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Keywords: Hybrid AC/DC microgrids are arising as an interesting approach as they combine the prominent features of AC
AC microgrids and DC networks and do not require excessive modifications in the distribution network. However, protection of
DC microgrids such microgrids suffers from several challenges including limited fault current contribution of inverter-based DG
Hybrid AC/DC microgrids sources in the islanded mode, inability of single-setting overcurrent relays in protection of dual-mode micro-
Protection challenges
grids, selection of a proper grounding system, and lack of natural zero-crossing current. The aim of this paper is
Protection schemes
to provide a comprehensive review of the available strategies for protection of hybrid AC/DC microgrids. Apart
from describing the most relevant options presented to date and classifying them into specific groups, a critical
analysis is performed, in which the main challenges of each approach are presented. Finally, some conclusions
and recommendations for the protection of future hybrid AC/DC microgrids are pointed out.
1. Introduction These benefits encompass higher reliability, power quality and trans-
mission capacity, non-complex control as well as direct connection to
The recent technological developments and the increasing concerns some DG sources, loads and ESSs [12–14]. Hybrid AC/DC microgrids
for global warming have motivated engineers to search for cleaner and are raising as an optimal approach as they combine the main ad-
more efficient systems. One of the most efficient ways for the reduction vantages of AC and DC microgrids [15–17]. The structure of a hybrid
of impacts of fossil fuels on the environment is to generate energy from microgrid is depicted in Fig. 1. As can be seen in the figure, the hybrid
the cleaner energy sources which are located close to the consumers microgrid is connected to the main grid via a Static Transfer Switch
[1,2]. These sources which are termed as Distributed Generation (DG) (STS). The STS not only can disconnect the microgrid in case of a fault,
units may be in different forms such as wind turbines, photovoltaic but also can be effective in synchronization of both AC and DC subgrids
panels, and fuel cells [3]. through current and voltage measurements. It can be also seen from
A microgrid is a small-scale power grid consisting of DG units, Fig. 1 that AC and DC subgrids are linked to each other through an
Energy Storage Systems (ESSs), and electrical/heat loads which oper- interlinking converter; In addition, a DC/AC converter is used to con-
ates as a single-controllable unit at the distribution voltage level. nect the DC subgrid to the main AC bus [18].
Microgrids can operate in grid-connected mode or in isolation from the In spite of many benefits provided by microgrids, there are still
rest of the network (islanded mode) [4–8]. The operating philosophy is some technical challenges which need to be resolved by power system
that under normal condition the microgrid would operate in the grid- researchers and engineers. Protection of microgrids is one of them
connected mode but in case of any disturbance in the main grid, it which requires more attention. During the grid-connected operation
would quickly disconnect from the main grid and continue to operate as mode, since the main grid provides a large short-circuit current to the
an island [9]. fault point, the protection can be performed by the existing protective
To date, AC system has been the most popular architecture which is devices in the distribution networks, but in the islanded mode, fault
used for the majority of microgrid research projects. Since the design currents provided by DG units installed in the microgrid are drastically
and modeling of AC systems are much simpler than DC ones, a large less than those in the grid-connected mode; hence, the employment of
number of microgrids around the world have been developed based on traditional overcurrent-based protective devices in AC and DC micro-
this technology [10,11]. However, DC-based microgrids are gaining grids and subgrids is no longer valid and some alternative solutions
interest due to many advantages they provide over their counterpart. should be devised. In a study by Oudalov and Fidigatti [19], an
⁎
Corresponding author.
E-mail address: dalila@fke.utm.my (D.M. Said).
https://doi.org/10.1016/j.rser.2018.03.046
Received 4 February 2017; Received in revised form 7 February 2018; Accepted 17 March 2018
Available online 30 March 2018
1364-0321/ © 2018 Elsevier Ltd. All rights reserved.
S. Mirsaeidi et al. Renewable and Sustainable Energy Reviews 90 (2018) 97–103
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S. Mirsaeidi et al. Renewable and Sustainable Energy Reviews 90 (2018) 97–103
update three distinct tables, i.e. event, fault current and action tables. isolate, respectively, single-line-to-ground and line-to-line faults in the
Event table lists all possible configurations of the microgrid along with islanded mode of operation. However, their devised solution has not the
the respective status of DG sources. Subsequently, in accordance with ability to protect the microgrid during a high impedance fault.
each configuration, fault currents measured by the relays for all Furthermore, the operation of such protection scheme requires
possible fault locations are stored in the fault current table. Also, for communication links.
each configuration, action table lists the relay settings for each fault In [22], a microprocessor-based relay along with a protection
type along with its time delays. Finally, the central protection unit is strategy is designed. The strategy which is able to protect low voltage
able to issue the proper tripping signals to the respective relays based microgrids against both solid and high-impedance faults, operates by
on the status of these three tables in each period. Moreover, in case a applying zero- and negative- sequence components. The main feature of
relay fails to trip, its upstream or downstream relay (based on action the strategy is that it does not require communication links. However,
table) operates after a predetermined period of time and provides the the proposed method is not capable of protecting microgrids including
secondary protection. Likewise, if a fault takes place in the main grid, mesh feeders.
the closest microgrid relay to the main grid interrupts the fault current The authors of [67] developed another protection scheme based on
provided by the microgrid DG sources, and then the microgrid is only positive-sequence components. In their proposed scheme, they use
transferred to the islanded mode [63]. However, adaptive overcurrent a designed Microprocessor-Based Relay (MBR) along with PMUs and a
protection strategies suffer from some challenges including: (a) digital communication system to protect microgrids including both
necessity to consider all possible configurations of a microgrid with radial and looped feeders against different types of faults. The designed
regard to different locations and types of faults. (b) complicated MBRs have the ability to update their pickup values after any change in
analysis of short circuit currents in a large microgrid with many the structure of microgrid, thereby protecting microgrids against sub-
radial and looped feeders. (c) costs associated with installation of a sequent faults. Even though the proposed protection scheme remedies
communication infrastructure. the drawbacks of the previous works, it is not economical due to the
high price of PMU.
3.1.1.2. Adaptive differential schemes. Differential protection schemes The main issues related with the implementation of the above-
operate based on comparison between the measured currents by relays mentioned schemes are: (a) necessity to extensive communication in-
installed at both ends of a protected element (such as busbar, line and frastructure in some proposals that may fail at some point, jeopardizing
transformer). In case a fault occurs in the protected element, the the whole microgrid protection. (b) inability to provide protection for
difference between these measured currents exceeds a threshold value looped microgrids (c) high costs associated with deployment of PMUs.
and the relays trip to isolate the faulted element from the rest of
network. In addition, backup protection can be provided by setting the 3.1.2. Distance protection
adjacent upstream and downstream relays of the protected element Distance protection scheme which offers a high selectivity is an-
[61,64]. other way to protect AC microgrids and subgrids. The installed distance
In [65], a differential-based protection strategy using traditional relays in the scheme are responsible for calculation of impedance using
overcurrent relays as well as communication links is proposed which is the measured voltage and current at their location to detect fault oc-
able to protect medium voltage microgrids including both inverter- and currences. Prior to fault occurrence, the measured impedance value is
synchronous- based DG sources. Even though the economic issues have high because it includes the load impedance, while in case of a fault
been considered in the scheme, it is unable to protect microgrids in- event on a network line, the value becomes equivalent to only the line
cluding unbalanced loads. impedance and decreases. As a result, the fault in each zone can be
Sortomme et al. designed another differential-based protection detected and located by comparison between the measured impedance
scheme applying digital relays and Phasor Measurement Units (PMUs) values before and after the fault [68,69].
along with communication channels [20]. The scheme provides three The typical time settings for a three-zone distance protection
levels of protection including instantaneous and comparative voltage scheme are depicted in Fig. 2. According to the figure, Zone 1 protects
relays. Additionally, the protection against High- Impedance Faults 80% of the line length of AB without any tripping time delay. Zone 2 is
(HIFs) is presented in the scheme. Nevertheless, the suggested method set to not only protect whole Line AB, but also provide protection for
is not economical, since PMU is an expensive device. 20% of its adjacent line (Line BC) with tripping time delay t1. Also,
In [66], another protection scheme is introduced for microgrids 100% of both Lines AB and BC plus 25% of Line CD are protected with
including both radial and looped feeders. In the scheme, lines and tripping time t2 through Zone 3.
busbars are protected by only current differential relays, whereas the The main study in this category is accomplished by Dewadasa and
protection of DG sources is provided by over- and under-voltage, re- his research group in references [23,24]. In their proposed protection
verse power flow, and synchronism check relays. Although the devel- scheme, a new admittance relay is developed based on characteristics of
oped methodology can provide a robust protection for both grid-con- inverse time tripping. The developed relay has the ability to provide
nected and islanded modes, it still suffers from problems related to the protection in its forward and inverse directions against different kinds
unbalanced loads and switching transients. of faults. However, some shortcomings of this methodology include: (a)
Generally, the main drawbacks of differential protection schemes dependency on the microgrid configuration and type of installed DG
are: (a) need for communication system as a key element, since the units (b) errors resulting from fault resistance in measured impedances
failure of such schemes endangers protection of microgrid (b) inability by relays (c) complications associated with impedance measurements in
in protection of buses (c) deployment of costly synchronized measure- short lines.
ment devices (d) difficulties associated with unbalanced loads and
transients during connection or disconnection of DG sources. 3.1.3. Pattern recognition schemes
In reference [25], a new microgrid protection scheme is developed
3.1.1.3. Adaptive protection schemes based on symmetrical by applying a time-frequency transform which has the ability to protect
components. The proposed protection schemes in this category radial and looped microgrids against different types of faults in both
substantially apply principles of symmetrical components and enable grid-connected and islanded mode. In the developed scheme, first, S-
overcurrent-based strategies to protect microgrids in both grid- transform is used to extract the spectral energy contents of the fault
connected and islanded modes. The main proposal in the area is put current signals, measured at both ends of each line. Subsequently, fault
forward by Nikkhajoei and Lasseter in 2006 [21]. In their proposal, patterns are registered by differential energy computations. Based on
they make use of zero- and negative- sequence currents to detect and predetermined threshold values (in accordance with each type of fault)
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S. Mirsaeidi et al. Renewable and Sustainable Energy Reviews 90 (2018) 97–103
on differential energy, the protection scheme is able to detect and reported to the environment via an alarm signal.
isolate the faulted line. With regard to the indicated simulation results, The salient feature of the thyristor grounded system in comparison
the differential energy can be a suitable criterion, since it remarkably with diode one is that it sustains the system ungrounded, unless a
varies for a faulty phase in comparison with healthy ones. Moreover, dangerous voltage is sensed; therefore, the thyrsitor grounded system
the developed strategy is immune to the noise and less sensitive to considerably minimizes the stray current and its negative consequences.
synchronization errors. However, the main challenge in the pattern
recognition schemes is that the system has to be trained. The training is 3.2.2. DC current interruption approaches
usually achieved by simulations and not real cases, and hence, it cannot As discussed before, protection of DC microgrid using fuses or cir-
be practically feasible. cuit breakers has some performance restrictions due to their inherent
large time constants and time delays, respectively. In order to overcome
3.2. Solutions for protection challenges in DC microgrids and subgrids the limitations, Tang and his colleague presented a new current inter-
ruption approach for Multi-Terminal DC (MTDC) grids and navy ship-
Although the majority of the proposed protection schemes for AC board DC Zonal Electric Distribution (DCZED) systems by means of
microgrids and subgrids can be designed compatible with DC ones to electro-mechanical switches. In their proposed approach, they split the
overcome the common challenges, provision of a robust scheme for DC network into several zones and make use of no-load switches to cease
ones also requires addressing the challenges associated with grounding the fault currents [70,71]. More precisely, once a fault was recognized
and lack of natural zero-crossing current. The following subsections in a zone, converters supplying the network de-energize the bus(s), and
review the main proposed approaches, attempting to resolve these subsequently the faulted zone is isolated by no-load switches. Finally,
challenges. the rest of network is re-energized to continue its operation. The main
problem with the proposed approach is that it entirely shuts down the
3.2.1. Reconfigurable grounding systems network after the fault detection which may not be necessary.
As mentioned in Subsection 2.2.1, personnel safety and fault de- An alternative approach was proposed using SSCBs at DC terminals
tection are two contradictory requirements which are affected by the of Voltage Source Converters (VSCs) or on the downstream side of DC/
type of grounding system. In fact, best personnel safety and fault de- DC converters [28]. The approach can be implemented by different
tection cannot be achieved in a certain grounding system. Hence, some solid state switches such as Gate Turn-Off (GTO) thyristors, Insulated-
alternative solutions have recently appeared in the technical literature Gate Bipolar Transistors (IGBTs), and Insulated-Gate Commutated
which try to ponder both of these requirements by applying re- Thyristors (IGCTs). However, employment of each of the switch
configurable grounding systems. More precisely, in such grounding topologies has its own merits and demerits [28]. SSCBs are also
systems, the network normally operates in ungrounded mode to mini- equipped with a parallel combination of a snubber circuit and Me-
mize corrosion phenomenon resulting from high stray currents, but in tal–Oxide Varistors (MOVs) to dissipate power during the interruption
case of sensing an unacceptable level of touch voltage, it automatically of fault currents. Notwithstanding advantages of the SSCB, some of its
transfers to the grounded mode. However, it switches back to the un- demerits has made it disputable. Contrary to mechanical contacts, the
grounded mode after clearance of abnormal operating condition. maximum operating voltage and current of the SSCB is limited in order
The most basic structure of a reconfigurable system, referred to as to protect its switching devices. Overrating of SSCB also leads to ex-
diode grounded system, contains a direct metallic connection of the ponential increase of costs. Furthermore, the resistance of SSCB is much
negative bus to the earth by means of a diode circuit [26]. In case a larger than that of the mechanical CB, leading to more losses during the
certain threshold voltage is reached, the current is allowed to flow on-state and thus, the reduction of the overall system efficiency.
through diode circuit to get dissipated in order that personnel safety is In [29], a new type of solid state breaker was introduced, termed as
ensured. However, due to the fact that corrosion cannot be entirely Z-source breaker. The proposed breaker is able to automatically com-
obviated in a diode grounded system, it requires regular maintenance. mutate a main-path Silicon-Controlled Rectifier (SCR) during a fault
In order to possess an active control over the grounding instances, through a Z-source LC circuit. In spite of swift operation of the Z-source
thyristor grounded system was developed in [27]. In the proposed circuit breaker, its resonant circuit is strongly dependent on the fault
system, an overvoltage relay (R1) continuously monitors the difference characteristics as well as parameters of upstream and downstream
between negative bus and ground voltage magnitudes and triggers the components. In addition, voltage oscillations resulting from resonant
thyristor gate once it exceeded a predetermined value. Furthermore, the circuit may lead to overvoltage on other network components.
system is equipped with a current sensor (R2) in order to check the
status of the flowing current. If the level of sensed current was lowered, 4. Critical analysis
the system can be switched back to the ungrounded mode. Otherwise, a
positive to ground fault event is the most probable reason that DC After a critical analysis on the available protection strategies for
breakers must be swiftly opened. Moreover, the status of system can be protection of microgrids, it seems that an adaptive protection is
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Table 1
Examples and disadvantages of the available protection strategies for AC and DC microgrids and subgrids.
Microgrid/subgrid type Protection strategy Examples Disadvantages
necessarily required. Most of the proposed adaptive protection methods protection methodology, it seems likely that some kind of commu-
are completely dependent on exchange or transfer of data/information nication is going to be necessary, either centrally operated or dis-
in the shape of measured system parameters (voltage, current, phase tributed. Also, economical analysis of high-data-rate and high-coverage
angle, etc.) and direction and interlocking signals between different communication technologies is of great importance. (d) In order to deal
protection devices via some kind of communication link. Therefore, to satisfactorily with the protection problems associated with a bidirec-
have an effective adaptive protection scheme, the reliability of com- tional power flow, the need for a directional feature is clear. (e) There
munication link is critical. The factors like high risks of communication are some specific problems that are hardly analyzed in cited references,
link failures and cyber security threats as well as the high costs involved such as HIFs and protection of meshed networks. (f) Similarly to other
to avoid them are the major challenges for implementation of eco- research areas in power system protection, it is likely that, in order to
nomical adaptive protection schemes. These challenges should be ad- get an optimal protection system for AC and DC microgrids and sub-
dressed properly in order to fully exploit the benefits of adaptive pro- grids, combination of different protection techniques will be necessary.
tection schemes. Considering the above factors, the future protection
schemes for AC, DC, and hybrid AC/DC microgrids, in general, are most Acknowledgements
likely to be hybrid in nature comprised of optimum combination of
traditional effective protection schemes. The choice will depend on the This work was supported in part by the National Natural Science
type of microgrid structure, reliability needs of customers and the type Foundation of China (Grant No. 51120175001), and in part by the
and control of DG units. Additionally, redundant protection and com- National Key Research and Development Plan of China (Grant No.
munication systems will be required for microgrid, providing higher 2016YFB0900600).
level of reliability. Table 1 lists examples and disadvantages of the
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