Distribution Transformer Loading Probabilistic Modeling and Diversity Factor
Distribution Transformer Loading Probabilistic Modeling and Diversity Factor
2, APRIL 2023
Abstract—For planning purposes, the loading of assets in electric feeder. Let the diversity factor be given by d,
power distribution circuits is often modelled in terms of a diversified
load. The temporal and probabilistic nature of the load is a sum max (p1 (t)) + max (p2 (t)) + . . . + max (pN (t))
of several individual loads of various levels and characteristics. d = (1)
sup (p1 (t) + p2 (t) + . . . + pN (t))
The diversity factor of such circuits is the ratio of the sum of
the individual non-simultaneous load asset ratings energized by where the several served loads are p1 , p2 , …, pN , and the
that circuit to the total peak simultaneous demand. The diversity
factor is temporal and probabilistic in nature. In this paper, the numerator is the sum of the non-simultaneous maxima of these
probability density of the load factor is described and modelled for loads and the supremum function in the denominator refers to the
power distribution loads. The model used is the ratio of two depen- sum of the total load. Equation (1) may be viewed as the ratio of
dent bivariate normal random variables. The resulting probability the sum of the individual peak demands to the group peak. The
density is termed a ratio density and a recent algebraic formulation diversity factor is the ratio of the total non-coincidental demand
of the ratio density is used. The probabilistic model is compared to
results obtained by others. The potential impact of electric vehicle to the maximum diversified demand. Renewable resources, if
charging loads is applied to the sizing of distribution power supply they are present, are included in the numerator and denominator
assets using diversity loading strategies for Level 1 and single phase of (1). The number of residential services in this configuration,
Level 2 EV chargers. The probabilistic method is offered as an N, in the United States is in the general range 3≤ N ≤ 10. It is
added tool to the conventional, fixed diversity factor method in convenient to view the diversity factor as a ratio,
distribution engineering.
X
Index Terms—Power distribution engineering, diversity d = (2)
factor, load factor, probability, distribution transformers, ratio Y
probability density, electric vehicle charging.
where the properties of the numerator X and the denominator
Y shall be exploited presently. In the literature, the term co-
I. LOADING OF DISTRIBUTION SYSTEM ASSETS incidence factor is occasionally found and this factor is the
OST power distribution systems worldwide are radial reciprocal of d.
M and tree-like in nature. This means that energy is dis-
tributed from an overarching subtransmission system (typically II. DIVERSITY FACTOR
a networked system), to mostly radial distribution primaries The use of the foregoing diversity factor has been known
which energize branch circuits in an outward reaching tree-like and used in power engineering for over 100 years [1]. To be
configuration. Assets in this structure are designed to accom- concise, typical values of diversity factor in various distribution
modate loading according to the assumption of load diversity. applications usually lie in the range (1.0 ≤ d ≤ 8.0). In applica-
The term ‘load diversity’ refers to the characteristic that the tions in which the several loads served are diverse temporally,
many connected loads are not all operative simultaneously at the denominator of (1) will be smaller than the sum of the
their rated levels. Thus the temporal and probabilistic nature nonsimultaneous peaks (the numerator), and the diversity factor
of the loads allows the sizing of distribution assets (mainly will be large. The denominator Y may be viewed as an uncertain
transformers) less than the requirements if all loads were ‘turned quantity because of the diversity in the time of the loads, and
on’ simultaneously. also in the operational levels. Let Y be taken to be a sum of
The accepted analysis approach in power distribution engi- random variables. Similarly, the numerator may be regarded as
neering is to utilize diversity factor to capture the probabilistic a random variable and as the result of a summation of load
and temporal nature of many loads connected to a distribution levels. Especially for large N, there is a motivation to appeal
to the central limit theorem which states that for the case that
Manuscript received 26 January 2022; revised 27 June 2022; accepted 10 the individual load levels pi (t) being statistically independent,
August 2022. Date of publication 18 August 2022; date of current version 24 the sums X and Y tend to a normal (gaussian) probabilistic
March 2023. Paper no. TPWRD-00118-2022.
The author is with the School of Electrical, Computer and Energy En- distribution [2]. This is the case even if the random variables
gineering, Arizona State University, Tempe, AZ 85287-5706 USA (e-mail: in the numerator and denominator are not normally distributed
[email protected]). themselves. While it is clearly an assumption that X and Y are
Color versions of one or more figures in this article are available at
https://doi.org/10.1109/TPWRD.2022.3199999. normally distributed, we shall see what results are obtained with
Digital Object Identifier 10.1109/TPWRD.2022.3199999 this assumption, and subsequently we shall make a comparison
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HEYDT: DISTRIBUTION TRANSFORMER LOADING: PROBABILISTIC MODELING AND DIVERSITY FACTOR 843
with other characterizations of the probabilistic nature of the and μx , μy are the mean values of X and Y. The notation K2 and
diversity factor d. θ2 is consistent with that in 14], ρ is the correlation coefficient
The diversity factor of distribution system loads has been between X and Y, ‘exp’ denotes exponentiation ex , and 1 F1 (•;•;•)
estimated from operational and research data (e.g., [3], [4]). is the confluent hypergeometric function of the first kind [15].
Operating experience for over 100 years has resulted in industry To avoid confusion with other definitions of the hypergeometric
accepted designs as exemplified by [5], [6], [7]. Operational data function, note that in (3),
may be used in a Monte Carlo study [8] to estimate d for given ∞
Γ (a + k) ck Γ (b)
applications. Appealing to load models [9] themselves may be 1 F1 (a, b, c) = (6)
used to estimate the diversity factor of distribution feeders, but Γ (a) Γ (b + k) k!
k=0
there appears to be limitations to this approach because of the
with Γ (.) denoting the gamma function. Modern software tools
large number of load types and operating conditions. Zhu and
generally have simple syntax for 1 F1 . For example, in Matlab,
Mather show some techniques using time series simulations
[10]. Perhaps the overarching operating and design strategies 1 F1 is coded as f = hypergeom(a, b, c)
The expressions (3, 4, 5) may appear formidable, but they are
come from the industry standards, e.g., [11], [12]. Modeling the
straightforward, non-iterative algebraic calculations in terms of
transformer diversity factor probabilistically allows the distribu-
the statistics of X and Y. Reference [14] includes discussions of
tion planner to estimate the probability of loading scenarios, a
cases in which the ratio probability density function is unimodal
capability not possible in deterministic formulations. This offers
as well as bimodal (single peak or two peaks). Most other
the potential to conveniently compare alternative design choices.
simplified probabilistic models of d are unable to capture this
flexibility, but Monte Carlo simulations and Gaussian mixture
III. THE PROBABILISTIC MODEL
models can do so. Gaussian mixtures have been used for imple-
Attention now turns to the modeling of d in (2) as a ratio mentation of dynamic loading regimes for power transformers
of two normally distributed random variables. Obviously, these [16]. One factor that favors the model in (3, 4, 5) is the paucity of
variables are correlated. The assumption, then, is that X, Y data and very rapid calculation needed to obtain fd (d) from (3).
are bivariate normal with mean values μX , μY and variances Examination of load data for over fifty distribution transformers
2
σX , σY2 and correlation coefficient ρ. The probability distribu- in-service also leads one to favor the indicated model because
tion of the ratio of two bivariate normal random variables is not of its faithfulness to reproduce observed load diversity.
normal in general. Chatlani et al. [13] examined this ratio in some
detail using distribution feeders and loads in the U. S. southwest, IV. IMPLICATIONS FOR POWER DISTRIBUTION ENGINEERING
and they found that modeling d as a gamma distributed random
variable yields accuracy in statistically modelling the load on The discussion above has implications for assessing loading of
distribution feeder transformers. The application in this case is power distribution transformers that serve multiple loads. To size
that several diverse loads (N loads) are served from a common the distribution transformer, the loads are assumed to be diverse
distribution transformer. Their end objective appears to have and characterized by a diversity factor. Anecdotally, the diversity
been in the estimation of loss of transformer life depending on factor, as a ratio of two assumed gaussian random variables, was
load diversity. However, it is possible to apply additional results assumed by some to be itself gaussianly distributed. Chatlani
on the assessment of the probability density function of the ratio et al. [13] demonstrated that a better approximation for the
of two bivariate normal random variables. The present objective probability density of d (at least in some cases) is the gamma
is to obtain a more accurate probabilistic model for the diversity probability density,
factor d. The ratio of two normal random variables has occupied
dα−1 exp − βd
considerable attention of mathematicians for the last 100 years. fd (d) = (7)
Pham-Gia, Turkkan and Marchand in 2006 have definitively β α Γ (α)
solved the problem of the calculation of the probability density where α and β are shape parameters and Γ (.) denotes the gamma
of the ratio of two bivariate normal variables for all possible function. The basis of the claim of a ‘better approximation’ to
cases [14], and their formula for the probability density of d is the probability density of d is that the gamma density is able to
fd (d), capture a skew to the right (i.e., larger values of d). This cannot be
2 2
2K2 1 − ρ2 σX σY 1 F1 (1; 0.5; θ2 ) accommodated by the simple assumption that d has a gaussian
fd (d) = (3) probability density function. The density in (7) is easily fit to
σY2 d2 − 2ρσX σY d + σX 2
measured data using the mean and variance of d,
2
where the variances of X and Y are σX , σY2 and
E (d) = μd = αβ σd2 = αβ 2 (8)
1
K2 =
2πσX σY 1 − ρ2 (note: E(.) denotes expectation). Like the gaussian density, the
gamma density function is determined by the mean and variance
σ 2 μ2 − 2ρσX σY μX μY + μ2Y σX 2
in the univariate case. Dividing the expressions for μd and σd2
× exp − Y X 2 σ2 (4)
2 (1 − ρ2 ) σX Y in (8) immediately gives β, and subsequently α found. This is
2
2 2 a convenient advantage of the gamma formulation. However, in
−σY μX d + ρσX σY (μY d + μX ) − μY σX
θ2 = 2 σ 2 (1 − ρ2 ) (σ 2 d2 − 2ρσ σ d + σ 2 ) (5) view of the development above, namely (3, 4, 5), the probability
2σX Y Y X Y X density of d is not the gamma probability density; instead, fd (d)
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844 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 38, NO. 2, APRIL 2023
V. EXAMPLES OF APPLICATIONS
study of the impact of wider statistical variation of the total
A. An Example From Contemporary Distribution Engineering
transformer load. The three cases studied are explained below.
In this section, an illustration is given for the impact of Example A listed in Table I is a base case study. The statistical
sizing a distribution transformer that serves eight distribution data shown for Case A is used in the probabilistic model for the
secondary services. The artifact transformer is a single phase, transformer diversity factor (3, 4, 5), and the resulting probability
60 Hz, residential unit with voltage ratings 4160/240/120 volts. density of the diversity factor is shown in Fig. 2. The solid line
Historical measured data are used to obtain the statistical in- in Fig. 2 corresponds to the case of a 300 kVA distribution
formation in Table I. The examples shown were selected to transformer, and the dashed line corresponds to a 350 kVA
illustrate the probabilistic formulation in this paper, and the cases transformer. If the higher rating is used, the probability density
are considered ‘typical’. Note that the correlation coefficient ρ moves to the right (i.e., higher diversity factor due to the larger
is obtained from historical data (where available) in the cases values of X in (2)).
studied, Column B in Table I corresponds to the application of a higher
E ((X − μX ) (Y − μY )) rated transformer, namely 350 kVA. The probability density of
ρ = . the diversity factor is plotted for this case as the dashed line in
E((X − μX )2 (Y − μY )2 ) Fig. 3.
Note that the density characteristic appears to ‘lean’ to the
The three columns in Table I correspond to: (A) a base case right. This characteristic was observed by Chatlani et al. in
study; (B) consideration of a higher rated transformer; (C) a [13], and in that work, the authors fit a gamma probability
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HEYDT: DISTRIBUTION TRANSFORMER LOADING: PROBABILISTIC MODELING AND DIVERSITY FACTOR 845
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846 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 38, NO. 2, APRIL 2023
TABLE II
A COMPARISON OF THREE LEVELS OF EV CHARGING∗
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HEYDT: DISTRIBUTION TRANSFORMER LOADING: PROBABILISTIC MODELING AND DIVERSITY FACTOR 847
that many applications will entail these higher power level TABLE III
EXAMPLE D, INCLUDING EV CHARGING
units. Straightforward calculation of the statistical moments of
transformer loads is assumed here.
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848 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 38, NO. 2, APRIL 2023
lowers the diversity factor (an observation which agrees with normal random variables. The resulting probability density is
[31]), and one would expect that diversity loading applications termed a ratio probability density and this may be used as a
are limited to the lower EV charging power levels where the consistent consideration in sizing distribution transformers that
circuit diversity factors are the highest. Additional comments serve several individual loads. The relationship between the
on the EV charging impact on distribution loading appear in the statistical model of the diversity factor and expected transformer
literature (e.g., [29], [33], [34], [35]). reliability is discussed, and examples are shown.
Note that at lower power EV charging levels (e.g., L1 charg- It is expected that the proliferation of electric vehicle charging
ing) are likely to use controlled rectifiers, and these devices may loads will result in higher system wide load factor but lower in-
have harmonic load current impact on the transformer load. dividual distribution transformer diversity factor. This will need
Transformer core losses can be high owing to harmonic load to be accounted in sizing distribution transformers. Diversity
currents, but the IEEE C57.110 [36] requirements are conserva- factor sizing distribution transformers for services to electric
tive as indicated by laboratory tests [37]. And the contributory vehicle charging loads appears practical for Level 1 charging and
heating due to rectifier EV charger loads is not likely to be a single phase, low power Level 2 charging. The ratio probability
significant factor in the application of diversity factor sizing density model has the ability of modelling bimodal (two peaks)
of distribution transformers. Higher power EV charging (e.g., probability density.
L2 and L3) is likely to utilize three phase and pulse width
modulation technologies in the AC/DC conversion, and these
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[28] L. Xue and J. Xia, “Simulator to quantify and manage electric vehicle Gerald Thomas Heydt (Life Fellow, IEEE) is from Nevada. He received the
load impacts on low-voltage distribution grids,” Washington, DC, USA: B.E.E.E. degree from The Cooper Union, New York, NY, USA, and the M.S.E.E.
Technical note, World Resources Institute, Dec. 2020, [Online]. Available: and Ph.D. degrees from Purdue University, West LaFayette, IN, USA, in 1965
https://www.wri.org/publication/ and 1970, respectively. He has industrial experience with Commonwealth Edison
[29] J. M. Sexauer, K. D. McBee, and K. A. Bloch, “Applications of probability Company, Chicago, IL, USA, and E. G. and G., Mercury, NV, USA. Most of his
model to analyze the effects of electric vehicle chargers on distribu- academic career has been with Purdue University, Arizona State University,
tion transformers,” IEEE Trans. Power Syst., vol. 28, no. 2, May 2013 Tempe, AZ, USA, and the University of Nevada – Reno, Reno, NV, USA.
pp. 847–8854. In 2018, he retired from Arizona State University, where he was a Regents’
[30] S. Ling, Y.-J. Zhou, and X.-Y. Yu, “Analysis of multi-dimensional factors Professor and Professor of Advanced Technology. He is currently a Regents
sensitive to comprehensive utilization of power distribution equipment,” Professor Emeritus with ASU and working on infrastructural Projects in Latin
in Proc. 7th Int. Forum Elect. Eng. Automat., Hefei, China, Sep. 2020, America and the accreditation of engineering educational programs. He is also
pp. 438–444. a Member of the National Academy of Engineering.
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