TecnixGoal-Directed Task Analysis of Control Center Situational Awareness
Iony Patriota de Siqueira
Tecnix Engineering and Architecture Ltd.
Introduction
This release summarizes the main aspects of the Goal-Directed Task Analysis (GDTA) method adapted by Tecnix to avail the Situational Awareness (SA) of control centers for power networks. The method was implemented in a software tool [24] to benchmark 6 major national control centers in Latin America, North America and Europe, and to define a state-of-the-art Reference Control Center based on SA international standards , as part of a consulting project for an Independent System Operator (ISO).
Situational Awareness
The GDTA reference model offers a conceptual view of the three main levels of situational awareness required for real-time decision-making in control centers, as shown in Figure 1 [24], adapted from [23]: Perception, Comprehension and Prospection.

 

Figure 1 – Conceptual model of situational consciousness

 

The Perception level involves the ability to identify the necessary information about the state of the controlled system such as voltages, currents, power flows, topology, equipment condition, etc. It is related to the volume and quality of available information, and its adequacy to the Comprehension and Prospection levels of the situational awareness.

 

The Comprehension level involves the means to evaluate the impacts of this information on the desired results of the controlled network such as planned power interchange, thermal and capacity restrictions, frequency and voltage limit violations, etc. It is mainly influenced by the quality, adequacy, quantity and complexity of the information, the human skills and capacity for real-time information processing, and decision-making under pressure in the Prospection level of the situational awareness.

 

The Prospection level involves an anticipation of the effects, consequences and impacts of possible operator decisions and actions, and from events and externalities in the electrical network such as the connection or disconnection of components, breaches of system capacity and stability limits, incidence of severe climatic and geological conditions, etc. It depends not only on the competencies (knowledge, skills and attitudes) of each decision-maker, but also on the support of sophisticated processes and tools from the technological environment of the control center.
Technological Processes

In a power system control center the SA stages are supported by technological and human resources, including sophisticated computational tools, databases and systems for monitoring, supervision, visualization, simulation, planning and alarming of adverse conditions in the electrical network. The reference model supports a critical evaluation of these resources, correlated to the three levels of situational awareness, as illustrated in Figure 2 [24].

 

Figure 2 – Technological processes of situational awareness of the control center

 

In this model the Monitoring resources comprise the systems for data acquisition and visualization on the controlled network, and their availability in appropriate formats for the perception of the state from the operator. It is required that the collected information be necessary and enough to understand the existing situation, and for prospecting the results of their decisions on the state of the network.

 

The Analysis resources comprise the processing of the monitored information of the electrical network, for understanding of the situation by the operator, as part of its situational awareness. Their objectives are mainly to process the data and generate new useful information to the operator's perception of the current state of the power grid.

 

The Decision resources comprise the information processing to support and implement the decisions taken by the system operator, and its impact on the state of the electrical network. The objective is mainly to anticipate information about the consequences of the operator's decisions on the future state of the electrical grid.
Methodology

In order to critically assess all SA components, a collaborative approach is used for identification and documentation of the current state, deficiencies and future needs in the systems and processes of the real-time environment of the target control center, assisted by a software tool and data base. The method is supported by face-to-face meetings and structured interviews with professionals from the control center for collecting and validating information, and comparison with similar data from the state-of-the-art Reference Control Center. Figure 3 [24] illustrates an overview of the methodology, which implements the main steps of the GDTA method.

Figure 3 GDTA methodology for improving the Situational Awareness

 

In this flow diagram the cascaded processes must be performed in the sequence illustrated by the arrows, as they are dependent on collected information in previous stages. Parallel processes can be performed concurrently, eventually by different teams, but supported by a single data base. The following paragraphs describe the subprocesses that comprise this methodology, represented in the above figure..
Teams

The Teams process performs the identification and description of the teams of professionals that will be analyzed by the GDTA methodology. It comprises the operators and engineers of the control center real-time environment, collectively referred to as operators, and compared to recommended teams suggested from the state-of-the-art Reference Control Center.

Goals

The Goals process maps and describes the objectives of each Team, while monitoring, analyzing and taking decisions about the electrical network operation. The goals are compared to recommended objectives defined in the state-of-the-art Reference Control Center.

Tasks

The Tasks process comprises the identification and characterization of all expected activities of the Teams in achieving the defined objectives, including operational routines, and tasks performed during contingencies and disturbances in the electrical network, based on recommended tasks performed in the state-of-the-art Reference Control Center.

Decisions

The Decisions process includes identification and description of all operators' actions and their consequences on the electrical grid, in normal or contingency conditions, to fulfill each of the tasks described in the previous process. In the GDTA methodology, decisions are related to a set of questions that operators must respond to take decisions, based on recommended practices from the state-of-the-art Reference Control Center.

Resources

The Resources process catalogs and describes all technological and managerial tools available to the operators and the control center to monitor, simulate, analyze and decide about the power grid in real time, for each defined Goal. The resources are compared to advanced tools and recommended processes available in the state-of-the-art Reference Control Center.

Data

The Data process encompasses the identification and description of all information, calculations and simulations produced by each of the listed resources, to achieve each of the described Objectives. The data is also compared to recommended information available from the state-of-the-art Reference Control Center.

Analysis

The Analysis Process correlates the data and information supplied by the resources, with the decisions taken in each task. It identifies all current and future deviations, disfunctions, absences, risks and limitations of each resource and technological tool for each identified objective. The process performs the diagnosis based on the functionalities of recommended systems from the state-of-the-art Reference Control Center.

Recommendations

The Recommendations process collects all suggestions of improvements in the situational awareness of the control Center, based on the results of the previous Analysis stage, by comparison with the Reference Control Center. A roadmap is developed for achieving the state-of-the-art in situational awareness.

Conclusions

This newsletter described the methodology used by Tecnix for critical analysis of the situational awareness of a dispatch and control center of an Independent System Operator of a national electrical network. The main concepts related to situational awareness were introduced, as well as the GDTA methodology used to identify the objectives, tasks, resources and information necessary for decision-making in the real-time environment of control centers [24]. A Reference Control Center was defined based on a benchmark of major national control centers in North America, Latin America and Europe, and implemented in a software tool to support the method.

References

[1]        PJM, Control Center and Data Exchange Requirements, System Operations Division, PJM Interconnection, July 27, 2017

[2]        PJM, Generator Operational Requirements, System Operations Division, PJM Interconnection, June 27, 2017

[3]        NERC, Reliability Guideline: Situational Awareness for the System Operator, North American Electric Reliability Corporation, March 7, 2017

[4]        M. R. Endsley, E. S. Connors, L. Jones, Situation Awareness in the Power Transmission and Distribution Industry, Proceedings of the 51st Annual Meeting of the Human Factors and Ergonomics Society, Santa Monica, CA, 2007

[5]        CIGRE, Advanced Utility Data Management and Analytics for Improved Operation Situational Awareness of EPU Operations, Joint Working Group D2/C2.41, Paris, June 2018

[6]        NERC, Risks and Mitigations for Losing EMS Functions, North American Electric Reliability Corporation, October 18, 2010

[7]        NIST, Situational Awareness for Electric Utilities, NIST Special Publication 1800-7, National Institute of Standards and Technology, February 2017

[8]        Tran, F., Designing for Wide-Area Situation Awareness in Future Power Grid Operations, University of Toronto, 2016

[9]        ARC, PJM Uses Geospatial Data Analytics to Improve Situational Awareness, ARC Insights, JULY 14, 2016

[10]     DOE, A Review of Market Monitoring Activities at U.S. Independent System Operators, Office of Electric Transmission and Distribution, Transmission Reliability Program of the U.S. Department of Energy, January 2004

[11]     PSERC, The Next Generation Energy Management System Design, Final Project Report, September 2013

[12]     S. G. Ankaliki, Energy Control Center Functions for Power System, International Journal of Mathematical Sciences, Technology and Humanities 21 (2011) 205 – 212

[13]     GIZ, Detailed Project Report for Establishment of Renewable Energy Management Centres (REMC), Report on Assessment of existing SCADA/EMS Control Centres, Telecommunication Infrastructure and Conceptual Design of new REMCs, Germany, 2013

[14]     L. E. Jones, Strategies and Decision Support Systems for Integrating Variable Energy Resources in Control Centers for Reliable Grid Operatons - Global Best Practices, Examples of Excellence and Lessons Learned, Alstom Grid

[15]     F.F. Wu, K. Moslehi, A. Bose, Power System Control Centers: Past, Present, and Future, Invited Paper, Proceedings of the IEEE, Vol. 93, No. 11, November 2005

[16]     DOE, Guidelines for Implementing Advanced Distribution Management Systems - Requirements for DMS Integraton with DERMS and Microgrids, Energy System Division, Argonne National Laboratory

[17]     J. Klaimi, R.Rahim-Amoud, L. Merghem-Boulahia, A. Jrad, Energy Management Algorithms in Smart Grids: State-of-the-Art and Emerging Trends, International Journal of Artificial Intelligence and Applications (IJAIA), Vol. 7, No. 4, July 2016

[18]     SINTEF, CRIOP: A scenario method for Crisis Intervention and Operability Analysis, SINTEF Technology and Society, Trondheim, NORWAY, 2011

[19]     NERC, Phase Angle Monitoring: Industry Experience Following the 2011 Pacific Southwest Outage Recommendation 27 - Technical Reference Document, North American Electric Reliability Corporation, June 2016

[20]     NERC, Balancing and Frequency Control - A Technical Document Prepared by the NERC Resources Subcommittee, North American Electric Reliability Corporation, June, 20161

[21]     CIGRE, Review of On-Line Dynamic Security Assessment Tools and Techniques, Working Group 601 of Study Committee C4, Paris, January 2007

[22]     Stanton, N. A., Salmon, P., Jenkins, D., Walker, G., Human Factors in the Design and Evolution of Central Control Room Operations, CRC Press, Boca Raton, 2010.

[23]     Endsley, M. R., Jones, D. G., Designing for Situational Awareness – An Approach to User-Centered Design, CRC Press, Second Edition, Boca Raton, 2012

[24]     SIQUEIRA, I. P., Goal-Directed Task Analysis of Control Center Situational Awareness, Keynote Invited Speech at Symposium of Specialists in Electric Operational and Expansion Planning, Tecnix Engineering & Architecture Ltd., CIGRE, Recife, Brazil, 2018.

Share with