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Received December 14, 2017, accepted February 1, 2018, date of publication February 8, 2018, date of current version March

16, 2018.
Digital Object Identifier 10.1109/ACCESS.2018.2804046

Investigating Particularities of Infeed and Fault


Resistance Effect on Distance Relays Protecting
Radial Distribution Feeders With DG
VASSILIS C. NIKOLAIDIS , (Member, IEEE),
ARISTOTELIS M. TSIMTSIOS, (Student Member, IEEE),
AND ANASTASIA S. SAFIGIANNI, (Senior Member, IEEE)
Department of Electrical and Computer Engineering, Democritus University of Thrace, 67100 Xanthi, Greece
Corresponding author: Vassilis C. Nikolaidis (vnikolai@ee.duth.gr)
This work was supported by the General Secretariat for Research and Technology/Hellenic Foundation for Research and Innovation.

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.

I. INTRODUCTION system protection means (e.g. fuses), compared to a typi-


Distribution systems are usually protected with overcur- cal overcurrent recloser. Nevertheless, in order for distance
rent protection equipment. However, when Distributed protection to become fully applicable to distribution systems
Generation (DG) is integrated into distribution systems, with a considerable DG penetration level, several influencing
the performance of conventional overcurrent protection factors have to be taken into account.
systems is further affected by a number of critical fac- Major influencing factor for distance protection in power
tors [1]. Therefore, protection of distribution systems with systems with intermediate sources is the so-called infeed
DG requires the development of non-conventional, highly effect [2], [7], which affects the impedance calculation accu-
reliable protection concepts. racy of a distance relay. The infeed effect in a radial medium-
A solution being considered for radial distribution feed- voltage overhead line (OHL) is thoroughly analyzed in [8]
ers, as part of the aforementioned concepts, concerns the and the performance of the distance relay protecting the OHL
application of distance protection due to its significant is tested using actual event report data. In [9], a multi-zone
advantages compared to overcurrent protection, namely distance protection scheme for radial distribution systems
inherent directionality and independency from external sys- with DG is proposed, considering the infeed effect as well
tem conditions [2]. The latter render distance protec- as the coordination of the distance relay with other pro-
tion an attractive protection option for radial distribution tection means in the system. In [10], the infeed effect on
systems [3]–[5]. In addition, it is shown in [6] that a distance the impedance calculated by distance relays is compensated
relay can coordinate more efficiently with other distribution by suitably measuring the feeder currents and calculating

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

the infeed error term. However, such a compensation is not


directly applicable if other influencing factors (e.g. fault
resistance) are also considered. Distance protection solutions,
considering the infeed effect, have been also examined for
microgrids [11]–[13].
Another significant influencing factor is fault resistance,
which can also cause an error in the impedance calculation
of a distance relay [7]. In [14], the settings of the distance
FIGURE 1. Radial distribution feeder with intermediate infeed.
relays protecting a radial distribution feeder against single-
line-ground (SLG) faults are extracted through an optimiza-
tion algorithm, considering several fault resistance values
connection node, namely B1 , . . . , Bn . The laterals are char-
belonging to a specific selected range. Although this method
acterized by their positive-sequence impedance Z1 ,. . . ,Zn ,
achieves discrimination between different distance relays,
as measured from their departure up to the remotest distribu-
discrimination between the zones of each individual distance
tion transformer fed by the lateral, thus corresponding to the
relay is not always achieved, especially under the presence
longest electrical path along a lateral. The feeder is protected
of DG. Pandakov et al. [15] investigate the replacement of
by a distance relay (DR) at its head. A DG unit is connected
overcurrent/undervoltage relays with distance relays in an
to node Bv . Three independent fault cases FA , FB and FC are
actual distribution network with DG and study, among others,
examined in the system of Fig. 1. Load currents are ignored
the infeed/outfeed effect on their operation. However, signifi-
now, but will be considered in the next sections.
cant problems are noted when fault impedance is considered.
If a fault occurs anywhere downstream to the DG unit, as in
This paper is dedicated to deeply analysing the effect of
the case of fault FA , the positive-sequence impedance up to
intermediate infeed, fault resistance, and their combination,
the fault position appears to the relay as:
on the operation of distance relays protecting radial distri-
bution feeders, so as to gain a clearer view of the nature of ZA,act
z }| {
these effects. Authors’ main goal is to focus on any partic- ZFA = Z01 + Z12 + ....Zv−1,v + .... + Zu−1,u + Zu0
ularities that these influencing factors might display in the
design of distance protection schemes for radial distribution + [(IB /IA ) · (Zv,v+1 + .... + Zu−1,u + Zu0 )]
| {z }
feeders, besides the commonly known issues that could be ZA,add
met and efficiently dealt with in transmission system appli- (1)
cations [7]. This analysis is expected to assist in developing
complete/efficient methodologies for applying distance pro- where Zm,m+1 (m = 0, . . . , n − 1) is the positive-sequence
tection to distribution systems. impedance of a line section between two successive nodes on
The paper is organized as follows. In Section II and the trunk and Zu0 is the positive-sequence impedance of the
Section III, the effect of intermediate infeed and fault faulted lateral u up to the fault position.
resistance respectively on distance relays is theoretically As it is apparent, in the case of fault FA , apart from the
analysed for phase and ground faults in radial distribution actual positive-sequence impedance ZA,act up to the fault
feeders. A deeper analysis of the effect of intermediate infeed position, the relay calculates the additional impedance ZA,add
and fault resistance, along with the effect of line load and due to the infeed current IB from the intermediate DG source.
zero-sequence compensation factor (K0 ), is performed in In the case of fault FB , which occurs in the main line and
Section IV and Section V respectively, through simulations in upstream to the DG unit, current IB supplied by the DG
a test distribution feeder. Section VI addresses the combined unit does not affect the impedance calculation of the relay.
effect of all the influencing factors as well as the resulting Nevertheless, if a fault occurs upstream to the DG unit but
distance protection design problems, proposing preliminary in a lateral, as in the case of fault FC , the positive-sequence
solutions. Conclusions are drawn in Section VII. impedance calculated by the relay will be:

ZFC = Z01 + Z12 + .... + Zv−2,v−1 + Zv−1


0
| {z }
II. INTERMEDIATE INFEED EFFECT ON DISTANCE RELAYS ZC,act
PROTECTING RADIAL DISTRIBUTION FEEDERS + [(IB /IA ) · Zv−1
0
] (2)
A. EFFECT OF INTERMEDIATE INFEED | {z }
ZC,add
The infeed effect results in an additional impedance
calculated by a distance relay, apart from the actual As can be seen, the intermediate infeed affects the relay
positive-sequence impedance up to the fault position, when operation in this case as well, as the relay calculates the
one or more power sources are connected between the relay additional impedance ZC,add . Hence, in the cases of faults FA
location and the fault position [2]. and FC , the additional fault current supplied by the DG unit
Fig. 1 shows a radial distribution feeder in its generic must be taken into account in order to set the distance relay
form. It consists of n laterals, each departing from a different properly.

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

B. PARTICULARITIES OF INTERMEDIATE INFEED EFFECT


IN DISTRIBUTION SYSTEM APPLICATIONS OF
DISTANCE RELAYING
The experience from transmission line distance protection
applications leads to the conclusion that the additional
impedance calculated by a distance relay due to the infeed
effect, results in under-reach phenomena [7], i.e. the relay
calculates a higher reactance value compared to the reactance
of the actual fault position. This is true because in most
cases the tap current is almost in phase with the fault current
contributed by the line. In distribution system applications of
FIGURE 2. Infeed effect.
distance protection, this is not always valid. In this subsection,
the infeed effect on the phase and ground distance elements
(PDEs and GDEs respectively) of a relay is particularly impedance up to the fault position correctly, only if the zero-
analyzed. sequence current is compensated by the zero-sequence com-
pensation factor K0 . The latter is expressed for most distance
1) INFEED EFFECT DURING NON-SINGLE-LINE- relays as:
GROUND FAULTS
K0 = (Z0 − Z1 )/(H · Z1 ) (5)
Equations (1) and (2), examined in the previous subsection,
can be rewritten in the following form: where Z1 and Z0 stand respectively for the actual positive-
and zero-sequence impedance of the protected line seg-
ZF = ZA + K · ZB (3)
ment, which in general is assumed inhomogeneous. H can
where ZA = Zact is the actual positive-sequence impedance be equal to 1 or 3, depending on the relay design by
up to the fault position in each case, K is the fraction between vendors [16].
IB and IA defined as the infeed constant K = IB /IA , and ZB is Let us examine Fig. 2 again, but considering a SLG
the term multiplied with K in each case, to form the additive fault in each case. Assume that K0 has been set based
term Zadd . on the impedance vector ZA , according to the previously
The terms K , ZB , and subsequently K · ZB of (3), can be described common practice. Since K0 is incompatible with
expressed in their polar form as: the impedance vectors ZC1 , ZC2 or ZC3 , the impedance cal-
culation when infeed is present is inaccurate, giving differ-
K = A6 a, ZB = B6 b, K · ZB = C 6 c (4) ent location points compared to those of Fig. 2. Actually,
the incompatibility of K0 in the aforementioned cases, results
where C = A · B and c = a + b.
in an additional inaccuracy in the already inaccurate relay
The effect that the intermediate infeed has on the
calculation due to the infeed effect, which ‘‘hides’’ the pure
impedance calculation of a PDE, strongly depends on the
effect of intermediate infeed.
above-defined angles a and b. Three cases are possible:
• The relation between the phase angles of IA and IB leads
to angle a being positive. Therefore, angle c is positive
as well (as angle b is always positive), and consequently,
under-reach is observed in this case (see Fig. 2, case C1 ).
• The relation between the phase angles of IA and IB leads
to angle a being negative. However, the magnitude of
angle b is greater than the magnitude of angle a, thus FIGURE 3. Explanation of the effect of fault resistance.
angle c is positive. Therefore, under-reach is observed
in this case as well (see Fig. 2, case C2 ).
• The relation between the phase angles of IA and IB leads III. FAULT RESISTANCE EFFECT ON DISTANCE RELAYS
to angle a being negative. However, the magnitude of PROTECTING RADIAL DISTRIBUTION FEEDERS
angle b is smaller than the magnitude of angle a, thus A. EFFECT OF FAULT RESISTANCE
angle c is negative. Therefore, in this case, the vector of In principle, fault resistance results in an additional
term K·ZB is tilted down and the relay calculates a lower impedance term measured by the distance relay [7].
reactance compared to the reactance of the actual fault Fig. 3 shows a radial distribution feeder protected by a dis-
position, i.e. over-reach is observed (see Fig. 2, case C3 ). tance relay (DR) installed at the head of the line. In the same
figure, the positive-sequence impedance calculated by the
2) INFEED EFFECT DURING SINGLE-LINE-GROUND FAULTS relay for a fault with resistance Rf occurring in the main line
In case of single-line-ground (SLG) faults, the GDE protect- (at point F) is illustrated on the complex impedance (R-X)
ing the faulted phase calculates the actual positive-sequence plane.

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

If there is not any source downstream to the fault position


feeding the fault, only the purely resistive vector Rf is added
to the actual positive-sequence impedance Zf up to the fault
position, calculated by the relay. However, if there is a source
downstream to the fault position, e.g. a DG unit feeding the
fault with a current Ir , the impedance calculated by the relay
is given by:
Z = Zf + Rf + [(Ir /I ) · Rf ] (6)
| {z }
ZR,add

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,

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

lateral, without overreaching it. PDEs/GDEs are graphically


illustrated in Fig. 5, with dotted lines. Furthermore, the
distance relay coordinates with its downstream fuses in a
fuse-blowing logic. For this purpose, the time delay of each
PDEi /GDEi is set greater than the maximum total clearing
time (tTC,max ) of the corresponding main lateral fuse fi cov-
ered by this element, at least by a proper coordination time
interval (CTI), e.g. 0.3 s.tTC,max values are calculated through
simulating phase/ground faults of all common types at the
laterals’ endpoints. Note that coordination between succes-
sive PDEs/GDEs must be ensured, i.e. that the time delay
FIGURE 5. Test distribution feeder.
of a PDEi (respectively GDEi ) is lower than that of PDEi+1
(respectively GDEi+1 ).

based on typical data of the Greek distribution system, as B. STUDY CASES


received by the Hellenic Electricity Distribution Network The base study case refers to zero DG production, to inves-
Operator (HEDNO) S.A. For all main line segments, 5-km tigate the infeed effect experienced when DG units are con-
long ACSR conductor is used, with the following nomi- nected to the line afterwards. For the needs of this analysis,
nal cross sections: 95-mm2 for L01 , 50-mm2 for L12 and faults of various types are simulated at the endpoint of each
35-mm2 for L23 and L34 . Only the longest path along the lateral (i.e. at the upper boundary of each zone). Depending
laterals is depicted in Fig. 5, consisting of 5-km long, on the assumed network/generation conditions, the infeed
16-mm2 ACSR conductors. The total line load is 3.32 MVA effect (if any) is determined and the positive reactance reach
(2.86 MW). The transmission grid is represented by an of each distance zone is subsequently varied to compensate
equivalent source with a maximum short-circuit power of for the infeed effect.
2085.1 MVA at 150 kV. The feeder is supplied from the exter- In particular, the analysis begins by simulating faults at
nal transmission grid through a 150/20 kV bulk distribution nodes BL1 , BL2 , BL3 , and BL4 consecutively. For each node
transformer. under examination, short-circuit simulations are repeated by
It is assumed that up to two DG units can be connected considering the DG unit(s) connected to each one of the nodes
to each node of the main trunk. Each unit is a conventional B1 , B2 , B3 , and B4 consecutively. Note that with the fault
1.0 MVA, 0.4 kV, 50 Hz round-rotor synchronous machine, positions being at the laterals’ endpoints, the DG units are
operating with a unity power factor and is connected to the always connected between the relay location and the fault
grid through a step-up transformer. Synchronous machines position, acting as intermediate infeed sources.
are assumed instead of inverter-interfaced generators (e.g. Moreover, three different parameters are analyzed:
photovoltaic systems), because of their much higher short- • The DG penetration level (pl). It is equal to 70% if two
circuit contribution (i.e. infeed currents) compared to the DG units are connected to each node consecutively and
latter. The test distribution system has been modelled using equal to 35% if one DG unit is connected to each node
PowerFactory 2017. consecutively.
A distance relay with quadrilateral phase and ground ele- • The homogeneity of the main line as for its segments’
ments is considered installed at the head of the line, replacing conductor nominal cross-section. The main line is con-
the traditionally-installed conventional overcurrent reclosing sidered inhomogeneous (IH), if its segments consist of
relay. In this way, since the distance relay is inherently the conductors described in Subsection IV.A, and homo-
directional (here set to trip for forward faults occurring in geneous (H), if 95-mm2 ACSR conductor is considered
the examined feeder), we avoid undesired trips due to the for all segments.
reverse flow of the fault current coming from the DG units, • The length of the main line segments (lm ) and that of
in case of faults occurring in a hypothetical adjacent feeder. the laterals (ll ). Although varied from one case study to
In addition, it is assumed that each lateral is protected by a another, the length of all line segments and laterals is the
main fuse fi , as is the common protection practice regarding same in each individual case studied.
line laterals. Note, however, that this assumption makes coor- All the cases studied are finally given in Table 1. Each
dination between fuses and distance relay more challenging case is formed by changing the value of one of the three
due to the fixed inverse overcurrent characteristics of the abovementioned parameters, in relation to Case-1 (reference
fuses. case study).
The distance relay is set according to the philosophy
described in [9]. That means that, referring to the radial C. INFEED EFFECT FOR NON-SLG FAULTS
distribution feeder of Fig. 5, each PDEi /GDEi (i = 1, . . . , 4) This analysis initially focuses on phase faults by simulating
of the relay is set to protect up to a lateral’s endpoint, solid three-phase (3PH) faults in each study case. Hence, for
i.e. up to the remotest distribution transformer fed by the these cases, only the PDEs of the distance relay are of interest.

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

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.

TABLE 3. Infeed Constant K for each study case.

FIGURE 6. Calculated reactance for solid 3PH faults at the endpoint of


the laterals shown in brackets with regard to the DG connection bus
(Case-1 and Case-2).

TABLE 2. Variation (%) of calculated reactance due to infeed effect.

Table 3 gives the infeed constant K , as calculated for each


fault case examined, which is the most representative factor
to describe the under/over-reach effect.
Based on the simulation results, the following observations
are made:
• In all cases examined, the reactance calculated by each
PDEi , follows a specific pattern. In particular, the calcu-
lated reactance is always descending until the DG unit(s)
is assumed connected to the node from which the faulted
The simulation results for Case-1 and Case-2 are illustrated lateral departs (that is when the calculated reactance
in Fig. 6, with solid and dotted lines respectively, which reaches its minimum value), and then, is ascending.
represent the reactance calculated by the PDEi assigned to In the first place, this is due to the fact that angle a
Zone-i with regard to the DG connection node. Note again (see Table 3) decreases as the DG unit(s) connection
that without DG in the line, Zone-1 (i.e. PDE1 ) covers up to point moves towards the aforementioned node (refer-
the endpoint of lateral L1 , Zone-2 (i.e. PDE2 ) up to endpoint ence node), and then, increases. In addition, given the
of lateral L2 , etc., without over-reaching the remotest distri- fact that the nominal cross-section of the feeder (and
bution transformer in each lateral. This reference (base-case) thus the conductor impedance angle) is descending as
setting of each PDEi corresponds to the dashed lines in Fig. 6. we move towards its endpoint, angle b decreases as the
Similar results hold for the rest study cases. DG unit(s) connection point moves from node B1 to
Table 2 summarizes the percentage variation of the the reference node, and then remains constant. In fact,
reactances calculated by the PDEs in all study cases, when angle a has a greater magnitude than that of

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

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.

TABLE 4. Variation (%) of calculated reactance due to pre-fault load.

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).

D. INFEED EFFECT FOR SLG FAULTS


Regarding the infeed effect during SLG faults, this is illus-
trated in Fig. 7, where the simulations of Case-2 are per-
formed assuming SLG faults at the lateral endpoints. The K0
value for each GDE is set using (5) for H = 3 (this is the Table 4 shows the percentage variation of the reactance
K0 expression of the relay model considered in this analysis), calculated by the respective relay element in each one of the
according to the positive- and zero-sequence impedance of 3PH and SLG fault cases examined before, due to the effect of

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

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.

11308 VOLUME 6, 2018


V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

faults with resistance in different distribution line


configurations.

VI. COMBINED EFFECT, SETTING PROBLEMS, AND


SOLUTIONS
After the theoretical and experimental (simulation) analysis
of the infeed and fault resistance effect presented in the
previous sections, their combined effect is analyzed below.
In addition, preliminary solutions to the resulting relay setting
problems are proposed in this section, based on existing
distance relay technology.

A. COMBINED EFFECT OF INFEED AND


FIGURE 9. Fault resistance curves for 2PHG faults from the perspective FAULT RESISTANCE
of GDEs.
Let us refer to (3), considering now a phase fault that includes
resistance Rf . In this case, the positive-sequence impedance
So far, we have considered that PDEs are assigned for calculated by the distance relay will be:
2PHG faults, a common practice in traditional distance pro-
tection applications [18]. From the perspective of PDEs, ZF = ZA + Rf + K · (ZB + Rf ) (13)
FRCs for 2PHG faults behave similarly to those for 3PH and
2PH faults. However, it is worth mentioning that, during a The terms (ZB + Rf ), and K · (ZB + Rf ), can be expressed
2PHG fault involving phases b and c, a GDE calculates the in their polar form as:
impedance of each phase separately (Zb and Zc respectively) ZB + Rf = S 6 s, K · (ZB + Rf ) = A · S 6 (a + s) (14)
considering K0 in each calculation [7]. Fig. 9 shows FRCs
for 2PHG faults, considering the same fault position and fault The combined effect of intermediate infeed and fault resis-
resistance/line load cases as before, but from the perspective tance is explained with the help of Fig. 10, which depicts in
of a GDE (set with the same K0 as before). As can be seen, the R-X plane a distribution feeder with DG, protected by a
concerning Zc , intense over-reach is observed. In fact, in the distance relay with quadrilateral elements. We examine two
NL-case,Zc even enters the fourth quadrant of the R-X plane independent fault cases: FA1 (respectively FA2 ), where a fault
for high fault resistance values. On the other hand, under- occurs at distance d1 (respectively d2 ) from the relay location,
reach is observed for Zb . with d1 < d2 . Moreover, ZA1 and ZA2 are the actual positive-
The choice of which distance elements (PDEs, GDEs sequence impedance vectors up to the fault positions FA1 and
or both) are assigned for 2PHG faults is up to the relay FA2 respectively, whereas ZB1 and ZB2 are the impedances
designer [18]. The above over-reach phenomenon concerning corresponding to the impedance term ZB of (13) for fault
one of the two faulted phases is critical when both PDEs and cases FA1 and FA2 respectively. In addition, K1 and K2 are
GDEs can trip for a 2PHG fault. In this case, if the protection the infeed constants for fault cases FA1 and FA2 respectively.
engineer sets GDEs for protecting only against SLG faults
and assign 2PHG faults to PDEs (according to the common
practice), it is possible that a low step (i.e. low-time-delay)
GDE will trip earlier than the assigned PDE.
Although similar issues have been also encountered in
transmission line applications [19], they concern only the
undesired operation of the instantaneous first distance zone.
On the other hand, in distribution distance protection appli-
cations, the necessity for multi-zone schemes (such as the
proposed one in Fig. 5) in terms of preserving coordination
with other protection means (e.g. fuses) in the system, ren-
ders this situation problematic for multiple distance zones.
Fault-type-selection functions [19] could be a solution to this
problem; however, such functions are not included in all the
relay models, whereas, as analyzed before, in distribution sys-
tems, over-reach is intense for SLG faults as well. Therefore, FIGURE 10. Addressing the combined effect of intermediate infeed and
additional solutions should be found to address over-reach fault resistance.
phenomena for SLG faults and 2PHG (when needed) faults.
As part of this work, results similar to the above have Fig. 10 illustrates only one particular distance zone; that
been extracted after extensive simulations of phase/ground with solid line protecting up to distance d1 from the relay

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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

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

11310 VOLUME 6, 2018


V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

findings of this work to be taken into account in the design


stage of complete distance protection schemes for distribution
systems with DG. Future work of the authors will focus on
this particular aspect.

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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Fig. 10 by a vector e, as shown in Fig. 11 for the previously- [6] A. M. Tsimtsios and V. C. Nikolaidis, ‘‘Setting zero-sequence compensa-
examined fault case FA1 . This fact results in an additional tion factor in distance relays protecting distribution systems,’’ IEEE Trans.
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on the fault case as well as on the system conditions. For ‘‘A distance based protection scheme for distribution systems with dis-
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effect of these influencing factors on distance relays. method for distance protection in distribution systems,’’ in Proc. North
Amer. Power Symp. (NAPS), Morgantown, WV, USA, Sep. 2017, pp. 1–5.
[11] H. Lin, J. M. Guerrero, J. C. Vásquez, and C. Liu, ‘‘Adaptive distance
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The most significant finding of the infeed effect analy- [13] L. Jin, M. Jiang, and G. Yang, ‘‘Fault analysis of microgrid and adaptive
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nature of the infeed effect vary in a specific way, depending distribution grid,’’ in Proc. 22nd Int. Conf. Exhib. Electr. Distrib., 2013,
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V. C. Nikolaidis et al.: Investigating Particularities of Infeed and Fault Resistance Effect

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.

ARISTOTELIS M. TSIMTSIOS (S’17) received the Diploma degree in elec-


trical and computer engineering and the M.Sc. degree in energy systems and
renewable energy sources from the Department of Electrical and Computer
Engineering, Democritus University of Thrace, Xanthi, Greece, in 2013 and
2015, respectively, where he is currently pursuing the Ph.D. degree. His
research interests include power system protection, distributed generation,
and power system reliability.

11312 VOLUME 6, 2018

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