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Integrated Multi-Scale Data Analytics and Machine Learning for the Distribution Grid and Building-to-Grid Interface

This white paper introduces the application of advanced data analytics to the modernized grid. In particular, we consider the field of machine learning and where it is both useful, and not useful, for the particular field of the distribution grid and buildings interface. While analytics, in general, is a growing field of interest, and often seen as the golden goose in the burgeoning distribution grid industry, its application is often limited by communications infrastructure, or lack of a focused technical application. Overall, the linkage of analytics to purposeful application in the grid space has been limited. In this paper we consider the field of machine learning as a subset of analytical techniques, and discuss its ability and limitations to enable the future distribution grid and the building-to-grid interface. To that end, we also consider the potential for mixing distributed and centralized analytics and the pros and cons of these approaches. Machine learning is a subfield of computer science that studies and constructs algorithms that can learn from data and make predictions and improve forecasts. Incorporation of machine learning in grid monitoring and analysis tools may have the potential to solve data and operational challenges that result from increasing penetration of distributed and behind-the-meter energy resources. There is an exponentially expanding volume of measured data being generated on the distribution grid, which, with appropriate application of analytics, may be transformed into intelligible, actionable information that can be provided to the right actors – such as grid and building operators, at the appropriate time to enhance grid or building resilience, efficiency, and operations against various metrics or goals – such as total carbon reduction or other economic benefit to customers. While some basic analysis into these data streams can provide a wealth of information, computational and human boundaries on performing the analysis are becoming significant, with more data and multi-objective concerns. Efficient applications of analysis and the machine learning field are being considered in the loop.

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Electricity Markets in the United States: A Brief History, Current Operations, and Trends

The global energy landscape is witnessing a concerted effort towards grid modernization precipitated by concerns of sustainability, aging infrastructures, and growing demand. A cyber-physical infrastructure is emerging to embrace the zero emission energy assets such as wind and solar generation and result in a Smart Grid that delivers green, reliable, and affordable power. A key ingredient of this infrastructure is electricity markets, the first layer of decision-making in a Smart Grid. This chapter provides an overview of electricity markets which can be viewed as the backdrop for their emerging role in a modernized, cyber-enabled grid. Starting from a brief history of the electricity market, the article proceeds to delineate the current market structure, and closes with a description of current trends and emerging directions.While we limit our discussion to markets in the United States, similar evolution, needs, drivers, and opportunities exist on a global scale as well.

Nudell, Thomas R.↗

Pacific Northwest Smart Grid Demonstration Project Technology Performance Report Volume 1: Technology Performance

The Pacific Northwest Smart Grid Demonstration (PNWSGD), a $179 million project that was co-funded by the U.S. Department of Energy (DOE) in late 2009, was one of the largest and most comprehensive demonstrations of electricity grid modernization ever completed. The project was one of 16 regional smart grid demonstrations funded by the American Recovery and Reinvestment Act. It was the only demonstration that included multiple states and cooperation from multiple electric utilities, including rural electric co-ops, investor-owned, municipal, and other public utilities. No fewer than 55 unique instantiations of distinct smart grid systems were demonstrated at the projects’ sites. The local objectives for these systems included improved reliability, energy conservation, improved efficiency, and demand responsiveness. The demonstration developed and deployed an innovative transactive system, unique in the world, that coordinated many of the project’s distributed energy resources and demand-responsive components. With the transactive system, additional regional objectives were also addressed, including the mitigation of renewable energy intermittency and the flattening of system load. Using the transactive system, the project coordinated a regional response across the 11 utilities. This region-wide connection from the transmission system down to individual premises equipment was one of the major successes of the project. The project showed that this can be done and assets at the end points can respond dynamically on a wide scale. In principle, a transactive system of this type might eventually help coordinate electricity supply, transmission, distribution, and end uses by distributing mostly automated control responsibilities among the many distributed smart grid domain members and their smart devices.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Implementation of a Grid Connected Battery-Inverter Fleet Model

Batteries are designed to store electrical energy. The increasing variation in time value of energy has driven the use of batteries as controllable distributed energy resources (DER). This is enabled though low-cost power electronic inverters that are able to precisely control charge and discharge. This paper describes the software implementation of an open-source battery inverter fleet models in python. The Sandia BatterylnverterFleet class model can be used by scientists, researchers, and engineers to perform simulations of one or more fleets of similar battery-inverter systems connected to the grid. The program tracks the state- of-charge of the simulated batteries and ensures that they stay within their limits while responding to separately generated service requests to charge or discharge. This can be used to analyze control and coordination, placement and sizing, and many other problems associated with the integration of batteries on the power grid. The development of these models along with their python implementation was funded by the Grid Modernization Laboratory Consortium (GMLC) project 1.4.2. Definitions, Standards and Test Procedures for Grid Services from Devices.

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Electric Grid Resilience and Reliability for Grid Architecture

Grid modernization activities cite resilience (sometimes called resiliency) as a key electric power grid characteristic to be improved or maximized, and so it is crucial for the development of resilient grid architectures that the concept of grid resilience be clear and quantifiable. However, attempts to define and quantify a concept of resilience for electric power grids have mostly relied upon ad hoc definitions that do not have much underlying rigor and are often closely tied to reliability, sometimes only differing in terms of scale and frequency of events. While grid reliability would seem to have strong definition given the IEEE 1366 standard, grid resilience is a term that is less clear.

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Implementing a Terrestrial Timing Solution: Best Practices

This document is an overview and guide on the concept of precision time and how an alternative terrestrial timing solution to the Global Positioning System (GPS) can be implemented. What follows is a set of recommendations and best practices, derived from research at Oak Ridge National Laboratory (ORNL), across industry, and within the U.S. government, to implement a system of precision timing synchronization to support resilient operations for the U.S. grid. Precision time is a fundamental necessity for operating the grid today, and it becomes even more important as the grid modernizes with clean energy sources, microgrids, and precision sensors placed throughout the grid system to ensure failureresistant operations. The Global Navigation Satellite System (GNSS), which includes (GPS), is currently the primary provider of precision timing today. A terrestrial-based system for time delivery and synchronization to augment GPS is outlined below and it would provide secure time, synchronized with Coordinated Universal Time (UTC), in the event of outages or other interruptions associated with time delivery.

47 OTHER INSTRUMENTATION↗

Large-Signal Stability Improvement of Parallel Grid-Forming Inverter-Driven Black Start: Preprint

With the rapid increase of inverter-based resources in modern grids, advanced grid-forming (GFM) inverter capa- bilities, such as system restoration and operation under faults, are urgently needed to realize power electronics-dominant grids at scale. One such capability is inverter-driven black start using GFM inverters. This paper analyzes the ability of two recently proposed advanced GFM controls to help GFM inverters sustain system-wide, off-nominal conditions and remain synchronized until they can overcome the momentary overloading as more GFMs join the process without generator sequence coordination or communications and finally stabilize the grid. Through an extensive set of 1,200 full-order electromagnetic transient simu- lations, we evaluate the black-start process while employing the various GFM inverter controls. The results show that the GFM current limiter and primary control have a significant impact on the stability of the system during dynamic operating conditions and thus impact the success of inverter-driven system restoration.

current limit↗

Assessing the energy equity benefits of energy storage solutions

Safety, reliability, efficiency, and affordability are no longer the sole tenets of electric grid planning. The evolving social and policy climate have placed new explicit requirements on the electric grid, including resilience, decarbonization, and energy equity and justice. Integrating energy equity strategies into modern grid design is intended to achieve a fair and just distribution of benefits within the energy system. This study aims to characterize the energy equity and community benefits of energy storage systems (ESS) under the following three use-case models: utility ESS that are operated within the distribution system; community-owned ESS; and behind-the-meter ESS that are customer-owned to serve the household. The goal of this energy equity analysis is to characterize the environmental, economic, and social benefits of ESS through applied metrics such as energy burden, energy poverty, energy vulnerability, job creation, and more. A 13.8 kV, 265 node representative feeder corresponding to the hot-humid climate of Louisiana, chosen for its high energy burden, frequent hurricanes and outage events, was used to perform a storage adequacy analysis for six different outage scenarios to determine energy storage access for each use-case. The results of this analysis are then used to characterize both the grid and equity benefits of storage solutions to inform a prioritization framework matching community needs with system preferences for utility planning processes, market regulations, and the wider network of energy system stakeholders.

Energy Equity, energy justice, equity, reliability↗

Vulnerability Detection Methodology for a Digital Signal Processor Micro-Controller at Edge Level Distributed Energy Resource Controller

Integration of renewable energy and energy storage based Distributed Energy Resource (DER) assets to the grid has seen an upsurge over the past few decades. Traditionally, energy would be generated at a thermal or nuclear power plant and then transmitted over long distance through the transmission grid and then supply to the customers at the distribution grid. Modern renewable energy based DER assets have brought energy production at the edge of distribution grid, which has made the grid vulnerable to cyber intrusion as the power flow controllers for such DER assets are now distributed across the grid from distribution level to transmission level. This paper discusses the vulnerability posed by such power flow controllers of DER assets and demonstrates a detection methodology for unauthorized access and manipulation of system configuration for Digital Signal Processor based Microcontrollers. Experimental results proving efficacy of the methodology have been shown in paper.

Bhowmik, Pankaj↗

Smart Grid Status and Metrics Report

To convey progress made in achieving the vision of a smart grid, this report uses a set of six characteristics derived from the National Energy Technology Laboratory Modern Grid Strategy. It measures 21 metrics to provide insight into the grid’s capacity to embody these characteristics. This report looks across a spectrum of smart grid concerns to measure the status of smart grid deployment and impacts.

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Smart Grid Status and Metrics Report Appendices

A smart grid uses digital power control and communication technology to improve the reliability, security, flexibility, and efficiency of the electric system, from large generation through the delivery systems to electricity consumers and a growing number of distributed generation and storage resources. To convey progress made in achieving the vision of a smart grid, this report uses a set of six characteristics derived from the National Energy Technology Laboratory Modern Grid Strategy. The Smart Grid Status and Metrics Report defines and examines 21 metrics that collectively provide insight into the grid’s capacity to embody these characteristics. This appendix presents papers covering each of the 21 metrics identified in Section 2.1 of the Smart Grid Status and Metrics Report. These metric papers were prepared in advance of the main body of the report and collectively form its informational backbone.

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A Case Study in NREL DERMS Asset Management Implementation

The National Renewable Energy Laboratory (NREL) and Smarter Grid Solutions (SGS) plan to present a case study on their implementation of SGS' Strata Grid Distributed Energy Resource Management System at NREL's Energy Systems Integration Facility (ESIF). The ESIF is one of the nation's premier energy systems integration laboratory facilities focused on development and deployment of clean energy technologies and resilient delivery systems. NREL looked for a DERMS to install at the ESIF that is capable of replicating real world scenarios to control and monitor distributed devices from small residential scale to the grid substation level. The DERMS system demonstrates the use cases of beneficial operation and coordination of modern grid devices, leverage DERs for improved grid planning and operation, demand-side management and customer engagement through bidirectional communication with utilities and energy market operations. The presentation will cover the delivery strategy of NREL and SGS, how the use cases help NREL's research, and NREL and SGS plan to expand the system and use cases.

ARIES↗

Caribbean Energy Sector Cybersecurity Forum: Modernizing and Securing the Grid

This presentation on Modernizing and Securing the Grid brought together regional and NREL cybersecurity expertise for USAID's Caribbean Energy Sector Cybersecurity Forum. The presentation's overall purpose was to provide a deep dive into the changes underway in the electric grid, including the greater integration of renewables and distributed energy resources. The presentation also reviewed best practices for building cybersecurity into modern energy systems, including in the areas of vendor assessment and supply chain cybersecurity.

Caribbean↗

Valuation of Electric Power System Services and Technologies

Accurate valuation of existing and new technologies and grid services has been recognized to be important to stimulate investment in grid modernization. Clear, transparent, and accepted methods for estimating the total value (i.e., total benefits minus cost) of grid technologies and services are necessary for decision makers to make informed decisions. This applies to home owners interested in distributed energy technologies, as well as to service providers offering new demand response services, and utility executives evaluating best investment strategies to meet their service obligation. However, current valuation methods lack consistency, methodological rigor, and often the capabilities to identify and quantify multiple benefits of grid assets or new and innovative services. Distributed grid assets often have multiple benefits that are difficult to quantify because of the locational context in which they operate. The value is temporally, operationally, and spatially specific. It varies widely by distribution systems, transmission network topology, and the composition of the generation mix. The Electric Power Research Institute (EPRI) recently established a benefit-cost framework that proposes a process for estimating multiple benefits of distributed energy resources (DERs) and the associated cost. This document proposes an extension of this endeavor that offers a generalizable framework for valuation that quantifies the broad set of values for a wide range of technologies (including energy efficiency options, distributed resources, transmission, and generation) as well as policy options that affect all aspects of the entire generation and delivery system of the electricity infrastructure. The extension includes a comprehensive valuation framework of monetizable and non-monetizable benefits of new technologies and services beyond the traditional reliability objectives. The benefits are characterized into the following categories: sustainability, affordability, and security, flexibility, and resilience. This document defines the elements of a generic valuation framework and process as well as system properties and metrics by which value streams can be derived. The valuation process can be applied to determine the value on the margin of incremental system changes. This process is typically performed when estimating the value of a particular project (e.g., value of a merchant generator, or a distributed photovoltaic (PV) rooftop installation). Alternatively, the framework can be used when a widespread change in the grid operation, generation mix, or transmission topology is to be valued. In this case a comprehensive system analysis is required.

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State of Common Grid Services Definitions

This document is prepared as part of the Department of Energy’s Grid Modernization Laboratory Consortium (GMLC) 2.5.2 project, whose goal is to develop and socialize a common set of grid service definitions relevant to grid-related interactions with distributed energy resources (DER: responsive generation, storage, and loads), and to advance the concept and requirements of the Energy Services Interface (ESI) to the point of launching related interface standards and guides that can be implemented in communication protocols and business process definitions. The notion of “grid services” is integral to the definition of an ESI because a key principle of the ESI is that it permits coordination between grid operators and DER facilities in a way that is service-oriented, with an understanding of performance expectations. This document reviews the current state of grid service definitions, including those actively used in the market today as well as new services that have been proposed for future implementation. The document describes grid services used in transmission as well as distribution systems. In defining grid services, this document also distinguishes between two fundamental concepts: an “operational objective” and a “grid service,” which describes a generator’s or customer’s expected physical performance in delivering power to or consuming power from the grid.

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Common Grid Services: Terms and Definitions Report

This document is prepared as part of the Department of Energy’s Grid Modernization Laboratory Consortium (GMLC) 2.5.2 project, whose goal is to develop and socialize a common set of grid service definitions relevant to grid-related interactions with distributed energy resources (DER: responsive generation, storage, and loads) and to advance the concept and requirements of the Energy Services Interface (ESI) to the point of launching related interface standards and guides that can be implemented in communication protocols and business process definitions. The notion of grid services is associated with the definition of an ESI because a key principle of the ESI is that it permits coordination between grid operators and DER facilities in a way that is service-oriented with an understanding of performance expectations. The project investigated the current state of North American grid service definitions from various market operators and utilities, as well as the Federal Energy Regulatory Commission and the North American Electric Reliability Corporation, actively used today (Liu et al. 2022). This document builds on that work to propose terms and definitions for a set of grid service types that address operational objectives commonly found in power system operations. These grid service types derive from existing grid services used in bulk electric market operations, recognizing that each operational authority uses somewhat different names with variations on service performance parameters. Finding commonality at the wholesale or bulk system operation level will hopefully engender progress in seeking agreement on grid services for DER engagement at the distribution level in the emerging retail marketplace.

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Advancing Grid Resilience through Smart Charge Management: Findings from Maryland’s Pilot

This report presents research findings from a four-year Smart Charge Management (SCM) pilot program conducted by Maryland’s largest electric utilities—Baltimore Gas and Electric (BGE), Potomac Electric Power Company (Pepco), and Delmarva Power & Light (DPL)—to evaluate strategies for optimizing electric vehicle (EV) charging loads and enhancing grid stability. Supported by the U.S. Department of Energy (DOE), Argonne National Laboratory collaborated with all project partners and examined the effectiveness of Time-of-Use (TOU) and Load Balancing (LB) strategies in managing peak demand, deferring costly infrastructure upgrades, and reducing grid constraints at the feeder level. Using charging data from over 4,600 EV drivers, the study analyzed SCM’s impact on the distribution systems of BGE and Pepco, which consists of over 2000 feeders. Unlike prior research that focused on system-wide trends or synthetic feeders, this analysis offers granular, feeder-level insights based on real-world operational data. It highlights how transformer density, load profiles, and infrastructure constraints influence smart charging performance. Results show feeder-level conditions play a crucial role in SCM effectiveness, with most feeders benefiting more from LB, while TOU-based SCM may be sufficient for others. By 2035, LB reduced peak charging loads by 27% on average, compared to 23% under TOU-based SCM, though some feeders saw reductions exceeding 35%, while others experienced minimal impact. Feeders with higher transformer utilization and limited capacity benefited more from LB, which more effectively distributed charging demand during off-peak hours. Beyond reducing grid constraints, SCM offers long-term operational and financial benefits. By shifting EV charging demand strategically, utilities can optimize asset utilization, delay infrastructure investments, and enhance grid performance. In terms of infrastructure upgrade deferrals, at the feeder level, LB consistently reduced peak charging loads and resulting infrastructure upgrade costs, particularly in high EV enrollment areas, decreasing the number of overloaded transformers by up to 35%, while TOU-based SCM achieved 20-30% reductions depending on feeder characteristics. At the system level, LB has the potential to defer total upgrade costs by $\$$186 million for BGE, compared to $\$$159 million under TOU-based SCM. For Pepco, TOU-based SCM performed slightly better, deferring upgrade costs by $\$$30 million, compared to $\$$29 million under LB. Section 4.5 reviews some of the system differences between BGE and Pepco. However, as EV adoption scales, TOU-based SCM will introduce secondary peak charging loads, reinforcing the need for more advanced, adaptive SCM approaches to prevent new grid challenges. As EV adoption continues to grow, feeder-level managed charging strategies will be essential for mitigating grid stress, improving infrastructure efficiency, and maintaining energy affordability for consumers. This report provides critical insights for utilities, Public Utility Commissions (PUCs), and state agencies on the role of feeder-specific smart charging in infrastructure planning, policy development, and grid modernization. The findings underscore the importance of tailored, data-driven SCM solutions that align with local grid conditions, ensuring a resilient, cost-effective transition to increasing EV adoption while safeguarding distribution system performance.

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