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16, 2018.
Digital Object Identifier 10.1109/ACCESS.2018.2804046
ABSTRACT The integration of distributed generation into distribution systems renders the reliable protec-
tion of these systems quite challenging. A solution being considered concerns the application of distance
protection to distribution systems, due to its advantages compared to overcurrent protection. However,
as distance relays (DRs) are principally designed for transmission systems, some of the factors affecting their
operation in such applications have to be extensively studied, focusing on the particularities of these factors
in distribution system applications. This paper examines the effect of intermediate infeed and fault resistance
on the operation of DRs protecting radial distribution feeders. The investigation of these influencing factors
is performed for phase and ground faults through theoretical analysis and simulations in a test distribution
feeder, taking into consideration the concurrent effect of line load and zero-sequence compensation during
single-line-ground faults. Moreover, the combined effect of intermediate infeed and fault resistance on
distance protection is analyzed, and the resulting problems concerning proper relay operation are described.
Potential solutions to these problems are proposed.
INDEX TERMS Distance protection, distributed generation, distribution systems, infeed and fault resistance
effect.
2169-3536
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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect
In case of I and Ir being in phase, the additive vector FIGURE 4. Combined effect of fault resistance and K0 during SLG faults.
ZR,add is purely resistive (ZR,add1 in Fig. 3). However, if I
and Ir are not in phase, then, the additive vector ZR,add is in the R-X plane will not be purely resistive, even without
tilted up or down (ZR,add2 or ZR,add3 respectively in Fig. 3), any reverse currents feeding the fault (see Subsection III.A).
depending on the relation between the phase angles of Ir and This is because vector [Rf /(1 + K0 )] will have an inductive
I . In all the aforementioned cases, the fault resistance effect component, being tilted up or down, depending on the angle
must be taken into account in order to set the relay properly. sign of K0 .The latter could be alternatively interpreted as a
result of K0 incompatibility with impedance Znc [6]. In fact,
B. PARTICULARITIES OF FAULT RESISTANCE EFFECT IN the relay could ‘‘see’’ Rf vector in the R-X plane as purely
DISTRIBUTION SYSTEM APPLICATIONS OF resistive if K0 was set according to the positive- and zero-
DISTANCE RELAYING sequence impedance of vector (Z1f + Rf ), thus being given
For all the fault types except the SLG one, the effect of fault by the expression:
resistance on the relay apparent impedance does not display
any particularities besides those analyzed in Subsection III.A. K0 = [(Z0f + Rf ) − (Z1f + Rf )]/[H · (Z1f + Rf )] (11)
Special attention should only be paid to the fact that line load It is worth mentioning that the angle of K0 is always
affects the impedance calculation. This will be shown later positive concerning ACSR and all common conductor types
in Section V, through simulations. However, as shown next, used in distribution OHLs, which results from the positive-
the analysis of the fault resistance effect during SLG faults in and zero-sequence impedance values of these conductors.
radial distribution systems is of particular interest due to the Detailed data concerning the impedance of common distri-
concurrent effect of K0 . bution conductors and the corresponding K0 , are included
The general expression of the impedance calculated by a in [6]. The above observation is critical, as it results in vector
GDE in case of a phase-a SLG fault (without considering [Rf /(1 + K0 )] being tilted down as shown in Fig. 4. This fact
intermediate infeed or fault resistance) is [2]: could cause intense over-reach phenomena and thus signif-
Za = Va /[Ia (1 + K0 )] (7) icant problems for multi-zone distance schemes (e.g. unde-
sired or faster-than-desired trips, which can affect selectivity
where Va and Ia are the phase-a voltage and current measured between the relay and other protection means), given that the
by the relay respectively. time delay of a GDE k should be lower than that of a GDE
We could express (7) as: k +g (g > 0). Note that this particularity of overhead distribu-
Za = Znc /(1 + K0 ) (8) tion systems, concerning the concurrent effect of K0 and fault
resistance, could be much more problematic for selectivity
where Znc stands for the non-compensated impedance, compared to under-reach phenomena (which can just lead to
namely the calculated impedance up to the fault position delayed trips) that are commonly met in transmission line
without the consideration of K0 . applications due to negative K0 angle values [7]. One way to
In case of fault resistance (Rf ) being considered, the non- deal with this problem is to use distance relays with a separate
compensated impedance is: real and imaginary expression for K0 [7] or distance relays
0 that treat fault resistance as separate resistance [17]. However,
Znc = Znc + Rf (9)
as most distance relays use conventional K0 expressions, the
Therefore, the impedance calculated by the relay can be above-described particularity should be taken into account
expressed as: when designing distance protection for distribution systems.
Za = [Znc /(1 + K0 )] + [Rf /(1 + K0 )] (10)
IV. SIMULATION ANALYSIS OF INTERMEDIATE
If K0 is set according to the positive- (Z1f ) and zero- INFEED EFFECT
sequence (Z0f ) impedance from the relay location up to the A. DISTRIBUTION FEEDER DESCRIPTION
actual fault position, the term [Znc /(1 + K0 )] of (10) will be Fig. 5 shows the radial 20 kV, 50 Hz overhead distribution
equal to Z1f (Fig. 4). However, the fault resistance vector feeder used in the simulation analysis. The feeder is formed,
TABLE 1. Study cases for the infeed effect analysis. given by:
1Xij = (Xij − Xijo )/Xijo (12)
where Xijo is the reactance calculated by PDEi (i = 1, . . . , 4)
in Case-j(j = 1, . . . , 4), when there is no DG in the line,
and Xij is the reactance calculated by the same PDEi with
regard to the DG connection node, again for the same Case-j.
Positive (respectively negative) variation indicates an under-
(respectively over-) reach effect. The results of this analysis
indicate the necessary setting adjustments that have (or do not
have) to be made in order to compensate for the infeed effect.
Specifically, in case of under-reach, the positive reactance
reach of PDEi has to increase accordingly, whereas, it does
not need to be adjusted when over-reach is observed.
angle b, over-reach is observed. Note that magnitudes the IH line, from the relay location up to the corresponding
A and B affect the calculated reactances as well; how- lateral’s endpoint. However, as mentioned in Subsection II.B,
ever, the combined effect of angles a and b seems to be the calculated reactance (dotted curves in Fig. 7) does not
dominant. describe the pure infeed effect, due to the K0 incompatibility.
• The decrease in pl (Case-2), the decrease in the length of In order to extract the pure infeed effect, we calculate the
the main line segments and the laterals (Case-3), or the infeed constant K from the non-compensated currents IA and
increase in the nominal cross-section of the main line IB obtained by the simulation of the different SLG faults.
segments (Case-4), tend to straighten the curves of Then, for each fault case, we calculate the impedance seen
Fig. 6 for Case-1. The following observations confirm by the GDE using (3). It is apparent that these theoretically
this fact: calculated reactances (dashed-dotted curves in Fig. 7) differ
– In comparison with Case-1, in Case-2 magnitude considerably from those taking into account zero-sequence
A decreases considerably, whereas magnitude B compensation. However, the behaviour of the calculated reac-
remains constant. This trend, also observed for the tance for SLG faults still differs from the corresponding one
entire available pl range (i.e. 0-100%), tends to for phase faults (Fig. 6, curve Xi2 ). It is a fact that during
reverse under/over-reach effect. SLG faults, apart from K0 , the apparent impedance is also
– In comparison with Case-1, in Case-3 magnitude affected by the grounding resistance (Rg ). The bulk power
A decreases, whereas the change of angle a is rel- transformer in the test system of Fig. 5 is neutral grounded
atively slight. Proportionally, this trend tends to via a 12 resistance. By assuming zero Rg and simulating
reverse under/over-reach effect, despite the fact that the same scenarios as above, it is seen that the calculated
magnitudes |ZA | and B decrease as well (the corre- reactance curves (solid curves in Fig. 7) behave similarly
sponding angles remain constant). to those extracted for phase faults. Similar observations are
– In comparison with Case-1, in Case-4 magnitude made after simulating all the cases of Table 1.
A remains constant or decreases, whereas angle a
changes as follows. It tends to become smaller than E. ADDITIONAL EFFECT OF LOAD CURRENTS
angle a of Case-1 when there is a tendency towards Up to now, all simulations were performed without taking
under-reach (i.e. when DG units move away from into account line load. Concerning the effect of load cur-
the fault position) and greater than angle a of Case-1 rents in distribution system distance protection applications,
when there is a tendency towards over-reach (i.e. the difference with transmission line applications is that,
when DG units move closer to the fault position). in distribution feeders, consumers are connected along the
It must be noted, that, similar observations have been line, thus there is a difference between the current mea-
made after performing the same simulations for double-phase sured by the distance relay at the departure of the line and
(2PH) and double-phase-ground (2PHG) faults. that flowing downstream to the line. Consequently, the relay
impedance calculation is affected in this case.
FIGURE 7. Calculated reactance for solid SLG faults at the endpoint of the
laterals shown in brackets with regard to the DG connection bus (Case-2).
line load. As for 3PH faults, in most cases the PDE calculates
a greater reactance (positive percentage change) under the
effect of line load. However, it is generally observed that
the percentage change of the calculated reactance tends to
become negative as the DG unit(s) connection point moves
towards the end of the line (node B4 ), especially in com-
bination with the fault position moving towards lateral L4 .
This is clearer in Case-2, where the decrease of pl seems to
strengthen the aforementioned phenomenon. The latter con-
clusion has been verified by performing all the simulations of
Case-3 and Case-4 for pl = 35% as well. This is also true for
2PH/2PHG faults.
Considering SLG faults, the percentage change of the cal- FIGURE 8. Fault resistance curves for SLG and 3PH faults.
culated reactance is mainly positive, but it tends to become
negative as the DG unit(s) connection point moves towards TABLE 5. Calculated impedance for SLG faults with ideal K0 setting.
node B1 and the fault position moves towards lateral L4 . This
effect is strengthened by decreasing pl, as can be seen from
Table 4 and as resulted from additional simulations performed
for Case-3 and Case-4, assuming pl = 35%.
To conclude, under the concurrent effect of intermediate
infeed, line load might affect the relay apparent reactance
considerably, as the absolute value of the percentage change
in Table 4 reaches 7.97% for 3PH faults and 11.26% for SLG
faults, whereas the nature of this effect strongly depends on
the system conditions and the fault position.
V. SIMULATION ANALYSIS OF FAULT theoretical values results from increasing resistance with a
RESISTANCE EFFECT 10 step and keeping reactance constant.
At first, the effect of fault resistance during SLG faults is Fig. 8 also illustrates the variation of the actually cal-
examined in the test feeder of Fig. 5, considering 95-mm2 culated impedance, with regard to fault resistance, if line
ACSR conductor for all main line segments. Five independent load is taken into account (L-cases). It is apparent from the
SLG fault cases are examined; specifically, SLG faults are rhombus-marked line in Fig. 8 that in case of SLG faults, the
simulated at the endpoint of lateral L4 , considering a fault load-dependent FRC differs considerably, being non-linear,
resistance of 0 (Rf0 ), 10 (Rf10 ), 20 (Rf20 ), 30 (Rf30 ) from the no-load (NL) FRC (triangle-marked line), which
and 40 (Rf40 ) consecutively. The K0 value (0.746 43.5o ) is clearly linear as expected according to (10). Moreover,
of GDEs is set using (5) for H = 3, according to the comparing the two curves, we can observe that under the
positive- and zero-sequence impedance of the line from the effect of load, the calculated reactance is slightly lower at the
relay location up to the endpoint of lateral L4 . Initially, those beginning of the curve but it becomes considerably higher
simulations are performed without taking into account line as fault resistance increases. The latter significantly reduces
load (NL-case), to examine the pure effect of fault resistance the overall over-reach effect, which is due to the combined
during SLG faults. effect of K0 and fault resistance. Given the fact that, in real-
The actually calculated impedances, meaning those stem- world fault situations, line load affects relay calculations, this
ming from the aforementioned simulations taking into helps preserving discrimination between the GDEs of a relay
account K0 , form a fault resistance curve (FRC), presented during SLG faults, weakening the aforementioned combined
in Fig. 8 with the triangle-marked line. It is apparent that as effect.
fault resistance increases, the actually calculated reactance In order to examine the effect of fault resistance during
decreases. In order to examine whether the latter phenomenon phase faults, 3PH faults are simulated at the endpoint of
is due to the effect of K0 , we calculate at this point the ideal lateral L4 , considering exactly the same system and the same
K0 value for each fault resistance case using (11) for H = 3. fault resistance cases as before. Fig. 8 shows the corre-
After that, the same faults are simulated again, considering sponding FRC, considering line load, with the square-marked
the ideal K0 in each case. The results of this analysis are curve. Comparing the latter curve to the theoretical FRC
shown in Table 5. It results that the new FRC coincides with (which coincides with the 3PH-fault FRC in the NL case),
the theoretical (purely resistive) FRC, shown with the dot- a slight over-reach effect up to case Rf10 is observed, resulting
marked line in Fig. 8. The latter can also be formed as follows. to an under-reach effect, which becomes more intense as fault
The theoretical impedance value for case Rf0 corresponds to resistance increases. Similar observations are made when
the actual impedance up to the fault position. The rest of the 2PH/2PHG faults are simulated.
location. The rest of the line is protected by higher-step ele- also there is no part of the protected segment being bur-
ments (i.e. with a greater time delay), not shown in the figure. dened with an additional time delay, at least concerning
All distance zones coordinate with the remaining network lower-resistance fault cases. For the latter reason, this
protection means (e.g. fuses) in their assigned line part, ensur- solution (which does not require +X modification) is
ing a proper CTI. If fault FA1 includes fault resistance Rf 1 , actually preferable to the previous one in case of intense
the relay will add the resistive vector Rf 1 to the calculated over-reach.
vectorZA1 . Due to the infeed effect, vector K1 · (ZB1 + Rf 1 ) • Another solution concerns the proper use of a blinder
is added as well. The latter is tilted up (under-reach) or down (as shown with line-bl in Fig. 10), which blocks the trip
(over-reach), as shown in Fig. 10, depending on the magni- command of the examined element if a fault is undesir-
tude and sign of angle a of (14) as well as on the magnitude ably detected inside the ‘‘blinded’’ zone area. Similarly
of angle s of (14), which is always positive. If tilted down, to the previous solutions, in this case, the unprotected
the zone element will trip (as desired). However, if tilted up, zone area is automatically assigned to a higher-step
the zone element will not trip, as the endpoint of the resultant element, ensuring coordination of the distance relay
calculated impedance vector will lie outside the zone. This with other protection means in the line. Nevertheless,
problem can be dealt with by suitably increasing the positive attention should be paid in order for the blinder not to
reactance reach (+X) of the zone so that it coincides with the affect the operation of other relay elements, meaning
dashed line x. that it must be dedicated to suitably ‘‘blinding’’ only the
Considering fault FA2 , the resultant calculated impedance examined distance element.
vector is affected by the combined effect of fault resistance The aforementioned solutions intend to ensure that a fault
Rf 2 and intermediate infeed, in the same way as described will always be located in the desirable distance zone and
above for the fault case FA1 . However, if vector K2 · (ZB2 + selectivity with other protection means in the system will be
Rf 2 ) is tilted down, it is possible that it enters the illustrated guaranteed. Accurate fault location is out of the scope of the
zone, which should not trip for this fault. Since, in this case, solutions [6].
the tilt-down of the aforementioned vector cannot be actually It should be noted that the proposed solutions (espe-
avoided, the corresponding lower-step (i.e. with a lower time cially the first and the second one), are applicable with all
delay than the rest elements) zone element will undesirably the commonly-available commercial distance relays, without
trip first. The latter can compromise selectivity between the requiring any special features/functions. Moreover, they can
distance relay and other protection means downstream to FA1 similarly be applied to all phase/ground distance elements of
position. a multi-zone distance protection scheme, as that of Fig. 5.
The following solutions to this problem are proposed: This attribute is especially critical, since, according to the
applied setting philosophy, all the distance zones serve as
• The positive reactance reach (+X) setting of the primary protection for the distribution feeder, unlike trans-
depicted zone can be suitably decreased (so that it coin- mission distance protection applications where only the first
cides with line x’ of Fig. 10), in order for the fault to distance zone is assigned for this role (the rest are backup
be located outside of this zone. T his solution leads zones).
to a part of the protected segment being automatically In fact, authors are aware of a number of commercial
assigned to a higher-step (i.e. with a greater time delay) distance relay models that allow tilting the +X setting of a
element. Although that means delayed trip for faults in zone in order to deal with over-reach effects. On the other
this line part, selectivity of the distance relay with other hand, apart from the fact that such a feature is not available
protection means in the line is always preserved in this in all distance relay models, this solution could leave a large
way, since it is ensured that that the distance relay lets line part unprotected in case of intense over-reach. More-
these protection means trip first, considering at least a over, taking into consideration that several relay models
proper CTI. This solution is mainly effective when over- allow tilting of the +X setting by modifying the distance
reach is not so intense, thus the decrease of the +X element’s angle [7] (traditionally equal to the impedance
setting of the examined zone does not burden a great line angle of the protected line), this practice is more difficult
part with an additional time delay. to implement in distribution systems where the impedance
• The angle θ of the positive resistive reach (+R) setting angle of the protected line is not uniform. Finally, in several
of the depicted zone can be increased by an angle ϕ distance relays, the +X setting of only the first instanta-
(as shown in Fig. 10) in order for the fault detection point neous zone can be tilted, as this zone is mainly of concern
to lie outside of this zone. Although this solution slightly for over-reach phenomena in transmission applications. The
reduces the zone’s fault resistance coverage, the whole latter is not acceptable if the proposed multi-zone distance
assigned line segment is still protected by this zone, protection scheme is to be applied in radial distribution
whereas the unprotected (highly resistive) zone area is feeders.
automatically assigned to a higher-step element. In this Note that the proposed solutions constitute a preliminary
way, not only is the coordination of the distance relay attempt by the authors to deal with distance relay setting
with other protection means in the line preserved, but problems arisen from the infeed/fault resistance effects and
ACKNOWLEDGMENT
The authors would like to thank HEDNO S.A. (Xanthi area)
for providing them with all the necessary data to model the
test distribution feeder as part of this work.
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VASSILIS C. NIKOLAIDIS (M’11) received the five-year Diploma degree in ANASTASIA S. SAFIGIANNI (M’97–SM’11) received the Dipl.-Eng. and
electrical and computer engineering from the Department of Electrical and Ph.D. degrees from the Electrical Engineering Department, Democritus
Computer Engineering, Democritus University of Thrace, Xanthi, Greece, University of Thrace, Greece, in 1981 and 1988, respectively. She is currently
in 2001, and the M.Sc. degree in energy engineering and management and the a Professor with the Electrical and Computer Engineering Department, Dem-
Dr. Eng. degree from the National Technical University of Athens, Athens, ocritus University of Thrace. Her teaching interests include power systems
Greece, in 2002 and 2007, respectively. Since 2008, he has been a Power and electrical installations. Her research interests include short-circuit losses
Systems Consulting Engineer. He is currently an Assistant Professor with the and forces in metal enclosed arrangements, power systems planning and
Department of Electrical and Computer Engineering, Democritus University optimization, lighting systems, and the influence of extra low frequency
of Thrace. His research interests mainly deal with power system protection, electric and magnetic fields on human being and distributed generation.
control, stability, and transients.