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NERC
System Protection and Control
Task Force
Presented to the Edison ElectricInstitute
Minneapolis, MNOctober 11, 2004
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Outline
Distance Relay Applications
Zone 3 ± Remote Backup
Other Remote Backup Methods
Blackout Recommendations SPCTF Clarification of Ratings
SPCTF Recommendations to NERC PC
SPCTF Exception Criteria
Some Possible Mitigation Methods SPCTF Future Activities
Q&A
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Distance Relay Applications
Most common method of protecting for transmission line faults
Calculates distance (impedance) by measuring voltage,current, and the relationship between them at the relaylocation
Can be used with variety of communications systems for
instantaneous protection of entire line
Zone 1 (underreaching, no time delay)
Zone 2 (slightly overreaching, minimal time delay
Zone 3 (significant overreaching, longer time delay) to provideremote backup protection for failure of other protectionsystems
Load carrying capability (relay loadability) is inverselyproportional to distance relay chord length at respective angle
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Distance Relay Applications
Sample Distance Relay Characteristic (Zone 2)
ZR AY
TA
X
R
ZI
.25 ZI
ZR AY
I
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Zone 3 ± Remote Backup Applications
A Method of Providing Remote Backup
Extended
Zone 2
Time Zone 3
Zone 1
Zone 2
Zone 1
Zone 2
Long Line Short Line Next Line
Normal
Zone 2
Time
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Other Remote Backup Methods
Direct Transfer Trip
Allow relays to be set shorter
Uses communications systems for remote
backup
Alternative Relay Characteristics
Blinder Characteristics
Lenticular Characteristics Proprietary Load-Tolerant Characteristics (ex.
± Schweitzer Electric Labs Load
Encroachment Characteristic)
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Remote Backup ± Direct Transfer Trip
Requires additional communicationequipment
Must Be Redundant ± Communication
equipment more prone to fail thanrelaying, breakers, or other equipment
Requires correct operation of protectiverelays on primary protected element
Can not back up for failure of DC batterysystems, or for failure of instrumenttransformers
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Remote Backup ±Blinder Characteristics
Typically applied to older
electromechanical relays
Separate, supervising
element
Allows full relay reach for fault angles
Provides reasonable arc-
resistance coverage
Can be customized topermit required load flow
Not a good option for
retrofit
30 0 LOAD ANGLE
B
1
B
2
R
jXMTA
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Remote Backup ± Lenticular Characteristics
Available on solid-state and
some modern
microprocessor relays
Incorporated into relay
design Allows full relay reach for
fault angles
Provides limited arc-
resistance coverage
Can be customized topermit required load flow
Can be a good option for
retrofit if available on
preferred relay
R
TA
L A A L
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Remote Backup ± SEL Load Encroachment
Example of proprietary load-tolerant characteristics
Can be found only on mostmodern microprocessor relays
Incorporated into relay design
Allows full relay reach for faultangles
Provides good arc-resistancecoverage
Can be customized to permitrequired load flow
Most modern microprocessor relays have some form of load-tolerant characteristic, soproprietary characteristics area good retrofit option
30 0 LOAD ANGLE
R
jXMTA
Load-Encroachment
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Blackout Recommendations
NERC Recommendation 8a
Approved by NERC Board of Trustees onFebruary 10, 2004
US ± Canada Power System Outage TaskForce Recommendation 21a (Joint TaskForce Recommendation 21a)
Final Report Published on April 4, 2004
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NERC Recommendation 8a
All transmission owners shall, no later than September 30, 2004,evaluate the zone 3 relay settings on all transmission linesoperating at 230 kV and above for the purpose of verifying thateach zone 3 relay is not set to trip on load under extremeemergency conditions. In each case that a zone 3 relay is set so asto trip on load under extreme conditions, the transmission operator
shall reset, upgrade, replace, or otherwise mitigate the overreachof those relays as soon as possible and on a priority basis, but nolater than December 31, 2005. Upon completing analysis of itsapplication of zone 3 relays, each transmission owner may no later than December 31, 2004 submit justification to NERC for applyingzone 3 relays outside of these recommended parameters. The
Planning Committee shall review such exceptions to ensure theydo not increase the risk of widening a cascading failure of thepower system.
The NERC investigation team recommends that the zone 3 relay, if used, should not operate at or below 150% of the emergency ampererating of a line, assuming a .85 per unit voltage and a line phase angle
of 30 degrees.
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Joint Task Force Recommendation 21a
NERC Industry is to review zone 3 relays on lines
of 230 kV and higher.
Joint Task Force
Recommends that NERC broaden thereview to include operationally significant
115 kV and 138 kV lines, e.g., lines thatare part of monitored flowgates or interfaces. Transmission owners shouldalso look for zone 2 relays set to operatelike zone 3s.
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SPCTF Clarification on Ratings
NERC Recommendation 8a footnote
states ³«emergency ampere rating «´
NERC PC Minutes ± March 24 suggests
³«long time summer emergency ampere rating «´
SPCTF Clarification (June 18) ± ³Highest
seasonal ampere circuit rating «´ that³« most closely approximates a 4-hour
rating «´ considering the ³«lowest
ampere rated device in the line«´
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SPCTF Recommendations
Approved by NERC PC ± July 15, 2004
TPSO ± transmission protection system owner
Current process to address only zone-3 relays
Zone-3 relays defined as remote backup relays
(IEEE C37.113 clause 5.3.7.1)
Inject regions into zone-3 process ± build on
their natural relationships with the TPSO's
TPSOs to respond to regions by dates
established in NERC recommendation 8a
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1/1/2005 - 12/31/2005
TPSOs mitigate
violations
9/30/2004 -
12/31/2004
TPSOs mitigate
violations
9/30/2004
TPSOs report to Regions
on Zone 3 reviews
12/31/2004
TPSOs Submit to Regions:
- Certification of conformance to loadability
- Violation mitigation (before 12/31/05) plans
- Applications for exceptions
2/10/2004 - 9/30/2004
TPSOs review Zone 3 relays
for conformance
10/31/2004
Regions Report
TPSO completion
of 9/30 review
to SPCTF
1/31/2005
Regions report
TPSO responses
of 12/31/04
to SPCTF
Today2/10/2004
NERC Rec. 8 A
Issued by Board
2/1/2006
Regions report
TPSO responses
of 12/31/05
to SPCTF
12/31/2005
TPSOs Submit to Regions:
- Certification of full conformance
- Implementation dates for outstanding violations
Implementation Timeline for NERC Recommendation 8a
Activities
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SPCTF Recommendations (Continued)
Regions to assure that all TPSOs have responded
and respond to NERC 1 month later
Establish Two Classes of Exception ± Temporaryand Technical
Temporary Exceptions to Request DelayedSchedule for Workforce or Construction ClearanceIssues
Technical Exceptions to Address Conditions Where
Thermal Limits Are Not the Practical LimitingCondition
SPCTF Developing Technical Exception Criteria
SPCTF to Review All Exception Requests and
Report to PC
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SPCTF Recommendations (Continued)
Denied Requests Must Be Mitigated in 1 Year
All Other Load-responsive Relays to Be Reviewed
and Addressed on a Schedule to Be Developed by
SPCTF Exceptions to Be Reviewed by Regions
Regions to Identify Critical Lines 115kv and Above
for Inclusion in Review (Joint TF Recommendation21a)
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SPCTF Exception Criteria
Temporary exceptions
Technical exceptions
Realistic circuit ratings
Achieve minimum acceptable protection
Network topology
Transmission system must be adequately protected,
and distance relaying must also allow for maximum
practical load flow
Distance relaying must not contribute to cascading
outages
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Temporary Exceptions
Permit delayed implementation because of
workforce issues, construction outage constraints, or
availability of replacement equipment
Not intended to provide for budget relief
TPSOs must do all possible to mitigate with existing
equipment
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Ratings and Technical Exceptions
NERC Recommendation 8a refers to
circuit thermal ratings
SPCTF Clarified to highest seasonal 4-hour rating of most limiting circuit element
Thermal ratings may not represent
practical circuit capabilities
Technical Exceptions attempt to address
the other practical circuit capabilities
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Technical Exceptions
Twelve Individual Technical Exception Criteria
Establishes lower margins for shorter-term circuit
ratings (1)
Address other system rating limitations that
present more realistic actual system criteria (6)
Establish ratings based on minimally-adequate
protection (2)
Natural system limitations due to topology (4)
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Technical Exception #1
Utilize 15-Minute Rating of Transmission Line
³The tripping relay should not operate at or below 115% of the
15-minute winter emergency rating assuming a 0.85 per unit
voltage and a line phase angle of 30 degrees.´
Original blackout recommendations were developed to
permit operator response time
With longer-term ratings, equipment will take longer to load-up
thermally
With a 15-minute rating, system is rated ³closer to the edge´
NERC investigation team advises that 15% of the original margin
is for tolerances, and 35% is to allow longer response time
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The protective relays need to accommodate
the power transfer capability of a
transmission line
2. Line only Recertify when line is changed
3. Line and breaker interrupter rating
Recertify when breaker is underrated or
changed
4. Line and actual source impedance
Recertify annually
Technical Exceptions #2, 3, and 4
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Maximum Power Transfer Diagram
R
en ing ecei ing =
¡
=¢
¡
= . P
¡
= . P
L
RS
X
V V P
H sinvv!
The maximum real power that a transmissionline can transfer occurs when the voltage
angle across the line reaches 90º.
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Maximum Power Transfer Capability
345 kV (2 X 1272 ACSR) Line Loadability
2
6000
0 0 100 1 0 200 2 0 300 3 0 400
Line Length (miles)
A
p p a r e n t P o w e r ( M V A ) & S
t . C l a i r ( M W )
St. Clair Curve MW
St. Clair MVA
S 1.5xW
Ss (Vs=1 =90°)
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Technical Exception #2, 3 and 4
Exception 2
Uses the line reactance only
1.0 per-unit source voltage at both ends
No additional margin
Exception 3 Uses the line reactance, plus source reactance at each end
reflecting the breaker interrupting ratings
1.05 per-unit source voltage at both ends
No additional margin
Exception 4
Uses the line reactance, plus actual system source reactances
at both ends
1.05 per-unit source voltage at both ends
No additional margin
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Technical Exception #5
Special Considerations for Series-Compensated Lines
Tripping relay should not operate at or below the greater of:
1. 1.15 times the highest emergency ratingof the series capacitor
2 . I total (calculated under Exception 2, 3, or
4 using full line inductive reactance) Assuming
0.85 per unit voltage
line phase angle of 30º
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Technical Exception #6
Weak Source Systems The tripping relay should not operate at or below
1.414 times 1.15 times I fault assuming a 0.85 per
unit voltage and a line phase angle of 30
degrees where I fault is the maximum end of linethree-phase fault current magnitude
R
T
£
¤
¥
¦
§
I
¦
¦
I
¨
¥
¦
Y
¦
T
©
§
¨
¤
©
¥
T
©
£
T
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Technical Exceptions #7 and 8
Distance relays must beable to adequatelyprotect line
Exception 7 applies tosimple 2-terminal lines
Exception 8 applies to 3(or more) terminal lines
Establishes anemergency rating basedon relay loadability
Must be recognized byreliability coordinator
RC must take actionwhen load reaches this
rating
.25 !
" "
!
RE#
T
RE $
!
Y
MT
X
R
RE $
!
Y 30
30 0
!
" "
!
RE # T
RE T
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Technical Exception #7 and #8
Requires That All of Following Conditions Are Met: Most Sensitive Tripping Element Set for e 125%
of Apparent Impedance
MTA Set As Close as Possible to 90 degrees
Calculate a Short-Term Rating I emergency Basedon Relay Setting
I emergency Used in All Planning and Operational
Modeling for the STE Rating
No current or Subsequent Planning Contingency
Analyses Identify Conditions where Recoverable
Flow is > I emergency
Otherwise, must fully mitigate the conditions
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Technical Exception #9
Generation Remote to LoadFor one line connecting the aggregate generation to thesystem:
The tripping relay should not operate for 1.15 times theI max assuming a 0.85 per unit voltage and a line phase
angle of 30 degreesFor multiple lines connecting the aggregate generation to
the system:
The tripping relay should not operate for 1.15 times I max
assuming a 0.85 per unit voltage and a line phase angleof 30 degrees if all the other lines that connect thegenerator to the system are out of service
I max is defined as:
relayV
MVA I
v
!
3
maxmax
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Exception 9 ± Generator Connected by Single Line
R
GENERATION BUS
LOAD BUS
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Exception 9 ± Generator Connected via Multiple Lines
R
GE E TI CE TE
L
R
R
L
L C
L
C
E
T E
E
E
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Technical Exception #10
Load Remote to GenerationThe tripping relay should not operate for 1.15 times the
maximum current flow as calculated by the TPSO
assuming a 0.85 per unit voltage and a line phase
angle of 30 degrees.%
E&
E ' ( TIO&
) E&
TE '
0 O ( 1 2 3 S (
R
R
R
LOAD 4 5 6 4
LOAD 4 5 6 7
L O A D
T
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Technical Exception #11
Remote Cohesive Load Center The tripping relay should not operate for 1.15 times the
maximum current flow as calculated by the
transmission owner assuming a 0.85 per unit voltage
and a line phase angle of 30 degrees.
R
R
R
L O A D
T
T
A N S M I S S I O N S
Y S T
M
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Technical Exception #12
Cohesive Load Center Remote to TransmissionSystem
The Tripping relay should not operate for 1.15 times
the maximum current flow as calculated by the TPSO
assuming a 0.85 per unit voltage and a line phaseangle of 30 degrees.
R
R
R
T
A N S M I S S I O N
S Y S T
M
L O A D
N T
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Some Possible Mitigation Methods
Must adequately protect system
Increase distance relay maximum torqueangle
Utilize load-tolerant relay characteristics(blinders, lens characteristics, SEL loadencroachment, etc)
Utilize transfer trip for remote backup
Transmission system modifications tofacilitate protection
Others?
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SPCTF ± Next Distance Relay Activities
All other load responsive relays (230 kV andabove, and lower voltage level critical facilities)
must also not limit practical loading capability
Includes Zone 2 relays, pilot-scheme relays, and
overcurrent relays
DCB Carrier Schemes can improperly operate on
through load if lines are consuming significant real
and reactive power
Will have a different schedule for analysis,
reporting, and mitigation
Must adequately protect electrical system
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SPCTF Contacts
For detailed questions or suggestions, please contact Bob Cummings ± NERC Staff
609-452-8060
Charles Rogers ± SPCTF Chairman [email protected]
517-788-0027
Mark Carpenter ± SPCTF Vice Chairman [email protected]
817-215-6868 We Need everyone¶s help for us to do the best possible
job!
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Questions?
Charles Rogers (Consumers Energy) ± Chairman,SPCTF
Bob Cummings (NERC) ± Director ± Reliability
Assessments and Support Services