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European Guide
to Power System
Testing
The ERIGrid Holistic Approach
for Evaluating Complex Smart
Grid Configurations
European Guide to Power System Testing
Thomas I. Strasser Erik C. W. de Jong
• •
Maria Sosnina
Editors
123
Editors
Thomas I. Strasser Erik C. W. de Jong
Center for Energy KEMA Labs – Flex Power Grid Lab
AIT Austrian Institute of Technology KEMA B.V.
Vienna, Austria Arnhem, The Netherlands
Maria Sosnina
European Distributed Energy Resources
Laboratories (DERlab) e. V.
Kassel, Germany
This Springer imprint is published by the registered company Springer Nature Switzerland AG
The registered company address is: Gewerbestrasse 11, 6330 Cham, Switzerland
Preface
A driving force for the realization of a sustainable energy supply in Europe is the
integration of distributed, renewable energy resources. Due to their dynamic and
stochastic generation behaviour, utilities and network operators are confronted with
a more complex operation of the underlying power grids. Additionally, due to the
higher flexibility on the consumer side through partly controllable loads, ongoing
changes of regulatory rules, technology developments and the liberalization of
energy markets, the system’s operation needs adaptation. Sophisticated design
approaches together with proper operational concepts and intelligent automation
provide the basis to turn the existing power system into a cyber-physical energy
system, a so-called “Smart Grid”.
Whereas transmission systems are already well equipped with sophisticated
measurement devices and are centrally operated, the integration of renewable
generators occurs mainly at the level of distribution networks, which used to be
operated in a passive way until now. With smaller units at this grid level, the
number of sub-systems and devices to be monitored and controlled is steadily
increasing. While the application of modern scalable information and communi-
cation technology facilitates this integration, it also creates further coupling of
engineering domains where little mutual interdependencies existed before.
Challenged by this development, new methodologies and practices must be
developed. Viewing the electric energy infrastructure in its entirety as a
cyber-physical, critical infrastructure, such new methodologies and practices will
have to ensure that the classical high-reliability, real-time operation, and regulatory
requirements can be met also in the future.
v
vi Preface
Contribution
This book summarizes the main achievements and results from the European research
infrastructure project ERIGrid (supported by the European Commission under Grant
Agreement No. 654113) related to power system/smart grid validation and testing on
the system level which has been carried out during the last 4.5 years (i.e. November
2015 to April 2020) by 18 partners distributed in 11 European countries.
In the following chapters, the developed validation approaches, simulation,
hardware-in-the-loop and laboratory-based testing concepts (including coupling of
research infrastructures/laboratories) are being discussed in detail. Moreover, their
application on selected scenarios and test cases are being demonstrated. Furthermore,
lessons learned from the usage of the aforementioned tools are being provided.
Besides the validation approaches and tools also concepts for the education and
training on smart grid topics are introduced. Finally, the book is concluded with the
summary of the achievements as well as with an outlook about necessary future
research and development.
The project results are usually available online at the corresponding project
website https://erigrid.eu and the website of the funding agency https://cordis.
europa.eu/project/id/654113. The content of this book is based on it, and most parts
are drawn from the relevant project deliverables and publications.
Acknowledgements We are very grateful to all the ERIGrid partners which contributed to this
book, especially to the work package and task leaders D. Babazadeh, P. Teimourzadeh Baboli
(OFFIS), K. Heussen (DTU), Arjen A. van der Meer (TU Delft), Van Hoa Nguyen (CEA), L.
Pellegrino (RSE), K. Maki (VTT) and P. Kotsampopoulos (NTUA) who coordinated the writing
of the corresponding book chapters. Special thanks go also to E. Mrakotsky-Kolm (AIT) for
reviewing the whole book. Moreover, we want to provide our thanks to K. R. Selvaraj, A. Doyle
and W. Hermens from Springer for their great help and support during the writing and editing of
this work. Finally, we want to thank the European Commission for providing the financial support
for this work which made the corresponding results possible.
Contents
ix
x Contents
AC Alternating Current
CHIL Controller Hardware-in-the-Loop
CHP Combined Heat and Power
CIM Common Information Model
CPES Cyber-Physical Energy System
CVC Coordinated Voltage Control
DC Direct Current
DoE Design of Experiment
DRTS Digital Real-Time Simulator
DSO Distribution System Operator
DuI Domains under Investigation
DUT Device under Test
ES Experiment Specification
FMI Functional Mock-up Interface
FMU Functional Mock-up Unit
GUI Graphical User Interface
HIL Hardware-in-the-Loop
HTD Holistic Test Description
HUT Hardware-under-test
HV High Voltage
HVDC High Voltage Direct Current
ICT Information and Communication Technology
LSS Large Scale System
LV Low Voltage
MV Medium Voltage
NIIPS Non-Interconnected Islanded Power System
OLTC On-load Tap Changing Transformer
OuI Object under Investigation
PHIL Power Hardware-in-the-Loop
PMU Phasor Measurement Unit
xi
xii Acronyms
Power system operation is of vital importance and has to be developed far beyond
today’s practice in order to meet future needs like the integration of renewables or
battery storage systems [3]. In fact, nearly all European countries faced an abrupt
and very important growth of Renewable Energy Sources (RES) such as wind and
photovoltaic that are intrinsically variable and up to some extent difficult to pre-
dict. In addition, an increase of new types of electric loads such as air conditioning,
heat pumps, and electric vehicles; and a reduction of traditional generation power
plants can be observed. Hence, the level of complexity of system operation increases
steadily. To avoid dramatic consequences, there is an urgent need for a system flexi-
bility increase [18]. Also the roll-out of smart grids applications and solutions such as
Information and Communication Technology (ICT) and power electronic-based grid
components is of particular importance in order to realize a number of advanced sys-
tem functionalities (power/energy management, demand side management, ancillary
services provision, etc.) [6, 7, 13, 14].
In such a Cyber-Physical Energy System (CPES)—also denoted as “Smart Grid”
in the literature [3]—this also requires distributed intelligence on different levels in
the system as outlined in Fig. 1 and Table 1. Flexibility, adaptability, scalability, and
autonomy are key points to realize the automation systems and component controllers
of CPES [13]. Also, interoperability and open interfaces are important to enable the
above described functions on the different levels of intelligence [6]. Hence, such kind
VoltageControl
VoltageControl TapChangerCtrl
TapChangerCtrl
YLTC ATCC ATCC YLTC
MMXU_AVC DRCC_1 MMXU
MMXU_DG1 DRCC_2
MMXU_DG2 DER1Ctrl
DER1Ctrl
DRCC MMXU
DER2Ctrl
DER2Ctrl
DRCC MMXU
Tap
Changer
Sub-system level
Power Distriubtion Grid
Communication
Inverter)
(Control
Algorithms)
DER Sub-component
DER Hardware level
(Power
Electronics)
DER
Transformer Consumer Generator
Typically, the engineering and validation process of CPES applications and solutions
involves several stages depending on the applied design methodology or process
model (V-model, etc.). Also, the overall complexity of the system under development
usually influences the whole process (e.g., the development of a micro-grid controller
is less complex as the supervisory control of a power distribution grid). However,
the four main stages are common for the whole process as depicted in Fig. 2 and
described in Table 2 [14, 17]. As indicated in the figure a step back to an earlier stage
is possible if necessary. This can happen if the requirements are not met in a certain
stage and a refinement of the previous one is necessary.
Towards System-Level Validation 3
Table 1 Smart grid systems and their elements/components (adopted from [13, 14])
Level Type of intelligence
System Power system operation applications like energy management, distribution
management or demand-side management are tackled at this level.
Services of the underlying sub-systems and components are executed in a
coordinated manner
Sub-systems Control and optimization are the main tasks whereas the corresponding
functions and algorithms have to deal with a limited number of
components (generators, storages, etc.). Micro-grid control approaches as
well as building energy management concepts are typical examples for
this level
Components Distributed Energy Resources (DER)/RES, battery storage systems or
electric vehicle supply equipment is covered by this level. Such devices
typically provide advanced functions like ancillary services (reactive
power and voltage control, inertia and frequency control, etc.).
Intelligence is either used for local optimization purposes (device
behaviour) or for the optimization of systems/sub-systems on higher levels
in a coordinated manner
Sub-components Intelligence is used to improve the local component behaviour (harmonics,
flicker, etc.). Power electronics and their advanced control functions is the
driver for local intelligence. The controllers of DER, energy storages and
other type of power system equipment (tap-changing transformers, smart
breakers, etc.) can be considered as examples for sub-components
Fig. 2 Overview of the design and validation process of CPES applications [10]
Compared to other domains, the main challenges during the engineering and
validation process of CPES applications and solutions can be summarized as [14]:
(i) the fulfilment of high-reliability requirements, (ii) the observance of (strict) real-
time requirements, (iii) the compliance with national rules, and (iv) the interaction
with several system integrators/manufacturers. In order to prove the outcomes and
results of the different stages proper concepts, methods, and corresponding tools
are required. Due to the higher complexity of smart grid systems advanced testing
methods are necessary addressing cyber-physical and multi-domain issues.
4 T. I. Strasser et al.
Table 2 Main design and validation stages for CPES development (adopted from [14, 17])
Process stage Description of activities
System-level requirements and design The system-level requirements and application
scenarios are being identified (i.e., use cases).
In the following a basic design and high-level
architecture specification are typically carried
out. After the conceptual design has been
elaborated a detailed engineering of the system
under development is done. Functions and
services are also identified and specified
Implementation and prototype development Usually prototypes are being developed at this
stage. The process of transforming a concept
into a prototype often introduces issues which
were not considered during the design stage(s).
Often boundary problems like communication
latencies or non-linearities are neglected during
the first versions of a basic concept. During the
development of a prototype iterative
refinements of solutions/algorithm are often
necessary
System validation and component testing After the first prototypes are available they are
being tested (often either in simulation or in a
laboratory environment). Test are usually
carried out at component level first and
afterwards integration tests are being performed
Deployment and roll out Deals with the realization of a product or
application as well as the installation/roll out of
components and solutions in the field
Validating and testing CPES technologies are tasks which require a holistic view on
the overall engineering process. The entire spectrum of future smart grid applications
and solutions has to be taken into consideration, but also the whole engineering
process (as depicted in Fig. 2). Even more, the whole range of aspects from interest
and relevance for a stable, safe and efficient smart grid system has to be regarded
[2, 14]. Comparable processes have already been successfully implemented in other
application domains like automotive, consumer electronics, mechanical/chemical
engineering, albeit on an arguably less complex level [1]. The domain of power and
energy system can profit from existing approaches and can adapt them to fulfil needs
and requirements of the domain. There is no need to start from scratch.
However, until now there is a lack of an integrated approach for the engineering
and validating CPES covering power system, ICT as well as automation and control
aspects in an integrated manner. Several mandatory testing approaches are nowadays
available, but they are mainly focused on the device-level [2]. Those approaches are
usually not sufficient to test a whole CPES configuration on the system level [14]. In
Towards System-Level Validation 5
In the literature there are a several well-known development and validation methods
documented which are suitable for the domain of power and energy systems [14, 17].
The most promising approaches are (i) analytic analysis and software simulation, (ii)
real-time simulation and Hardware-in-the-Loop (HIL), (iii) laboratory-based testing,
and (iv) field trials and large-scale demonstration projects. However, they are useful
for specific activities and they are not covering all process stages as outlined in Fig. 2
in the same way. Therefore, Table 3 provides an overview where those methods fit
best and where not.
Simulation-based approaches are very common in power systems engineering.
Individual technological areas (power system, ICT/automation) have been analysed
in dedicated simulation tools. Transient stability and steady state simulations are
very often used to investigate the behaviour of power systems and their components
where various tools are nowadays available [8]. Comparable developments can be
observed also in the domain of ICT and automation systems.
Nevertheless, the development of CPES applications urge for a more integrated
simulation approach covering all targeted areas. The usage of simulation as develop-
ment approach gets more of interest. Analysing the behaviour of smart grid systems
requires hybrid models combining continuous time-based (physics-related) and dis-
crete event-based (communication and controls-related) aspects. Co-simulation (or
co-operative simulation) is an approach for the joint simulation of models devel-
oped with different tools (tool coupling) where each tool treats one part of a modular
coupled problem. Co-simulation takes under consideration the complexity of the sim-
ulated system and influences between different aspects or domains interconnected
in the same system [9, 11, 14].
Nowadays HIL-based approaches get more interest from the power system
domain. Two different approaches can be distinguished, namely Controller-Hardware-
in-the-Loop (CHIL) and Power-Hardware-in-the-Loop (PHIL). The first approach is
used to evaluate a controller platform and the corresponding algorithm(s) where the
Towards System-Level Validation 7
As outlined above there are a couple of interesting approaches available in the lit-
erature which are suitable for validation and testing. However, all of them have in
common that they are usually address a specific domain and they are not really devel-
oped to cope with the cyber-physical and multi-domain nature of CPES applications
and solutions. In order to analyse and evaluate such a multi-domain configuration,
a set of corresponding methods, procedures, and corresponding tools are necessary.
Usually, pure virtual-based methods are not enough for validating smart grid sys-
tems, since the availability of proper and accurate simulation models cannot always
be guaranteed (e.g., inverter-based components are some-times very complex to
model or it takes too long to get a proper model). Simulation and lab-based valida-
tion approaches have to be combined and used in an integrated manner covering the
8 T. I. Strasser et al.
+ -
Control
Signals
Control System SCADA / DMS / HMI
Central Control
IED
Measurements
Local Control Parameters
Local Control
Fig. 3 Integrated CPES validation using virtual and real components (adopted from [14, 16])
Validated
CommunicaƟon
ValidaƟon and
Control
Network
(e.g., SCADA)
Tap
Changer
TesƟng Smart Grid
Power DistriubƟon Grid
Approaches System
(cyber-physical ConfiguraƟons
DER
systems based)
DER
Integrated Pan-European
Improved Methods and Tools
Research Infrastructure
Additionally, training and education concepts are also being developed to support
the overall research activities. An interesting point in the ERIGrid approach is to
provide free access to the integrated RI (i.e., partner’s smart grid laboratories) and
the corresponding methods and tools for external user groups from industry and
academia as outlined in Fig. 4.
The holistic testing methodology should facilitate conducting tests and experi-
ments representative of integrated smart grid systems by testing and experimentation
across distributed RIs, which might not necessarily be functionally interconnected.
In the following chapters main validation concepts and procedures as well as the
corresponding tools are introduced and demonstrated on selected scenarios. Lessons
learned and educational approaches are discussed as well.
References
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Test Procedure and Description
for System Testing
1 Introduction
among automation systems, enabling ICT, and electricity infrastructure are in the
nature of such solutions and make testing the integrated system a necessity.
As motivated in Sect. 1.2.2, appropriate testing for such Cyber-physical Energy
Systems (CPES) is challenging as it requires availability of multi-disciplinary engi-
neering expertise, as well as suitable tool integration regarding the testing platforms
[17]. A re-organization of testing practices in research and industry is ongoing to
harvest the benefits of the advanced integration of system components using suitable
testing tool chains and workflows.
In this chapter, we aim to support this re-organisation of testing practice, by
offering answers to the following questions:
i. How can system validation efforts be framed as experiments in order to account
for complex system requirements and functions, the multi-disciplinary experts,
and the wide variety of employed experimental platforms?
ii. What information is necessary to record in an experiment description, to fully
document purpose, structure and execution of experiments for coordinated both
planning and reporting purposes?
This chapter offers a viewpoint for harmonization of system validation efforts
by focusing in the problem of test formulation. Considering question i., At first, the
problem of system testing is formulated, which leads to a generalized procedural
pattern, to be called ‘holistic testing procedure’, introduced in Sect. 2. Here ‘holistic’
refers to the procedure’s generality, as it should be, in principle, applicable to simple
as well as very complex testing problems. To address question ii., a test description
method is introduced in Sect. 3 which is based on the named procedure.
In the smart energy domain, a significant attention has been given to the abstract
and structured description of system solution requirements, e.g. with use cases and
SGAM [1]. However, abstract requirements specification is insufficient to derive test
descriptions immediately. A “test specification gap” can be identified between those
requirements and the structured preparation of validation efforts. And this gap further
increases with increasing complexity of cyber-physical system structure of solutions,
as well as advancements in test platform technology.
A clear and formalized test description can improve the reusability and reproducibil-
ity of tests. It can facilitate both the preparation and execution of tests in spite of
increasing complexity due to multi-domain systems and advanced experimental plat-
forms. A structured approach also helps the identification of relevant test parameters
Test Procedure and Description for System Testing 15
and targets involving multiple domains. A speedup is also needed in R&D activities
that require component characterization and system validation experiments.
To frame the problem of dealing with workflows and tool chain integration for
testing, we define:
Holistic testing is the process and methodology for the evaluation of a concrete function,
system or component (object under investigation) within its relevant operational context
(system under test), as required by the test objectives.
The need for system validation has been previously expressed, and holistic testing
has been formulated as a concept to organise procedures, tools and descriptions. In
this section the procedural view on the system validation problem is introduced by
first discussing the role of testing in the development context, introducing a ‘holistic’
procedural view on testing, and finally presenting a specific procedure for integrating
development and testing with different test platforms.
16 K. Heussen et al.
Fig. 1 Specification and testing layers in the conventional V-model, and the stipulated “test speci-
fication gap”
Experiments play a role in the early stages of a technical design as well as in the final
stages where technical solutions are evaluated against technical specifications and
system level requirements. Systems design processes in industry follow the general
scheme of the V-model [9], as mentioned in Sect. 2.1. This V-model can be inter-
preted classically as waterfall sequential process, but can also be used for modern
concurrent engineering as a conceptual hierarchy, where the V-model establishes a
strong coupling of requirements specification and testing: at every stage of devel-
opment, experiments are based on (a) requirements identified earlier in the design
process, (b) an assembly of components validated in a previous stage of testing, and
(c) the appropriate type of test platform.
The conceptual difference between design and testing is easily obscured at early
development stages. In (simulation-based) design, the focus is on structural and
parametric changes to a (simulation) model, which lead to an incremental adaptation
of a system design. In contrast, for testing, the system is fixed, and an experiment is
set up to quantify a property or to validate a hypothesis (e.g., function, performance)
about the present system design. As the system grows in scale and complexity, also
the formulation of a test hypothesis becomes non-trivial; on one hand it is driven
by the more complex system requirements, on the other hand also larger and more
complex experimental setups are required. A holistic test description would support
Test Procedure and Description for System Testing 17
this re-framing from engineering design to test design, helping to narrow down the
test purpose and test system requirements.
Section 2 outlined basic needs for system validation, and highlighted some of the
existing approaches. The need for testing an integrated solution has been motivated
in Sect. 2.2. In spite of different test realisations, there is common agreement that
‘System testing’ refers to testing at higher levels of system integration. With reference
to Fig. 1, this notion of system testing thus refers mainly to the testing variants
‘functional validation’ and ‘system validation’.
At the more basic levels, for components and sub-systems, requirements and test
specifications are likely made by the developers themselves. For the higher levels,
typically a long time passed between the initial formulation of functional and system
requirements and the developed solution, increasing the gap between requirements
and test execution.
Further, as outlined above, a wide variety of test platforms for multi-domain
system testing are becoming available. Today, these test platforms have sufficient
complexity of their own to concern the user with, rather than the object under inves-
tigation.
A procedural support can be useful when adopting a complex test platform attempting
validation of a complex integrated control solution.
A holistic view on testing procedures is illustrated in Fig. 2. At the outset, this
procedure template connects the system definition and use cases with a test objective
in a test case. Once this link is fully established, the test specification captures fully
the requirements for an experimental setup. The test platform can now be identified
and suitably configured, even as a complex one that connects several research infras-
tructures (here: RI a and RI b). The experiment execution in the infrastructure and
subsequent result evaluation may now lead to judging the test as successful, return-
ing information with reference to the specifications and test case; or it may lead to a
re-iteration of the specifications.
Depending on the kinds of test purposes, relevant test platforms, devices or sys-
tems under test, etc., different procedures and methodologies are applicable. Under
the conceptual frame of this holistic test procedure, the ERIGrid project defined spe-
cific approaches within co-simulation, multi-RI experiments, and hardware-in-the-
loop testing. For instance, a concrete test procedure, the “testing chain”, as described
in Sect. 2. To address the work with large-scale systems in a co-simulation context,
an approach was formulated in [23], as reported in Sect. 4.
18 K. Heussen et al.
Case refinement
HolisƟc Test Case Results evaluaƟon
RI a RI b Research Infrastructure c
Coupled research
infrastructure
Fig. 2 Outline of the holistic test procedure with three research infrastructures, of which two are
coupled
Finally, the holistic test description methodology, outlined in Chap. 3, offers sys-
tematic support for the formulation of concrete testing initiatives of any complexity
and suits as semantic framework for further testing harmonization and test automa-
tion.
The state-of-the-art in testing involves simulation, lab testing and field testing in
that sequence. This testing approach lacks smooth transition and lacks coverage of
smart grid functionalities. The “Testing chain” approach [4, 16], however, covers
the whole range of testing possibilities including simulation, Software-In-the-Loop
(SIL) [3], CHIL, Power Hardware-In-the-Loop (PHIL) and field testing sequentially.
Such method can investigate the whole range of functions and hardware in the test
system resulting in cost efficient validation. This kind of testing is composed of a
series of tests with increasing complexity and realism. This is the general approach to
follow for developing a new component or algorithm which affects system behaviour.
The gradually increasing realism of the testing chain allows to develop a product in
a relevant environment saving time and money. This could be suitable for the device
manufacturers and software developers. Indeed, the first step of a developing phase
is a pure simulation experiment; then, if the results are good, the object under test
Test Procedure and Description for System Testing 19
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