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Search indexed NASA NTRS and DOE OSTI research on propulsion, heat transfer, battery materials and energy systems. Follow report and document links to the original sources.

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At least 199 records · Page 11
All sourcesNASA NTRSDOE OSTI
NASA NTRS2005

Optimal Sensor Selection for Health Monitoring Systems

Sensor data are the basis for performance and health assessment of most complex systems. Careful selection and implementation of sensors is critical to enable high fidelity system health assessment. A model-based procedure that systematically selects an optimal sensor suite for overall health assessment of a designated host system is described. This procedure, termed the Systematic Sensor Selection Strategy (S4), was developed at NASA John H. Glenn Research Center in order to enhance design phase planning and preparations for in-space propulsion health management systems (HMS). Information and capabilities required to utilize the S4 approach in support of design phase development of robust health diagnostics are outlined. A merit metric that quantifies diagnostic performance and overall risk reduction potential of individual sensor suites is introduced. The conceptual foundation for this merit metric is presented and the algorithmic organization of the S4 optimization process is described. Representative results from S4 analyses of a boost stage rocket engine previously under development as part of NASA's Next Generation Launch Technology (NGLT) program are presented.

Santi, L. Michael↗
DOE OSTI2026

Data Analytics Methods to Measure Plant Outage Resilience

Every 18 or 24 months nuclear power plants (depending on plant configuration, pressurized or boiling water reactor respectively) undergo a period of outage where the plant is taken offline and a large number of maintenance and surveillance activities (that cannot be performed while plant is running) are performed in typically 2–3 weeks. Planning of a plant outage is very challenging since all the activities are required to be performed in the shortest amount of time given available resources (typically contractor crews hired for the duration of the outage). Consequently, plant outages can be costly due the actual loss of power generation and crew costs and, because of it, there is a need to maximize resource usage in the outage planning phase and reduce the risk of outage delays. This paper is addressing these needs by providing a set of analytical methods designed to analyze plant outage schedule and identify critical elements based on available resources (time and crews). These methods are based on natural language processing and optimization algorithms. In this respect, two classes of methods have been developed: one that focuses on the time resource and how variability in the time to complete outage tasks may impact outage delays, and one that minimizes the risk of outage delays by integrating available resources to assess when daily activities should be performed.

97 - MATHEMATICS AND COMPUTING↗
DOE OSTI2025

Technical Background and Validation Report on the Residential Water Inhalation Risk Calculator Presented in the Risk Assessment Information System

Indoor air quality (IAQ) is critical for human health. Poor IAQ is linked to respiratory issues, cardiovascular diseases, and cancer. Indoor pollutants are emitted by typical household items such as cleaning products, personal care items, building materials, and tap water - an understudied volatile organic compound (VOC) source. This document presents the Residential Water Inhalation Risk Calculator (RWIRC), which estimates daily VOC exposure concentrations from various household water uses, such as showering and dishwashing, to assess exposure risks for the most vulnerable occupant. Integrated into the Risk Assessment Information System (RAIS) and sponsored by the US Department of Energy (DOE), the calculator divides a house into three compartments: shower, bathroom, and other spaces, accounting for daily water usage patterns and calculating VOC concentrations. Exposure data generated using the calculator can assist health assessors in estimating excess lifetime cancer risk (ELCR) and hazard index (HI) from VOC inhalation. Unlike traditional exposure models that utilize Andelman’s constant, the RWIRC continuously assesses variability in VOC concentrations and environmental conditions using differential equations to track VOC concentrations and air exchange between compartments. The calculator also provides unique volatilization fractions for each chemical and appliance, enhancing accuracy of the exposure concentration estimation. The RWIRC is accessible online and allows users to customize parameters (i.e., number of bathrooms, water temperature, and exhaust fan conditions) and input VOC characteristics (i.e., tap water and ambient air concentrations). This document provides a step-by-step guide on implementing the calculator. It also provides comparisons with the ATSDR-SHOWER calculator, using eight VOCs with varying physicochemical properties to reveal differences in algorithms and output concentrations. Simulations also assess how bathroom door positions and exhaust fan usage affect VOC exposure. The calculator results can enhance EPA risk screening levels for inhalation exposure to VOCs from tap water, offering a sophisticated tool for assessing inhalation risks and improving public health protection.

54 ENVIRONMENTAL SCIENCES↗
DOE OSTI2025

Risk-Aware Reinforcement Learning Framework for User-Centric O-RAN

The evolution of Open Radio Access Networks (O-RAN) presents an opportunity to enhance network performance by enabling dynamic orchestration of configuration and optimization parameters (COPs) through online learning methods. However, leveraging this potential requires overcoming the limitations of traditional cell-centric RAN architectures, which lack the necessary flexibility. On the other hand, despite their recent popularity, the practical deployment of online learning frameworks, such as Deep Reinforcement Learning (DRL)-based COP optimization solutions, remains limited due to their risk of deteriorating network performance during the exploration phase. In this article, we propose and analyze a novel risk-aware DRL framework for user-centric RAN (UC-RAN), which offers both the architectural flexibility and COP optimization to exploit this flexibility. We investigate and identify UC-RAN COPs that can be optimized via a soft actor-critic algorithm implementable as an O-RAN application (rApp) to jointly maximize latency satisfaction, reliability satisfaction, area spectral efficiency, and energy efficiency. We use the offline learning on UC-RAN to reliably accelerate DRL training, thus minimizing the risk of DRL deteriorating cellular network performance. Results show that our proposed solution approaches near-optimal performance in just a few hundred iterations with a decrease in risk score by a factor of ten.

6G and beyond↗
NASA NTRS2009

The Integrated Medical Model - Optimizing In-flight Space Medical Systems to Reduce Crew Health Risk and Mission Impacts

The Integrated Medical Model (IMM) is a decision support tool used by medical system planners and designers as they prepare for exploration planning activities of the Constellation program (CxP). IMM provides an evidence-based approach to help optimize the allocation of in-flight medical resources for a specified level of risk within spacecraft operational constraints. Eighty medical conditions and associated resources are represented in IMM. Nine conditions are due to Space Adaptation Syndrome. The IMM helps answer fundamental medical mission planning questions such as What medical conditions can be expected? What type and quantity of medical resources are most likely to be used?", and "What is the probability of crew death or evacuation due to medical events?" For a specified mission and crew profile, the IMM effectively characterizes the sequence of events that could potentially occur should a medical condition happen. The mathematical relationships among mission and crew attributes, medical conditions and incidence data, in-flight medical resources, potential clinical and crew health end states are established to generate end state probabilities. A Monte Carlo computational method is used to determine the probable outcomes and requires up to 25,000 mission trials to reach convergence. For each mission trial, the pharmaceuticals and supplies required to diagnose and treat prevalent medical conditions are tracked and decremented. The uncertainty of patient response to treatment is bounded via a best-case, worst-case, untreated case algorithm. A Crew Health Index (CHI) metric, developed to account for functional impairment due to a medical condition, provides a quantified measure of risk and enables risk comparisons across mission scenarios. The use of historical in-flight medical data, terrestrial surrogate data as appropriate, and space medicine subject matter expertise has enabled the development of a probabilistic, stochastic decision support tool capable of optimizing in-flight medical systems based on crew and mission parameters. This presentation will illustrate how to apply quantitative risk assessment methods to optimize the mass and volume of space-based medical systems for a space flight mission given the level of crew health and mission risk.

Kerstman, Eric↗
NASA NTRS2017

Time Dependence of Collision Probabilities During Satellite Conjunctions

The NASA Conjunction Assessment Risk Analysis (CARA) team has recently implemented updated software to calculate the probability of collision (P (sub c)) for Earth-orbiting satellites. The algorithm can employ complex dynamical models for orbital motion, and account for the effects of non-linear trajectories as well as both position and velocity uncertainties. This “3D P (sub c)” method entails computing a 3-dimensional numerical integral for each estimated probability. Our analysis indicates that the 3D method provides several new insights over the traditional “2D P (sub c)” method, even when approximating the orbital motion using the relatively simple Keplerian two-body dynamical model. First, the formulation provides the means to estimate variations in the time derivative of the collision probability, or the probability rate, R (sub c). For close-proximity satellites, such as those orbiting in formations or clusters, R (sub c) variations can show multiple peaks that repeat or blend with one another, providing insight into the ongoing temporal distribution of risk. For single, isolated conjunctions, R (sub c) analysis provides the means to identify and bound the times of peak collision risk. Additionally, analysis of multiple actual archived conjunctions demonstrates that the commonly used “2D P (sub c)” approximation can occasionally provide inaccurate estimates. These include cases in which the 2D method yields negligibly small probabilities (e.g., P (sub c)) is greater than 10 (sup -10)), but the 3D estimates are sufficiently large to prompt increased monitoring or collision mitigation (e.g., P (sub c) is greater than or equal to 10 (sup -5)). Finally, the archive analysis indicates that a relatively efficient calculation can be used to identify which conjunctions will have negligibly small probabilities. This small-P (sub c) screening test can significantly speed the overall risk analysis computation for large numbers of conjunctions.

Hall, Doyle T.↗
DOE OSTI2025

Autonomous direct freeform fabrication strategy for multi-axis additive manufacturing

Multi-axis additive manufacturing (M-AM) enables precise material deposition along both planar and curved layers, eliminating the need for support structures through a continuous material deposition approach. In contrast to conventional 2-dimensional planar layers constrained to a fixed building orientation, the deposition on freeform layers demands the specification of guided curves to determine material deposition directions which are no longer to be fixed to a build direction. There are challenges that arise when fabricating components with multiple “build” directions, necessitating the decomposition of geometries and the specification of guided curves for the resulting volumes. Furthermore, multi-axis systems introduce heightened challenges due to an increased degree of freedom in motion. Consequently, the potential risks of collision between the deposited geometry and the motion platform become a notable concern. This research proposes a freeform layering algorithm to address the challenge of seamless transitions between planar and curved layers in the process planning of M-AM. The algorithm computes 3D “printable” layers by leveraging topological information derived from the geometry to be built and integrates collision-free manufacturability considerations into the computational process. These accumulated volumes serve as a “substrate” and support volumes for subsequent deposition, allowing later layers to be built without the need for additional support material. In conclusion, the proposed method successfully devises a freeform layering approach suitable for intricate models that demand substantial support, thus enabling the fabrication of diverse geometries in a manner previously unachievable.

36 MATERIALS SCIENCE↗
NASA NTRS2013

Autonomous Vision-Based Tethered-Assisted Rover Docking

Many intriguing science discoveries on planetary surfaces, such as the seasonal flows on crater walls and skylight entrances to lava tubes, are at sites that are currently inaccessible to state-of-the-art rovers. The in situ exploration of such sites is likely to require a tethered platform both for mechanical support and for providing power and communication. Mother/daughter architectures have been investigated where a mother deploys a tethered daughter into extreme terrains. Deploying and retracting a tethered daughter requires undocking and re-docking of the daughter to the mother, with the latter being the challenging part. In this paper, we describe a vision-based tether-assisted algorithm for the autonomous re-docking of a daughter to its mother following an extreme terrain excursion. The algorithm uses fiducials mounted on the mother to improve the reliability and accuracy of estimating the pose of the mother relative to the daughter. The tether that is anchored by the mother helps the docking process and increases the system's tolerance to pose uncertainties by mechanically aligning the mating parts in the final docking phase. A preliminary version of the algorithm was developed and field-tested on the Axel rover in the JPL Mars Yard. The algorithm achieved an 80% success rate in 40 experiments in both firm and loose soils and starting from up to 6 m away at up to 40 deg radial angle and 20 deg relative heading. The algorithm does not rely on an initial estimate of the relative pose. The preliminary results are promising and help retire the risk associated with the autonomous docking process enabling consideration in future martian and lunar missions.

Axel docking↗
NASA NTRS2017

Prospective Architectures for Onboard vs Cloud-Based Decision Making for Unmanned Aerial Systems

This paper investigates propsective architectures for decision-making in unmanned aerial systems. When these unmanned vehicles operate in urban environments, there are several sources of uncertainty that affect their behavior, and decision-making algorithms need to be robust to account for these different sources of uncertainty. It is important to account for several risk-factors that affect the flight of these unmanned systems, and facilitate decision-making by taking into consideration these various risk-factors. In addition, there are several technical challenges related to autonomous flight of unmanned aerial systems; these challenges include sensing, obstacle detection, path planning and navigation, trajectory generation and selection, etc. Many of these activities require significant computational power and in many situations, all of these activities need to be performed in real-time. In order to efficiently integrate these activities, it is important to develop a systematic architecture that can facilitate real-time decision-making. Four prospective architectures are discussed in this paper; on one end of the spectrum, the first architecture considers all activities/computations being performed onboard the vehicle whereas on the other end of the spectrum, the fourth and final architecture considers all activities/computations being performed in the cloud, using a new service known as Prognostics as a Service that is being developed at NASA Ames Research Center. The four different architectures are compared, their advantages and disadvantages are explained and conclusions are presented.

Software engineering↗
NASA NTRS2022

Spatial Grid-Based Object Localization from A Single Passive Sensor: A Deep Learning-Integrated Approach

Ongoing efforts at NASA’s Langley Research Center have produced a single passive sensor system for detecting ground objects and pinpointing their real-world location to a desired level of precision. The Langley center serves as a test range for unmanned aerial systems (UAS) and real-time knowledge about the location of people on campus is needed to inform least-risk UAS flight operations. The proposed system provides this knowledge through a camera combined with a convolutional neural network and an algorithm that projects an imaginary grid of square cells from the ground plane onto the perspective view of the camera. The position of detected objects on the camera’s projected grid determines their location in the real-world. The imaginary grid is easily mapped to a universal coordinate system, such as longitude and latitude, to provide both relative and absolute positional information of the detected objects. This simple system is shown to be accurate and effective, with decisive advantages over alternative multi-sensor and active sensor approaches. Extensions to the system are described to allow adaptation to a variety of other use cases.

object localization↗
NASA NTRSDate not supplied

Advancing Open Science in Atmospheric Research: Integrating Data Usability and Machine Learning

In the dynamic realm of atmospheric sciences, the convergence of data science methodologies and open data marks a transformative era, driving research advancements and nurturing aspiring scientists. This abstract highlights two pivotal projects that epitomize open science principles, aligning seamlessly with the session's objective of interdisciplinary synergy and the cultivation of emerging talent. As a NASA-certified data center, our foremost endeavor focuses on enhancing the visibility and traceability of NASA datasets within atmospheric science research. This initiative not only elevates these datasets' prominence but also establishes a robust framework ensuring their credibility in scholarly discourse. By bridging the gap between data sources and research publications, this project serves as an educational catalyst, nurturing a new generation of scholars in open collaboration and dataset authenticity. Concurrently, our second project pioneers an early warning system for flooding events, utilizing machine learning algorithms to predict flooded fractions. Through multi-source data fusion and predictive modeling, this initiative goes beyond forecasting; it embodies the core of open science by enabling proactive risk mitigation strategies. This project not only advances atmospheric sciences but also fosters an environment where young scholars engage in practical, data-driven solutions. These intertwined projects exemplify the fusion of data science with open data solutions, ensuring both the usability of quality datasets and the cultivation of scientific knowledge among emerging scholars. By spotlighting these impactful use cases, our aim is to foster discussions emphasizing the importance of open collaboration, data integrity, and the nurturing of scientific talent in atmospheric sciences." "In the dynamic realm of atmospheric sciences, the convergence of data science methodologies and open data marks a transformative era, driving research advancements and nurturing aspiring scientists. This abstract highlights two pivotal projects that epitomize open science principles, aligning seamlessly with the session's objective of interdisciplinary synergy and the cultivation of emerging talent. As a NASA-certified data center, our foremost endeavor focuses on enhancing the visibility and traceability of NASA datasets within atmospheric science research. This initiative not only elevates these datasets' prominence but also establishes a robust framework ensuring their credibility in scholarly discourse. By bridging the gap between data sources and research publications, this project serves as an educational catalyst, nurturing a new generation of scholars in open collaboration and dataset authenticity. Concurrently, our second project pioneers an early warning system for flooding events, utilizing machine learning algorithms to predict flooded fractions. Through multi-source data fusion and predictive modeling, this initiative goes beyond forecasting; it embodies the core of open science by enabling proactive risk mitigation strategies. This project not only advances atmospheric sciences but also fosters an environment where young scholars engage in practical, data-driven solutions. These intertwined projects exemplify the fusion of data science with open data solutions, ensuring both the usability of quality datasets and the cultivation of scientific knowledge among emerging scholars. By spotlighting these impactful use cases, our aim is to foster discussions emphasizing the importance of open collaboration, data integrity, and the nurturing of scientific talent in atmospheric sciences.

Jennifer Wei↗
NASA NTRS2014

Monitoring for Renal Stone Recurrence in Astronauts With History of Stone

After an initial stone episode persons are at increased risk for future stone formation. A systematic approach is required to monitor the efficacy of treatment and preventive measures, and to assess the risk of developing new stones. This is important for persons working in critical jobs or austere environments, such as astronauts. A literature review of the current standards of care for renal stone monitoring and imaging was done. Military and civil aviation standards were also reviewed, as well as the medical precedents from the space program. Additionally, a new, more effective, renal stone ultrasound protocol has been developed. Using this work, a monitoring algorithm was proposed that takes into consideration the unique mission and operational environment of spaceflight. The approach to imaging persons with history of renal stones varies widely in the literature. Imaging is often done yearly or biannually, which may be too long for mission critical personnel. In the proposed algorithm astronauts with a history of renal stone, who may be under consideration for assignment, are imaged by a detailed, physiciandriven, ultrasound protocol. Unassigned personnel are monitored by yearly ultrasound and urine studies. Any positive ultrasound study is then followed by low-dose renal computed tomography scan. Other criteria are also established. The proposed algorithm provides a balanced approach between efficacy and reduced radiation exposure for the monitoring of astronauts with a renal stone history. This may eventually allow a transition from a risk-averse, to a risk-modifying approach that can enable continued service of individuals with history of renal stone that have adequately controlled risk factors.

Reyes, David P.↗
DOE OSTI2025

Detecting Short Circuits: Post Accident Electric Vehicle Battery Safety Check

Fast and accurate detection of soft short circuits (SCs) in the battery packs of damaged electric vehicles is needed by first responders and mechanics to mitigate the potential risk from battery fires that may occur hours, days, or weeks after an accident. Here, this paper presents an SC-detection algorithm for potentially damaged lithium-ion batteries that works quickly and without a priori knowledge of the battery-pack chemistry, capacity, state of charge, or state of health. The proposed universal SC-detection algorithm is designed to be implemented on an inexpensive handheld device that can connect to and monitor the voltages of all cells in a pack. Transient filtering and linear-quadratic state observation provide estimates of normalized SC current for every cell in the pack. Cells with SC-current estimates outside a sigma-based threshold are detected. Simulations, experiments, and electric vehicle (EV) crash data are used to verify the speed, sensitivity, and accuracy of the method, demonstrating 96% accurate detection of 0.0027 C SCs in under 1 h for 5S cell groups in the lab and no false positives for crashed Volkswagen, Chevrolet, and Tesla vehicles without SCs.

25 - ENERGY STORAGE↗
NASA NTRSDate not supplied

Guidance Enhancements and Performance Assessments for the Mars Ascent Vehicle Spin-Stabilized Upper Stage Configuration

he objective of the Mars Sample Return (MSR) campaign is to return samples from the surface of Mars to Earth for research. As one element of the MSR campaign, the Mars Ascent Vehicle (MAV) is responsible for transporting the samples from the surface of Mars to a Low-Martian Orbit (LMO) for retrieval. Complete autonomy is required throughout ascent, and orbital insertion is constrained by tight dispersion boundaries. An unguided, spin-stabilized second stage for MAV has been selected over a guided upper-stage to drive mass savings and reduce overall MSR campaign mass risk, at the cost of reduced GNC capability. To address this design change, the MAV GNC team has derived a robust prediction algorithm, building on previous energy management schemes, that solves for a single inertial pointing direction solution for the spin-stabilized 2nd stage burn. Algorithm stability is explored that compared to previous versions of the algorithm. Also, a set of analytical partials was developed to study MAV’s dispersed orbital insertion performance with respect to MAV system uncertainties. These partials were verified through simulation analysis and prove useful for analytical insight into the dynamics of MAV during the 2nd stage maneuver.

Jason M Everett↗
NASA NTRSDate not supplied

Guidance Enhancements and Performance Assessments for the Mars Ascent Vehicle Spin-Stabilized Upper Stage Configuration

The objective of the Mars Sample Return (MSR) campaign is to return samples from the surface of Mars to Earth for research. As one element of the MSR campaign, the Mars Ascent Vehicle (MAV) is responsible for transporting the samples from the surface of Mars to a Low-Martian Orbit (LMO) for retrieval. Complete autonomy is required throughout ascent, and orbital insertion is constrained by tight dispersion boundaries. An unguided, spin-stabilized second stage for MAV has been selected over a guided upper-stage to drive mass savings and reduce overall MSR campaign mass risk, at the cost of reduced GNC capability. To address this design change, the MAV GNC team has derived a robust prediction algorithm, building on previous energy management schemes, that solves for a single inertial pointing direction solution for the spin-stabilized 2nd stage burn. Algorithm stability is explored that compared to previous versions of the algorithm. Also, a set of analytical partials was developed to study MAV’s dispersed orbital insertion performance with respect to MAV system uncertainties. These partials were verified through simulation analysis and prove useful for analytical insight into the dynamics of MAV during the 2nd stage maneuver.

GNC↗
NASA NTRS2019

Soil Displacement Terramechanics for Wheel-Based Trenching with a Planetary Rover

Planetary exploration rovers are expensive, weight constrained, and cannot be serviced once deployed. Here, we explore one way to increase their capabilities while avoiding the cost, mass, and complexity leading to these issues. We propose to re-use the large wheel actuators for trenching and other digging operations, which will enable a range of missions such as sampling deeper layers of soil. We present a new, closed-form model of the soil displaced by an angled, spinning wheel to analyze the trenching potential of a driving strategy and inform the control of the wheel. The model is demonstrated with single wheel experiments under different driving conditions. The model suggests: that a deep trench does not require large tractive efforts; that the shape of the trench can be controlled; and that a rear wheel has a lower risk of entrapment when trenching than a front wheel. Ultimately this model could be used in a nonprehensile manipulation planning or learning algorithm to enable autonomous trenching.

Wheels↗
DOE OSTI2024

Adaptive Protection and Validated Models to Enable Deployment of High Penetrations of Solar PV (PV-MOD)

The availability and validation of various PV models in commercial tools differ, with some models not yet thoroughly validated for advanced inverter functionalities and reliable performance under weak system conditions. Many existing models do not fully incorporate new inverter control functions, which can affect system stability. The increasing deployment of solar PV and other inverter-based resources (IBRs), including distributed energy resources (DERs), is influencing the reliable operation of protection schemes in distribution systems and microgrids. Emerging adaptive protection schemes (APS) offer new opportunities for protecting these systems during varying configurations and DER operating conditions, though their demonstration and validation remain limited. Adaptive protection schemes face similar challenges, as they are typically designed for specific configurations. There is a growing need for tools and methodologies to streamline the deployment of adaptive protection for safe and reliable DER integration. The project main objective was to develop and validate high-fidelity generic models of solar PV facilities for stability, protection, EMT, and QSTS analyses. This objective was achieved, and these models can now be integrated into commercial software tools, enabling utilities, vendors, and developers to study high-penetration PV systems more confidently. The project also demonstrated advanced applications of these models, including the design and deployment of adaptive protection schemes in high-penetration field applications and microgrids, supporting grid safety and reliability. Several milestones were reached by the end of the project. A sophisticated inverter test plan was developed, and inverters representative of the North American marketplace were selected. EPRI and NREL tested various inverters, conforming to IEEE standards. Improvements were made to existing generic models of IBR units, IBR plants, and aggregated feeders for various analyses. The first generic electromagnetic transient (EMT) model for a solar PV plant was developed, conforming to IEEE Std 2800™-2022 and validated against laboratory measurements of a 2.2 MVA large-scale battery energy storage system (BESS) inverter. That model was then used to produce reference responses illustrating examples of validated and verified IBR plant models that pass or fail tests for technical minimum capability and performance as specified in the IEEE standard. The developed, tested, and validated generic models can be used for transmission planning, stability assessments, expansion planning, and evaluating potential future IBR interconnection requirements. They can also support interconnection screens and conformity assessments of IBR plants, including solar PV. The project significantly contributed to the ongoing standardization and model-based representation and verification of IBR responses. The project further addressed challenges of common distribution protection schemes with increasing deployment of DER by developing, validating, and demonstrating adaptive protection schemes (APS) that can improve the reliable and safe integration of DER into distribution systems. New APS were designed using improved DER models for three common distribution systems: a radial feeder, a meshed network, and a microgrid. Modeling and hardware-in-the-loop (HIL) testing of the APS were conducted, successfully showing their effectiveness and selectivity. Proof-of-concept field demonstration was achieved for two APS, i.e., one on a radial feeder and another one in a microgrid. Field demonstration could not be achieved for the APS on a meshed network, primarily due apprehension of one utility partner and also due to limited access to the protective algorithms in the network protectors. Guidelines developed from the lessons learned in the project lay out the general process followed in the design, installation, and commissioning of APS for various distribution systems. Distribution utility partners’ apprehension about field demonstration of the new APS were addressed—with varying success—by taking a stepped risk-management approach of modeling of a wide range of sensitivities first, performing in-depth proof-of-concept testing in the laboratory including HIL next, and finally deliberately implementing and commissioning the actual protection equipment and algorithms into parts of—or in parallel operation to—the three real distribution systems. Future work should include pilot projects that further show the acceptable performance of the developed APS before these schemes be rolled out more widely. Inclusion of both utility and original equipment manufacturers (OEMs) in future projects could increase chances of successful field demonstration. Despite challenges in achieving the field demonstration goal of the project for all three APS, the research significantly contributed to the innovation of adaptive protection solutions for scalable and reliable DER integration into distribution systems. This project significantly enhances the understanding of the impact of using appropriate inverter models on distribution and transmission (T&D) systems. By addressing the limitations of existing generic models, the project introduces high-fidelity models for stability, protection, electromagnetic transient (EMT), and quasi-static time series (QSTS) analyses. These models, integrated into commercial software tools, enable utilities, vendors, and developers to confidently study high-penetration PV systems. The project also demonstrates advanced applications, including adaptive protection schemes (APS) for distribution systems and microgrids, ensuring grid safety and reliability. The technical effectiveness and economic feasibility of the methods are evident through the development and validation of sophisticated inverter test plans and the selection of representative inverters. Testing by EPRI and NREL on retail, commercial, and utility-scale inverters, conforming to IEEE standards, underscores the robustness of the models. Improvements to existing generic models for various analyses further enhance their validity and applicability. The project also identifies gaps in common distribution protection schemes and designed new APS using improved DER models, demonstrating their effectiveness through modeling and hardware-in-the-loop (HIL) testing. The project’s benefits to the public are manifold. By advancing the standardization and model-based representation of IBR response, it supports transmission planning, stability assessments, and future IBR interconnection requirements. The generic models can facilitate better communication between transmission planners and developers, supporting expected IBR plant capability and performance. Additionally, the development of APS for radial feeders, meshed networks, and microgrids supports the integration of distributed energy resources (DERs) into distribution systems, enhancing grid reliability and safety. The project’s emphasis on thorough testing and simplicity in design ensures practical and scalable solutions for DER integration.

14 SOLAR ENERGY↗