CEC Value of DA:

Distribution Automation Detailed

Scenarios

May, 2007

Frances Cleveland

Xanthus
Consulting International
 Purpose of Use Case Scenario and DA
Functions Document
The purpose of this document is to describe key Use Cases
Scenarios which are built up from primary and secondary
Distribution Automation (DA) functions.
The Use Case Scenarios each focus on specific
purposes that distribution automation may be used for.
The supporting DA functions provide the details of how
those purposes may be met.
Although this document describes only a few Use Cases
Scenarios, the DA functions may be used in many
combinations to develop other Use Cases Scenarios.
Two types of DA functions are identified:
Primary DA functions which typically include equipment,
communications, and/or basic data systems;
Secondary DA functions which utilize the data provided
by the primary DA functions.

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 Relationships between Use Case Scenarios,
Secondary DA Functions, &
Primary DA Functions Use Case Scenario #n

Use Case Scenario

Use Case Scenario
Use Case Scenario #1

Secondary DA Secondary DA Functions - Secondary DA Secondary DA Functions Secondary DA

Functions - Automated with Significant DER Functions - with - for Maintenance Functions - for
Distribution Feeders Customer Interaction Distribution Planning
Monitoring DER Maintenance
Monitoring equipment equipment Demand Response information Operational
Controlling equipment Controlling DER Load management Predictive maintenance planning
Alarm processing equipment Interface with Security maintenance Short-term planning
Local switching Interface with DER intelligent thermostat Communication system Long-term planning
aggregators Interface with Home maintenance
Contingency Analysis
Contingency Analysis Automation Network
Optimal volt/var
Optimal volt/var Interface with Meter
Fault Location,
Fault Location, Isolation, Management Systems
Isolation, Service
Restoration Service Restoration
Multi-feeder Reconfig Multi-feeder Reconfig
Load shedding Load shedding
Dispatcher Training Dispatcher Training

Primary DA Equipment Primary Customer Premises Primary Software Applications

Automated substation equipment Automated Metering Infrastructure SCADA System

Substation communications Controllable DER Systems Distribution System Power Flow (DSPF)
Automated feeder equipment DER communications Outage Management System
Feeder communications Microgrid equipment Automated Mapping / Facilities Management
database
Home Automation Network

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 List of Possible DA Scenarios / Use Cases
#1: Basic Reliability Use Case Local Automated Switching for Fault
Handling (e.g. IntelliTeam)
#2: Advanced Reliability Use Case FLISR with Distribution System
Power Flow (DSPF) Analysis
#3: Efficiency Use Case Efficiency Assessment with DSPF Analysis
#4: DER Planning Use Case Planning, Protection, and Engineering of
Distribution Circuits with Significant DER Generation
#5: Basic Real-Time DER Management Use Case SCADA Monitoring
and Control of DER Generation
#6: Advanced Real-Time DER Management Use Case DSPF
Analysis for FLISR, Microgrids, Safety, Market with Significant DER
Generation
#7: Distribution Maintenance Management with DER Use Case
Maintenance, Power Quality, and Outage Scheduling with Significant
DER Generation/Storage
#8: Demand Response with DER Use Case Distribution Operations
with Demand Response and Market-Driven DER Generation/Storage

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 #1: Basic Reliability Use Case Local Automated
Switching for Fault Handling (e.g. IntelliTeam)

Reliability of supplying electric energy to customers is a high priority

to all stakeholders in the electric power industry: customers and
society benefit directly from it, regulators therefore require high
reliability, and utilities respond as cost-effectively as they can.
Although manual methods have been used for years to provide
certain levels of reliability, automation can provide increased levels
of reliability.
The Basic Reliability Use Case covers the use of SCADA to the
substation, automated switches on feeders that respond to faults
locally, and SCADA monitoring of these automated switches. It
includes the following functions:
Distribution SCADA to the substation
Local Automated Switching (e.g. IntelliTeam)
SCADA communications to automated switches (fault
indicators, switches, etc.)

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 #2: Advanced Reliability Use Case Advanced
Distribution Applications (ADA) based on
Distribution System Power Flow (DSPF) Analysis
The Advanced Reliability Use Case includes Secondary DA functions based on the Primary DA
Distribution System Power Flow (DSPF) analysis of the distribution system in real-time and in
study mode
The key functions include the following:
Distribution SCADA to the substation
Local Automated Switching (e.g. IntelliTeam)
SCADA communications to automated switches (fault indicators, switches, etc.)
Real-time DSPF model to run power flows using real-time SCADA data
Study DSPF model to run power flows on sets of historical or study data
Fault Location, Isolation, and Service Restoration, using the automated switching
capabilities and the real-time DSPF to manage fault situations
Contingency Analysis, using the real-time and/or study DSPF model to analyze
contingencies of feeders
Reliability Analysis, using the real-time and/or study DSPF model to assess the reliability of
feeders
Relay Protection Re-coordination, using the real-time and/or study DSPF model to assess
protection settings
Multi-Feeder Reconfiguration, using the real-time and/or study DSPF model to assess
feeder loading and recommend reconfiguration of feeders
Predictive Maintenance
Power Quality Management
Load Management
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 Diagram of ADA Information Flows

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 #3: Efficiency Use Case Efficiency Assessment
with DSPF Analysis
Efficiency of the distribution system is often considered of secondary importance to reliability,
but can become of significant interest on specific feeders and substations that are handling
high loads and/or variable power factor situations, so that it actually can improve reliability.
In addition, new laws and regulatory pressures that focus on reducing dependence on
foreign energy sources and/or reducing greenhouse gases and other polluting emissions
may make efficiency of more direct importance in the future.
The Efficiency Use Case utilizes the ADAs DSPF model of the distribution system, along
with real-time data from the SCADA system, to assess first the adequacy (will the equipment
be able to handle the expected loads) and the efficiency (how efficiently is the power system
operating and what can be done to improve that efficiency). It also includes automation to
support customer-side incentives to improve overall energy usage, through demand
response, time-of-use metering, and load management.
The Efficiency Use Case includes the following functions:
Distribution SCADA to the substation
SCADA communications to automated feeder equipment (fault indicators, switches,
capacitor banks, voltage regulators, etc.)
Adequacy Analysis of Distribution Operations using the DSPF model
Efficiency Analysis of Distribution System using the DSPF model
Optimal Volt/Var Analysis and Control using the DSPF model
Demand Response, TOU, and Real-Time Pricing to encourage conservation and direct
response to the cost of generation
Load Management to shift load during times of high generation costs

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 #4: DER Planning Use Case Planning, Protection,
and Engineering of Distribution Circuits with
Significant DER Generation
Utilities have been required for many years to permit the interconnection of non-utility generation,
but the pressure to interconnect these generating (and storage) units to the distribution system has
increased significantly over the past few years, and is expected to increase even more rapidly in
the future.
Although no-one can predict how much DER generation and/or storage will ultimately be
interconnected, it is clear that these decisions will be made more by utility customers than by
utilities. This decentralized decision-making on where and how much generation will be
implemented adds a degree of uncertainty that utilities have never had to manage before.
Many DER units are small, and can rightly be viewed as negative load by utilities and thus be
treated essentially as invisible to distribution operations (so long as they comply with the
interconnection standards such as IEEE 1547, Californias Rule 21, or the utilitys requirements).
Some larger DER units have been and will continue to be implemented, owned, and/or operated by
utilities. Some DER units have been and will continue to be implemented, owned, and/or operated
by customers or third parties. Over time, aggregated amounts of generation from small DER units
will become visible in distribution operations.
Distribution planning and/or engineering must assess each proposed DER interconnection to
ensure it meets the required interconnection standards. They must also assess any impact on
distribution feeders, feeder equipment, substations, distribution operations, maintenance
procedures, etc. to accommodate the DER interconnection. If changes must be made, these
changes must be engineered and implemented before the DER interconnection is finalized.
The DER Planning Use Case includes the following functions:
Study DSPF model to run power flows on sets of historical or study data
Assessment of proposed DER interconnections
Monitoring/Assessment of Implemented DER Interconnections

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 #5: Basic Real-Time DER Management Use Case
SCADA Monitoring and Control of DER Generation

Larger DER units and aggregates of smaller DER units are impacted by, and can
impact, real-time distribution operations. SCADA monitoring and (direct or
indirect) control of these DER units allows them to be visible, thus adding to
reliability and safety of distribution operations.
The Basic Real-Time DER Management Use Case includes the following
functions:
Distribution SCADA to the substation
SCADA communications to automated feeder equipment (fault indicators,
switches, capacitor banks, voltage regulators, etc.)
SCADA Monitoring and Control of DER Units
Supervisory Control of Switching Operations with DER Units
Utility Controls DER to Meet Distribution Operational Requirements

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 #6: Advanced Real-Time DER Management Use Case
DSPF Analysis for FLISR, Microgrids, Safety,
Market with Significant DER Generation
Advanced Real-Time DER Management involves analyzing the distribution system in real-time or near real-time to determine actions in
response to planned or unforeseen situations that involve significant DER generation/storage. This analysis would be needed for fault location,
isolation, and service restoration, protection coordination, establishment of microgrids, safety of field crews and the public during outages,
power quality, market operations involving DER units, and many other activities. This type of analysis would be impossible for distribution
operators to handle without support from the DSPF model that forms the foundation of the ADA capabilities. The DSPF model would need to
cover not only the distribution system but also the larger DER units as well as some model of aggregated small DER units.
The Advanced Real-Time DER Management Use Case includes the following functions (although it is not expected that all functions would
be implemented initially):
Distribution SCADA to the substation
Local Automated Switching (e.g. IntelliTeam)
SCADA communications to automated switches (fault indicators, switches, etc.)
Real-time DSPF model to run power flows using real-time SCADA data
Study DSPF model to run power flows on sets of historical or study data
DSPF Model of Distribution Operations with Significant DER Generation/Storage
Adequacy Analysis with Significant DER Generation/Storage
Reliability Analysis with Significant DER Generation/Storage
Contingency Analysis with Significant DER Generation/Storage
Fault Location, Fault Isolation, and Service Restoration (FLISR) with Significant DER
Multi-Level Feeder Reconfiguration (MFR) with Significant DER
Efficiency Analysis with Significant DER
Optimal Volt/Var Control with Significant DER
Relay Protection Re-coordination (RPR) with Significant DER
Assessment of the Impact of DER during Distribution Planned Outages
Planned Establishment of Microgrids for Peak Shaving or Other Financial or Operational Reasons
Emergency Establishment of Microgrids during Power Outage or Other Emergencies
Post-emergency Assessment of DER Responses and Actions
Management of Power Quality Using DER and DA Equipment
Management of Market Operations with DER
Coordination of Distribution and DER Operations with Transmission Operations

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 #7: Distribution Maintenance Management with DER
Use Case Maintenance, Power Quality, and Outage
Scheduling with Significant DER Generation/Storage
Maintenance of the distribution system that includes significant DER can be a new challenge. These new challenges
include the following:
Although DER units are now all expected to turn off or disconnect during a power system outage, those actions need to be verified
for every DER unit to ensure that both utility field crews and the public are safe from presumably dead circuits that are actually still
live.
Planned outages or even work on live circuits needs to be coordinated with DER operations to ensure they are able to manage the
situation.
Power quality of circuits can be affected by DER installations both for the better or for the worse.
Microgrids may need to be established before maintenance activities can commence, to avoid loss of power to customers.
Maintenance or loss of DER units may affect distribution system operations if significant load was expected to be supported by the
DER units financial contracts not withstanding.
If feeders are reconfigured to minimize the impact of maintenance activities, protection settings will need to be changed to reflect
those reconfigurations, since the mix of generation and load will change.
Managing the uncertainties of large numbers of smaller customer-owned DER units will require more sophisticated assessments
before outages or power restorations can be scheduled.
As the number of DER units grows and as the amount of generation is derived from DER units, distribution
operations will no longer be able to manage the maintenance of the system without significant support from
automation.
The Distribution Maintenance Management with DER Use Case includes the following functions:
Distribution SCADA to the substation
Real-time DSPF model to run power flows using real-time SCADA data
Study DSPF model to run power flows on sets of historical or study data
DSPF Model of Distribution Operations with Significant DER Generation/Storage
Contingency Analysis with Significant DER Generation/Storage
Multi-Level Feeder Reconfiguration (MFR) with Significant DER
Relay Protection Re-coordination (RPR) with Significant DER
Assessment of the Impact of DER during Distribution Planned Outages
Planned Establishment of Microgrids for Peak Shaving or Other Financial or Operational Reasons
Emergency Establishment of Microgrids during Power Outage or Other Emergencies
Post-emergency Assessment of DER Responses and Actions
Management of Power Quality Using DER and DA Equipment
Predictive Maintenance Application Assesses Distribution Equipment
Scheduling of Planned Outages
Management of Maintenance Assets and Schedules
Maintenance of Databases and Software Applications
Maintenance Updates to Documentation and Maps

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 #8: Demand Response with DER Use Case
Distribution Operations with Demand Response and
Market-Driven DER Generation/Storage
Demand response by customers can encompass many different incentive structures, but
fundamentally entails two types of response:
Decrease load in response to higher prices, and vice versa
Increase DER generation in response to higher prices, and vice versa
With the inclusion of DER generating and storage capabilities, demand response becomes even more
complex, and requires Advanced Distribution Applications (ADA) using the DSPF model. Without such
automation, distribution operations with demand response would become extremely difficult if not impossible.
The Demand Response with DER Use Case includes the following functions:
Distribution SCADA to the substation
Real-time DSPF model to run power flows using real-time SCADA data
Study DSPF model to run power flows on sets of historical or study data
DSPF Model of Distribution Operations with Significant DER Generation/Storage
Contingency Analysis with Significant DER Generation/Storage
Multi-Level Feeder Reconfiguration (MFR) with Significant DER
Efficiency Analysis with Significant DER
Planned Establishment of Microgrids for Peak Shaving or Other Financial or Operational Reasons
Management of Power Quality Using DER and DA Equipment
Management of Market Operations with DER
Coordination of Distribution and DER Operations with Transmission Operations
Assessment of Demand Response Requirements and Pricing
Assessment of Real-Time Pricing (RTP) Requirements and Pricing
Analysis of Distribution Performance for Customer Services
Automatic Meter Reading (AMR)

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 Categorization of Benefits

Identify and categorize benefits:

Direct financial benefits (reduced capital costs, reduced
O&M costs)
Power system reliability and quality benefits (reduced
SAIDI / SAIFI, improved PQ, managing significant
distributed generation)
Safety and security benefits (improve personnel and
public safety and security)
Energy efficiency benefits (reduce energy losses,
improve power factor, improve load factor)
Environmental and conservation benefits (reduce
pollution, reduce greenhouse gases, cap-and-trade)

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 Checklist of Direct Financial Benefits

Utilities can have direct financial benefits from distribution

automation. These include the following:
Deferred construction capital savings
Decreased field crew personnel time
Decreased engineering personnel time
Extend equipment life-time
Improve utilization of equipment
Reduce O&M expenses
Reduce the cost of energy generation
Reduce loss of revenue
Avoid legal and regulatory penalties
Participate in market operations with DA
Potentially participate in carbon / emissions trading
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 Checklist of Power Reliability Benefits
Utilities gain benefits from improved power reliability to meet
CPUC regulations.
Reducing SAIDI / SAIFI:
Shorten or avoid permanent outages (e.g. outages longer than 5
minutes) to customers
Decrease the number of customers experiencing permanent outages
Decrease the number of temporary or momentary outages
Decrease the number of customers experiencing temporary or
momentary outages
Reliable management of power system with distributed
generation:
Permit/support additional DER interconnections
Use DER generation/storage to improve reliability
Support operators in decision-making during emergencies
Reduce loads during emergency conditions
Improving power quality (voltage deviation, voltage imbalance)

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 Checklist for Safety and Security Benefits
Safety is clearly important in and of itself, but can also be
assessed from a monetary perspective, based on the
various costs for medical, legal, regulatory, safety
assessment, loss of workers time, and retraining efforts.
Rough estimates can be made on the costs of security
breaches which may be adequate enough for estimating
benefits, given the broad uncertainties of security threats.
Increased safety of field crew
Support operators in decision-making during safety or security
breaches
Support engineers in designing systems with improved safety
and/or reliability
Increase physical and cyber security of power system
operations

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 Checklist of Energy Efficiency Benefits

For utilities, energy efficiency benefits would need to be tied

either to direct regulations or to the tariff structures for
customers.
Reduce losses in the distribution system
Reduce peak loads for demand reduction
Reduce transmission losses through coordinated distribution
operations

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 Checklist for Energy Environmental and
Conservation Benefits

For utilities, energy environmental and conservation

benefits would result from compliance with regulations and
potentially from cap-and-trade markets.
Reduce energy losses in the distribution system
Reduce loads for energy conservation
Reduce particulate pollution (SOX and NOX)
Reduce greenhouse gases (GHG) pollution (in line with laws
SB 1368 and AB 32)
Reduce peak loads
Reduce transmission losses through coordinated distribution
operations

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