dynamic-simulation module
The transient frequency-deviation results in this work are calculated by a reduced-order System Frequency Response (SFR) model embedded in the quasi-dynamic hybrid simulation. The model adopts the classical swing-equation framework, aggregating the equivalent inertia, load damping, and primary frequency-regulation capabilities of CHP synchronous units and inverter-based energy storage equipment within the rural integrated energy system [16]. The core governing equation is
where
Heq: equivalent system inertia constant (s);
Δf(t): time-varying system frequency deviation (Hz);
ΔPim: instantaneous active-power imbalance obtained from multi-energy scheduling results (kW);
Deq: equivalent load-damping coefficient (kW/Hz);
ΔPfr(t): total primary frequency-regulation power contribution from CHP units and energy storage devices (kW), calculated via droop-control characteristics:
Kdroop,k denotes the primary-frequency-regulation droop gain of device k; Ωfr represents the set of frequency-responsive resources (CHP units and electric energy storage).
In each simulation time step (Δt = 5 min for real-time layer), the power-imbalance signal (ΔPim) output from the scheduling optimization is fed into the SFR module to solve the time-domain trajectory of Δf(t). The maximum absolute value of Δf(t) within each disturbance episode is extracted as the maximum frequency-deviation indicator shown in Table 4. The main SFR parameters used in this study are listed: the equivalent inertia constant (Heq) = 3.2s, the equivalent damping coefficient (Deq) = 120kW/Hz, and droop gains Kdroop,CHP = 45kW/Hz for CHP units and Kdroop,ES = 80kW/Hz for electric energy storage equipment.
Table 4.
Comparison of typical daily operating performance.
4. Multi-Time-Scale Robust-Scenario Hybrid Scheduling Mathematical Model
4.1. Description of Overall System Optimization Problems
This paper models the RIES optimized scheduling problem as a robust-scenario hybrid MINLP problem driven by prediction error, with the objective function being to minimize total uptime and risk costs throughout the entire cycle:
where ω is the scenario index, Eω[⋅] is the expectation operator, qt is the quantile of the prediction error at time t, λ(qt) is the adaptive risk weight coefficient, and CVaRα(⋅) is the conditional risk value at the confidence level α.
min Eω[Cday−ahead (ω) + Cintra−day (ω,qt) + Creal−time (ω)] + λ(qt) ⋅ CVaRα (C(ω))
Decision variables include:
- (a)
- Binary variables: the unit start–stop state (ui,t);
- (b)
- Continuous variables: the output (Pi,t) of each device, the energy storage charge–discharge power (Pch/dch,t), the power of exchange with the main grid (Pgrid,t), and the interruption amount of agricultural irrigation load (Pirr,t);
- (c)
- Adaptive variables: the scenario number (Nt), the robust conservatism coefficient (Γt), and the risk weight coefficient (λt).
Constraints include: multi-energy flow balance constraints, equipment operation constraints, dynamic energy storage constraints, distribution-network power-flow constraints, and adaptive robust uncertainty set constraints.
4.2. Day-Ahead, a Robust Multi-Scenario Benchmark Scheduling Model
The pre-day sheaf generates 12 typical scenarios based on historical error distributions, using a scenario-robust hybrid optimization method, with the objective function as follows:
where πs is the initial probability of scenario s and λ0 is the baseline risk weight factor (set to 0.1). Core constraints include:
Multi-energy flow balance constraints:
Benchmark robust uncertainty set constraints:
Agricultural irrigation load can be interrupted and restrained:
Among them, is the predicted agricultural irrigation load at time t.
4.3. Intraday Error Drives Rolling Correction Models
The intraday layer is the core of the entire framework, dynamically adjusting and optimizing strategies based on real-time prediction-error quantiles (qt). The objective function is
where Nt is the number of scenarios at time t, πs,t are the probabilities of scenarios at time t, contributes to the benchmark set by the previous plan, wi is the adjusted cost weight, and λ(qt) is the adaptive risk weight coefficient:
The core constraint is the adaptive robust uncertain set constraint:
where Γ(qt) is the adaptive robust conservation coefficient and σt, pv, σt, wt, and σt,load are the real-time updated error standard deviations.
4.4. Real-Time Dynamic-Simulation Calibration of Models
The real-time layer uses dynamic-simulation state feedback and error feedback to quickly correct intraday plans. The objective function is to minimize power deviation and adjust costs:
where Pbalance,τ is the amount of electric power imbalance, Qbalance,τ is the heat/cooling power imbalance, and is the contribution to the day’s planned efforts. The real-time layer focuses on the device’s dynamic response constraints:
Here, Ri is the climb rate of the equipment and Δt = 5 min is the time step.
At the same time, the real-time layer feeds back the calculated actual prediction error (ET) to the intraday rolling optimization layer to update the error standard deviation (σt) and the quantile (qt).
4.5. Efficient Solutions Based on Second-Order Cone Programming
The original forecast-error-driven hybrid scheduling formulation belongs to a mixed-integer non-linear programming (MINLP) problem. There are two sources of non-convexity:
- Non-convex equality constraints from the radial network DistFlow power-flow model;
- Binary integer variables (ui,t) representing unit start-on / shut-off status.
In this work, min–max robust dual transformation, Benders decomposition, and per-scenario auxiliary-variable linearization are not adopted. The MINLP-to-SOCP transformation consists of two independent convex-relaxation steps described below. The adaptive robust uncertainty-set constraints are linear inequalities after substituting the quantile-dependent Γ(qt), which require no additional convex treatment.
Step 1: Second-order cone relaxation for DistFlow power-flow constraints
The original non-convex DistFlow equality constraint for branch ij is
where Pij and Qij denote the active and reactive power on branch ij, Vi is the node-i voltage magnitude, and rij and xij are the branch resistance and reactance.
This quadratic equality is non-convex. We relax the strict equality into a rotated second-order cone inequality:
We introduce the transformed variables vi = Vi2 and lij = Iij2. For lossless-assumption radial distribution networks, this relaxation is tight at the optimal solution point. Quantitative verification of the relaxation gap (εij) is provided in Section 5.9, demonstrating a negligible relaxation error for our test system.
Step 2: Adaptive penalty-driven continuous relaxation for binary integer variables
The original MINLP contains binary decision variables ui,t ∈ {0, 1} for unit start–stop states, which cannot be directly embedded within a pure SOCP formulation. Instead of Benders decomposition or scenario-specific auxiliary variables, we perform continuous relaxation: 0 ≤ ui,t ≤ 1.
The binary combinatorial requirement is enforced via an adaptive penalty objective term added to the overall objective:
where αi,t(qt) is the error-quantile-dependent adaptive penalty coefficient.
When the forecast-error quantile (qt) is large (high-risk operating condition), αi,t(qt) is increased, forcing ui,t to approach the integer values 0 or 1.
When the forecast-error quantile (qt) is small, αi,t(qt) is reduced to improve computational speed.
This is a penalty-based heuristic relaxation inside the SOCP optimization framework, rather than exact mixed-integer SOCP (MISOCP). A post-solution rounding check is implemented in code: after solving, ui,t are rounded to 0/1 and fed back for feasibility repair.
Step3: Convex treatment for adaptive robust constraints
The adaptive robust uncertainty-set constraints are
−Γ(qt) × σt,• ≤ ΔP•,t ≤ Γ(qt) × σt,•
Since Γ(qt) is a known explicit function of the real-time forecast-error quantile (qt) (computed prior to each optimization run), these expressions become linear inequalities and fit directly into the SOCP feasible region with no further transformation.
After completing the above three-step processing, the original MINLP problem is fully converted into a standard second-order cone programming (SOCP) model. The model is implemented via CVXPY and solved by the SCS solver. The single-step solution time is controlled within 10 s to satisfy real-time scheduling requirements for rural edge-computing hardware.
4.6. Parameter Specifications for Comparative Scheduling Strategies
This subsection defines the mathematical setup and key control parameters for the four compared scheduling strategies (Strategy A–D) adopted in the case studies of Section 5.
Strategy A: Traditional single-time-scale deterministic scheduling
Uncertainty handling: Uses fixed deterministic forecast values without any uncertainty set or scenario sampling. No robust conservatism parameter.
Time scale: Only day-ahead 24 h optimization; no intraday rolling correction and no real-time simulation-calibration closed loop.
Optimization objective: Minimize pure operating cost, without the CVaR risk term.
Features: Simple computation; lacks consideration of forecast-error fluctuations, vulnerable to constraint violations under large prediction errors.
Strategy B: Fixed-scenario stochastic optimization scheduling
Uncertainty handling: Stochastic scenario-based optimization with **fixed 10 pre-generated scenarios. The number of scenarios remains constant regardless of the real-time forecast-error quantile.
Time scale: Single day-ahead time scale, no intraday rolling and real-time closed-loop feedback.
Optimization objective: Minimize expected operating cost over 10 fixed scenarios.
Features: Captures statistic uncertainty but cannot adjust scenario quantity dynamically; high computational burden under large-error conditions; insufficient robustness for extreme events.
Strategy C: Fixed robust conservatism scheduling
Uncertainty handling: Robust optimization with a fixed robust conservatism coefficient (Γ) = 1.96. The boundary of the uncertainty set does not respond to real-time forecast-error magnitude.
Time scale: A three-layer framework is used, but Γ remains constant in all time periods. No adaptive adjustment according to the error quantile (qt).
Optimization objective: Minimize the operating cost plus the fixed CVaR risk penalty term.
Features: Guaranteed robustness; tends to be over-conservative under small forecast-error conditions, resulting in higher operational cost.
Strategy D: Proposed forecast-error-driven adaptive robust-scenario hybrid scheduling.
Uncertainty handling: Adaptive hybrid robust-scenario method proposed in this paper.
If qt < 0.7 (small error): scenario number (N) = 15, lower robust conservatism.
If 0.7 < qt < 0.9 (moderate error): scenario number (N) = 8, moderate conservatism.
If qt > 0.9 (large error): scenario number (N) = 3, high robust conservatism.
Time scale: Complete three-layer closed-loop architecture: day-ahead baseline scheduling, intraday rolling correction, and real-time dynamic-simulation calibration with error feedback update (α) = 0.8 for exponential smoothing update of σt. Time step: day-ahead: 1 h; intraday: 15 min; real-time: 5 min.
Optimization objective: Minimize the operating cost plus the adaptive CVaR risk weight (λ(qt)), which varies with the real-time error quantile (qt).
Features: Dynamically balances robustness, economy and computational efficiency under different forecast-error levels, with a full-process simulation closed loop to reduce constraint-violation risk.
5. Case Study and Analysis
5.1. Simulation Environment and Parameter Settings
This paper builds a simulation platform based on Python 3.10, using CVXPY 1.4.2 for optimized modeling, SCS 3.2.3 as the SOCP solver, NumPy 1.26.4 for numerical calculations, and Matplotlib 3.8.3 for visualization. The hardware setup is an Intel Core i7-13700H processor with 16GB RAM.
The test system is based on a real rural energy system in Yunnan, using the equipment parameters shown in Table 1. Time-of-use tariffs are as follows: off-peak (0:00–6:00, 23:00–24:00): 0.35 CNY/kWh, flat section (12:00–17:00): 0.65 CNY/kWh, peak (7:00–11:00, 18:00–22:00): 1.05 CNY/kWh. The natural gas price is 0.60 CNY/kWh, and the biomass fuel price is 0.32 CNY/kWh.
The following eight test scenarios are designed, focusing on typical and complex rural working conditions:
- (a)
- S1: Typical daily operation (baseline scenario, non-busy farm season);
- (b)
- S2: Typical busy farming day (50% increase in agricultural irrigation load);
- (c)
- S3: Sudden extreme weather changes (12:00–15:00, photovoltaic output drops sharply by 40%);
- (d)
- S4: Sudden increase in busy farming load (18:00–20:00, electricity load increases by 30%);
- (e)
- S5: Equipment failure (15:00–19:00 CHP2 unit unscheduled shutdown);
- (f)
- S6: Grid voltage fluctuations (10:00–15:00 voltage ±12% fluctuation);
- (g)
- S7: Biomass fuel shortage (30% reduction in all-day supply);
- (h)
- S8: Extreme prediction error (all prediction-error standard deviations increase by 120%).
5.2. Comparative Strategy Design
To comprehensively verify the performance of the proposed method, the following four mainstream scheduling strategies are compared [17]:
- (a)
- Strategy A: Traditional single-time-scale deterministic scheduling;
- (b)
- Strategy B: Fixed-scenario random optimization scheduling (10 fixed scenarios);
- (c)
- Strategy C: Fixed robust conservatism scheduling (Γ = 1.96);
- (d)
- Strategy D: The prediction error driven by this paper is robust—scenario-based hybrid scheduling.
Detailed mathematical specifications and key control-parameter settings for Strategies A–D are provided in Section 4.6.
5.3. Analysis of Typical Daily Scheduling Results
5.3.1. Predictive-Error-Driven Adaptive Scheduling Effects
Figure 7 shows the predicted-error quantiles of the typical method in this paper and the corresponding adjustment for robust conservatism. It can be seen that during the period from 11:00 to 14:00 at noon, when photovoltaic output fluctuates greatly, the forecast-error percentile reaches above 0.85, and the robustness conservatism automatically increases to above 2.2. During periods when the nighttime load and renewable energy output are relatively stable, the forecast-error percentile drops below 0.3 and robustness conservatism automatically drops below 1.2. This adaptive adjustment mechanism ensures robustness while effectively avoiding excessive conservatism.
Figure 7.
Typical daily prediction-error quantiles and robust conservatism adjustment curves.
5.3.2. Multi-Energy-Flow Coordination Optimization Effect
Figure 8 shows the electric power balance results of the typical method presented in this paper. It can be seen that the system fully utilizes the output of photovoltaic and wind power. When the renewable energy output is sufficient during the day, the surplus electricity is used for heat storage, ice storage, and energy storage charging for electric boilers. When the renewable energy output is insufficient at night, load demand is met through energy storage discharge, CHP unit generation, and grid power purchase. At the same time, agricultural irrigation loads are mainly scheduled during periods when electricity prices are at low levels and the renewable energy output is sufficient, effectively reducing operating costs.
Figure 8.
Typical daily power balance curves.
Figure 9 shows typical thermal power balance sequential curves of a typical off-day system. The rural heat load consists of residential hot water and primary processing and drying loads for agricultural products. The system adopts a coordinated energy supply model of “biomass boiler base load supply + electric boiler peak shaving and consumption + thermal energy storage cross-time transfer,” improving biomass energy utilization efficiency to 87.2%. The heat load shows a single-peak pattern from 20:00 to 5:00, with a peak value of about 410kW. Biomass boilers operate stably throughout the day in the 320~380kW high-efficiency range, bearing the basic heat load. During the surplus photovoltaic period from 11:00 to 15:00, the electric boiler is started to reheat and charge the thermal energy storage. During peak periods of nighttime heat loads, thermal storage fills the gap by releasing heat.
Figure 9.
Typical daily thermal power balance curves.
Figure 10 shows the cold power balance timing curve of a typical subday system. The system adopts a cooling architecture of “absorption cooling waste heat utilization + ice storage cooling peak shifting and valley filling,” effectively alleviating peak supply pressure in rural distribution networks. Total cooling load shows a single-peak distribution pattern at midday, with peaks concentrated during the high-temperature period from 11:00 to 16:00, with a peak value of about 320kW, corresponding to concentrated cooling demand for residential cooling and agricultural product preservation. Load is lower during nighttime and early evening hours. Absorption refrigeration is driven by waste heat from CHP units, delivering a stable output of about 130kW all day, enabling cascade utilization of energy. Ice storage cooling release only occurs during the peak midday cooling load from 10:00 to 15:00, with a stable output of about 140kW, corresponding to the release of stored ice and cooling during the nighttime off-peak period. Electric supplementary cooling has negative nighttime power, representing ice production and storage, shifting cooling from low-load to peak periods. During midday peak hours, the remaining cooling gap is filled after absorption refrigeration and ice storage cooling release, ensuring cooling reliability.
Figure 10.
Typical daily cooling power balance curves.
Figure 11 shows the state-of-charge (SOC) evolution curves of typical off-day electric energy storage, thermal energy storage, and ice-cold energy storage. The three types of energy storage exhibit differentiated charge–discharge sequences, jointly undertaking the system’s peak shaving and valley filling and uncertainty regulation functions. Energy storage: “two charges, two discharges” mode, charging up to 85% at nighttime off-peak and discharging up to 45% during morning peaks; surplus secondary energy replenishment for photovoltaic energy at midday reaches 80%, and discharge reaches 30% during evening peak hours; thermal storage: heating during the day and releasing heat at night, with the SOC rising from 20% to 75% before falling back to 25%; ice storage: nighttime cooling (SOC drops), daytime cooling (SOC rebounds), nighttime lows of 15%, and nighttime highs of 85%.
Figure 11.
Typical daily multi-type energy storage SOC evolution curve.
Figure 12 shows the voltage deviation variation curve at the grid connection point of a typical daytime system. This method increases the all-day voltage qualification rate to 99.8%, far outperforming traditional deterministic dispatching and effectively improving voltage quality issues in rural distribution networks with long lines and weak grid structures. Under this method, the daily voltage deviation was controlled within the range of −3.2%~ + 2.8%, remaining within the qualified range throughout. During the midday photovoltaic boom period, energy storage absorbs excess active power to prevent voltage from exceeding the upper limit. During peak evening loads, energy storage discharges supplement local power and mitigate voltage drops. Compared to traditional deterministic scheduling, the highest deviations reached +8.1% and −6.9%, with a voltage qualification rate of only 96.2%.
Figure 12.
Voltage deviation curve at typical daily grid connection points.
5.3.3. Economic and Environmental Performance Comparison
Table 4 compares the economic and environmental performance of four strategies under typical daily conditions.
As shown in Table 4, the method presented in this paper significantly outperforms traditional methods in all performance indicators. In particular, the number of dynamic constraint violations dropped to zero, demonstrating the effectiveness of the closed-loop dynamic simulation throughout the entire process. Operating costs are reduced by 1.5% compared to traditional fixed robust scheduling (Strategy C), while renewable energy consumption rates have increased by 7.7%, achieving a better balance between robustness and economics [18].
The maximum frequency-deviation indicators in Table 4 are computed by the reduced-order System Frequency Response (SFR) model introduced in Section 3.4.
From the cost–benefit perspective, the proposed Strategy D achieves a daily operating-cost reduction of 12.8% compared with the traditional deterministic Strategy A. Although there is no large reduction in one-time hardware investment, the operational economic gain mainly originates from two sources. First, the forecast-error-driven adaptive robust-scenario hybrid scheduling avoids excessive conservatism when the forecast deviation is small, so the system does not pay an extra cost for unnecessary safety margins. Second, the full-process dynamic-simulation closed loop almost eliminates dynamic constraint violations, avoiding potential load-shedding and power-imbalance penalty costs. From a full-lifecycle viewpoint, even though Strategy D brings a 4.9% higher initial investment, the annual operating and maintenance costs are considerably decreased, shortening the payback period from 8.9 years (Strategy A) to 6.1 years and lifting the internal rate of return up to 16.0%, which proves its economic attractiveness for rural practical deployment.
Regarding efficiency, this work considers both operational efficiency and computational efficiency. In terms of system operational efficiency, the renewable energy accommodation efficiency rises to 92.9%, and the dynamic constraint-violation rate is suppressed below 0.05%. The multi-time-scale closed-loop framework makes full use of local wind–solar resources and reduces the dependence on purchased grid power. For computational efficiency, the adaptive scenario generation mechanism dynamically adjusts scenario quantity according to real-time forecast-error quantiles. Under large-error conditions, fewer scenarios are adopted to relieve the computation burden, and the average solution time is kept within 9 s. It demonstrates an acceptable computational overhead and can satisfy the real-time scheduling requirement of rural edge-computing devices with limited hardware resources.
To more intuitively illustrate multidimensional performance differences, Figure 13 presents a comprehensive performance radar chart of four strategies.
Figure 13.
Comprehensive performance radar diagram of four scheduling strategies.
Dimension composition: operating cost, renewable energy absorption rate, voltage quality, solution efficiency, and robustness—five dimensions in total. The higher the performance, the better the performance of each strategy.
Strategy A: Highest scores for solving efficiency dimensions, but low in cost, absorption rate, and robustness, causing the overall pattern to shrink noticeably.
Strategy B: Better balance across dimensions than Strategy A, but prominent robustness.
Strategy C: High scores in robustness dimension, but weak economics and solving efficiency.
Strategy D: All five dimensions are on the outermost ring, maximizing graphic coverage and achieving optimal balanced overall performance.
5.4. Robustness Verification Under Complex Operating Conditions
Table 5 compares the comprehensive performance scores of four strategies under eight complex operating conditions (out of 100 points, considering cost, absorption rate, safety, and reliability).
Table 5.
Comparison of comprehensive performance under complex working conditions.
The results show that the proposed method demonstrates optimal robustness under all complex working conditions, with the most significant performance advantage under the extreme prediction-error scenario (S8). This is because the proposed method can dynamically adjust the conservatism of scheduling strategies based on real-time prediction errors, automatically switching to high robustness mode when errors are large [19]. This result is consistent with the findings of reference [11] on robust scheduling of rural high-proportion renewable energy microgrids.
Figure 14 shows a bar comparison chart of the comprehensive scores for the four strategies across the eight scenarios. Horizontal axis: S1~S8, total of eight scenes; longitudinal axis: comprehensive performance score (0~100 points). Each set of scenarios contains four pillars, corresponding to Strategies A, B, C, and D in sequence. Overall pattern: under the benchmark scenario, S1, the differences between strategies are relatively small. In high-disturbance scenarios such as S3, S5, and S8, Strategies A, B, and C showed a cliff-like decline, while Strategy D declined smoothly. In all scenarios, the Strategy D pillar height is significantly higher than the other three, with performance advantages expanding as scenario complexity increases.
Figure 14.
Comparison of comprehensive performance scores for each strategy under different complex working conditions.
Taking the abrupt extreme weather scenario (S3) as an example, from 12:00 to 15:00, photovoltaic output drops sharply by 40%. Figure 15 shows the system-power deficit curves for Strategy A and Strategy D during this period. Strategy A: After the sharp drop in photovoltaics, the power shortfall will rise rapidly, peaking at 112kW for over 90 min, requiring partial agricultural load cuts to ensure stability. Strategy D: Proactively identify the trend of error expansion, proactively increase unit output and release storage capacity, with a peak power shortage of only 18kW, and balance restored within 15 min, with no load cut-off throughout the process.
Figure 15.
System-power deficit comparison curves under extreme weather scenarios.
5.5. Verification of Adaptive Scenario Generation Effectiveness
To verify the effectiveness of the adaptive scenario generation method, the performance of fixed scenarios (10) and adaptive scenarios at different error levels was compared, with results shown in Table 6.
Table 6.
Comparison of adaptive scenario generation effects.
As shown in Table 6, at the small error level, the adaptive scenario method reduces operating costs by 1.3% compared to fixed scenarios by increasing the number of scenarios. At large error levels, adaptive scenario methods reduce the number of scenarios, shorten the solution time by 47.6% compared to fixed-scenario methods, and reduce operating costs by 5.9%. This fully demonstrates the advantages of adaptive scenario generation methods in balancing computational efficiency and scheduling performance, consistent with the conclusions of the reference.
Figure 16 shows the comparison curves of operating costs and solution times for the two scenario generation methods at different error levels. Cost curve: the adaptive scenario is always below the fixed scenario, and the larger the error, the more significant the cost difference; time curve: the solution time for fixed scenarios increases slowly with error, while adaptive scenarios continuously decrease with error, with the greatest advantage at 25% error.
Figure 16.
Performance comparison of scenario generation methods under different error levels.
5.6. Predictive-Error Sensitivity Analysis
Figure 17 shows the curve of operating costs with the level of forecast error. Strategy A: The slope is the largest; for every 5% increase in error, costs increase by about 7.2%, making it highly sensitive to forecast accuracy. Strategy B: The slope is secondary, and the cost growth is faster than that of robust methods. Strategy C: Flat slope but high benchmark costs. Strategy D: The curve is the smoothest, and when the error increases from 0 to 25%, costs only increase by 12.0%, making it the most resistant to disturbances. Overall, the larger the forecast error, the higher the operating costs for each strategy, but the growth rates differ significantly: Strategy D shows the most moderate cost growth, and when the forecast error reaches 25%, operating costs are 27.3% lower than Strategy A and 9.2% lower than Strategy C.
Figure 17.
Sensitivity analysis of operating costs and forecast errors.
Figure 18 shows the curve of the renewable energy absorption rate with the level of forecast error. As errors increase, traditional strategies are forced to increase wind and solar curtailment to ensure system security, causing the absorption rate to continuously decline: at a 25% error, Strategy A’s absorption rate drops to 58.2% and Strategy C’s to 76.5%; Strategy D, on the other hand, adaptively adjusts its scheduling strategy, prioritizing safety while maximizing renewable energy consumption when errors expand. Even with a 25% error, the absorption rate remains at 84.7%, 26.5 percentage points higher than Strategy A.
Figure 18.
Sensitivity analysis of renewable energy absorption rates and forecast errors.
Figure 19 shows the curve of wind and solar power curtailment with the level of forecast error. Within the low-error range, the curtailment amounts for all strategies are at relatively low levels; after errors exceeding 15%, traditional strategies show exponential growth in curtailment, while the growth in this paper is smooth. With a 25% error, Strategy D’s curtailment was only 21.4% of Strategy A’s, fully validating the effect of error-driven scheduling in promoting renewable energy consumption.
Figure 19.
Sensitivity analysis of wind and solar power curtailment and prediction errors.
5.7. Full-Process Dynamic-Simulation Closed-Loop Validation
To verify the effect of the full-process dynamic-simulation closed loop, the number of dynamic constraint violations in the method presented in this paper was compared with the presence or absence of simulation closed loops. The results are shown in Table 7.
Table 7.
Comparison of closed-loop effects of full-process dynamic simulation.
The results show that the full-process dynamic-simulation closed loop reduces the number of dynamic constraint violations by 97.6%, almost eliminating all constraint violations and significantly improving the executability of scheduling strategies and system operational security.
Figure 20 is a bar comparison chart of constraint-violation counts for two types of schemes under eight scenarios, intuitively demonstrating the significant correction effect of the simulation closed loop.
Figure 20.
Comparison of the number of dynamic constraint violations with and without simulation closed loops.
Taking the abrupt extreme weather scenario (S3) as an example, Figure 21 shows the dynamic response curve of system frequency deviation with or without simulated closed-loop simulation. Without simulated closed loops, photovoltaic output drops sharply, causing a rapid frequency drop, with a maximum deviation of 0.21 Hz and multiple oscillations. After introducing a simulation closed loop, the real-time calibration layer quickly adjusts the energy storage output and CHP unit ramp-up rate, with the maximum frequency deviation controlled within 0.08 Hz, the oscillation amplitude significantly reduced, and the system dynamic stability greatly improved.
Figure 21.
Comparison curves of system frequency deviation under extreme weather scenarios.
The frequency-deviation trajectories in Figure 21 were obtained by solving the reduced-order SFR model (see Section 3.4) under the power-imbalance sequences generated by different scheduling strategies.
5.8. Full-Lifecycle Economic Benefit Analysis
Based on the full-lifecycle cost theory, the calculation period is 20 years, with a discount rate of 8%. The results are shown in Table 8.
Table 8.
Comparison of economic benefits throughout the entire lifecycle.
It should be emphasized that all four compared strategies adopt identical physical hardware capacities for generation, conversion and energy storage equipment in this case study. The higher initial investment of Strategy D (+4.9% compared with Strategy A) does not stem from enlarging the rated power or capacity of power-system hardware. Instead, this incremental capital expenditure covers the extra costs required to deploy the proposed three-layer closed-loop scheduling framework: (1) purchase of industrial edge-computing controllers and high-frequency data-acquisition and real-time communication modules to support multi-time-scale rolling optimization and dynamic-simulation feedback; (2) software development and system-integration costs for adaptive scenario generation, the SOCP optimization wrapper, the dynamic-simulation engine and the forecast-error feedback logic. Even with this moderate one-time upfront increment, Strategy D yields considerable annual savings in operation-and-maintenance expenditure, resulting in a shortened payback period and an improved internal rate of return over the full 20-year lifecycle, which verifies its practical economic attractiveness for real-world rural-site implementation.
Although the initial investment in this method is 4.9% higher than Strategy A, it offers significant economic benefits due to a 14.6% reduction in annual operating costs, a 13.4% reduction in the present value of total lifecycle costs, and a 2.8-year shortening of the payback period, making it suitable for promotion in rural areas [12].
Figure 22 shows the cumulative net cash flow comparison curves for the four strategies. It can be seen that Strategy D, due to a slightly higher initial investment, has a slightly lower initial cash flow than the other strategies, but thanks to lower annual operating costs, its cumulative net cash flow surpasses that of the other strategies in year 6. As the operating years increased, the economic benefit gap continued to widen. Over the 20-year cycle, the cumulative net return exceeded that of Strategy A by 10.636 million yuan, indicating significant long-term value.
Figure 22.
Comparison of cumulative net cash flow over the full lifecycle of different strategies.
5.9. Verification of SOCP Relaxation Tightness
To confirm the tightness of the DistFlow second-order cone relaxation, we calculate the relaxation error (εij) for every distribution-network branch under all eight test scenarios (S1-S8). εij is defined in Equation (16). Table 9 lists the maximum, mean, and minimum relaxation errors across all branches for each scenario.
Table 9.
Statistics of SOCP relaxation error under different operating scenarios (unit: kW2).
It can be observed from Table 9 that even in the worst-case scenario (S8) with extreme forecast error, the maximum relaxation error is only 0.064 kW2. Translated to power magnitude, this gap corresponds to a power deviation far below 0.3 kW, which is negligible for the studied rural integrated-energy-system scale.
Figure 23 presents the branch-wise relaxation-error histogram for Scenario S8 (worst case). Most branches exhibit relaxation errors below 0.03 kW2. Only very few branches approach the maximum value of 0.064 kW2.
Figure 23.
Branch-wise SOCP relaxation-error distribution under Scenario S8.
From the above quantitative results, the second-order cone relaxation is sufficiently tight for this radial rural distribution network. The gap introduced by convex relaxation is numerically insignificant. Therefore, the SOCP-solved optimal points satisfy the original DistFlow equality constraints with high accuracy, and the obtained scheduling solutions are physically valid [20].
6. Conclusions and Outlook
This paper proposes a forecast-error-driven three-layer multi-time-scale robust-scenario hybrid scheduling framework for rural integrated energy systems (RIESs). Based on multi-year field-measured data of rural energy systems, the multi-temporal statistical characteristics of multi-source forecast errors are revealed. An adaptive scenario generation method and robust-constraint adjustment mechanism is developed, and a full-process “forecast–optimization–simulation” closed-loop control architecture is constructed. Improved second-order cone programming (SOCP) is adopted to solve the established optimization model. The main quantitative findings are summarized as follows:
- Compared with traditional deterministic scheduling (Strategy A), the proposed method reduces the daily operating cost by 12.8%, raises the renewable energy accommodation rate by 22.6%, cuts carbon emissions by 29.1%, and restrains the dynamic constraint-violation rate below 0.05%.
- Benefiting from the full-process dynamic-simulation closed-loop mechanism, dynamic constraint violations are reduced by 97.6%, significantly improving the physical executability of scheduling instructions.
- The adaptive strategy dynamically adjusts scenario quantity and robust conservatism according to real-time forecast-error quantiles. Under ±25% forecast-error disturbance, the approach maintains stable system performance with an average solution time within 9 s, satisfying the computation requirement of rural edge-computing hardware.
- From the full-lifecycle economic perspective, although Strategy D requires moderate additional upfront investment for edge-computing hardware and closed-loop scheduling software (without increasing power-equipment hardware size), the payback period is shortened to 6.1 years, and the internal rate of return reaches 16.0%, showing favorable economic competitiveness for rural deployment.
The main merits of this work lie in three aspects. First, it avoids the inherent drawbacks of conventional static scheduling: excessive conservatism under small forecast errors and insufficient safety under large disturbances. Second, the three-layer closed-loop architecture bridges the gap between theoretical optimization solutions and practical physical operation via dynamic-simulation feedback. Third, the SOCP-based solution achieves a good trade-off among robustness, economic benefit and computational efficiency, which is especially suitable for rural scenarios featured with weak power grids, prominent source-load uncertainties and limited computing resources.
The presented scheduling strategy can be practically applied to real-world rural multi-energy stations, village-level integrated energy projects, and agricultural microgrids with high shares of wind–solar distributed generation. It can provide decision support for field operation dispatch, edge-controller algorithm deployment, and rural energy planning.
For future research aligned with industry development trends, three promising directions are suggested:
- (1)
- Develop distributed collaborative scheduling algorithms for clustered multi-microgrids under spatial–temporal correlated forecast errors.
- (2)
- Integrate deep-learning-based ultra-short-term forecast correction to further improve the adaptability toward extreme meteorological and agricultural load disturbances.
- (3)
- Introduce carbon-trading mechanisms and flexible agricultural demand-response resources to realize low-carbon-oriented robust optimal scheduling for rural integrated energy systems.
Author Contributions
Conceptualization, Z.X., R.Q. and J.Y.; methodology, Z.X., N.Z. and Z.C.; software, Z.C. and J.S.; validation, R.Q., M.R. and X.X.; formal analysis, N.Z., H.J. and R.L.; investigation, M.R., H.J. and R.L.; resources, Z.X., R.Q. and X.X.; data curation, H.J., N.Z. and J.S.; writing—original draft preparation, Z.C., J.S. and N.Z.; writing—review and editing, J.Y., Z.X. and X.X.; visualization, Z.C. and H.J.; supervision, J.Y. All authors have read and agreed to the published version of the manuscript.
Funding
This work was supported by The Smart Grid-National Science and Technology Major Project (2024ZD0800600).
Data Availability Statement
Data available on request due to restrictions.
Conflicts of Interest
Authors Zhi Xu, Risheng Qin, Min Ren, He Jiang, Xinze Xi, Nan Zhao, and Ruixiang Li were employed by the company Electric Power Research Institute, Yunnan Power Grid Co., Ltd. The remaining authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest. The authors declare that this study received funding from The Smart Grid-National Science and Technology Major Project. The funder was not involved in the study design; the collection, analysis, or interpretation of data; the writing of this article; or the decision to submit it for publication.
Nomenclature and Abbreviation
| Nomenclature | |
| A. Indices and sets | |
| Symbol | Description |
| t | Time-step index |
| s | Scenario index |
| ω | Scenario sample index for expectation calculation |
| i | Energy conversion/energy storage device index |
| B. Variables | |
| Pi,t | Actual output power of device i at time t, kW |
| Pi,tplan | Scheduled reference output of device i from intraday rolling optimization, kW |
| ui,t | Binary start–stop state of unit i at time t |
| Pch/dch,t | Charge–discharge power of energy storage equipment, kW |
| Pgrid,t | Bidirectional exchange power with distribution network, kW |
| Pirr,t | Interruption amount of agricultural irrigation load, kW |
| ΔPe,t | Electric power imbalance at time t, kW |
| ΔPh,t | Heating power imbalance at time t, kW |
| ΔPc,t | Cooling power imbalance at time t, kW |
| qt | Real-time forecast-error quantile at time t |
| Γ(qt) | Adaptive robust conservatism coefficient varying with error quantile |
| Nt | Adaptive number of generated scenarios at time t |
| λ(qt) | Adaptive risk-weight coefficient for CVaR |
| σt | Time-varying standard deviation of forecast error |
| et | Real-time actual forecast error obtained from dynamic simulation |
| πs,t | Probability of scenario s at time t |
| Vi | Voltage magnitude at node i, p.u. |
| lij | Squared current magnitude on branch ij |
| C. Parameters and constants | |
| Γ0 | Reference robust conservatism coefficient, Γ0 = 1.0 |
| k | Adjustment coefficient for robust conservatism function, k = 1.5 |
| α | Exponential-smoothing factor for error-statistics update, α = 0.8 |
| αe, αh, αc | Penalty coefficients for electric, heating, and cooling power mismatch |
| β | Penalty coefficient for equipment-output adjustment cost |
| Ri | Maximum ramp-rate of device i, kW/s |
| Δt | Time-step duration; real-time layer Δt = 300 s |
| Pi,min, Pi,max | Minimum/maximum output limit for device i, kW |
| λ0 | Baseline risk-weight factor for day-ahead layer, λ0 = 0.1 |
| wi | Adjustment-cost weight in intraday rolling objective |
| αi, t(qt) | Adaptive penalty coefficient for integer-variable relaxation |
| CVaRα(⋅) | Conditional-value-at-risk under confidence level α |
| Abbreviations | |
| Abbreviation | Definition |
| RIES | Rural integrated energy system |
| PV | Photovoltaics |
| WT | Wind turbine |
| CHP | Combined heat and power (micro gas turbine) |
| BB | Biomass boiler |
| EB | Electric boiler |
| AC | Absorption chiller |
| HE | Heat exchanger |
| ES | Electric energy storage |
| TS | Thermal energy storage |
| IS | Ice-cold storage |
| MINLP | Mixed-integer non-linear programming |
| SOCP | Second-order cone programming |
| CVaR | Conditional value at risk |
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