System Integrator
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The Secure Automation Developer's Resource

 

New role for the System Integrator

Dennis K. Holstein, Publisher
November 1999

With the introduction of Intelligent Electronic Devices (IEDs) the role of the System Integrator has changed dramatically. The principal cause of this change is the paradigm shift from a system with unilateral control of slave devices by a single master to one implemented by a fully distributed architecture that, in addition, provides for peer-to-peer communications.

To implement this new paradigm, the most important guideline to the System Integrator is a clear statement from the utility of their vision for substation automation. The purpose is to clearly describe how the vision of the utility is used by the System Integrator to develop a detailed description of six specifications required for system integration.

It is clear, from the description of specifications that must be produced, that the System Integrator should be selected at the beginning of the procurement cycle for the substation automation system. As a member of the utility’s procurement team, the System Integrator will contribute language to the procurement specification so as to ensure a graceful transition to the future system.

Organizationally, the System Integrator must have a close working relationship with the Engineering and Operational organizations, but should not administratively report to either organization. This degree of independence will greatly improve the quality assurance of substation automation.

The vision of the utility

The utility must articulate a vision of what they expect to achieve with their substation automation initiative. As an example, the vision could be stated as follows:

Substation automation shall be implemented as a distributed open system to ensure a graceful transition from existing substation configurations, and to provide a cost effective evolution for implementing future substation automation technologies. The system will implement peer-to-peer communications between IEDs so as to guarantee that no single point of failure will jeopardize the integrity of the protection scheme. An open communication system between IEDs will require vendors to implement either approved standards, de facto-standards, or to publish their application program interface, and thereby ensure interoperability and interchangeability of IEDs purchased from different manufacturers, and to provide for third party maintenance of the communication system. Furthermore, the future substation automation system will provide for a common graphical user interface for all users, and a common substation configuration schema for configuring, commissioning and maintaining the substation IEDs.  

The utility must insist that all future procurements of substation IEDs and supporting components meet the requirements set forth in their vision statement. Furthermore, the utility should retain the System Integrator in a strong quality assurance role so as to ensure the graceful evolution of substation automation.

System Integrator responsibilities

Figure 1 shows the products generated by the System Integrator based on four fundamental inputs required for substation automation. In addition to the utility’s vision described earlier, the System Integrator must understand the detailed operating procedures and existing substation configurations. Then, when combined with a detailed description of the IED capabilities provided by each manufacturer, the System Integrator can develop the specifications shown in Figure 1.

Target architecture

The first specification developed by the System Integrator is the target architecture. This specification will provide a clear picture of the utility’s future substation automation system and provide a reference model for developing migration strategies from legacy systems. The target architecture must identify all substation automation components and their interrelationship.

In addition to one-line diagrams describing the power system components, a substation-centric communication network diagram is needed to describe the communication relationship of all IEDs. The System Integrator will provide an electronic description of the computerized power system one-line diagrams and communication network diagrams.

Figure 2 shows an example of the substation distributed communication architecture. For this example, a firewall is shown between the Utility Wide Area Network (WAN) and the router to the Substation Ethernet Local Area Network (LAN). System interfaces to the Utility WAN are described in IEC 61968 and IEC 61970, which use a common interface reference model.

An IRIG-B or GPS timing wire is used to synchronize the IED clocks so that data from multiple sources can be combined for post-fault analysis. A high-speed database server connected to the LAN is used to maintain all substation configuration data, and to record all substation event data.

Instrument transformers, switchgear and other sensors are connected to the IEDs by either hardwire or through a process bus as described in IEC 61850. Some instrument transformers, switchgear and other sensors have IEDs that provide the capability to communicate over the LAN which is extended from the control house into the switchyard as described in IEEE 1525.

A complete description of the functional and performance requirements for the target architecture is needed to establish a baseline description of the features required to ensure interoperability and interchangeability of power system devices and their IEDs. In addition, the System Integrator will describe all requirements for reliability, maintainability, etc., and will identify particular requirements that significantly influence life cycle cost. 

Applicable compliance documents

Compliance is best implemented by defining a list of applicable compliance documents. Then these compliance documents should be cross-reference in a table that describes the system test and operating conditions that must comply with one or more specific compliance requirements. Compliance documents may need clarification to better understand how to use the document, and how to apply the compliance requirement. Therefore the System Integrator may, for a specific clause in a compliance document, add the modifications needed to tailor the compliance document for a specific substation configuration and operating procedure.

The cross-reference compliance table will provide the capability to perform a management audit of all substation automation capabilities that have passed system level testing. IED capabilities that have passed system level testing with qualifications will be clearly identified in the cross-reference compliance table, and supporting documents describing the qualification will be referenced.

System test plans & procedures

The System Integrator for each substation configuration will prepare system test plans and procedures. The test plans may be time phased to show a phased build-out of the substation automation system. The system test procedures should however be specific to a test sequence and acceptance criteria for a particular substation automation configuration as described in IEC 61850 and IEEE C37.115.

Acceptance criteria may require special instrumentation to either measure directly the performance of the substation automation system, or to collect measurements that will be used to evaluate the performance and by analysis determine whether or not the acceptance criteria has been satisfied. The System Integrator will completely describe the acceptance criteria and evaluation method.

Figure 3 shows the basic reference model that describes the response time performance requirements. Communication performance needs to be measured in terms of timing between the sending application and the receiving application as shown in Figure 3 . The time requirement is the sum of a+b+c, where “a” and “c” is the time required in each IED communication processor to package and unpack the information transmitted. The time required to transmit the message over the communication network is “b”. Accurate time stamping is required to support this analysis.

Measuring “b” will require a network communication-monitoring device, which can trap network messages and time stamp those messages at the interfaces shown in Figure 3 .

Common Graphical User Interface

A common graphical user interface (GUI) is needed to effectively implement the vision for substation automation. Given the high probability that the future substation automation system will include power system devices and IEDs from different manufacturers, the computer-aided engineering tools and operating GUIs must have a common look and feel. A few basic principles should be enforced to achieve this objective.

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Ø      Windows should be pane-formatted to minimize overlap.

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Ø      Point-click-drag-drop manipulation of graphical objects should be used to minimize the need for a user to type instructions in a text box.

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Ø      Submenus should be attached to graphical objects so as to ease the navigation to detailed information needed by the user [1] .

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Ø       A standard, commercially popular, markup language should be used to define the semantics of all data and documents that can be shared over the communication network [2] .

Configuration management

Because the utility vision emphasized no single point of failure, dual substation LANs (not shown in Figure 2 ) is used. This requires that new IEDs be dual ported with a hot switchover capability. IEDs that are not dual ported must be replicated to ensure reliable and continuous operation.

Figure 1 shows that configuration management procedures, which have been marked up to include the new substation IEDs are important to the System Integrator. Figure 2 shows a high-speed database server connected to the LAN. The System Integrator must define the configuration management specification that maintains all substation configuration data and manages the records of all event data.

The database server shown in Figure 2 is implemented using RAID technology; therefore the System Integrator must define the backup scheme so as to provide hot switchover when a failure occurs.

Operational control

Figure 1 shows that operating procedures, which have been marked up to include the new substation IEDs are vitally important to the System Integrator to produce a specification for substation integrated protection, control and data acquisition. Emphasis on “integrated” is derived from the utility’s vision for substation automation. Furthermore, based on an integrated concept, the System Integrator must define the operational control specification that addresses four areas of communication: access control, settings management, report management and time synchronization.

Access control

The System Integrator must define a schema for access control that provides the level of security needed for the utility’s operating procedure. The System Integrator must define a communication schema that seamlessly integrates security so as to provide data source authentication, data integrity, confidentiality and protection against replay attacks. This schema must be enabled by the communication protocol selected for substation automation. Specifically, this area of the operational control specification should address the following:

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The level of password protection required for fully implementing select-before-operate (SBO) procedures over the communication network. Given the basic nature of distributed communication architecture, predefined passwords provided by the device vendor may no longer be adequate to guarantee that an operator has control over a specific operation without the possibility of interruption by another operator using the same predefined password.

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IEDs must provide the capability to verify the access authority of a client that takes control of an operation, prohibit operation by another client until the take-control parameters have been completed, or the take-control operation has timed-out.

Settings management

The System Integrator must define the schema for settings management that provides for positive control and verification of individual settings as well as group settings. Operationally, settings maybe input to the IED from a remote terminal, from the local substation MMI computer or, in some cases, on the front panel of the power system device.

Because the utility vision emphasized reduced cost, interoperability and interchangeability of power system components, a standard browser based on the common GUI should be implemented in all workstations that can communicate to the substation IEDs [3] . The schema for settings management should be based on the features of the browser and GUI, and should not require the user to manipulate settings based on parameter names and addresses used for communication between IEDs.

Report management

Figure 4 shows a generic Report Reference Model (RRM) that should be used by the System Integrator to define the schema for report management. Detailed specifications to implement the RRM may be extracted from IEC 61850 or IEEE 1525. Both standards use an object-oriented framework to manage reporting.

All IEDs networked on the substation LAN must implement in their communication processor the functional components shown in Figure 4 . These functions are used to enable spontaneous reporting (report-by-exception and cyclic reporting), journal reporting (sequence-of-events), and report-on-request from the client.

The vertical dashed-line in Figure 4 defines the interface between the Client and the Server. The System Integrator must provide detailed explanations and operating procedures to implement the following Server capabilities:

bullet Control of the Server reporting functions shall be specified by input parameters from the Client to the Server.
bullet The Server shall provide the capability to load these parameters into the Application Processor condition monitoring algorithms.
bullet The Server shall provide the capability to generate reports whenever condition monitoring triggers are activated.
bullet Data objects shall be used to define the report control blocks needed to support condition monitoring and evaluation.
bullet Data sets shall be used to define the information to be reported.

Time synchronization

Time synchronization for transmission substation integrated protection, control and data acquisition will, in general require a target architecture that includes distribution of synchronized time over a separate timing wire using the IRIG-B time standard [4] or GPS clock. The System Integrator must define the time synchronization specification that provides the time-stamping accuracy needed for protection operations and post-fault analysis. All IEDs whose data may be used in post fault analysis must have internal clocks that are settable to the specified precision. As a point of reference, the IED clocks should be settable to an order of magnitude more precise than the desired time tag. Thus, if time tagging to the nearest millisecond is a requirement, the clock must be settable to 0.1 ms.

References  

Reference ID

Description

IEC 61850

Communication Networks and Systems in Substations

IEC 61968

System Interfaces for Distribution Management

IEC 61970

System Interfaces for Energy Management

IEEE 1344

IRIG Time Code Standard

IEEE 1525

Standard for Substation Integrated Protection, Control and Data Acquisition Communications

IEEE C37.115

Standard Test Method for Substation Integrated Protection, Control and Data Acquisition Communication System

 

 Definition of Terms  

Term

Description

API

Application Program Interface

DBMS

Database Management System

DMS

Distribution Management System

EMS

Energy Management System

IEC

International Electrotechnical Commission

IED

Intelligent Electronic Device

IEEE

Institute of Electrical and Electronics Engineers

IRIG-B

Inter-Range Instrumentation Group (Format B)

GPS

Global Positioning System

GUI

Graphical User Interface

LAN

Local Area Network

MMI

Man-Machine Interface

ms

milliseconds

RAID

Redundant Array of Independent Disks

RRM

Report Reference Model

RTU

Remote Terminal Unit

SBO

Select –Before-Operate

SCADA

Supervisory Control and Data Acquisition

WAN

Wide Area Network

XML

Extensible Markup Language

[1] Knowledge-based technology and commercial tools should be used to implement the navigational scheme.

[2] XML (Extensible Markup Language) is an open, text-based markup language that provides structural and semantic information to data.

[3] XML is a logical choice to define the settings data syntax. Vendors are rapidly adopting XML and demonstrating its power as a gateway between autonomous heterogeneous systems. It is extensible, easily understood and managed, and platform-, language-, vendor independent. Specific requests made vial XML to server are coordinated into several underlying request to different systems supported by state-of-the-art communication software. They are then intelligently mapped back up to an interactive Web page or commonly deployed Database Management System (DBMS).  

[4] It is possible to use local substation computer clocks as the time source and distribute this time over the substation LAN. However, in most cases this is technique does not provide the accuracy needed for time synchronization. The exception is small distribution substations that may only require time stamping to 10 ms.

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Last modified: Sunday August 01, 2004 .