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A R T I C L E I N F O A B S T R A C T
Keywords: Since phasor measurement units (PMUs) are increasingly installed in power systems, many research works have
Mixed-integer linear programming (MILP) investigated the optimal PMU placement (OPP) problem with the sake of maximizing observability over the
Optimal PMU placement (OPP) power grid, while minimizing the cost of purchasing PMUs. However, there are still some practical challenges
Phasor measurement unit (PMU)
that have not been considered in the previous research studies, and are needed to be addressed for a real wide-
Wide-area measurement system (WAMS)
area measurement system (WAMS) implementation. In this paper, a comprehensive OPP model is proposed
which employs a set of basic and novel constraints for a WAMS design. In this regard, the line-wise observability
concept is proposed for the first time to consider the requirements of observability for a range of WAMS-based
applications such as restoration management, model validation of power system components, and dynamic line
rating (DLR) monitoring. In addition, observability constraints for multi-transmission system operator (multi-
TSO) power systems that are operated by different legal entities are provided, which can considerably affect the
OPP result. The proposed model is formulated based on a mixed-integer linear programming (MILP) formulation
which enables the optimization problem to be solved easily and effectively by existing commercial optimization
tools, without any need for linearization. The performance of the proposed OPP model is first verified through
simulation results on an 86-bus real power system. Then, simulations are applied to IEEE 118-bus and 300-bus
test systems, to certify the performance of the proposed model in comparison with other OPPs in the literature.
optimal PMU placement (OPP) problem, where the main purpose that
the majority of these research works have addressed is to minimize the
1. Introduction
number of PMUs or their total purchasing cost [3–9].
From the optimization technique perspective, the OPP methodolo
A wide-area measurement system (WAMS) ensures a synchronized
gies can be divided into two main groups: meta-heuristic algorithms and
observability with a high resolution over a power grid, which provides a
mathematical methods. The meta-heuristic algorithms include, but are
situational awareness for transmission system operators (TSOs) [1]. In
not limited to, particle swarm optimization (PSO) [10], genetic algo
this regard, many power system owners are trying to shift their con
rithm (GA) [11], Tabu search [12], and imperialist competitive algo
ventional monitoring systems to WAMS integrated ones. Due to special
rithm (ICA) [13]. Additionally, the mathematical methods consist of
characteristics of each grid, a tailor-made solution is indispensable for a
programming methods such as mixed-integer programming (MIP)
WAMS design phase, which is the first inevitable step towards this shift
[14–18], equivalent integer linear programming (EILP) [19], and
[2]. Similar to any conventional monitoring systems, a WAMS needs to
integer quadratic programming (IQP) [20].
have a full- or at least an acceptable-observability level over the power
While most of the presented OPP methods minimize only the number
grid, thus it is essential to locate the measurement units precisely.
of PMUs or the total purchasing cost of required PMUs, there are some
Phasor measurement units (PMUs) are the most essential components of
other OPP models that consider different objective functions. In
a WAMS, which provide precise synchrophasor measurements with a
[21–26], multi-objective OPP models have been presented, which
high reporting rate [1]. Many research works have investigated the
* Correspondence:
E-mail address: moossa.khodadadi@ec.iut.ac.ir (M. Khodadadi Arpanahi).
https://doi.org/10.1016/j.epsr.2022.108940
Received 8 January 2022; Received in revised form 11 July 2022; Accepted 28 October 2022
Available online 11 November 2022
0378-7796/© 2022 Elsevier B.V. All rights reserved.
M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
maximize the measurement redundancy. For instance, authors in [27] at least one of its two ending buses is observable. This paves the way for
have proposed a three-objective OPP considering the power system TSOs to be able to implement various WAMS-based applications,
small-signal stability, the probability of system observability, and the considering applications’ input requirements, due to the fact that the
total cost of PMUs. In addition, PMUs and transmission lines outages performance of these applications could highly be impacted by the
[14,15,18], PMUs channel limitations [28], and the usage of conven location of PMUs and the measuring signals [41–43].
tional measurements [29] have been included in the OPP problems as For example, in case of a power system blackout, the system is
additional constraints. Moreover, authors in [30–32], have investigated restored from neighboring grids or black-start-capable units via pre-
the simultaneous placement of both PMUs and communication system determined restoration paths. These paths should be directly observ
components such as routers, switches, and optical power ground wires. able. The observability of each path is equivalent to the observability of
In [33], an OPP objective function is suggested to maximize the state its associated lines. Therefore, to consider the needs of this application,
estimation accuracy by minimizing the negative impact of bad data. The the observability of restoration paths should be considered by few
OPP formulation proposed in [34] considers the loss of loads, reconfi constraints in the OPP problem. Additionally, implementation of
guration of the network after outages, and the relaying functions of measurement-based model validation (MV) for transmission lines, two-
measurement devices in the OPP problem. Also, a multinomial logistic and three-winding transformers, and synchronous generators also dy
regression-based OPP has been proposed in [35], which maximizes the namic line rating (DLR) monitoring is applicable for a sufficient number
ability of the system for detecting single-line contingencies. In recent of branches only if proper constraints are formulated and considered in
years, the problem of OPP has been investigated considering new as the OPP problem.
pects. Ref. [36] has proposed the concept of observability propagation In interconnected power systems, each regional system may inde
depth to enhance the robustness of OPP under contingences using a pendently be monitored and operated by a TSO. Observability of each
bi-level optimization framework. The first level minimizes PMUs num regional grid would depend on the observability of boundary buses
ber, and the second level maximizes the observability probability. In which are operated by the adjacent grids’ operators. Indeed, each TSO
addition, a sensitivity analysis has been carried out in [37] to consider deals with a network consisting of its own grid and the boundary buses,
fault observability which leads to increase the OPP efficiency in which are connected to each other through tie-lines. Based on the
WAMS-based fault location. Authors in [38] have considered the effect cooperation of TSOs in exchanging information of boundary buses, the
of network parameters including impedances of transmission lines and solution of OPP problem for each TSO may differ. In fact, the coopera
transformers on observability of the power system. Ref. [39] has tion between neighboring TSOs could lead to different results for
investigated how to enhance the accuracy of the state estimator in an placement of PMUs which can considerably affect the purchasing costs.
existing monitoring system by adding a limited number of PMUs, and an Motivated by the aforementioned concerns, a comprehensive OPP
OPP approach considering non-Gaussian noise and robust state estima formulation is proposed in this paper. While considering various basic
tors has been developed. Moreover, co-optimization for backbone grid and newly-added constraints simultaneously, the proposed OPP is
planning (BGP) and OPP has been studied in [40] to construct a resilient formulated originally as a mixed-integer linear programming (MILP)
backbone grid against natural disasters, and at the same time, to ensure model without any approximation. Therefore, the linearization of the
the observability of the power system during disasters. model or using of any meta-heuristic algorithms is not required. Thus,
According to the literature survey, there is still a research gap in the the proposed MILP-based model guarantees achieving the global opti
field of OPP with respect to considering certain practical issues in mum solution using the available off-the-shelf optimization software
design, implementation, and operation of a practical WAMS for a real applications.
power system. In the previous research works, the observability has To sum up, the main contributions of the proposed OPP model are re-
been only defined for the power system buses. In this paper, the line- written as follows:
wise observability concept is proposed for the first time, which en
ables TSOs to include several practical constraints in OPP besides the (1) A comprehensive OPP formulation is proposed considering a set
basic ones. In the line-wise observability concept, a line is observable if of novel and practical constraints as well as basic constraints,
2
M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
which satisfies the requirements for design and implementation 2.2. Basic constraints
of a real WAMS.
(2) For the first time, the concept of the line-wise observability is The basic constraints provide the minimum requirements for the
presented with the purpose of considering the requirements for power system observability that most OPP models include, such as the
implementation of several WAMS-based applications for power constraints related to observability of buses and PMUs channel
system analysis in a WAMS. limitations.
(3) Observability of multi-TSO power systems is investigated where
based on the cooperation of TSOs in exchanging information the 2.2.1. Bus observability constraint
OPP solution differs. In power systems, a bus could be directly observable if it has its own
(4) While the proposed OPP model considers various basic and measuring devices, or it could be indirectly observable, meaning that it
practical constraints, it is originally a MILP one and its global is observable through some indirect measurements and calculations.
solution can be easily found through various off-the-shelf opti Therefore, in the proposed OPP model, the bus observability function
mization tools, without facing any nonlinearity. (O F ) of bus i is defined as
∑∑∑ ∑∑∑
The rest of the paper is organized as follows: The formulation of the O F (i) = a(i, j) w(j, i, m, n) + a(i, j) y(j, i, m, n) (3)
proposed comprehensive OPP model is presented in Section 2. The
j∈B m∈M n∈N j∈B m∈M n∈N
performance of the proposed model is analyzed through simulation re where a(i, j) is the entry of the connection matrix A as follows
sults on both real and test power systems in Section 3. Finally, Section 4
concludes the paper. A = [a(i, j)]n×n , a(i, j)= {
1 If i = j or bus i is connected to bus j
(4)
0 If bus i is not connected to bus j
2. Theoretical discussion and proposed method
and n is the total number of buses involved in the OPP problem. Also, y(j,
i, m, n) is an auxiliary binary variable, indicating whether bus i can be
The aim of the proposed OPP is to determine the number of PMUs
observed by the effect of zero-injection bus (ZIB) at bus j (y(j,i,m,n) = 1)
that should be installed in substations of a power system, chosen from a
or not (y(j, i, m, n) = 0).
set of pre-defined PMU types with different technical specifications, i.e.
To explain ZIB effect, bus observability is discussed in details. Bus i is
number of current and voltage channels, fixed and channel costs. The
observable if at least one of the following conditions are satisfied:
solution is gained by minimizing the total PMUs purchasing cost as the
objective function, subjected to a combination of basic and practical
(1) Bus i has a PMU, i.e.
constraints, which makes the OPP problem more comprehensive for a
real WAMS design and implementation. a(i, i) = 1 & ∃ m, n| w(i, i, m, n) = x (i, m, n) = 1
( )
∑∑ ∑ ∑∑ ∑ ∑
Minimize FC(m, n) x (j, m, n) + CC(m, n) w(j, i, m, n) (1)
j∈B m∈M N ∈N j∈B i∈B m∈M n∈N
means that bus 5 has three PMUs of Type 1 and one PMU of Type 2. The
where z(j) is a binary parameter indicating whether bus j is a ZIB (z(j) =
binary decision variable w(j, i, m, n) determines either the n th PMU of type 1) or not (z(j) = 0). Let j be denoted as a ZIB. Observability of j and all
m installed at bus j has any current measurement channel (CMC) for line the buses connected to j except one, makes the remaining bus observable
ij (w(j,i,m,n) = 1) or not (w(j,i,m,n) = 0). Thus, the decision variables of according to the Kirchhoff’s Current Law (KCL) [3,26].
the proposed OPP scheme are as follows Consequently, the observability constraint of the whole network can
[ ] be expressed as
w(j, i, m, n)
X= , ∀i, j ∈ B , m ∈ M , n ∈ N (2)
x (j, m, n) OF (i)
≥ 1, ∀i ∈ B (6)
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
(11)
associated with at least one end of each line within the list of the
restoration paths.
2.3. Novel constraints It should be noted that constraint 13a) can be applied to AC trans
mission lines. In [28], it has been shown that a PMU located at one end
Besides the basic constraints, the proposed OPP model includes some of an HVDC line, either at the rectifier or the inverter side, cannot
newly-added constraints formulated based on a new definition of provide phasors of the other side. Therefore, the concept of phasor
observability. The convention in the OPP community is to call a system pseudo-measurement is not meaningful over the HVDC transmission
fully observable if all the buses are observable. In this paper, the concept lines. However, when there is an HVDC link as a restoration path, the
of line-wise observability is proposed for the first time. According to this proposed line-wise observability function ((12) can be still used for
concept, the observability function of a branch, e.g. l = ij, is defined as considering the observability of the HVDC line. To this end, the HVDC
∑∑
O F (l=ij) = w(j, i, m, n) + w(i, j, m, n) (12) line is assumed to be directly observable if and only if both its ending
m∈M n∈N buses are directly observable as
∑∑
Indeed, a line is assumed to be observable if and only if one of its O F (l=ij) = w(j, i, m, n) + w(i, j, m, n) ≥ 2, ∀l ∈ L R , HVDC (13b)
ending buses is directly observable. As some WAMS-based applications m∈M n∈N
where L TL− MV denotes a set of nominated lines for both TL-MV and DLR
A. Restoration management. In terms of restoration schemes, there are monitoring.
some pre-defined paths for the power system to restore it from
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
⎡ V1 ⎤ ⎡ V1 ⎤ ⎡ V1,r + jV1,i ⎤
[ V3 ]
⎢ I1 ⎥ ⎢ I1 ⎥ ⎢ I1,r + jI1,i ⎥
I3 = T⎣ ⎦, ⎣ ⎦=⎣ ⎦ (15)
V2 V2 V2,r + jV2,i
0
I2 I2 I2,r + jI2,i
Fig. 2. Model of a power plant with dummy buses.
⎡ 1 + YM Z3 − (Z1 + Z3 (1 + YM Z1 )) 0 Z3 ⎤
T=⎣ − YM 1 + YM Z1 0 − 1⎦ (16)
1 − Z2 − 1 0
where Vs,r /Is,r represents the real part of voltage/current phasors of the
sth side of the transformer and Vs,i /Is,i indicates the imaginary part of
voltage/current phasors of the sth side of the transformer. Therefore, V3
and I3 can be expressed as
( )
V3 = f1 V1,r , V1,i , I1,r , I1,i , V2,r , V2,i , I2,r , I2,i
( )
+ j f2 V1,r , V1,i , I1,r , I1,i , V2,r , V2,i , I2,r , I2,i (17)
( )
I3 = g1 V1,r , V1,i , I1,r , I1,i , V2,r , V2,i , I2,r , I2,i
( )
+ j g2 V1,r , V1,i , I1,r , I1,i , V2,r , V2,i , I2,r , I2,i (18)
and therefore
√̅̅̅̅̅̅̅̅̅̅̅̅̅̅̅̅ √̅̅̅̅̅̅̅̅̅̅̅̅̅̅̅
|V3 | = f 21 + f 22 , |I3 | = g21 + g22 (19)
5
M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
Fig. 4. Single-line diagram of the MTSO transmission system. This figure also shows the boundary buses of neighboring TSOs and PMU placement of Scenarios S1
and S2. “Flash” symbol shows CMCs of PMUs. PMUs/ CMCs which are only related to Scenario S1 or S2 are specified. Other unlabeled PMUs/ CMCs belong to both
Scenarios S1 and S2.
not allowed at them. Two situations can be assumed for the observability
OF (g)
≥ 1, ∀g ∈ B g (23)
of these boundary buses:
where B g /g is a set/index of dummy buses related to generators of
(1) Type-1 boundary buses: boundary buses that have a connected
different power plants.
PMU and their corresponding TSO cooperates with MTSO
through sharing their PMUs data. Therefore, the following con
2.3.2. Observability of multi-TSO power systems
straints are considered in the OPP problem for these boundary
In modern interconnected power systems, each area of the power
buses
system is operated independently by an independent TSO. While a TSO
is responsible for its own system, their observability can be shared with x (b 1 , 1, 1) = 1, x (b 1 , m, n) = 0, ∀b 1 ∈ B 1 , 1 < m ∈ M , n ∈ N
others, which means that they can cooperate to share the existing (24)
measurements with other TSOs. Thus, based on the cooperation level of
adjacent TSOs, the solution of OPP for each TSO may differ. This issue is w(b 1 , b, 1, 1) = 1, ∀b 1 ∈ B 1 , b ∈ B (25)
indicated in Fig. 3, and it is considered in the proposed OPP model as a
multi-TSO power system constraint.
As shown in Fig. 3, for a specific TSO, which is highlighted by main
TSO (MTSO), some boundary buses are denoted and counted as the where B 1 /b 1 represents the set/index of the boundary buses of Type-1
buses of MTSO in the OPP problem. Also, some other buses which are as depicted in Fig. 3. Also, B/b is the set/index of the internal buses of
outside of the dashed box in Fig. 3 are not owned or operated by MTSO the network which are connected to the boundary buses. Constraint (24)
but also owned by TSO1-TSO6 as the operators of the neighboring power expresses that Type-1 boundary buses have a PMU and without loss of
systems. However, to make the grid of MTSO fully observable, these generality, it is assumed that this PMU is from first type (x (b 1 ,m,n) = 0,
boundary buses should be observable by MTSO while installing PMU is 1 < m). Also, according to (25), this PMU has a CMC for lines in b 1 − b.
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
Table 1
Input data for the OPP of the MTSO transmission network.
Data Description Value
(1) Type-2 boundary buses: boundary buses that do not have any 3. Simulation results
connected PMU or their corresponding TSOs do not cooperate
with MTSO to share their PMUs data. These buses are modeled in The effectiveness and practicality of the proposed OPP model are
the proposed OPP as assessed through the following case studies:
x (b 2 , m, n) = 0, ∀b 2 ∈ B 2 , m ∈ M , n ∈ N (26)
• A real power system: An 86-bus real power system is employed to
illustrate different contributions of the proposed method, including
OF (b 2 )
≥ 1, ∀b 2 ∈ B 2 (27)
the effect of constraints related to WAMS-based applications and
multi-TSO power systems.
• IEEE test systems: Simulations are applied to IEEE 118-bus and IEEE
300-bus test systems, which have been studied previously from the
where B 2 /b 2 indicates the set/index of the boundary buses of Type-2 as
OPP prospect in the literature, to show the scalability of the proposed
shown in Fig. 3.
OPP model, and also to demonstrate a comparison with the previous
Note that the PMUs associated with the adjacent TSOs should be
research works.
excluded from the objective function of MTSO. Considering a multi-TSO
power system for running the OPP problem, the objective function will
All simulations are executed in a GAMS environment on an Intel Core
change as follows
i7 CPU at 2.6 GHz and 16 GB of RAM. Based on the proposed OPP model
( )
∑ ∑∑ ∑ ∑∑∑
Minimize FC(m, n)x (j, m, n) + CC(m, n)w(j, i, m, n) (28)
j∈(B − B 1 )m∈M n∈N j∈(B − B 1 ) i∈B m∈M n∈N
Table 2
Description of the studied scenarios.
Scenario \ Basic Restoration TL-MV or DLR 2-winding transformer model 3-winding transformer model N-1
Application applications Management monitoring validation validation contingency
S1 ✓ × × × × ×
S2 ✓ ✓ × × × ×
S3 ✓ ✓ ✓ × × ×
S4 ✓ ✓ ✓ ✓ × ×
S5 ✓ ✓ ✓ ✓ ✓ ×
S6 ✓ ✓ ✓ ✓ ✓ ✓
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
Table 3
OPP results for MTSO transmission network in different scenarios.
3.1. Studies on a real power system neighboring TSOs do not have any PMU at the boundary bus of their
network and MTSO’s network. In Section 3.1.4 the cooperation of MTSO
The single-line diagram of the 86-bus real power system is illustrated with neighboring TSOs will be discusses in detail.
in Fig. 4, where the restoration paths are highlighted in red (this figure
also indicates the results for PMU placement of Scenarios S1 and S2 3.1.1. Scenarios S1 and S2
which will be discussed later in the next section). This system is part of As Table 3 shows, in the base case, i.e. Scenario S1, MTSO needs to
the Iranian power system that is managed and operated by a TSO called install 22 PMUs to make its transmission grid fully observable assuming
main TSO (MTSO), in this paper. Here, it is assumed that MTSO’s that four neighboring TSOs, which are connected to buses 16 to 19 share
network is part of a multi-TSO grid and it is connected to the neigh their PMUs data with MTSO. Considering observability of restoration
boring networks (operated by other TSOs) through boundary buses, i.e. paths as a constraint in the OPP problem, i.e. Scenario S2, three PMUs
buses 16–19, 23–27, and 66–69, as indicated in Fig. 4. MTSO and other are installed at buses 20, 61, and 85, while PMUs of buses 47 and 60 are
TSOs are responsible for making their corresponding power grids removed. As a result, the proposed method can make the restoration
completely observable. paths observable by installing only one extra PMU, and also, this issue is
The input data and studied scenarios for OPP for the MTSO’s network mainly addressed by changing the placement of PMUs and adding some
are listed in Table 1 and Table 2, respectively. Here, the base scenario, i. extra channels to the existing PMUs. In Fig. 4, the PMUs and their CMCs
e. Scenario S1, consists of the basic constraints of the OPP problem have been shown for Scenarios S1 and S2. Those PMUs/ CMCs which are
(defined in Section 2.2). Scenario S2 incorporates restoration manage only related to Scenario S1 or S2 are labeled with S1 or S2, respectively.
ment requirements into the OPP problem. The impact of two WAMS Otherwise, unlabeled PMUs/ CMCs belong to both scenarios.
applications including transmission line model validation and DLR In overall, Scenario S2 has one more PMU and 11 more channels
monitoring, are analyzed in Scenario S3. Constraints related to two- and which leads to an increase in total PMUs cost by 6.5% with respect to
three-winding transformer model validation are considered in scenarios Scenario S1. Therefore, the observability of the restoration paths,
S4 and S5, respectively. Finally, N-1 contingency analysis with the including 16 transmission lines (as highlighted in Fig. 4), has been
consideration of outage of PMUs is investigated in Scenario S6. achieved optimally using the proposed line-wise observability concept.
The OPP results associated with scenarios S1 to S6 are presented in
Table 3. Each result, e.g. PMU number, is given for whole power system 3.1.2. Scenarios S3 and S4
depicted in Fig. 4 and MTSO power system outside and inside of In Scenario S3, TL-MV and DLR monitoring are considered for five
parenthesis, respectively. In the following sections, results of each sce transmission lines (selected by MTSO’s operators, and highlighted in
nario are explained. It should be noted that, in Sections 3.1.1–3.1.3, it is Fig. 5), three PMUs should be included at buses 47, 50, and 53 while
assumed that neighboring TSOs associated with buses 16-19 have PMUs three PMUs must be excluded from buses 20, 61, and 85. This means that
and cooperate with MTSO by sharing their PMUs data. Other the number of PMUs has not changed, and model validation and DLR
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
Fig. 5. PMU placement of Scenarios S3 and S4 (PMUs/CMCs which are only related to Scenario S3 or S4 are specified. Other unlabeled PMUs/CMCs belong to both
Scenarios S3 and S4). “Flash” symbol shows CMCs of PMUs.
monitoring of the desired transmission lines have been performed only installation of this new PMU at bus 59 removes the need for installing a
by adding two more CMCs, as shown in Fig. 5 and labeled with S3. This PMU at bus 58 in the OPP problem. The observability of bus 58 in
leads to a slight increase (3 k$) in the total cost. Scenario S5 is ensured through installing a new PMU at bus 20. From
It can be seen from Table 3 that by only adding one more CMC along Fig. 6, it is evident that by installing a PMU at bus 20, the observability
with a new PMU placement (at bus 5), and reconfiguration of existing of bus 5 is also provided and as a result, there is no need to install a PMU
CMCs for other PMUs, three extra two-winding transformers can be at bus 5. In other words, PMUs of buses 5 and 58 in Scenario S4 are
made fully observable in Scenario S4 with the purpose of their model replaced by PMUs of buses 20 and 59 in Scenario S5. In consequence, the
validation of two-winding transformers. In this Scenario, since two constraint of T-MV for the three-winding transformer is satisfied through
PMUs (at buses 5 and 85) are added and two PMUs (at buses 47 and 50) rearrangement and reconfiguration of two PMUs while this constraint is
are removed, the number of PMUs remains unchanged. In Fig. 5, the stricter for three-winding transformers compared to two-winding
PMUs and their winding transformers have been shown for Scenarios S3 transformers.
and S4. Those PMUs/ winding transformers which are only related to As it is observed in Sections 3.1.1 to 3.1.3, the proposed OPP model
Scenario S3 or S4 are labeled with S3 or S4, respectively. Otherwise, can consider observability of restoration paths, TL-MV, DLR monitoring,
unlabeled PMUs/ winding transformers belong to both scenarios. and model validation of two- and three-winding transformers, only by
adding one extra PMU compared to the basic OPP solution in Scenario
3.1.3. Scenarios S5 and S6 S1.
As discussed in Section 2, to ensure the observability of a three- To increase the reliability of the placement of PMUs in the MTSO’s
winding transformer, at least two terminals should be equipped with network, an N-1 contingency has been also considered for PMU outages
PMUs. Fig. 6 shows that in Scenario S5, a new PMU is installed at bus 59, as Scenario S6 in Table 3. According to Table 3, although the number of
which beside the installed PMU in bus 86 (previously installed in Sce PMUs is doubled in Scenario S6, it leads to an increase of only 0.44% to
nario S4) can satisfy the constraint of T-MV for the three-winding the PMUs cost. This is due to the fact that the proposed method mini
transformer connected to buses 5, 59, and 86. Therefore, the mizes PMUs cost rather than number of PMUs. By increasing the number
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
Fig. 6. PMU placement of Scenarios S4 and S5 (PMUs/CMCs which are only related to Scenario S4 or S5 are specified. Other unlabeled PMUs/CMCs belong to both
Scenarios S4 and S5). “Flash” symbol shows CMCs of PMUs.
Table 4
OPP results considering N-2 contingency criteria.
# of Total PMUs Cost # of PMU PMU locations
PMUs channels
of PMUs, the number of PMU channels and subsequently, PMUs cost do etc.), where a multi-objective OPP problem can be used with both the
not increase significantly. This result illustrates the importance of PMUs cost and the observability level as the objective functions, as
considering PMUs cost as the objective function rather than PMUs discussed in [27].
number in the OPP problem.
It should be noted that, the proposed OPP can also consider N-k 3.1.4. Impact of the presence of HVDC links on the OPP results
(k≥ 2) contingency. For example, to consider N-2 contingency, the To demonstrate the effect of the existence of an HVDC line in the
observability function of each bus is considered to be equal to at least restoration path, the following cases are compared:
“3”. This means that each bus should be observable at least in three
paths. The results of this study are presented in Table 4, which show that • C1: It is similar to Scenario S5 wherein a set of AC lines associated
considering N-2 contingency can increase PMUs number significantly. with restoration paths is considered: L R ,AC = {6–7, 6–15, 7–22,
Therefore, the decision maker deals with a trade-off between the PMUs 9–10, 9–21, 10–11, 11–14, 21–61, 22–51, 22–56, 22–57, 44–46,
cost and the desired level of security (N-1 contingency, N-2 contingency, 46–48, 48–51, 22–53, 53–61}.
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
Table 5
The effect of the presence of HVDC links on the proposed OPP results.
Table 6
Number of PMUs/PMU channels of MTSO considering different cooperation levels of its neighbouring TSOs.
Scenario\Results Cooperative TSOs Non-Cooperative TSOs # of PMUs # of PMU channels
• C2: Similar to case C1 except line 6–7 is an HVDC line. WAMS applications, especially the observability of restoration paths
• C3: Similar to case C1 except line 10–11 is an HVDC line. including both AC and DC transmission lines. The proposed method
• C4: Similar to case C1 except lines 10–11 and 14–11 are HVDC lines. obtains such comprehensiveness level mainly by changing the location/
configuration of the existing PMUs and in some cases by adding a few
The OPP results for cases C1 to C4 are listed in Table 5. As Table 5 numbers of PMUs or measurement channels which does not significantly
shows, when the network only includes the AC transmission lines, i.e. increase the cost of PMU placement.
case C1, MTSO should install 23 PMUs in its network to make the system
completely observable and consider the desired WAMS application as 3.1.5. OPP results for a multi-TSO power system
well. However, in case C2 in which line 6–7 is an HVDC line and it is part In this section, as one of the main contributions of this paper, the OPP
of the restoration path, an additional PMU is required for considering is studied for the case of a multi-TSO power system where boundary
both basic and novel constraints related to WAMS applications. As seen buses 16–19, 23–27, and 66–69 are associated with neighboring TSOs
in Table 5, case C2 requires installing 2 additional PMUs of Type-2 at bus and other buses are related to MTSO’s network. To solve the OPP for
6, and one PMU of Type-3 at buses 5, 58, 61; and removing of PMUs at MTSO, it is important to know if neighboring TSOs cooperate with
buses 6, 20, 53, and 59, which are all in Type-3. As a result, in this case, MTSO or not regarding data sharing of their PMUs. As described in
the presence of the HVDC link instead of the AC transmission line has Section 2.3.2, boundary buses associated with cooperative and non-
increased the number of PMUs by 1, number of PMU channels by 2, and cooperative TSOs are referred to as Typ-1 and Typ-2 boundary buses,
total PMUs cost by 13 k$, which is significantly lower than the cost of a respectively. It is assumed that the neighboring TSOs at boundary buses
single PMU. For case C3, to make the HVDC line 10–11 observable as 16–19 and 23–27 have installed PMUs (which may or may not cooperate
part of the restoration path, PMUs of buses 53 and 85 are removed and with MTSO), and the neighboring TSOs at boundary buses 66–69 do not
are connected to buses 47 and 61, with just a new CMC (in comparison have any installed PMU. Thus, MTSO faces different scenarios based on
with the case C1). For case C4, the observability of two HVDC lines the cooperation of TSOs 6–19 and 23–27 (9 TSOs). Therefore, 29 cases
10–11 and 14–11 are ensured by installing a new PMU of Type-3 at bus can be assumed and subsequently, a probabilistic OPP can be considered
11 and replacing PMUs of buses 20, 53 and 59 into buses 5, 58, and 61. based on the stochastic nature of TSOs behavior; however, this is not in
In general, results of scenarios S1 to S6 and cases C1 to C4 confirm the scope of this paper. Here, it is assumed that MTSO is aware of the
that the proposed method can efficiently consider several important behavior of its neighboring TSOs and can evaluate its OPP based on their
cooperation level. Hence, five possible cases are assumed and the results
are reported in Table 6. It should be noted that this study is conducted
for Scenario S5 in which other aspects of the defined OPP including
restoration management, TL-MV and DLR monitoring, two- and three-
winding transformers model validation are also considered.
As Table 6 shows, the number of cooperative TSOs in case-1 to case-5
is 0, 2, 4, 6, and 9, respectively where cooperative and non-cooperative
TSOs in each case are listed. For example, as the worst case, in case-1,
none of the neighboring TSOs tend to share their PMUs data to MTSO
and therefore, MTSO has to make its network observable using its own
PMUs. In this case, MTSO should install 24 PMUs to ensure observability
of MTSO’s network. These PMUs include 100 CMCs. From the results
presented in Table 6, it can be concluded that the number of PMUs and
Fig. 7. Effect of neighboring TSOs cooperation on total cost of PMU installation
in MTSO. also the number of PMU channels that should be installed decreases by
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M. Khodadadi Arpanahi et al. Electric Power Systems Research 214 (2023) 108940
Table 7
Comparison between the proposed method and other methods for IEEE 118-BUS and IEEE 300-BUS test systems.
Ref. Method MinPMU cost/ Restoration TL-MV or DLR T- Multiple PMU Channel # of PMUs
number monitoring MV and Type limit 118-bus 300-bus
Normal With N-1 Normal With N-1
* Contingency * Contingency
Table 8
Comparison of the proposed method with the method suggested in [49] for the case of normal operation condition of IEEE 118-bus system.
increasing the cooperation level of neighboring TSOs. In case-5 that all PMU numbers in the proposed method is slightly more than number of
neighboring TSOs that have installed PMUs at the boundary buses, i.e. PMUs in some methods; however, the proposed model considers the
TSOs 16–19, 23–27 cooperate with MTSO, only 21 PMUs and 94 CMCs observability of restoration paths, TL-MV, DLR monitoring, two- and
are needed to make MTSO network fully observable. three-winding T-MV, and synchronous generators parameters estima
Fig. 7 shows total PMUs cost for MTSO corresponding to the different tion as WAMS applications, and also multi-TSO feature of power systems
cases. As this figure shows, total PMUs cost reduces by increasing the in addition to basic constraints that it considers.
cooperation level of neighboring TSOs. In case-5 that the highest According to Table 7, considering the WAMS applications as OPP
cooperation level exists, total PMUs cost decreases by 9.91 % compared constraints may require installing a few new PMUs in comparison to
to the case-1 in which none of the neighboring TSOs cooperate with other methods. As it can be seen in Table 7, the PMUs number may be
MTSO. Therefore, the results presented in Table 6 and Fig. 7 show the the same for the proposed method and some other methods; however,
necessity of considering multi-TSO concept in the OPP problem where the proposed OPP method considers the mentioned WAMS applications
the cooperation of neighboring TSOs impacts the result of OPP for while others do not. For example, for the case of normal operation
MTSO. As another advanced topic, simultaneous solving of OPP for condition of IEEE 118-bus system, the total number of PMUs for both the
different TSOs of a multi-TSO system is an interesting topic which could proposed OPP method and the method presented in [49] are equal to 29,
be studied in future researches and the detailed OPP results are presented in Table 8. As it can be
observed in Table 8, the proposed method changes some PMUs locations
3.2. Studies on IEEE 118-bus and 300-bus test systems (e.g., PMU of bus 27 is removed and PMU of bus 25 is added), and the
configuration of CMCs of some PMUs (e.g., 15 new CMCs have been
To further verify the applicability and scalability of the proposed added to the existing or new installed PMUs). These changes in place
OPP method and present a comparison with other OPP problems, the ment or configuration of PMUs are necessary for observability of the
proposed OPP is simulated for IEEE 118-bus and IEEE 300-bus test desired WAMS applications, while the method in [49] cannot provide
systems. Note that the proposed and existing OPP problems are similar the same. For example, in PMU placement with the proposed OPP, a
in basic constraints including observability of buses and limitations of PMU has been installed at bus 25 in order to provide the direct mea
PMUs channels. However, the additional practical aspects are consid surements for model validation of transformer of branch 25–26, whereas
ered in the proposed OPP. The simulation results for IEEE test systems in the method used in [49] neither bus 25 nor 26 has PMU. Conse
are shown in Table 7 which compares the proposed and the previous quently, the proposed OPP method, as one of its main advantages, is able
OPP methods in terms of the total number of PMUs, as a criterion for to consider the observability of the desired WAMS applications mainly
comparison. These results indicate that using the proposed OPP model by changing the location and configuration of the existing PMUs or/and
leads to 64 and 163 PMUs for IEEE 118-bus and IEEE 300-bus test sys in some cases by adding a few numbers of PMUs.
tems respectively, to make them fully observable. Although the obtained
12
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