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Applied Energy
journal homepage: www.elsevier.com/locate/apenergy
H I G H L I G H T S
A R T I C L E I N F O A B S T R A C T
Keywords: Recently, the intent to use microgrid (MG) technology for urban, residential, and industrial applications has
DC microgrid significantly increased. Thanks to the integration of shared storage technologies, these power systems allow for
Smart cities higher penetration of distributed renewable generation (DGs) and better mitigation of imbalances between de
Renewable energy integration,
mand and generation. This responds to social and environmental requirements in terms of decarbonizing energy
Microgrid control,
Energy management strategies
and also contributes to strengthening smart cities. DC (Direct Current) microgrids offer several advantages
compared to AC (Alternating Current) type microgrids, like superior efficiency, better control, stability,
compatibility with the DC nature of renewables and storage sources, and the absence of reactive and synchro
nization problems. However, before fully exploiting the potential of microgrids in renewable-powered smart
grids, it is necessary to conduct further research and discussion on critical technical and socio-economic chal
lenges. This paper presents a review of the existing state-of-the-art research in DC microgrid development,
relevant challenges related to security, communication, power quality, and operation, as well as the appropriate
control and energy management strategies to handle them. As control and energy management strategies
considerably impact other performance indicators such as operating cost, emissions, and power system safety,
this paper offers a perspective on the potential improvement of such management solutions.
1. Introduction of actions and measures are expected to be achieved in the coming years
in energy, forests, housing, transport, industry, and waste [1]. These
The excessive use of fossil fuels for electricity generation is causing programs aim to reach energy decarbonization, mitigate climate change,
global environmental concerns. Developing and developed countries promote smart cities, and sustain economic development. Indeed, the
recognize the need to protect the planet from climate change and are transition to clean alternative energy generates, in the long run, deep
working together to reduce CO2 emissions to 1000 billion equivalents by structural changes that lead to the prevention of upcoming environ
2100, aiming to stabilize global warming at 1.5–2 ◦ C. For doing so, a set mental and economic crises [2,3]. It’s well established in the literature
* Corresponding author at: Nantes Université, Institut de Recherche en Énergie Électrique de Nantes Atlantique, IREENA, UR, 4642, F-44600 Saint-Nazaire, France
E-mail address: [email protected] (S. Ferahtia).
https://doi.org/10.1016/j.apenergy.2024.123501
Received 25 January 2024; Received in revised form 16 April 2024; Accepted 15 May 2024
0306-2619/© 2024 The Authors. Published by Elsevier Ltd. This is an open access article under the CC BY license (http://creativecommons.org/licenses/by/4.0/).
S. Ferahtia et al. Applied Energy 368 (2024) 123501
that promoting renewable energy is the best way to fight against climate - Load power sharing and voltage regulation in DC power systems
change and reach sustainable development [4,5]. Otherwise, the tran since most installed power conversion systems adopt alternating
sition to clean alternative energy is mandatory to prevent upcoming current.
environmental and economic crises. The new energy model is tran - Low operating costs and emissions due to the expensive DC protec
sitioning from the existing power system’s reliance on classical fossil- tion systems, economical sizing, and operational challenges in DC
based power resources to an energy mix based mainly on renewable power systems.
energy resources (RESs) [6]. In this context, smart grid decentralization - DC microgrids enable communication and data transmission,
via management and coordination of local energy systems is an whereas extra communication systems are required compared to
emerging trend in the energy landscape. traditional power systems.
The decentralized coordination of distributed energy resources can - Energy storage systems’ protection against complex operating con
be achieved through various models, the microgrids (MG) being a ditions is required to extend their lifespan and efficiency.
relevant example. They enable more localized control and coordination - Communication with the primary grid and prepare the microgrid to
of RES and efficient energy management while operating autonomously switch between grid-connected and isolated modes.
or in coordination with the primary grid [7]. Wind, solar, hydro, - Grounding systems and protection protocols for DC power systems
biomass, geothermal, and marine energy are some examples of RESs are immature and expensive. In addition, this paper includes a
characterized as cleaner, smarter, closer, and potentially limitless [8]. comparative study between AC and DC microgrids, DC microgrid
These local sources can be integrated at different power and voltage analysis, and perspectives.
scales into the primary grid through power electronic converters, where
they can be defined as distributed generation (DG) systems. In addition, This review article contributes to reviewing current approaches to
smart cities, representing the next generation of urban cities, require addressing difficulties in direct current (DC) and alternating current
microgrid technology. Smart cities use this technology to increase the (AC) microgrids, emphasizing their benefits, drawbacks, and practi
effectiveness of various services, including communication, energy, and cality. The study investigates the distinctive attributes, operational in
transportation [9]. On the other hand, microgrids are small-scale energy tricacies, and performance indicators of DC microgrids. The study
systems that may function separately or in tandem with the primary grid investigates practical implementations, case studies, and extant litera
[10]. Integrating modern control technologies, storage systems, and ture to comprehend DC microgrid deployment’s technical, economic,
renewable energy sources enhances the resilience and sustainability of and regulatory dimensions. Additionally, this study delves into pro
smart cities. They provide environmental sustainability, dependability, spective developments and emergent patterns in DC microgrids,
and energy efficiency in urban settings [11,12]. However, incorporating discerning possible avenues for advancement and growth. The paper
new generation sources into the old traditional power grids brings offers stakeholders a comprehensive understanding of the development
technical and economic challenges to maintaining stability and maxi trajectory of DC microgrids through clarification of existing technolo
mizing financial profitability. gies and ongoing research initiatives. Table 1 presents the main parts
Based on advanced communication and management facilities, the covered by the proposed paper compared to other published review
smart grid concept is one of the most promising solutions to these ob papers in the context of DC microgrids.
jectives [13]. This technology provides extra options for effective elec The rest of this review paper is structured as follows: The microgrid
tric power generation, transport, and distribution [14]. Microgrids are components are provided in Section 2, while their applications and
becoming more attractive for self-production and self-consumption fa classifications are illustrated in Section 3 and Section 4, respectively.
cilities as a fundamental brick of smart grids. Indeed, MGs based on RESs Section 5 presents a comparative study between AC and DC microgrids.
are installed near final consumers and participate in greenhouse gas Sections 6 and 7 present the configuration and challenges of DC
emission reduction, minimize transportation losses, and secure the microgrids. Section 8 reports and discusses the rated DC bus voltage
power supply in case of a primary grid fault. Furthermore, this kind of classifications. Section 9 provides the control plans, while Section 10
generation, which provides an uninterrupted power supply (UPS), is presents the management strategies. The main perspectives on the
suitable for rural and isolated areas, islands, military applications, etc. DCMG’s future directions are reported in Section 11.
For these reasons, the global microgrid market is expected to rise from
$24.6 billion in 2021 to $42.3 billion by 2026, at a compound annual 2. Microgrid components
growth rate of 11.4% over 2021–2026 [15]. The prominent market
leaders in the microgrids field are ABB (Switzerland), Siemens (Ger Microgrid (MG) is a multisource system that combines various
many), General Electric Company (US), Schneider Electric (France), distributed generators (DGs), including RESs, energy storage systems
Bosch (Germany), Honeywell (US), and Eaton Corporation (Ireland). (ESSs), loads (controllable and non-controllable), and grid equipment
COVID-19 has significantly influenced the operations of microgrid such as control and protection systems [24,25]. MG components are
manufacturers, as well as their suppliers and distributors. Compared to defined as follows:
pre-COVID-19 levels, a drop in export shipments, project delays, and Distributed generators: Distributed generators may include emerging
poor domestic demand for microgrid hardware are projected to nega generation technologies such as combined heat and power (CHP) [26],
tively impact and somewhat stagnate demand for the microgrid industry fuel cells (FCs) [27], micro wind turbines, and PV [28]; and classic
in the short term due to quarantine limitations and the degradation of generators including single-phase, three-phase induction, and synchro
fund sources [15]. On the other hand, the worldwide recovery process nous generators [29]. Fuel cell technology is one of the most promising
made cleaner electricity systems mandatory following this epidemic. technologies because of its high efficiency, modularity, scalability, and
The European Union (EU) emphasized this tendency with the Green Deal low pollutant emissions. FC technology includes the following types:
program [16]. Furthermore, the United Nations is paving the road for proton exchange membrane FC (PEMFC), alkaline FC (AFC), phosphoric
these goals to be met worldwide with goals 7 and 11 of the Sustainable acid FC (PAFC), molten carbonate FC (MCFC), solid oxide FC (SOFC),
Development Goals (SDG) [17,18]. and direct methanol FC (DMFC).
Indeed, DCMGs have various benefits over AC types. However, it is Energy storage systems: Energy storage systems (ESSs) are essential
essential to note that there are several obstacles hindering the promotion components ensuring proper functioning. The primary role of the ESS is
of DC microgrids, including: to maintain the power balance and energy demand within the MG [30].
They have other tasks, such as enhancing the power quality against load
fluctuations or intermittence of RES and supplying the necessary power
for a smooth transition from grid-connected to island-based MG
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Table 1
comparative study between several review papers and the proposed paper.
Ref [19] [20] [21] [22] [23] Proposed
operation. Batteries, flywheels, and supercapacitors are the energy Residential applications: MGs can potentially augment energy in
storage technologies better suited to MGs [31]. Because of their high dependence and robustness by installing sophisticated energy manage
energy density, batteries can provide superb performance for this ment devices, solar panels, and battery storage systems. In addition,
application. with the increased number of DC residential loads, such as laptops and
MG loads: a microgrid can supply various consumer types such as LEDs, DCMGs are becoming more reliable for residential applications.
residential, commercial, and industrial. Generally, commercial and in Because of its compatibility with the standards of the Emerge Alliance of
dustrial consumers are crucial loads that require high power quality and buildings, 380-400 V DC bus voltage is used more in this application
reliability. Therefore, the microgrid has to manage the loads by [21].
accomplishing the following tasks [32]: Commercial applications: commercial buildings have experienced a
significant increase in energy consumption due to their characteristics,
- Load monitoring, analytics, and prediction. including high consumption ratio and building size [36]. MGs have the
- Load balancing and demand response. potential to decrease energy costs and alleviate the hazards linked to
- Load shedding for non-crucial loads to fulfill the net import/export power outages. Also, the buildings can play a significant role if they are
power in on-grid mode. operated in a coordinated manner as flexibility assets integrated with
- Stabilize the voltage and frequency in the islanded mode. the microgrids. Research efforts are needed to support the digital
- Enhance the power quality and reliability of critical loads. transformation of the buildings by proposing technological enablers and
- Load scheduling and resource planning for the resilient operation. interoperability unlocking mechanisms to allow their coordinated
operation. As reported in [37], 380 V DC bus voltage is an appropriate
DG interfacing systems: most DGs require a converter interface to choice for these buildings. Zero-net energy (ZNE) buildings are
adopt their output power with common bus-compatible power (AC or becoming more attractive and using MG technology as a power system
DC). Furthermore, the power electronic interface includes filters, mea [38,39]. Using PV and batteries on the rooftops is also an encouraging
surement elements, and protection systems [33]. In particular, the solution for deploying the DCMGs in these buildings. In addition,
interoperability among monitoring and control devices and microgrids buildings lose 13% of energy annually due to AC/DC conversion [40].
is an open change. At the same time, interoperability is essential to These losses can be eliminated using DCMGs. Its compatibility with
ensure efficient communication and coordination between various residential and commercial buildings makes it an excellent solution for
monitoring and control devices within the microgrid. distributing power in urban cities. This can allow the city members to
Management and control system/electronic card IC and measure participate in the energy market by exchanging power between them.
ment systems: the management card allows users to control and super This can provide economic and technical benefits [41].
vise the source and ESSs. A complete energy management solution Industrial applications: electric motor drives consume >40% of the
includes process data from the control and data acquisition systems, provided electricity [42]. If the used converters are connected to a DC
network monitoring, inverters, system automation, and more. In addi bus, this enables the utilization of regenerative (braking) power [43]. As
tion, the remote cards are plug-and-play for quick and immediate a result, the common DC bus configuration can be a cost-effective and
management system installation. energy-efficient option for many industrial applications. Therefore,
using DCMGs for this kind of application is a reliable solution. Its DC
3. DCMG applications: nature allows for excellent plug-and-play prospects, enabling the
attachment or disconnection of DGs or loads in the future without
Since microgrids can deliver power in a dependable, resilient, and affecting the functioning of the MG [40].
environmentally friendly manner, they have a broad range of applica Transportation applications: Most current propulsion systems are
tions across various industries. The following are some of the most based on AC-supplying systems. However, the emerging propulsion
essential uses of microgrids: technology may present DC-supplying systems as better solutions [44].
Smart Cities and Urban applications: By integrating with cutting- Hence, DCMGs are being presented as optimal solutions for future
edge technologies like the Internet of Things (IoT), energy manage transportation systems such as electric ships [45], more electric aircraft
ment systems, and demand response processes, MGs aid in the transition (MEA) [46], advanced electric vehicles (EVs) [47], ships [48,49], and
of urban infrastructures to smart cities [34]. Intelligent energy systems hybrid electric vehicles [50]. MGs-based hybrid power systems (HPSs)
and reliable electrical networks distinguish smart cities. They enable the are becoming a strategic solution for these applications. Most EVs are
integration of renewable energy resources, refueling electric vehicles, based on batteries with other storage systems, such as supercapacitors.
increase energy efficiency, facilitate demand-side management, and Furthermore, hybrid electric vehicle-based fuel cells are increasingly
innovative energy-related value-added services [11]. In the power utilized for their advantages, including high power density and alter
paradigm, these technological characteristics and information and native storage strategies [51].
communication networks are indispensable [35]. Fast charging stations for electric vehicles (EVs): Plug-in electric
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vehicles (PEVs) are gaining more and more attention in the context of 4.3. Based on size [60]:
energy decarbonization [52]. However, they require specific charging
stations due to the high consumption rate. On the other hand, a Mini MGs: designed to serve extremely small communities or indi
microgrid as an independent power system favors self-consumption, and vidual residences, frequently in remote or rural regions, these micro
thus, less stress is applied to the main grid [53]. Moreover, due to their grids are compact in size.
compatibility with the DC nature of charging power, DC microgrids are Medium MGs: these MGs are characterized by their smaller size and
considered an optimal solution for charging station infrastructures are primarily designed to provide electricity to specific towns, colleges,
compared with the AC type. Moreover, it is compatible with PV gener or smaller industrial sites.
ators commonly used in urban areas. Large MGs: these MGs may encompass a substantial geographical
The microgrid’s main applications are illustrated in Fig. 1. expanse and cater to a sizable population or industrial facility.
4. Microgrid classification:
4.4. Based on application [59]:
4.1. Based on the structure:
Urban MGs: urban areas are equipped with these microgrids in an
effort to improve energy resilience, efficiency, and sustainability.
ACMGs (Fig. 2.b): power electronics converters connect DGs and
Rural MGs: these MGs are strategically installed in remote or rural
ESSs to the AC bus. AC sources that provide variable frequency and
regions to supply dependable electricity in the absence of conventional
variable voltage are connected to the AC bus using AC/AC converters,
grid infrastructure.
while controllable AC sources are linked directly to the AC bus. Several
Embedded MGs: these MGs are designed for embedded applications
sources, such as wind turbines and low-head hydro, may require AC/
like transportation applications.
DC/AC power converters to stabilize the ACMG [54]. On the other hand,
MG general classifications are summarized in Fig. 3.
DC sources are connected to the AC bus via a DC/AC converter [55].
Furthermore, the ACMGs directly link AC loads, while DC loads require
AC/DC power converters. 5. AC versus DC MGs:
DCMGs (Fig. 2.a): DC-based DGs and ESSs connect directly to the DC
bus, providing DC power. In addition, DC-compatible loads are getting DC MGs are getting more attractive due to their considerable ad
more popular. As a result, the DCMGs will dominate soon. In this case, vantages. The DC nature of several renewable energy sources and elec
an AC/DC converter connects the AC sources to the DC bus [8]. trochemical storage systems reduced conversion stages to power local
Hybrid MGs: This type of MG includes both AC and DC MG features, consumers. In addition, the simplified electrical structure of this MG
where the AC sources are connected to the AC bus, and the DC sources type implies higher efficiency and more simple control since no syn
are connected to the DC bus. A bidirectional converter connects the AC chronization and complex control is needed. Nevertheless, these power
and DC buses, allowing power to flow between them. Hybrid microgrids systems still suffer from several problems, such as safety and protection
(HMGs) comprise several parallel-connected DGs capable of operating in tools, existing codes and standards designed for AC systems, and other
island and grid-connected modes [56]. Therefore, HMGs can be issues [61,62]. According to the research reported in [63,64], the main
considered a combination of DC and AC MGs [57]. However, the HMGs characteristics of both DC and AC MGs are reported in Table 2.
require a robust management system due to the complex interaction
between the AC and DC sides [58]. 6. DCMG Configuration:
4.2. Based on operating mode [59]: The configuration of a DCMG is mainly available in four different
topologies: single-bus, multi-bus, multi-terminal, and ring architecture.
Islanded MGs (off-grid mode): due to their independence and lack of Single bus: This type of configuration is the basic one. A single bus is
connection to the main grid, MGs are able to generate electricity on their used in this configuration. All the devices, including RESs, ESSs, and
own. loads, connect in parallel, as shown in Fig. 4(a). Power electronics
Grid-connected MGs (on-grid mode): MGs can be connected to the converters must be correctly located to provide system stability and
main grid or function autonomously during grid disruptions or robustness. Because of a single bus, single-point failure may lead to
blackouts. system failure [65].
Ring architecture: As shown in Fig. 4(b), the ring configuration
offers a closed arrangement suitable for various applications. In addi
tion, this configuration provides more reliability and security due to the
bidirectional power flow. If one busbar connection is damaged, the
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Table 3
DCMG Topology Characteristics.
Topology Explanation Advantages Reliability Application
assured as the touch voltage may exceed the permitted limit. On the renewable DG output, power quality problems such as voltage fluctua
other hand, IT systems are good candidates for maximizing human tions, harmonics, reactive power compensation, and frequency de
safety because of their low fault currents, but fault detection in such viations will become more significant in MGs. DCMGs have low power
systems is difficult [77]. As a result, developing an optimal quality issues compared to AC and hybrid types. The main power quality
grounding model that satisfies human safety criteria and fault problems in DCMGs focus on reducing the voltage and current ripple.
detection is difficult. Ripple control may be achieved by increasing the capacitors in the DC
- No zero-crossing current: the functioning of circuit breakers (CBs) bus [81]. However, operating DCMG in islanded and on-grid modes can
in both AC and DC networks is associated with arc phenomena. lead to other power quality problems [82]. These problems include:
Because AC CBs rely on the natural interruption of AC currents, they
can generally discern an arc within half a cycle after tripping. - Voltage transient from AC grid: According to [83], the transient
However, because DC currents have no natural zero-crossing point, over-voltage in these circumstances reaches 194% of the standard
interruption of currents is a significant issue that poses a substantial voltage and is balanced off at 111% of the standard voltage. This
safety risk to personnel and causes contact corrosion that will reduce might be a very unsafe level for other devices using a similar DC bus.
their lifespan [78,79]. Moreover, the fault current levels are - Harmonics and Electromagnetic Interference compatibility: The
commonly very high because of the low impedance of DC systems. high operating frequency of many DC-DC converters might produce
electromagnetic interference. Moreover, the converter’s capacitor
Communication issues: communication is a critical issue in can produce multiple resonance frequencies and increase the
achieving the reliability and efficiency of the system since it has a sub impedance of the bus cable [84].
stantial impact on the MG design, including topology, operating mode, - Inrush currents: the power electronic converters are equipped with
control, protection, and energy management systems. MG has adopted electromagnetic interference filters. However, the inrush current
several communication methods, including wireless and optical fiber, to that passes through these filters will produce voltage fluctuations in
ensure stable and effective MG operations. In addition, the communi the DC bus and ultimately affect the operation of other devices
cation system delivers voltage and current information to manage the connected to the common DC bus [85].
MG operating mode [80].
Power quality issues: due to the combination of nonlinear load and Operational issues: power-sharing between various DGs under
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different operating conditions is a significant issue regarding the per potential risk of damage to end users [100].
formance of MG. The main objective of the MG is to supply the users
with high-quality power, so the response to the power demand must be 9. DCMG Stability and Control Strategies:
considered [86]. Moreover, integrating various DG types with different
characteristics may lead to stability problems. Hence, controlling the Usually, each DC-DC converter is built to provide strong stability
parallel operation of the DGs is a crucial step [63]. The power generation margins and reach certain performance levels while working indepen
of each DG has its characteristics and limitations that must be included, dently. Nevertheless, the interaction between the many DC-DC con
such as the dynamics, capacity, and nature of the DG [27]. As the verters in the network might impact the overall performance and
permeability of power electronic devices with low inertia compared possibly result in instability. In addition, unlike constant impedance and
with power systems based on generative machines [87,88] increases, the current loads, which typically do not affect stability, constant power
conventional power system’s rotating reserve capacity and rotational loads (CPLs) might result in network instability owing to their negative
inertia will diminish. Furthermore, the microgrid exhibits inadequate impedance characteristics. DCMGs often have stability problems when
anti-disturbance capabilities and stability when operating in islanding they have CPLs, which happen when filters with low impedance do not
mode [89]. As a result, many researchers have developed design match up with strictly regulated power converters [101]. Additionally,
methods for virtual synchronous generators (VSGs) that let inverters electronic loads and speed-regulated motor systems can produce
using VSG control strategies mimic the working characteristics of syn destabilizing effects [102]. Therefore, ensuring network stability is
chronous generators. This makes it easier for microgrids and power essential to a DCMG. This can be achieved using feedback control
systems to work together smoothly and improves the stability of mechanisms to regulate voltage and current at the converters’ local
microgrids [90]. control level [103].
Social issues: social acceptance is one of the most significant social Averaging and linearization are the most common methods for
problems [91–94]. It includes community acceptance, sociopolitical modeling and analyzing switching power converters in DCMGs. This
acceptance, and market acceptance. At the community level, social method provides small-signal models valid for frequencies up to half of
acceptability is significantly influenced by member behavior and active the switching frequency but provides accurate analysis around the
participation in initiatives. Other social issues can be faced during the quiescent operating point [104]. The impedance-based approach sim
evolution of DCMG, such as decision-making and investment challenges, plifies the dynamic analysis and design of DC MGs by defining
especially for the local communities, due to a lack of resources and ca straightforward stability criteria for every individual subsystem through
pacity and stakeholder contact, participation, and coordination issues convenient impedance specifications [105]. However, the stability re
[95,96]. sults for impedance criteria rely heavily on selecting the point in the
system, which is broken into load and source subsystems [106]. They
8. Rated DC bus voltage classifications: provide only sufficient stability conditions and assume unidirectional
power flow, making them inapplicable to systems where ESSes are used
Another critical aspect to be tackled is the voltage levels for DCMGs. on the load side [107]. The system should be well-tuned before applying
The compatible voltage ranges are necessary to adapt the i-AFE con a filter, and a full-order state-space approach can be used as an
verter architecture to current DC load standards [97]. The IEC publi alternative.
cation [98] summarizes the primary rated voltages utilized in direct Designing a control strategy for the DCMG should include a list of
current applications, as illustrated in Fig. 6. controlling objectives, such as guaranteeing stability and reliability,
In houses and offices, there are many DC loads. However, it is enhancing global performance and efficiency, protecting the MG ele
required to protect safety from electric shocks, making using extra-low ments, and managing the power flow within the MG. This is achievable
DC voltage (ELDCV) levels appealing. Furthermore, several industrial by implementing a proper control strategy. The literature review clas
systems use ELDCV to facilitate servicing and repair. Many crucial DC sifies control strategies into three categories [108]: centralized, decen
loads in telecommunications, for example, are powered by 12, 24, or 48 tralized, and distributed. An illustrative classification of various types is
V. Large currents and long distances result in substantial power losses, presented in Fig. 7.
which inherently restricts ELDCV buses in terms of power processing
and distance. As a result, ELDCV buses should only be used across short 9.1. Centralized control strategies:
distances and at modest power levels (>1 kW). Low DC voltage (LDCV)
values between 350 and 450 V are often employed in data centers, racks, To establish centralized control in DCMGs, a central controller
servers, and other industrial applications. The amount of electricity (MGCC) system and a digital communication network link the CC with
handled can be increased thanks to these LDCV levels [99,100]. The the power sources and loads, as shown in Fig. 8(a). The MG central
primary challenge for the high DC voltage levels (HDCV) (600–900 V controller (MGCC) receives data from the DG units and sends command
and 1–1.5 kV) relates to safety and protection needs. These voltage signals back to each unit for centralized control strategies. For small-
ranges are not typical for residential-scale microgrids due to the scale DCMGs can be directly controlled via master-slave control strate
gies [109,110]. In the case of larger-scale MGs, hierarchical control is
favored on account of its autonomy and dependability [111,112]. Local
converter control is utilized as a primary control level in hierarchical
control. Secondary and tertiary control levels regulate DC voltage,
control power flow, and grid-interactive control objectives such as unit
commitment and global optimization, which are coordinated functions.
The hierarchical control structure has been introduced as one of the
most successful control strategies [111,113]. Its structure is based on
primary, secondary, and tertiary levels [111,114]. The primary control
is decentralized control, which mainly includes voltage loop and current
regulation loops, DG MPPT control, and state of charge estimation for
each storage unit. It has a fast dynamic response to real-time regulation
[115,116]. Secondary control is associated with voltage correction and
load-sharing performance improvement. It is concerned with controlling
Fig. 6. DC bus voltage levels for existing applications [98]. the DC bus voltage [117,118]. The tertiary control level can schedule the
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MG operating mode, the exchanged energy, the load prediction, and they humans or machines, which provide a transparent, verifiable, and
response, forecast the DG production, evaluate the power quality, and secure framework for, e.g., following the demand signal and trading
optimize the global performance. All of these tasks are provided by the energy flexibility. The droop control strategy is the most used strategy.
energy management strategy implemented at the MGCC level [119]. However, determining the droop parameters is problematic because the
However, this technique has several disadvantages regarding the current sharing, accuracy, and system stability depend on the droop
decentralized topology, including single-point failure, less battery life, parameters [125,126]. Moreover, with limited communication, full
and weak scalability [103]. control cannot be possible. These control strategies offer several bene
fits, such as simplicity and autonomy from digital communication
9.2. Decentralized control strategies: technology, but the absence of information from other units inherently
constrains their performance. Furthermore, considering that the efficacy
Each DG unit generates its control signal in the case of decentralized and dependability of these approaches are unfailingly contingent on the
control strategies. Droop control strategy, power line signaling (PLS), interpretation of the voltage in the common DC bus, the precision of
and distributed DC bus signaling (DBS) are the most common decen voltage sensors is crucial.
tralized control strategies [120]. Lately, the decentralized management
of microgrids has focused on using blockchain or other distributed led 9.3. Distributed control strategies
gers to facilitate peer-to-peer exchanges among prosumers or energy
assets [121–124]. In such approaches, the blockchain will store immu Distributed control is a control approach in which no central and
table energy transactions based on digitally signed energy-related data local controllers (LCs) interact only with each other. Distributed control
acquired by intelligent devices installed at the prosumers’ sites. At the strategies may perform duties comparable to centralized methods using
microgrid level, the blockchain network is established, and the pro digital communication. Fig. 8(b) shows the distributed topology. They
sumer, as a network peer, maintains the blockchain and receives noti collect and analyze data using consensus-based algorithms or direct
fications from peer nodes when new energy transactions are generated. means, which improves dependability by eliminating any single point of
Prosumers can trade energy among themselves to increase their profits failure [127,128]. The distributed control technique may effectively
or contribute to microgrid objectives, such as balancing demand and regulate voltage fluctuations while fulfilling tertiary-level goals like load
supply, reducing energy exchanges with the primary grid, and sharing or economic dispatch [129]. Distributed control provides a level
increasing local renewable energy usage. Smart contracts implement the of information awareness that is similar to centralized control. This al
control logic in these cases. Similarly, demand response programs can be lows for achieving goals such as sharing output current, autonomous
implemented in microgrids using blockchain overlays. Intelligent con voltage restoring, power sharing, improving global efficiency, and
tracts will monitor the demand response process for correctness, balancing state of charge (SoC) [130,131]. One primary benefit of this
compliance, and control according to predefined rules. These can technique is that it allows the system to retain complete functionality
encode, execute, and enforce arbitrary agreements between entities, be even if certain communication links fail, as long as the communication
8
S. Ferahtia et al. Applied Energy 368 (2024) 123501
network remains connected. Distributed control is, therefore, imper without previous information about the load profile [136]. Determin
vious to singular points of failure [120]. Nevertheless, its primary istic rule strategies, also known as static logic threshold techniques
drawback is the intricacy of its analytical performance analysis, partic [137], formulate rules with specific goals such as grid independence,
ularly in nonideal settings. Moreover, thorough mathematical analysis cost savings, and diminished emissions. Look-up tables [138], filter-
continues to be difficult, particularly under nonideal conditions such as based control (FBC) [139], wavelet transform [140,141], load follow
communication delays, measurement noise, and inadequate electrical control (LFC) strategy [142], and state machine control (SMC) strategy
control systems. Therefore, this type is not achievable for large-scale [143–145] are the most common deterministic rule strategies. Due to
MGs. their minimal complexity, FBC, SMC, and wavelet-based EMS are the
Table 4 compares centralized, decentralized, and distributed MG simplest techniques for allocating the power reference via frequency
control strategies. division. Nevertheless, it is unstable in the case of large input variations.
Furthermore, it is incapable of responding to complex and changing
10. DCMG Management system operational circumstances. Linear programming (LP) [146] and mixed-
integer linear programming (MILP) are two different approaches used to
Each microgrid has a management system (MS) that includes manage power flow on DCMGs [147–149]. Furthermore, designers have
monitoring, control systems, and electronic interfaces. In addition, it utilized rule-based strategies in numerous DCMGs. It is possible to
tacks on voltage level control, power balancing, load sharing, and benefit from integrating new communication systems like the internet of
shedding [86]. According to the implemented energy management things (IoT) to design more advanced strategies. Authors in [150] pro
strategy (EMS) in the control system, the MG operates in islanding (off- vided a DMS based on MILP for an IoT-enabled grid. Nonetheless, the
grid) mode without connection with the primary grid or in grid- effectiveness of these strategies heavily depends on the designer’s
connected (on-grid). In grid-connected operating mode, the MG ex knowledge and engineering experience. Therefore, determining the
changes power with the primary grid by absorbing or injecting it. The power system’s optimal operating point is complicated.
locally generated power will supply the loads if the MG operates in Artificial intelligence-based strategies: EMSs in this category are
islanding mode. The management system architecture is illustrated in developed based on artificial intelligence (AI) approaches like fuzzy
Fig. 9. logic (FL), neural networks (NN), and machine learning (ML).
The MS tasks are presented in Fig. 10, including forecasting, FL-based management strategies: Incorporating fuzzy logic (FL) into
analyzing, and optimizing tasks and real-time controlling tasks. These the EMS provides soft switching between rules, improved stability, and
tasks are executed based on data optimization variables (DG genera performance. FL is simple to build and offers a high level of resilience.
tion), load power, storage, meteorological conditions, and electricity One of the main advantages of FL is its ability to be modified and altered,
market prices [132,133]. which increases the degree of flexibility of EMS. Conventional FL
According to [134], the specific functions of the MS can be listed in [151,152], type 2 FL [153], predictive FL [154], and adaptive FL
Table 5. [155,156] are examples of FL-based EMSs. These strategies are insen
The energy management strategy (EMS) is a multi-objective strategy sitive to model errors and have robust techniques for dealing with sys
that responds to technological, financial, and environmental problems. tem disruptions; nonetheless, they need an accurate design and faster
The principal purposes are to improve system reliability, energy microcontrollers.
scheduling, and operation in both on-grid and islanded modes. There NN-based management strategies: these methods include ANN
fore, developing the energy management strategy (EMS) can enhance [157], recursive neural network (RNN) [158], and ANFIS [159,160].
the operation of the MG. This topic is gaining more attention due to its These methods can perform better; nevertheless, they require a database
enormous impact on the performance of the MG. The MGCC and the LCs to train these systems.
control and coordinate the whole MG operation using a communication ML-based management strategies: Reinforcement learning (RL)
network known as information and communication technology (ICT) [161,162]. Multi-agent systems (MAS) [163–165] and deep learning
[135]. approaches [166,167] are the most used strategies in this subcategory.
In the literature, the EMS can be classified into three major cate Since there has not been enough study done in this relatively new sector,
gories: rule-based, artificial intelligence, and optimization-based stra training the EMS based on a previously obtained database, which is not
tegies [27,51]. There are two subcategories for rule-based strategies: constantly obtainable, becomes a problem. This poses a problem due to
deterministic and Boolean logic strategies. Furthermore, there are two insufficient research in this relatively new sector. Furthermore, there is
subcategories for optimization-based strategies: online and offline. no guarantee that it will function with data other than that used for the
Finally, artificial intelligence can be classified into three subcategories: training process.
fuzzy logic, neural network, and machine learning strategies. These Optimization-based strategies: they aim to minimize/maximize the
categories and subcategories are presented in Fig. 11. objective function. The objective function might include emissions,
Rule-based Strategies: These methods are defined mainly by the costs, energy savings, device deterioration, and global efficiency [168].
operating mode. They are simple to integrate with a real-time controller Offline optimization: Dynamic Programming (DP) [169–171],
to control power flow in a hybrid power system. The rules are defined Nonlinear Programming (NLD) [172,173], Stochastic Dynamic Control
using designer intelligence or mathematical models and generally Strategy (SDP) [174], and Genetic Algorithm (GA) [175,176] are the
most widely utilized to manage the power flow in the DCMG. The au
thors in [177] developed an Improved Butterfly Optimization algorithm
Table 4
for managing the scheduling of household appliances and battery
Comparison of MG control strategies.
charging and discharging. The algorithm aims to minimize energy costs,
Metric Centralized Decentralized Distributed reduce carbon emissions, and optimize peak-to-average energy usage.
Number of users Single Multiple Multiple Similar work has been reported in [178] to discover the optimal
Flexibility + +++ + scheduling of home appliances using an optimized EMS based on the
Optimization +++ + ++ Bald Eagle Search algorithm. In [179], a multi-objective optimization
Evolution + +++ ++
Communication +++ + +++
algorithm using the Improved Cockroach Swarm Algorithm has been
Installation cost +++ + ++ used to reduce operating costs, maximize user comfort, and handle peak-
System failure ++ − − to-average ratio. All load profiles must exist. Hence, a large amount of
From all Local and neighboring data is involved. This makes their implementation extremely difficult.
Data acquisition Local data
elements data
Online optimization: in these strategies, the objective function
9
S. Ferahtia et al. Applied Energy 368 (2024) 123501
category.
Based on [187–189], several published works in DCMG energy
Fig. 10. Microgrid tasks with a time scale.
management strategies are presented in Table 7.
10
S. Ferahtia et al. Applied Energy 368 (2024) 123501
Table 6 Table 7
The main advantages and weaknesses of each category. The main advantages and shortcomings of each category.
Category Advantages Shortcomings MG composition EMS Objectives Ref
11
S. Ferahtia et al. Applied Energy 368 (2024) 123501
CRediT authorship contribution statement [15] Wood L. Global microgrid market with COVID-19 impact analysis by connectivity
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